Enron Mail

From:liz.taylor@enron.com
To:khoskins@dlj.com
Subject:Re:
Cc:
Bcc:
Date:Mon, 29 Jan 2001 02:21:00 -0800 (PST)

Good Morning Ken,

Good weekend?

liz




"Hoskins, Kenneth" <khoskins@dlj.com< on 01/29/2001 10:11:18 AM
To: "'whalley@enron.com'" <whalley@enron.com<
cc: "'liz.m.taylor@enron.com'" <liz.m.taylor@enron.com<
Subject:


Please see below a summary of E&P weekly from CSFB research team. The
complete report is attached for your review.

< 1) Group rebounds from over-sold position advancing 4%, leaders include
< Swift, Ocean, Mitchell, Louis Dreyfus and Canadian Natural.
< 2) Despite weather related selling pressure on near month natural gas
< prices, the out months remain strong between $5.50 and $6.00.
< 3) With 20% of US gas production reporting, volumes declined 1.6%
< sequentially and 5.5% versus 4Q99. Volumes declined 4% in 2000 versus
< 1999.
< 4) Value creation update: 5 companies reported increasing value by 29%
< on average, leaders include Pogo, Ocean and Pioneer.
<
<
<<EnP012901.pdf<<
Regards,

Kenneth F. Hoskins
Private Client Services
Credit Suisse First Boston

Donaldson, Lufkin & Jenrette Securities Corporation
an affiliate of
CREDIT SUISSE FIRST BOSTON CORPORATION

401 City Avenue, Suite 110
Bala Cynwyd, PA 19004-1122

office: (610) 660-8914
cell: (301) 922-9932
email: kenneth.hoskins@csfb.com


The information contained herein is provided, at your request, for
informational purposes only. We make no representation as to its accuracy
or completeness. Also, this information does not supersede confirmations or
statements sent to you by DLJ. Further, it does not constitute an offer to
buy or sell these securities.



- EnP012901.pdf