Enron Mail

From: mark_guinney@watsonwyatt.com To: dwindham@uclink4.berkeley.edu, guinney@haas.berkeley.edu, jcjcal02@aol.com,jjackson@haas.berkeley.edu, jjackson@haas.berkeley.edu, jeff.dasovich@enron.com Subject: Re:BF good case memo Cc: dylan@operon.com Bcc: dylan@operon.com Date: Mon, 12 Mar 2001 04:05:00 -0800 (PST) I'm sure that our dear professor will be discussing more in depth the structure of swap arrangements tonight. Anyway, I've added some comments to the memo that hopefully addresses some of the issues. ********************************************** Mark D. Guinney, CFA Consultant Watson Wyatt Investment Consulting 345 California Street, Ste. 1400 San Francisco, CA 94104 (415) 733-4487 ph. (415) 733-4190 fax - BFG Dylan- memo.doc