As a result of the reorg announcement a couple of weeks ago, this report should now go to Philippe Bibi (or his assistant, Peggy McCurley). Louise is now in the office of the chair of Enron Americas. Philippe has assumed the role as chairman of Enron Net Works. Since this report is a Net Works report, please remove Louise from the distribution list and add Philippe and Peggy effective immediately. Also, I would like to review and perhaps edit the principal projects/deals section each week before distribution. What would be the most efficient way to get this done and into your hands in a timely way? --Sally
Q: What is a potential subject line for this email?
answer: Global Risk Management Operations Weekly Operating Report
Can there not be an argument made to dive into TXN? It's trading at 25 forward P/E (2001) with a 5-year consensus growth rate of 24.2. A PEG of ~1 on a high quality stock with superior technology, good management, great market position and tremendous long-term growth has got to be an opportunity, right? What's your view? The technicals (MACD) are not great right now but I think fundamentally this is a tremendous value long-term. It looks like the economy has really got the brakes on now (too much) but wouldn't you expect the market to begin pricing in rate cuts in 2001 pretty soon and an eventual return to high growth in technology? I wouldn't touch any peripheral players but some of the megacap stocks with great market positions, like TXN, are sure tempting. Nasdaq down 46% from its March high and not looking good at the open. This could be a "buy while there is blood in the streets" opportunity.
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answer: TXN
Scott: I have a call scheduled with Martin for tomorrow morning to discuss these CFTC issues. I'll let you know how it goes. I have also not forgotten your request for my view on Martin's tenure in Houston. I have mixed feelings that are difficult to put down in writing and I'm hoping we can take a few minutes in New Orleans to discuss. Mark
Q: What is a potential subject line for this email?
answer: CFTC issues in Norway
Griff, Can you accomodate Dexter as we have in the past. This has been very helpful in establishing a fair index at Socal Border. Phillip Please cc me on the email with a guest password. The sooner the better as bidweek is underway.
Q: What is a potential subject line for this email?
answer:
NGI access to eol