Enron Mail

From:jeff.dasovich@enron.com
To:mark_guinney@watsonwyatt.com
Subject:Re: Last Class?
Cc:anil.sama@intel.com, cvavrek@deloitte.com, dasovich@haas.berkeley.edu,guinney@haas.berkeley.edu
Bcc:anil.sama@intel.com, cvavrek@deloitte.com, dasovich@haas.berkeley.edu,guinney@haas.berkeley.edu
Date:Mon, 9 Apr 2001 10:15:00 -0700 (PDT)

computer lab for modeling. same thing this thursday.

Here's some stuff I worked on over the weekend. OAT's balance sheet and
income statement and common-sized. Haven't put together the cash flow yet.
Please take a look. Really wanted to get something in a file for folks to
start looking at so that, together with the materials Anil and Carolyn have
pulled together, we can start filling in our assumptions and doing some
valuations. I can do the same for Coke and Pepsi.

Take a peek and let's try to discuss by email. Or I'm up for a conference
call tomorrow or Wednesday (or a meeting in person) if you folks are game.

Best,
Jeff





"Guinney, Mark" <Mark_Guinney@watsonwyatt.com<
04/09/2001 11:20 AM

To: "\"Vavrek; Carolyn (US - San Francisco)\" " <cvavrek@deloitte.com<,
"\"Sama; Anil\" " <anil.sama@intel.com<, "\"dasovich@haas.berkeley.edu\" "
<dasovich@haas.berkeley.edu<, "\"guinney@haas.berkeley.edu\" "
<guinney@haas.berkeley.edu<
cc:
Subject: Last Class?

What all did we do last week in class? Anything I need to be prepared for
for
this week?

Now that my competition is done, I can focus on our project.

**********************************************
Mark D. Guinney, CFA
Consultant
Watson Wyatt Investment Consulting
345 California Street, Ste. 1400
San Francisco, CA 94104
(415) 733-4487 ph.
(415) 733-4190 fax