Enron Mail

From:jeff.dasovich@enron.com
To:mark_guinney@watsonwyatt.com
Subject:Re: Re[2]: Clarkson
Cc:dwindham@uclink4.berkeley.edu, guinney@haas.berkeley.edu, jcjcal02@aol.com,jdasovic@enron.com, jeff.dasovich@enron.com, jjackson@haas.berkeley.edu
Bcc:dwindham@uclink4.berkeley.edu, guinney@haas.berkeley.edu, jcjcal02@aol.com,jdasovic@enron.com, jeff.dasovich@enron.com, jjackson@haas.berkeley.edu
Date:Mon, 29 Jan 2001 09:27:00 -0800 (PST)

I'm fine and agree that it's more about the reasoning than the right answer.
I don't feel strongly about the recommendation, just wanted to throw out
something for folks to shoot at and to highlight that A/R and inventory
turnover is big problem. (Though without A/R and inventory turnover
convenants, I don't know if I'd do the deal.) Thanks for doing the finishing
touches.

Best,
Jeff