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Enron Mail |
No rush, but thought I'd throw this out there just ot get the ball rolling:
Looks at this point like any of the presentation dates work for me, so I don't necessarily have a preference. Options for project (and I'm really just throwing stuff out there to stimulate thought): Analyze AOL/Time Warner merger My company, Enron, is accused by some analysts of being nothing more than a Merrill-Lynch, or a Morgan-Stanley, or a Goldman-Sachs, etc. These analysts claim that we should therefore trade at multiples that are in line with the investment houses. We differ in that view (for a lot of reasons that I won't go into here). Might be interesting to analyze strategies, differences, etc. Anyway, just some thoughts to get the ball rolling. I'm open to just about anything. Best, Jeff
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