Message-ID: <2313464.1075857698187.JavaMail.evans@thyme> Date: Tue, 1 May 2001 09:31:28 -0700 (PDT) From: lavorato@enron.com To: fricciuti@dceg.com Subject: RE: What's with Bloomberg? Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Lavorato, John X-To: '"Frank Ricciuti" @ENRON' X-cc: X-bcc: X-Folder: \jlavora\Sent Items X-Origin: Lavorado-J X-FileName: jlavora.pst love dceg -----Original Message----- From: "Frank Ricciuti" @ENRON [mailto:IMCEANOTES-+22Frank+20Ricciuti+22+20+3Cfricciuti+40dceg+2Ecom+3E+40ENRON@ENRON.com] Sent: Tuesday, May 01, 2001 10:06 AM To: lavorato@enron.com Subject: What's with Bloomberg? John, I read the Bloomberg note [or whatever they call it] that was on their news site this a.m. Do they have a bee in their bonnet over Enron or what? That is about as negative, if not personal, an article as one could want. Normally when a company embarks on an expanded path to better use its internal capabilities the market will first take a look at the recent performance in making a case for its own judgement. Bloomberg seems to want to ongnore your recent performance. After all one does not embark on any vertical or horizonbtal expansion after a bad year, but when it can afford the capital and time to do so before real results are generated. So there. I did not like the article, nor the trone of it. By the way did you like the dceg first quarter results? Your Uncle Frank