============================================= from Gilder Publishing THE FRIDAY LETTER e-mailed weekly, for friends and subscribers ============================================= | www.gilder.com | Issue 11.0/June 8, 2001 HEADLINES: * The Week/Let The Bells Have It * Biotech Watch/Old Cells Do It Better * Friday Feature/Gelernter Live * Poll Question/Bell Shareholders? * Readings * Conference Calendar ~~~~~~~~~~~~~~~ THE WEEK/Let The Bells Have It "The lack of cheap, always-on, last-mile broadband connections to small offices and homes is a short leash around the U.S. economy's neck. Yes, taxes are too high, especially those on capital formation. We hope Congress will figure out what every businessman knows: This recession is investment-led. And yes, the Fed should drop its funds rate to 3%. And yes, there is huge inventory overhang everywhere you look in IT. If all that isn't enough to give you a bad hair day, ponder the telco debt bomb that threatens to blow up Wall Street. "The dot-com boom started in 1995 and went bust in 2000. Every dolt imagined he was a venture investor. There was overfunding galore, idiot businesses up the gazoo--and then pfft. Net Boom, Act II awaits. It will
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answer: [gilder-technology-report] The Friday Letter 11.0
Mary Cook has requested that you attend a meeting tomorrow morning (Tuesday, October 30) from 10:00 to 11:00 in EB38C2 to discuss master netting agreements. The directive Mary has presently been given is that we will be preparing various master netting agreements and she would like to solicit as much additional help as she can. If the directive changes before the meeting tomorrow, we will advise everyone. Please review the below attachments prior to the meeting if your schedule allows. Thanks!
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answer: Meeting regarding Master Netting Agreements
Peter, I learned yesterday for the first time about Project Canary, which involves the purchase of an asset that employs 400 employees and also has a unionized workforce. I understand that we are in the second round, and that there is a deadline of 12/15. Peter, we have discussed on numerous occasions the need for you to get me involved early whenever there are transactions involving personnel issues. You haven't involved me in this deal -- I learned about the fact that there
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answer: Project Canary
Dee: I am trying to hear from credit on about four issues, namely, the legal entity, need for First Union Corp. guaranty (due to the availability of financials), haircut on bonds and Specified Conditions. I would then propose preparation of a blackline to squeeze out the remaining issues. If I hear from credit tomorrow (and I'm pushing), I could have the blackline by Wednesday and we could talk. Hopefully, we'd be done by this week. Hope this works. Regards.
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answer:
ISDA Master Agreement with Enron North America Corp.