Message-ID: <11593901.1075852691980.JavaMail.evans@thyme> Date: Fri, 5 Oct 2001 10:31:36 -0700 (PDT) From: steve.lafontaine@bankofamerica.com To: lafontaine@enron.com, steve.lafontaine@bankofamerica.com, jarnold@enron.com Subject: RE: wheres the love? Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: "Lafontaine, Steve" @ENRON X-To: Lafontaine, Steve , jarnold@enron.com X-cc: X-bcc: X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items X-Origin: Arnold-J X-FileName: JARNOLD (Non-Privileged).pst well the mkts changed a bit since this writing. im more neturalish now i guess. suprised about the cash strongth. and i guess it doesnt mattr CUZ YOU DONT ANSWER YOUR EMAILS ANYWAY. regards > -----Original Message----- > From: LaFontaine, Steve > Sent: Friday, September 21, 2001 4:40 PM > To: John Arnold (E-mail) > Subject: whats up young man? > > johnny hope all is well. is ok here. new york a little stranger than > normal for obvious reasons.. wwe're trying to get back to normal. pretty > stressful cupla weeks. business has been pretty good(trading anyway) in > natgas and oil. certainly have been some changes in natgas fundamentals > but too littl too late im afraid to get bullish . market sucks and the > newest shock to macr economics im starting to think are mitigating what > mite have been some postive bullish changes like gas/oil relationship and > gas shut ins. looks shitty i think. im not as short as ive been but > starting to think this witer is waaay too high priced. just funtction > timing i guess. i sold a few march aprils again. just doesnt fit the curve > and i think 80% probabitly we end march with over 1.3 tcf in the ground. > wud keep things ugle for awhile. > anyway curious your thots as always. also wanted to say hi.have a good > weekend