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Enron Mail |
in regards to the stock, tell me about it.
flat price me thinks we go nowhere for a while. think the next push down doesnt come again until late october. im buying z 300/250 put spread for 11. still looking for 3.1 by end of season. probably 2.95-3.0 for nov 31. who wants baseload gas for dec in that scenario? aga's... think high 70's is neutral the market. if it comes out 70-85 you can shit on vol. that'd be good for me. -----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 11:45 AM To: Arnold, John Subject: RE: rumours dont blame you-but my long straddle position worked great(30 vols in one day-sorry im sure it was a tuff day for you hedged my merc short well). im gonna try again this time altho at higher vol levels(bot some from magee). i think if we get a aga less than 70 or more than 80 well see a big move.more a gamma play this time.flat price im pretty neutral till i see the aga. number shud come in around 81-82 ish but after last week who the hell knows. im not bullish by eany means but the s&d has titened a bit on a relative basis. if i dont see 80 ish injections ill be neutral and be trading more short term and opportunistic than previous. man the enron stx getting smoked-they better pay you more cash this year and save the options, or at least give you some lower strikes. -----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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