Message-ID: <28729302.1075854420879.JavaMail.evans@thyme> Date: Fri, 17 Nov 2000 01:29:00 -0800 (PST) From: darron.giron@enron.com To: william.kelly@enron.com, kam.keiser@enron.com, jeffrey.gossett@enron.com, errol.mclaughlin@enron.com, david.baumbach@enron.com Subject: Re: Class Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Darron C Giron X-To: William Kelly, Kam Keiser, Jeffrey C Gossett, Errol McLaughlin, David Baumbach X-cc: X-bcc: X-Folder: \Darron_Giron_Jun2001\Notes Folders\'sent mail X-Origin: Giron-D X-FileName: dgiron.nsf In addition: expert clauses - which ones need to be changed, when and why - what are reversals and why we use them - how to check physical prompt month value for potential errors - how to calculate physical prompt month value - checking the OA Flash tab. I am sure there are some others. DG ---------------------- Forwarded by Darron C Giron/HOU/ECT on 11/17/2000 09:21 AM --------------------------- Enron Capital Management From: David Baumbach 11/17/2000 09:19 AM To: William Kelly/HOU/ECT@ECT, Kam Keiser/HOU/ECT@ECT, Jeffrey C Gossett/HOU/ECT@ECT, Darron C Giron/HOU/ECT@ECT, Errol McLaughlin/Corp/Enron@ENRON cc: Subject: Re: Class Topics should include: NX3 roll-off, the curveshift associate with basis NX3 roll-off and where it will show up on the p&l, what days we will roll in index - the percentages, how to adjust percentages for fixed priced prompt month positions, when to bring in prompt month value, how to put liquidations in the physical P&L, how to roll the physical and financial p&l's, etc. Any suggestions? Dave From: William Kelly 11/17/2000 08:59 AM To: Kam Keiser/HOU/ECT@ECT, David Baumbach/HOU/ECT@ECT, Darron C Giron/HOU/ECT@ECT, Errol McLaughlin/Corp/Enron@ENRON cc: Jeffrey C Gossett/HOU/ECT@ECT Subject: Class Our next class will combine EOM bench/NGP&L and P&L procedures. We will hold the class Tuesday @ 9:30 and combine both groups 1&2 for one class. Jeff would like to go over the bench and NGP&L process for 45 minutes or so, and the rest of the class will be handled by Dave and Kam. I will leave it to you 2 to decide who will talk about what. Lets get together on Monday to brainstorm. WK