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Enron Mail |
i think i've got yahoo somewhere on my computer. i'll try to find it. expecting 110 today. still think we're not at fundamental equilibrium but scared that, as much as i hate technicals, the wave 3 is over and we can do some serious chop here. if we didnt have expiry in 4 days i'd be worried about a short covering rally. however, i think the market is going to have a hard time placing the baseload gas this month. the storage guys are all above their targets right now and expect them to back off relative to last month.
-----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: Wednesday, May 23, 2001 10:30 AM To: Arnold, John Subject: RE: aga forecast no yahoo and bloomberg professional. the entire oil industry on yahoo. ill have a hell of a time getting on another syetm due firewall issues etc.you know coprorate america as you pted out. im getting a few natgas guys and brokers on yahoo as well. steve_lafontaine if you can get it loaded. get a bloomberg terminal-can share news stories etc-excellant fundamental dat base as well. worth the price and alot of managed money uses as well. -----Original Message----- From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] Sent: Wednesday, May 23, 2001 11:26 AM To: LaFontaine, Steve Subject: RE: aga forecast are you on msn messenger. i think i'm set up with it. -----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: Wednesday, May 23, 2001 8:45 AM To: jarnold@enron.com Subject: FW: aga forecast hey johnny-my numbers. i think next week more like 105 ish but we'll see. any thots on flat px here? i still say med term lower to the low 3.00 area/maybe lower. wud you please get on bloomberg or yahho inst messanger we can mkt chat w/out a 3 day lag????? fyi-our end user buying has stepped outta the way now on this lower px level. so less support from them. good seeing you the other nite-wud have liked to have gone out w/you guys but early meeting sat regards < -----Original Message----- < From: LaFontaine, Steve < Sent: Tuesday, May 22, 2001 12:09 PM < To: 'rpetrol@aol.com' < Subject: FW: aga forecast < < forecast < < aga forecast < < this week next week same week last year y on y < deficit < boa 118 115 55 < -23 < pira 110 ? 56 < +36 < < we should be going from deficit to year on year surplus by this time next < week. the 7 year average for inventory this week is 1155 vs our projection < of 1195. this will continue to be taken as very bearish given current < prices are still well above the historical average price implied by that < inventory level.
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