Enron Mail

From:doug.gilbert-smith@enron.com
To:david.mckeon@entergykoch.com
Subject:RE: CPN
Cc:
Bcc:
Date:Wed, 12 Dec 2001 08:33:58 -0800 (PST)

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.
< **********************************************************************