Message-ID: <10247245.1075843191384.JavaMail.evans@thyme>
Date: Sun, 17 Sep 2000 04:10:00 -0700 (PDT)
From: jeff.dasovich@enron.com
To: kkupiecki@arpartners.com
Subject: Re: Even the best laid plans...
Cc: jcja@chevron.com, jcjcal02@aol.com, dwindham@uclink4.berkeley.edu
Mime-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Bcc: jcja@chevron.com, jcjcal02@aol.com, dwindham@uclink4.berkeley.edu
X-From: Jeff Dasovich
X-To: Kimberly Kupiecki <kkupiecki@arpartners.com> @ ENRON
X-cc: JCJA@chevron.com@ENRON, jcjcal02@aol.com@ENRON, dwindham@uclink4.berkeley.edu@ENRON
X-bcc: 
X-Folder: \Jeff_Dasovich_Dec2000\Notes Folders\Sent
X-Origin: DASOVICH-J
X-FileName: jdasovic.nsf

Greetings.  Here's the case with 1,3 and 4 compiled.  I took some editorial 
license with 1 and 4--hope I didn't butcher what you were conveying Jimmie 
and Dylan.  Check it out.  Still need to determine if folks are comfortable 
with my conclusion in #3, i.e., look, the biz model and the info provided in 
the 10K may be crap, but from a strictly technical perspective, Patten's 
justified in using the sales as opposed to the installment method.  Let me 
know.  Kim's up and running on #2.

Best,
Jeff