Message-ID: <31195915.1075858064328.JavaMail.evans@thyme> Date: Mon, 29 Jan 2001 03:52:00 -0800 (PST) From: liz.taylor@enron.com To: khoskins@dlj.com Subject: RE: Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Liz M Taylor X-To: "Hoskins, Kenneth" <khoskins@dlj.com> @ ENRON X-cc: X-bcc: X-Folder: \Lawrence_Whalley_Jun2001\Notes Folders\Sent X-Origin: Whalley-L X-FileName: gwhalley.nsf He asked me to table it til this week. Last week was full of activities planning for the Analyst conference and tons of meetings about our problems in CA (Power). Sorry you're not feeling well. Take care of yourself. I had a lovely weekend, thank you. Edmond and I did dinner & dancing on Saturday night. We had a picnic @ Allen Parkway on yesterday afternoon. Followed by a Super Bowl party for two. This was a lot of fun. We ate junk food and drank cokes all night. By 3:30a.m. this morning we both had a stomach ache. Am I sharing enough, to much? I think I like me old way better. Going forward, you're getting "fine or not so fine." Liz "Hoskins, Kenneth" <khoskins@dlj.com> on 01/29/2001 11:02:55 AM To: "'Greg.Whalley@enron.com'" <Greg.Whalley@enron.com> cc: Subject: RE: I had a so, so weekend. I'm tired, half ill, and working for some new accounts. Any word yet? How was your weekend? I'm sure you and Edmund had a blast - what did you do? -----Original Message----- From: Greg.Whalley@enron.com [mailto:Greg.Whalley@enron.com] Sent: Monday, January 29, 2001 11:21 AM To: Hoskins, Kenneth Subject: Re: Good Morning Ken, Good weekend? liz "Hoskins, Kenneth" <khoskins@dlj.com> on 01/29/2001 10:11:18 AM To: "'whalley@enron.com'" <whalley@enron.com> cc: "'liz.m.taylor@enron.com'" <liz.m.taylor@enron.com> Subject: Please see below a summary of E&P weekly from CSFB research team. The complete report is attached for your review. > 1) Group rebounds from over-sold position advancing 4%, leaders include > Swift, Ocean, Mitchell, Louis Dreyfus and Canadian Natural. > 2) Despite weather related selling pressure on near month natural gas > prices, the out months remain strong between $5.50 and $6.00. > 3) With 20% of US gas production reporting, volumes declined 1.6% > sequentially and 5.5% versus 4Q99. Volumes declined 4% in 2000 versus > 1999. > 4) Value creation update: 5 companies reported increasing value by 29% > on average, leaders include Pogo, Ocean and Pioneer. > > <<EnP012901.pdf>> Regards, Kenneth F. Hoskins Private Client Services Credit Suisse First Boston Donaldson, Lufkin & Jenrette Securities Corporation an affiliate of CREDIT SUISSE FIRST BOSTON CORPORATION 401 City Avenue, Suite 110 Bala Cynwyd, PA 19004-1122 office: (610) 660-8914 cell: (301) 922-9932 email: kenneth.hoskins@csfb.com The information contained herein is provided, at your request, for informational purposes only. We make no representation as to its accuracy or completeness. Also, this information does not supersede confirmations or statements sent to you by DLJ. Further, it does not constitute an offer to buy or sell these securities. (See attached file: EnP012901.pdf)