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Enron Mail |
John,
This is the paper that outlines history of the natural gas business in the US. Vince "John D. Martin" <J_Martin@baylor.edu< on 01/26/2001 05:56:07 PM To: vkamins@enron.com cc: Subject: Remaining work Vince, I shipped you the paper along with my note to Don. However, I wanted to share with you what I feel are the remaining "to dos". Specifically, 1. We need to document carefully the forces that were behind the original transformation of Enron. Specifically, the fallout from deregulation (take or pay contract defaults, etc.), the impact of the losses from the oil trading operation, the nationalization of the Peruvian pipeline, and the leveraging up to fend off the Carl Ichan takeover attempt. 2. We need to complete/beef up the network strategy section. 3. Finally, the concluding section needs to be carefully crafted to "hammer home" the basic principles underlying the transformation. What do you think? Hope you have a great weekend. John John D. Martin Carr P. Collins Chair in Finance Finance Department Baylor University PO Box 98004 Waco, TX 76798 254-710-4473 (Office) 254-710-1092 (Fax) J_Martin@Baylor.edu web: http://hsb.baylor.edu/html/martinj/home.html
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