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To: Haim R. Branisteanu who wrote (20537)	11/9/2001 7:06:36 PM
From: patron_anejo_por_favor	Respond to of 209892

<<Now at $ 2.8 NG how much less goes to the bottom line? 60%, 75% 80% ??? If not properly hedged the P/E can easy rocket sky wards.>> Excellent point. We (the prospective shareholder) don't know their liabilities, their hedges or their cost structure, in part because the accounting at ENE has been a complete disaster. It (DYN-ENE) may turn out to be the buy of the century, but it may also be the swan song for DYN. Too many unknowns, and I HATE buying (or shorting for that matter) when there's no transparency...

To: Haim R. Branisteanu who wrote (20537)	11/9/2001 7:10:00 PM
From: marginmike	Read Replies (2) \| Respond to of 209892

3.50-4.00 mis their forward guidece.

To: Haim R. Branisteanu who wrote (20537)	11/10/2001 11:13:50 AM
From: Stephen	Read Replies (2) \| Respond to of 209892

Haim, I was half listening to CNBC Friday ... and I thought someone suggested that the main reason DYN might be buying ENE was that they would otherwise likely have counterparty default by ENE on some derivative contracts .... which would be devastating given the nominal value these leveraged contracts show and the damage they can do if they have to be brought on balance sheet. My take is that DYN could go under .. but they bought some time to try and come up with a solution. I was on the Playstation with my 5 -y-o at the time ... so someone please correct me if I'm wrong !! Regards Stephen