Message-ID: <17894052.1075856521245.JavaMail.evans@thyme> Date: Wed, 31 Jan 2001 07:57:00 -0800 (PST) From: vince.kaminski@enron.com To: vkaminski@aol.com Subject: Re: consulting arrangement Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Vince J Kaminski X-To: vkaminski@aol.com X-cc: X-bcc: X-Folder: \Vincent_Kaminski_Jun2001_4\Notes Folders\'sent mail X-Origin: Kaminski-V X-FileName: vkamins.nsf ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/31/2001 04:00 PM --------------------------- Sheridan Titman on 01/29/2001 07:25:02 PM To: Vince.J.Kaminski@enron.com cc: Subject: Re: consulting arrangement Dear Vince: I enjoyed talking with you on the telephone on Friday and look forward to working with you on this project. Just to confirm, we decided to have a conference call on February 5th and that I would come to Houston later in the month. The week of February 12th is not good for me, (I will be at Yale), but I am free on Tuesday and Wednesday of the following week. Also, note that I will be seeing you in Austin for the energy finance conference on Thursday and Friday of that week. I will spend a few hours thinking about the issues we discussed in Houston before our conference call. Specifically, issues relating to appropriate discount rates and the concept of risk capital. If you have other issues that you would like me to start thinking about prior to the call, please let me know. I look forward to talking with you about this in more detail. regards, Sheridan Sheridan Titman Department of Finance College of Business Administration University of Texas Austin, Texas 78712-1179 512-232-2787 (phone) 512-471-5073 (fax) titman@mail.utexas.edu