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Enron Mail |
Louise,
Many thanks. As Christie probably told you, the case was a huge success - and you were a star! Thanks again for all your help. Regards, Chris At 08:39 AM 5/4/01 -0500, you wrote: <Hello Chris and Christie, < <I have asked Kal Shah to run with getting you what you need to ensure that <you will have a contact during my absence. I have copied Kal on this email <and hope that this works for everyone. < <Thanks < <Louise < < < < < < <Christie Patrick <05/03/2001 01:12 PM < <To: cbartlett@hbs.edu <cc: (bcc: Louise Kitchen/HOU/ECT) < <Subject: Enron Online case < <Hi Chris! < <Thanks for the message and the great experience at Harvard last week! <Harvard's hospitality was the best!! < <I'm travelling right now and only have a minute, but I've passed along your <request to Louise and will follow up with her and the totality of your <request on Monday. ( I also told Louise she was a "star in absentia" at <Harvard last week!!!) < <Take care and we'll speak soon! < <Best! < <--Christie. <---------------------- Forwarded by Christie Patrick/HOU/ECT on 05/03/2001 <01:02 PM --------------------------- < < <Christopher Bartlett <cbartlett@hbs.edu< on 05/03/2001 09:33:48 AM < <To: christie.patrick@enron.com <cc: < <Subject: Enron Online case < < <Christie: < <Following up on my message of last week, I have now finished the minor <edits required to clarify the Enron Online case (correcting the stock <price, clarifying the "One to Many" versus "Many to Many" models of <trading, etc.). The one piece that remains for me to insert is some <information that will allow the students to make some estimates about the <economic risk involved in this bold move. I know that wholesale services <contributed about 89% of Enron's total profit in 1999, but it is unclear <what extent of this was provided by the traditional trading activities that <subsequently were enhanced by Enron Online. My suspicion is that it is the <majority of the sales volume, and perhaps the majority of profitability, <but if we could give some clue to that in the case, it would be <helpful. This might simply be that "trading activities constituted the <majority of wholesale services profits" or "the vast majority" or "over <80%" or whatever you think would give the students some sense of <quantification. The alternative might be to provide data that was <disguised and could be footnoted as such. For example, we could identify <that trading contributed "over $750 million to Enron's net profits" with <that number footnoted as a disguised figure. < <The other thing that would be very helpful would be again to provide some <data on the profitability of operations in 1999 versus the profitability in <2000 when Enron Online became a dominant part of its activities. Once <again, we could include broad-level generalizations or disguised <data. It's your choice, but it will give the students a sense of the size <of the issue facing them. < <If it is helpful to talk about this in person, please feel free to call me <on 617-495-6308 today (Thursday); or tomorrow (Friday) in the afternoon at <802-457-1880. < <Once again, thanks so much not only for the cooperation on the case, but <also for the terrific organization you did in getting your executive team <up here for last week's classes. I think you probably realized that it was <a "home run" with the students, who are still talking about it. < <Best wishes, <Chris Professor Christopher A. Bartlett Harvard Business School Morgan 465 Soldiers Field Boston, MA 02163 U.S.A. Phone: 617-495-6308 Fax: 617-496-5271 email: cbartlett@hbs.edu
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