Message-ID: <23428033.1075862885579.JavaMail.evans@thyme> Date: Tue, 6 Nov 2001 14:49:12 -0800 (PST) From: dmyers@atlascapitalservices.com To: kenneth.lay@enron.com Subject: as a follow-up Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: "Danny Myers" @ENRON X-To: Lay, Kenneth X-cc: X-bcc: X-Folder: \KLAY (Non-Privileged)\Lay, Kenneth\Inbox X-Origin: Lay-K X-FileName: KLAY (Non-Privileged).pst Ken - As a follow-up, we realize there has been tremendous downward pressure on the stock recently and as a result selling new equity at these levels could be very dilutive. We can structure an equity financing that is a premium to today's prices. I would welcome the chance to discuss this with you. regards, Dan Myers Managing Director Atlas Capital Services, Inc. 225 Broadway, Suite 910 New York, NY 10007 P 212.267.3500 ext. 229 F 212.267.3501dmyers@atlascapitalservices.com