Subject: Formosa
From: [email-masked]
To: [email-masked]
Cc: [email-masked]
Date: Thu, 10 May 2001 18:44:00 -0700 (PDT)

Louise,

Sounds like this is a plastics off take deal, as yet unsigned due to negotiation over tenor of the arrangement.  The est. margin is now $8mm (lowered from $10mm).  I have discussed with Jean and she will follow up as appropriate.

Wes