Message-ID: <23874752.1075851695341.JavaMail.evans@thyme> Date: Mon, 11 Dec 2000 06:22:00 -0800 (PST) From: v.weldon@enron.com To: mark.schlueter@enron.com Subject: Re: Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: V Charles Weldon X-To: Mark Schlueter X-cc: X-bcc: X-Folder: \Charles_Wheldon_Nov2001\Notes Folders\Sent X-Origin: WHELDON-C X-FileName: vweldon.nsf I agree. Even the best of accounting maneuvers will not be able to hide the fact that (if) EBS is not fundamentally successful. So the question is, is there a way to go long ENE and short EBS? Probably not, but if there were a surrogate for EBS, the trade might work in most scenarios. How about shorting a long-term broadband contract?