Sharon & Susan: We will send blackline shortly. With respect to your fax of 11/10/00, please note the following: 1. continuing guaranty is fine 2. Rider A will require further discussion and is not acceptable 3. 30 days is too long and not justifiable but we are agreeable to extend time to 10 Business Days 4. Replacement credit support is not acceptable If you still wish to pursue unacceptable items, please advise and I will try to arrange a call for you and the Enron Corp. lawyer, Clement Abrams, who is currently out of town. He returns tomorrow. Thanks. Sara
Answer: Enron Corp. guaranty in favor of SITA
Sally, I know that we added Leslie Reeves, Christina Valdez adn Israel Estrada on Thursday but I was not sure who they replaced. Can you provide me with the names of the employees that they replaced. Thanks Sally! Mandy
Answer: Changes to List
To: Chris Neptune, Chris, Hello from Houston. I really enjoyed meeting with you last Saturday at your gallery. Your collection of work is very impressive. I have not received your digital pictures that you were putting together but I did talk with my wife about the Bonnard. The Bonnard is my first choice of all the pieces we discussed. I found an illustration of it on the net (from another gallery) and she liked (although - not as much as me). I am prepared to purchase a Bonnard and the Radiator is my first choice. I would like to establish a relationship and do business with your gallery and would like to know what is your best price for the piece. I will not shop the price around and will make a quick decision with a credit card number. When I get your response and if it is competitive, I'll confirm the purchase when I pick up the email. Thanks,
Answer: Bonnard
ENE: Adjust Historical EPS As Per Restatements; Lower 4Q & 2002 Ests. * We adjust Enron's historical EPS for the restatements filed in their 8K published on November 8th. * We revise our stand-alone 2002 EPS estimates to $1.50 from $2.15. We think this could prove conservative, but await further data on Enron's ongoing performance in their energy trading & marketing business. * Enron is currently trading at a relatively large 20% discount to their implied merger value of $12.40. We think this spread could contract as certainty improves over accounting issues, stand-alone earnings power, and the scope of hurdles to merger completion. <<ENE EPS adjustments 11-14-01.pdf>> <<ENE EPS adjustments 11-14-01.doc>>
Answer:
ENE: Adjust Historical EPS As Per Restatements; Lower 4Q & 2002 Ests.