I have about 10K in...I think I'm done, looks like I bottom ticked it last
Thursday (better to be luck than good).  I'm moving back into silicon.

M

Martin.Cuilla@enron.com wrote:

> LOAD THE BOAT!  THIS THING IS GOING TO $10.  WE ARE TRADING $8.40 AND ARE
> READY TO EXPLODE.  BUY EVERYTHING YOU CAN!
>
> Michael D Contant <mcontant@cypressasset.com> on 12/04/2000 10:30:35 AM
>
> To:   Martin.Cuilla@enron.com
> cc:
> Subject:  Re: [Fwd: gassy cos.]
>
> I nibbled on a little APC and CPG on Thursday...should'a hit it harder.
>
> M
>
> Martin.Cuilla@enron.com wrote:
>
> > I guess I emailed you to early.  Prices up $.55 trading 7.25 and the back
> > of 2001 is up over $.30
> >
> > Michael D Contant <mcontant@cypressasset.com> on 12/01/2000 03:40:36 PM
> >
> > To:   Martin Cuilla <Martin.Cuilla@enron.com>
> > cc:
> > Subject:  [Fwd: gassy cos.]
> >
> > He didn't include their % hedged, but assures me that they are all at
> least
> > 70%
> > un.
> >
> > M
> >
> > "Mahedy, John P." wrote:
> >
> > > Attached is a list of companies that you've requested. We do not have
> > > anything published on the topic.
> > >  Coastal CGP
> > > Anadarko APC
> > > Apache APA
> > > Barrett BRR
> > > Mitchell Energy MND
> > >
> > > Canadians:
> > > Alberta Energy AEC.TO
> > > Talisman TLM.TO
> > > Anderson AXL.TO
> > >
> > > -----Original Message-----
> > > From: Michael D Contant [mailto:mcontant@cypressasset.com]
> > > Sent: Tuesday, November 28, 2000 11:58 AM
> > > To: Mahedy, John P.
> > > Subject: Re: Weekly Valuation (as of close of November 24, 2000)
> > >
> > > Mr. Mahedy:
> > >
> > > Could I trouble you for a few names (cap-agnostic) with unhedged (at
> > least
> > > 70%) natural gas positions.  If you have published anything on this
> topic
> > > recently I would be very interested in reading that as well.
> > >
> > > EOG is all I could come up with, hope you can help.
> > >
> > > Thanks for your time,
> > > Michael Contant
> > >
> > > "Mahedy, John P." wrote:
> > >
> > >
> > >
> > >         Attached is our weekly valuation work as of the close of
> November
> > > 24, 2000.
> > >
> > >
> Absolute
> > > Relative
> > > Group                                           +1.19%
> > > +3.07%
> > > Domestics                                       +1.90%
> > > +3.78%
> > > Internationals                          +1.15%                  +3.03%
> > > Refiners                                                +1.48%
> > > +3.36%
> > >
> > >         Figures are total returns including dividends.
> > >
> > >         The integrated oil group outperformed the market by 3.07%.  The
> > > domestics beat the market by 3.78% with UCL (+6.6% relative) delivering
> > the
> > > strongest and P (+2% relative) the weakest results within the subgroup.
> > The
> > > internationals outperformed the market by 3.03%.  XOM (+6.5% relative)
> > > showed the strongest performance while BP (-0.1% relative) lagged the
> > most.
> > > The refiners also outperformed the market by 3.36%.  VLO (+5.4%
> relative)
> > > did the best and ASH (+0.4% relative) delivered the weakest results for
> > the
> > > week.
> > >
> > >         The attached file includes the individual valuation metrics for
> > each
> > > company.  Just open and hit the print button for easiest viewing.
> > >
> > >         <<company.xls>>
> > > The table below ranks the companies based on the valuation
> > attractiveness.
> > >
> > >         This Week (11/24/00)
> > > Domestics                       Internationals          Refiners
> > > OXY                             TX
> > ASH
> > > AHC                             CHV                             TSO
> > > UCL                             BP
> > SUN
> > > P                                       RD
> > > TOS
> > >                                         XOM
> > UDS
> > >
> > > VLO
> > >
> > >         Last Week (11/17/00)
> > > Domestics                       Internationals          Refiners
> > > OXY                             TX
> > ASH
> > > AHC                             CHV                             TSO
> > > UCL                             BP
> > SUN
> > > P                                       RD
> > > TOS
> > >                                         XOM
> > UDS
> > >
> > >
> > > VLO
> > > John Mahedy (212) 756 4474
> > > < mailto:mahedyjp@bernstein.com <mailto:mahedyjp@bernstein.com> >
> > >
> > >
> > >
> > >
> > >
> > >
> > >