hard to say odds on a revision.  don't think aga would make a revision, but an individual stg field could.  another option is that a stg field that realizes they fucked up just fades the number over the next several weeks such that each number going forward is bigger than expected.  

 -----Original Message-----
From: 	"Lafontaine, Steve" <steve.lafontaine@bankofamerica.com>@ENRON [mailto:IMCEANOTES-+22Lafontaine+2C+20Steve+22+20+3Csteve+2Elafontaine+40bankofamerica+2Ecom+3E+40ENRON@ENRON.com] 
Sent:	Tuesday, August 21, 2001 12:13 PM
To:	Arnold, John
Subject:	RE:aga

the other thing in the back of my mind-if there is a revision of 20 bcf or
more and an injection of 80 ish-i think they kill this thing. what you think
are the odds of a revision? 10-15% i say. not sure when tho

-----Original Message-----
From: John.Arnold@enron.com [mailto:John.Arnold@enron.com]
Sent: Tuesday, August 21, 2001 12:37 PM
To: LaFontaine, Steve
Subject: RE: rumours


With skilling gone I move up one spot...from 147th to 146th.

This market sucks!!  Right back where we were before the # last week.  I
have so little interest right now.  just glad i held onto the short
straddle position.  wish i had something intelligent to say but i don't.

    -----Original Message-----
   From:   "Lafontaine, Steve" <steve.lafontaine@bankofamerica.com>@ENRON

[mailto:IMCEANOTES-+22Lafontaine+2C+20Steve+22+20+3Csteve+2Elafontaine+40ban
kofamerica+2Ecom+3E+40ENRON@ENRON.com]


   Sent:   Thursday, August 16, 2001 4:02 PM
   To:     jarnold@enron.com
   Subject:  rumours

   the new rumour is youre skillings replacement-thats even better than the
   aga



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