Message-ID: <33347807.1075856634072.JavaMail.evans@thyme> Date: Mon, 22 Jan 2001 01:41:00 -0800 (PST) From: j_martin@baylor.edu To: vkamins@enron.com Subject: Good morning Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: "John D. Martin" X-To: vkamins@enron.com X-cc: X-bcc: X-Folder: \Vincent_Kaminski_Jun2001_5\Notes Folders\Universities X-Origin: Kaminski-V X-FileName: vkamins.nsf Vince, Two items. Unless you have an objection, I plan to ship the paper on to Don Chew at the journal this morning. We can still work on the article but he needs something to begin the editing process. Second, in the same issue as our paper will appear the transcript of a roundtable discussion involving Sheridan titman, John McCormack (Stern stewart), Ron Erd (Southern Energy), Jeff Sandifer (president of sandifer capital--$700 million undermanagement), and Gene Humphries. Attached you will find a section THAT WILL NOT BE IN THE FINAL DOCUMENT, but that I thought you might like to read in light of our own discussions over the course of writing this paper. Have a great day. john - Interview_outtakes.doc John D. Martin Carr P. Collins Chair in Finance Finance Department Baylor University PO Box 98004 Waco, TX 76798 254-710-4473 (Office) 254-710-1092 (Fax) J_Martin@Baylor.edu web: http://hsb.baylor.edu/html/martinj/home.html