Message-ID: <21451897.1075840541339.JavaMail.evans@thyme> Date: Wed, 12 Dec 2001 08:33:58 -0800 (PST) From: doug.gilbert-smith@enron.com To: david.mckeon@entergykoch.com Subject: RE: CPN Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Gilbert-smith, Doug X-To: '"McKeon, David (EKT)" @ENRON' X-cc: X-bcc: X-Folder: \ExMerge - Gilbert-smith, Doug\Deleted Items X-Origin: GILBERTSMITH-D X-FileName: doug gilbert smith 6-25-02.PST I have lost all respect for wall street-do not combine the commodity picture with the equities. other thought is oil -----Original Message----- From: "McKeon, David (EKT)" @ENRON Sent: Wednesday, December 12, 2001 10:29 AM To: Gilbert-smith, Doug Subject: RE: CPN Whoever wants to be long 70000 MW of assets and turbines while straddled with the associated debt payments. Someone who weathers the energy storm and still has capital. Potentially a bank with exposure? How big daddy Koch :-) The real issue is that wall street is realizing that their growth story is over. > -----Original Message----- > From: Doug.Gilbert-Smith@enron.com [SMTP:Doug.Gilbert-Smith@enron.com] > Sent: Wednesday, December 12, 2001 10:23 AM > To: David.McKeon@entergykoch.com > Subject: RE: CPN > > ouch. Going to zero. This is the distressed sale we were expecting-who > steps in to buy this? > > -----Original Message----- > From: "McKeon, David (EKT)" @ENRON > Sent: Wednesday, December 12, 2001 9:26 AM > To: Doug (E-mail); Doug (E-mail 2) > Subject: CPN > > Watch out for these guys - listen to the conference call from yesterday > afternooon....interesting. > > > > > ********************************************************************** > This e-mail is the property of Enron Corp. and/or its relevant affiliate > and may contain confidential and privileged material for the sole use of > the intended recipient (s). Any review, use, distribution or disclosure by > others is strictly prohibited. If you are not the intended recipient (or > authorized to receive for the recipient), please contact the sender or > reply to Enron Corp. at enron.messaging.administration@enron.com and > delete all copies of the message. This e-mail (and any attachments hereto) > are not intended to be an offer (or an acceptance) and do not create or > evidence a binding and enforceable contract between Enron Corp. (or any of > its affiliates) and the intended recipient or any other party, and may not > be relied on by anyone as the basis of a contract by estoppel or > otherwise. Thank you. > **********************************************************************