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Thanks Vince. Paul Q and Raymond Y will also attend the call.
Regards Paul Vince J Kaminski@ECT 02/04/2001 11:16 PM To: Paul Smith/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT cc: Stinson Gibner/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Paul Quilkey/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Raymond Yeow/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT Subject: Re: Real Options Paul, We have done a lot of work in this area. I shall call you later today (Monday my time), Tuesday morning your time with some recommendations. Vince P.S. Shirley, please send a Real Options binder to Paul. Vince From: Paul Smith@ENRON_DEVELOPMENT on 03/30/2001 08:42 AM ZE10 To: Vince J Kaminski@ECT cc: Paul Quilkey/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Raymond Yeow/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT Subject: Real Options Vince, The Sydney office is currently evaluating a proposal that involves an option to participate in building a wind farm. Should this proceed, we would like to mark this option "to market". Have the Research group completed any work on methods for booking and remarking real options? Alternatively, do you have any suggestions as to the best way to value, and book, real options fairly? Regards Paul Smith
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