Message-ID: <4877127.1075857634471.JavaMail.evans@thyme>
Date: Wed, 11 Apr 2001 15:40:00 -0700 (PDT)
From: john.arnold@enron.com
To: jennifer.fraser@enron.com
Subject: Re: ng views
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the only change that's happened to my long term outlook has been that the 
weather in the short term has been more bullish and we'll have 30 or so bcf 
less storage than i was anticpating in two weeks.  so yea, my curve is a 
touch higher, but it doesnt change my longer term view.  most of the move 
this week was a short sqeeze of spec shorts combined with a strong heat 
market.  a little concerned about heat, but also saw products very strong 
going into the season this past winter only to stage a huge failure.  not 
convinced this rally in products is different.  


From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:  
Subject: ng views

where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02

Jen Fraser
Enron Global Markets Fundamentals
713-853-4759