Message-ID: <7462942.1075861673652.JavaMail.evans@thyme> Date: Fri, 2 Nov 2001 10:12:16 -0800 (PST) From: john.arnold@enron.com To: kdavis@manfinancial.com Subject: RE: Positions Cc: sarah.wesner-soong@enron.com Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit Bcc: sarah.wesner-soong@enron.com X-From: Arnold, John X-To: 'kdavis@manfinancial.com@ENRON' X-cc: Wesner-Soong, Sarah X-bcc: X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Sent Items X-Origin: Arnold-J X-FileName: JARNOLD (Non-Privileged).pst Please notify me as soon as the wire has been sent. I assume you are working on this right now. -----Original Message----- From: kdavis@manfinancial.com@ENRON Sent: Friday, November 02, 2001 11:13 AM To: Arnold, John Subject: RE: Positions Thanks John..... -----Original Message----- From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] Sent: Friday, November 02, 2001 5:13 PM To: kdavis@manfinancial.com Subject: RE: Positions being done as I write this -----Original Message----- From: kdavis@manfinancial.com@ENRON Sent: Friday, November 02, 2001 11:06 AM To: Arnold, John Subject: RE: Positions 734 and we're done -----Original Message----- From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] Sent: Friday, November 02, 2001 5:09 PM To: kdavis@manfinancial.com Subject: RE: Positions we have already done the aug 03, how many may 02 do you want us to do? -----Original Message----- From: kdavis@manfinancial.com@ENRON Sent: Friday, November 02, 2001 10:54 AM To: Arnold, John Subject: RE: Positions John The simplest thing would be to disregard the 926 Aug'03 instructions and to do the 1660 May 02 only.... Your call Kevin -----Original Message----- From: Davis, Kevin (LDN Int) Sent: Friday, November 02, 2001 4:48 PM To: 'John.Arnold@enron.com' Subject: RE: Positions The answer would be yes if it were the only ex-pit instructions we received today. Given that you have instructed us already to ex-pit the 926 August 03 position, we would only want you to transfer 734 of the May 02 futures. If you only do the 1660 May 02 or, if you do the 926 august 03 and 734 May 02 then YES, we will wire the money immediately after one or other of those expits are achieved. Kevin -----Original Message----- From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] Sent: Friday, November 02, 2001 4:43 PM To: kdavis@manfinancial.com Subject: RE: Positions Will you wire the money immediately when this is done? -----Original Message----- From: kdavis@manfinancial.com@ENRON Sent: Friday, November 02, 2001 10:10 AM To: jarnold@enron.com Cc: Wesner-Soong, Sarah; Deffner, Joseph Subject: Positions Dear John In place of the original transfer of options that we sent you yesterday, I propose the following transfer instead. You will note that it includes no options at all. short 1660 May 2002 futures Please understand that this entire affair is making me as uncomfortable as it is clearly making you. Kind regards Kevin R Davis ********************************************************************** 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. **********************************************************************