Message-ID: <16159738.1075849630700.JavaMail.evans@thyme>
Date: Tue, 12 Dec 2000 11:33:00 -0800 (PST)
From: eric.letke@enron.com
To: jennifer.medcalf@enron.com, william.bradford@enron.com
Subject: Urgent - Sony
Cc: james.wood@enron.com, john.woodman@enron.com, greg.sharp@enron.com, 
	robert.greer@enron.com
Mime-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Bcc: james.wood@enron.com, john.woodman@enron.com, greg.sharp@enron.com, 
	robert.greer@enron.com
X-From: Eric Letke
X-To: Jennifer Medcalf, William S Bradford
X-cc: James M Wood, John Woodman, Greg Sharp, Robert Greer
X-bcc: 
X-Folder: \John_Arnold_Nov2001\Notes Folders\Sony
X-Origin: ARNOLD-J
X-FileName: jarnold.nsf

Bill, were you able to talk with Sony's Treasurer today?  As you know, we 
have a Friday deadline that is fast approaching.  We have a call with the San 
Diego team tomorrow and I would like to have an update ready for them.  
Please page me at 888-766-4103 to give me an update.

Not sure if you were aware of 2 items that Jennifer passed on to me:  1.)  We 
as EES have recently signed a confidentiality agreement with Sony.  2.)  
Sony's web site has alot of financial numbers (I don't know if they are 
broken-out).

Also, we are preparing for alternative S-T solutions.  How many months are 
you willing to allow at this point (we are coming off a 4 month deal) and if 
we do a PX plus basis deal (reduced market exposure) does that change our 
position at all?