SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: GVTucker who wrote (150087)11/28/2001 2:03:41 PM
From: Tenchusatsu  Read Replies (1) | Respond to of 186894
 
GV, <I've often stated that the influence of analysts is vastly overrated. A glaring exception happened today with Enron. The decision by the S&P analyst to downgrade Enron to junk status single handedly killed the Dynergy merger, causing billions of market value to disappear from the Enron debt and equity in seconds.>

Do you think that the downgrade was warranted, considering Enron's circumstances? If so, then I don't see why an analyst should be credited for "single-handedly" destroying market cap.

Tenchusatsu



To: GVTucker who wrote (150087)11/28/2001 8:40:28 PM
From: Eric K.  Read Replies (1) | Respond to of 186894
 
GV-- Re: Most likely Enron will declare Chapter 11, perhaps as early as this week.

Speaking as a professional money manager who has perhaps had some exposure to bankruptcies of enterprises that do actually have tangible assets (interests in/ownership of several pipelines, for example), do you have any insight to share on purchasing Enron's senior secured debt at the dimes on the dollar it's currently trading?

-Eric


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News