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Enron Mail |
John,
It does not sound silly to me. I don't get that many opportunities to sit down with those guys in a relaxed atmosphere and chat. I shall read the notes and get back to you. I have just come back from Philadelphia and have to catch up with a few things. Vince "John D. Martin" <J_Martin@baylor.edu< on 12/06/2000 09:39:50 AM To: vkamins@enron.com cc: Subject: Good morning Vince, i know that you are in Philadelphia today but wanted to ship you my "first pass notes" before I leave town in the morning. Please edit/add to or delete anything you think is appropriate. My objective in the notes is just to get things down on paper before too much time has passed. When I place something in quotes this indicates a direct quote. I'll give you a call next week when I get back to town. Thanks again for a truly memorable experience. I plan to frame Jeff's Enron model. It may sound silly to you guys but we academics really appreciate opportunities like the one I got on Monday. What a truly spectacular day. Take care, John p.s. Andy gave me his note care describing the demand for a peaking plant but I wasn't able to get him to sign it. I hope I did not offend him by asking for his signature on that silly graph. After I left his office it occured to me that he might think I was making light of him. Please explain to him that I was not and will treasure his simple model as capturing the essence of optionality in a real asset. - EnronInterviewNotes.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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