...FYI...cp.

---------------------- Forwarded by Christie Patrick/HOU/ECT on 05/03/2001 05:53 PM ---------------------------


Christopher Bartlett <cbartlett@hbs.edu> on 05/03/2001 05:40:54 PM
To:	Christie.Patrick@enron.com
cc:	 

Subject:	Re: Enron Online case


Christie:

Thanks for your fast response.  I look forward to hearing back from you
and/or Louise with the data requested.  We have already had a large number
of inquiries about the case, even though it's not yet officially listed for
release.  I have a feeling we have a "best seller" on our hands.

Regards,
Chris


At 01:12 PM 5/3/01 -0500, you wrote:
>Hi Chris!
>
>Thanks for the message and the great experience at Harvard last week!
>Harvard's hospitality was the best!!
>
>I'm travelling right now and only have a minute, but I've passed along your
>request to Louise and will follow up with her and the totality of your
>request on  Monday. ( I also told Louise she was a "star in absentia" at
>Harvard last week!!!)
>
>Take care and we'll speak soon!
>
>Best!
>
>--Christie.
>---------------------- Forwarded by Christie Patrick/HOU/ECT on 05/03/2001
>01:02 PM ---------------------------
>
>
>Christopher Bartlett <cbartlett@hbs.edu> on 05/03/2001 09:33:48 AM
>
>To:   christie.patrick@enron.com
>cc:
>
>Subject:  Enron Online case
>
>
>Christie:
>
>Following up on my message of last week, I have now finished the minor
>edits required to clarify the Enron Online case (correcting the stock
>price, clarifying the "One to Many" versus "Many to Many" models of
>trading, etc.).  The one piece that remains for me to insert is some
>information that will allow the students to make some estimates about the
>economic risk involved in this bold move.  I know that wholesale services
>contributed about 89% of Enron's total profit in 1999, but it is unclear
>what extent of this was provided by the traditional trading activities that
>subsequently were enhanced by Enron Online. My suspicion is that it is the
>majority of the sales volume, and perhaps the majority of profitability,
>but if we could give some clue to that in the case, it would be
>helpful.  This might simply be that "trading activities constituted the
>majority of wholesale services profits" or "the vast majority" or "over
>80%" or whatever you think would give the students some sense of
>quantification.  The alternative might be to provide data that was
>disguised and could be footnoted as such.  For example, we could identify
>that trading contributed "over $750 million to Enron's net profits" with
>that number footnoted as a disguised figure.
>
>The other thing that would be very helpful would be again to provide some
>data on the profitability of operations in 1999 versus the profitability in
>2000 when Enron Online became a dominant part of its activities.  Once
>again, we could include broad-level generalizations or disguised
>data.  It's your choice, but it will give the students a sense of the size
>of the issue facing them.
>
>If it is helpful to talk about this in person, please feel free to call me
>on 617-495-6308 today (Thursday); or tomorrow (Friday) in the afternoon at
>802-457-1880.
>
>Once again, thanks so much not only for the cooperation on the case, but
>also for the terrific organization you did in getting your executive team
>up here for last week's classes.  I think you probably realized that it was
>a "home run" with the students, who are still talking about it.
>
>Best wishes,
>Chris
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