Enron Mail

From:steve.lafontaine@bankofamerica.com
To:lafontaine@enron.com, steve.lafontaine@bankofamerica.com, jarnold@enron.com
Subject:RE: wheres the love?
Cc:
Bcc:
Date:Fri, 5 Oct 2001 10:31:36 -0700 (PDT)


well the mkts changed a bit since this writing. im more neturalish now i
guess. suprised about the cash strongth. and i guess it doesnt mattr CUZ YOU
DONT ANSWER YOUR EMAILS ANYWAY.
regards
< -----Original Message-----
< From: LaFontaine, Steve
< Sent: Friday, September 21, 2001 4:40 PM
< To: John Arnold (E-mail)
< Subject: whats up young man?
<
< johnny hope all is well. is ok here. new york a little stranger than
< normal for obvious reasons.. wwe're trying to get back to normal. pretty
< stressful cupla weeks. business has been pretty good(trading anyway) in
< natgas and oil. certainly have been some changes in natgas fundamentals
< but too littl too late im afraid to get bullish . market sucks and the
< newest shock to macr economics im starting to think are mitigating what
< mite have been some postive bullish changes like gas/oil relationship and
< gas shut ins. looks shitty i think. im not as short as ive been but
< starting to think this witer is waaay too high priced. just funtction
< timing i guess. i sold a few march aprils again. just doesnt fit the curve
< and i think 80% probabitly we end march with over 1.3 tcf in the ground.
< wud keep things ugle for awhile.
< anyway curious your thots as always. also wanted to say hi.have a good
< weekend