Subject: RE: SMS presentation
From: [email-masked]
To: [email-masked]
Date: Tue, 23 Oct 2001 06:10:23 -0700 (PDT)

Zimin,

Yes, it wasn't easy. Thanks for stepping in on such a short notice.

Vince

-----Original Message-----
From: Lu, Zimin 
Sent: Monday, October 22, 2001 7:22 PM
To: Kaminski, Vince J
Cc: [email-masked]'
Subject: SMS presentation

Vince,

Our presentation at the SMS panel went very well. The audience asked quite a few questions.
Mac from U Penn invited me for lunch and dinner tomorrow to talk about more in details about real option valuation.

Enron was mentioned a few times in
Gary Hamel's speech in very positive way.

I heared Enron is under Sec investigation. I can imagine your
Monday meeting was not easy.

Zimin
--------------------------
Zimin Lu