Message-ID: <25855231.1075857638952.JavaMail.evans@thyme> Date: Mon, 12 Feb 2001 07:18:00 -0800 (PST) From: john.arnold@enron.com To: slafontaine@globalp.com Subject: Re: h/j/k Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: John Arnold X-To: slafontaine@globalp.com @ ENRON X-cc: X-bcc: X-Folder: \John_Arnold_Jun2001\Notes Folders\Sent X-Origin: Arnold-J X-FileName: Jarnold.nsf it's one of those theoretically great trades, but those don't always work. Still, I'll put it on and win 7 times out of 10. just so hard for the market to rally the backwardation is so weak. can easily see h going under if no weather appears. slafontaine@globalp.com on 02/12/2001 09:41:04 AM To: jarnold@enron.com cc: Subject: h/j/k wish i had let you buy all of them-cash supriingly weak to me. so i bailed on the postion lost about 7 cts-not a disaster but a disappointment. flat px looks like a pig here depite my not being overly bearish the fundamentals. we hold or they take it down more??