Message-ID: <21758355.1075858064350.JavaMail.evans@thyme> Date: Mon, 29 Jan 2001 02:21:00 -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" @ ENRON X-cc: X-bcc: X-Folder: \Lawrence_Whalley_Jun2001\Notes Folders\Sent X-Origin: Whalley-L X-FileName: gwhalley.nsf Good Morning Ken, Good weekend? liz "Hoskins, Kenneth" on 01/29/2001 10:11:18 AM To: "'whalley@enron.com'" cc: "'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. > > <> 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. - EnP012901.pdf