Subject: Restructuring (Confidential Communications)
From: [email-masked]
To: [email-masked], [email-masked], [email-masked], [email-masked]
Cc: [email-masked]
Date: Mon, 17 Dec 2001 16:36:16 -0800 (PST)

At the right time, it would be helpful to discuss what we may want to consider as "Core" Assets (unrelated to trading activities) for purposes of emerging from bankruptcy as a going concern.  As you know, we are in the process of organizing and formatting in an asset matrix the assets/businesses we currently own (or otherwise have an interest in) that may be potentially for sale; separating out potential core assets will be instructive as part of this process.

Please let me know your thoughts/suggestions over the next few weeks.
Thanks.
Jordan