Enron Mail

From:jeff.dasovich@enron.com
To:anil.sama@intel.com
Subject:OAT Valuation Model
Cc:asama@yahoo.com, jeff.dasovich@enron.com, mark_guinney@watsonwyatt.com
Bcc:asama@yahoo.com, jeff.dasovich@enron.com, mark_guinney@watsonwyatt.com
Date:Mon, 16 Apr 2001 03:52:00 -0700 (PDT)

OK folks. It's about 80% of the way there. My brains are oozing out looking
at cells, so I want to get this around so Mark can get started on refining
assumptions and other folks can examine as well. I'll continue to check it
and de-bug it. Mark, you and I should talk, too. (You'll note that at this
point, the valuation is in the $30s, so there's work to do.) Apologies in
advance for any errors (and I'm sure they're there).

If anyone has any questions on the model, just let me know.

I think we ought to get together to meet this week as much as possible to
start getting the power point presentation together. And perhaps we should
think about meeting this weekend?

In the meantime, I'm pulling together the data on Buffet (Berkshire Hathaway)
stock performance, etc., and will also do the financial ratios, including
Dupont, for OAT.

Does this work for folks? Other thoughts?

Best,
Jeff