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Enron Mail |
hard to say odds on a revision. don't think aga would make a revision, but an individual stg field could. another option is that a stg field that realizes they fucked up just fades the number over the next several weeks such that each number going forward is bigger than expected.
-----Original Message----- From: "Lafontaine, Steve" <steve.lafontaine@bankofamerica.com<@ENRON [mailto:IMCEANOTES-+22Lafontaine+2C+20Steve+22+20+3Csteve+2Elafontaine+40bankofamerica+2Ecom+3E+40ENRON@ENRON.com] Sent: Tuesday, August 21, 2001 12:13 PM To: Arnold, John Subject: RE:aga the other thing in the back of my mind-if there is a revision of 20 bcf or more and an injection of 80 ish-i think they kill this thing. what you think are the odds of a revision? 10-15% i say. not sure when tho -----Original Message----- From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] Sent: Tuesday, August 21, 2001 12:37 PM To: LaFontaine, Steve Subject: RE: rumours With skilling gone I move up one spot...from 147th to 146th. This market sucks!! Right back where we were before the # last week. I have so little interest right now. just glad i held onto the short straddle position. wish i had something intelligent to say but i don't. -----Original Message----- From: "Lafontaine, Steve" <steve.lafontaine@bankofamerica.com<@ENRON [mailto:IMCEANOTES-+22Lafontaine+2C+20Steve+22+20+3Csteve+2Elafontaine+40ban kofamerica+2Ecom+3E+40ENRON@ENRON.com] Sent: Thursday, August 16, 2001 4:02 PM To: jarnold@enron.com Subject: rumours the new rumour is youre skillings replacement-thats even better than the aga ********************************************************************** This e-mail is the property of Enron Corp. and/or its relevant affiliate and may contain confidential and privileged material for the sole use of the intended recipient (s). Any review, use, distribution or disclosure by others is strictly prohibited. If you are not the intended recipient (or authorized to receive for the recipient), please contact the sender or reply to Enron Corp. at enron.messaging.administration@enron.com and delete all copies of the message. This e-mail (and any attachments hereto) are not intended to be an offer (or an acceptance) and do not create or evidence a binding and enforceable contract between Enron Corp. (or any of its affiliates) and the intended recipient or any other party, and may not be relied on by anyone as the basis of a contract by estoppel or otherwise. Thank you. **********************************************************************
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