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Enron Mail |
Greetings. Here's the case with 1,3 and 4 compiled. I took some editorial
license with 1 and 4--hope I didn't butcher what you were conveying Jimmie and Dylan. Check it out. Still need to determine if folks are comfortable with my conclusion in #3, i.e., look, the biz model and the info provided in the 10K may be crap, but from a strictly technical perspective, Patten's justified in using the sales as opposed to the installment method. Let me know. Kim's up and running on #2. Best, Jeff
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