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Enron Mail |
i won't be in class tonite. i'm open, too, but to tell you the truth, mark,
the thought of comparing us and european accounting standards/practices makes me break out in a rash. if there's any way that we can focus on strategy, valuation, or other sorts of financial analyses that we've focused on in the course, that would be preferable from my perspective. best, Jeff "Vavrek, Carolyn (US - San Francisco)" <cvavrek@deloitte.com< 03/07/2001 08:13 PM To: Mark Guinney <Mark_Guinney@watsonwyatt.com<, Jeff.Dasovich@enron.com cc: asama@yahoo.com Subject: RE: Group Project either day works for me and i am open to anything for the group project if we do look at aol/tw we should probably limit our scope to a relatively specific issue i'll think about this some more and perhaps we can talk at the end of break tomorrow (say around 8-ish) Carolyn M. Vavrek Manager - Human Capital Advisory Services Deloitte & Touche 50 Fremont Street San Francisco, CA 94105 phone: 415-783-5137 fax: 415-783-8760 e-mail: cvavrek@deloitte.com -----Original Message----- From: Mark Guinney [mailto:Mark_Guinney@watsonwyatt.com] Sent: Tuesday, March 06, 2001 7:28 AM To: Jeff.Dasovich@enron.com; cvavrek@deloitte.com Cc: asama@yahoo.com Subject: Re:Group Project The Enron idea is intriguing but could be extremely difficult to do. If most of the Wall Street analysts are havig difficultly seeing through the financial statements than what chance do we have? AOL/Time Merger is a good idea. Also, we can look at a foreign company like Daimler and see how their financial statements change as they have to convert to US GAAP and what this tells us about their foreign accounting. ********************************************** 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 ____________________Reply Separator____________________ Subject: Group Project Author: Jeff.Dasovich@enron.com Date: 03/06/2001 12:29 PM 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 - This message (including any attachments) contains confidential information intended for a specific individual and purpose, and is protected by law. - If you are not the intended recipient, you should delete this message and are hereby notified that any disclosure, copying, or distribution of this message, or the taking of any action based on it, is strictly prohibited.
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