|
|
Enron Mail |
Mr. Hall,
I have just reviewed the Merchant Portfolio Summary for 6/20 and have the following questions: 1) CALME shows an asset of $291.9MM and APACHI shows an asset of $113.0MM and they show no p&l for the year Is this possible in a world of changing interest rates and equity premiums and commodity prices? 2) India recently invested in an IPO (rediff.com) for which there was a simultaneous DASH to buy and sell (sounds like a Merchant deal). Where does this show up? 3) There are several bonds (publicly traded, registrered securities, housed in our Prime Broker accounts) owned by various Enron entities that I do not believe are on the DPR. Shouldn't they be? And if so, who is deciding not to include? Pls advise at your earliest convenience as you always do. Thanks Ted From: D Todd Hall 06/21/2000 01:16 PM To: Rick Buy/HOU/ECT@ECT, Andrea V Reed/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT, Ted Murphy/HOU/ECT@ECT, Richard Causey/Corp/Enron@ENRON, Carol Jean Marshall/HOU/ECT@ECT, Raymond Bowen/HOU/ECT@ECT, Jeff Skilling/Corp/Enron@ENRON, Jeff Donahue/HOU/ECT@ECT, L'Sheryl Hudson/HOU/ECT@ECT, Monica Reasoner/HOU/ECT@ECT, Hope Vargas/HOU/ECT@ECT, Adarsh Vakharia/HOU/ECT@ECT, Joseph W Sutton@Enron, Michael S Galvan/HOU/ECT@ECT, Maria LeBeau/HOU/ECT@ECT, Wes Colwell/HOU/ECT@ECT, Mark Frevert/NA/Enron@Enron, Thomas Myers/HOU/ECT@ECT cc: Subject: MPR for 6/20/00
|