Enron Mail

From:jeff.dasovich@enron.com
To:cvavrek@deloitte.com
Subject:Group Project
Cc:asama@yahoo.com, mark_guinney@watsonwyatt.com
Bcc:asama@yahoo.com, mark_guinney@watsonwyatt.com
Date:Tue, 6 Mar 2001 03:29:00 -0800 (PST)

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