Message-ID: <18011295.1075857726325.JavaMail.evans@thyme> Date: Wed, 12 Jul 2000 10:45:00 -0700 (PDT) From: john.lavorato@enron.com To: rick.buy@enron.com Subject: Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: John J Lavorato X-To: Rick Buy X-cc: X-bcc: X-Folder: \John_Lavorato_Dec2000\Notes Folders\Discussion threads X-Origin: Lavorato-J X-FileName: jlavora.nsf I guess we were wrong. We were totally surprised by the a.g.a. number. We need to work on are ability to predict it. Therefore, we probably net sold contracts today and will be under our 40 Million limit. I don't think there is any reason to change what we did today. We will keep it in our pocket for 10 days unless you disagree. John