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Enron Mail |
I have lost all respect for wall street-do not combine the commodity picture with the equities.
other thought is oil -----Original Message----- From: "McKeon, David (EKT)" <David.McKeon@entergykoch.com<@ENRON Sent: Wednesday, December 12, 2001 10:29 AM To: Gilbert-smith, Doug Subject: RE: CPN Whoever wants to be long 70000 MW of assets and turbines while straddled with the associated debt payments. Someone who weathers the energy storm and still has capital. Potentially a bank with exposure? How big daddy Koch :-) The real issue is that wall street is realizing that their growth story is over. < -----Original Message----- < From: Doug.Gilbert-Smith@enron.com [SMTP:Doug.Gilbert-Smith@enron.com] < Sent: Wednesday, December 12, 2001 10:23 AM < To: David.McKeon@entergykoch.com < Subject: RE: CPN < < ouch. Going to zero. This is the distressed sale we were expecting-who < steps in to buy this? < < -----Original Message----- < From: "McKeon, David (EKT)" <David.McKeon@entergykoch.com<@ENRON < Sent: Wednesday, December 12, 2001 9:26 AM < To: Doug (E-mail); Doug (E-mail 2) < Subject: CPN < < Watch out for these guys - listen to the conference call from yesterday < afternooon....interesting. < < < < < ********************************************************************** < This e-mail is the property of Enron Corp. and/or its relevant affiliate < and may contain confidential and privileged material for the sole use of < the intended recipient (s). Any review, use, distribution or disclosure by < others is strictly prohibited. If you are not the intended recipient (or < authorized to receive for the recipient), please contact the sender or < reply to Enron Corp. at enron.messaging.administration@enron.com and < delete all copies of the message. This e-mail (and any attachments hereto) < are not intended to be an offer (or an acceptance) and do not create or < evidence a binding and enforceable contract between Enron Corp. (or any of < its affiliates) and the intended recipient or any other party, and may not < be relied on by anyone as the basis of a contract by estoppel or < otherwise. Thank you. < **********************************************************************
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