Message-ID: <14990031.1075863265156.JavaMail.evans@thyme> Date: Tue, 30 Oct 2001 11:55:28 -0800 (PST) From: tori.kuykendall@enron.com To: 'kuykendall@enron.com, pkuykendall@wm.com Subject: RE: Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Kuykendall, Tori X-To: 'Kuykendall, Patrick M.' X-cc: X-bcc: X-Folder: \TKUYKEN (Non-Privileged)\Kuykendall, Tori\Sent Items X-Origin: Kuykendall-T X-FileName: TKUYKEN (Non-Privileged).pst we have a meeting at 3 today -- cnbc is doing a report at 3:50 -- i will let you know -----Original Message----- From: Kuykendall, Patrick M. [mailto:PKuykendall@wm.com] Sent: Tuesday, October 30, 2001 10:54 AM To: Kuykendall, Tori Subject: FW: Importance: High Here are Jake's thoughts on the situation. Chris said he would be willing to take you to lunch - completely under the radar if you can break away sometime. He said you can also just call him at home to discuss how the environment is (team vs. individuals focused on bonuses). He also indicated the package for your level is in the six figures. I have all his information if you need it. By the way, he reports up through Randy right now... On another topic. Rick Riley thinks we are about to see capitulation in Enron. He thinks we should through out a number we are comfortable with and when the stock comes down hard, it will take the number out (10K shares a $9 is what he recommends). He also believes it will be a short-lived hard drop. Then the stock will spring back up very quickly (I suppose he means to above book value) and underperform the market for six months. He thinks Enron employees who stay on board will be rewarded handsomely.. -----Original Message----- From: Jake Hadix [mailto:jhadix@calpine.com] Sent: Tuesday, October 30, 2001 10:33 AM To: Kuykendall, Patrick M. Subject: RE: I have heard that a couple of companies have stopped trading with them, but I don't know which ones. I don't think the banks will let the company totally go down, but I do think they are in for a rough ride over the next year or so. The problem is that Enron is such a huge player in the energy markets that the market is fairly illiquid and inefficient without them. Therefore, it is in everyone's best interest (including the banks and counterparties) for Enron to make it out of this. -----Original Message----- From: Kuykendall, Patrick M. [mailto:PKuykendall@wm.com] Sent: Tuesday, October 30, 2001 10:02 AM To: 'Jake Hadix' Subject: RE: Beginning to get real nervous about the big E. It's below book value now and there is no bounce in sight. I can't imagine what kind of interest rate a bank would slap on Enron right now in their dire situation for money. -----Original Message----- From: Jake Hadix [mailto:jhadix@calpine.com] Sent: Tuesday, October 30, 2001 8:11 AM To: Blaine Stribling (E-mail); Kyle Richardson (E-mail); Lou Fernandez (E-mail); Mitch Cornette (E-mail); Kuykendall, Patrick M.; Rick Medford (E-mail); Susan Hadix (E-mail); Tony Massoth (E-mail); Tori Kuykendahl (E-mail); Vernon Jones (E-mail) Subject: FW: -----Original Message----- From: Matthew Berend Sent: Tuesday, October 30, 2001 8:03 AM To: Tiffany Elliott; Jake Hadix; David Raphael; Jack Yao Subject: note - don't open if it is not warranted or welcomed