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---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/19/2000
08:32 PM --------------------------- "John D. Martin" <J_Martin@baylor.edu< on 12/19/2000 03:25:19 PM To: vkamins@enron.com cc: Subject: Latest Vince, I appologize for shipping another version of the paper so soon after the last. However, my wife picked me up for some last minute shopping at noon and I wasn't sure I would get back to this before leaving tomorrow. The only changes in the two documents related to a sentence or two in the intro plus the addition of "Unused information" at the end of the document. The unused stuff is made up of notes I made from Hamel, some news stories, press releases, and random thoughts. We probably won't use any of this stuff but I wanted you to have it just in case it might prove useful. The challenge we face at this stage (and where I can most use your help) is in documenting Enron's risk management functions in a meaningful way. This may be best done through examples or in some other way. I think that our audience would appreciate our including some numerical and detailed examples (even if they are to be placed in boxes or sidebars that don't interrupt the flow of the article. If you'll make a pass at what you feel is appropriate I'll gladly polish on the words as i try to learn about what you are doing myself. Vince, I really am enjoying this learning experience. You guys make a wonderful "lab". Sally and I are driving to Louisiana to pick up her mom tomorrow and then driving to New Orleans and back to Waco by Saturday. However, I will check in my e-mail regularly. Your friend, John - Enron Transformation Paper12_19_00.doc John D. Martin Carr P. Collins Chair in Finance Finance Department Baylor University PO Box 98004 Waco, TX 76798 254-710-4473 (Office) 254-710-1092 (Fax) J_Martin@Baylor.edu web: http://hsb.baylor.edu/html/martinj/home.html
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