Enron Mail

From:jeff.dasovich@enron.com
To:mark_guinney@watsonwyatt.com
Subject:Re:RE: RE: FIA presentation
Cc:
Bcc:
Date:Wed, 25 Apr 2001 06:26:00 -0700 (PDT)

I'll be there about ten after 12. Here are some minor comments I have on t=
he=20
presentation. I'm going to try to go thru the rest and give any final=20
comments by 8 PM tonite. Or maybe we can do that over lunch.

Best,
Jeff

***************************************************************
Slide #1

Coke=01,s acquisition of Quaker Oats: Why did it fizzle?

=06=15 In November 2000, Coke offered to purchase Quaker Oats for $15.75 bi=
llion=20
in stock.

=06=15 In December 2000, Coke withdrew its offer.

=06=15 The press and analysts credit Warren Buffet, Coke=01,s largest share=
holder,=20
with killing the deal.

Was Buffet right to kill the deal?

Slide #2

Summary of Deals

[[Need to put labels on each of the deal values. I think that this slide=
=20
should go after the =01&History of Deal=018 slide.]]

Slide #3

History of Deal

Need dates:

=01&In November 2000:
Pepsi offers
OAT rejects Pepsi
KO offers 15.75 B
KO withdraws offer=018