computer lab for modeling.  same thing this thursday.

Here's some stuff I worked on over the weekend.  OAT's balance sheet and 
income statement and common-sized.  Haven't put together the cash flow yet.  
Please take a look.  Really wanted to get something in a file for folks to 
start looking at so that, together with the materials Anil and Carolyn have 
pulled together, we can start filling in our assumptions and doing some 
valuations.  I can do the same for Coke and Pepsi.  

Take a peek and let's try to discuss by email.  Or I'm up for a conference 
call tomorrow or Wednesday (or a meeting in person) if you folks are game.

Best,
Jeff





	"Guinney, Mark" <Mark_Guinney@watsonwyatt.com>
	04/09/2001 11:20 AM
		 
		 To: "\"Vavrek; Carolyn (US - San Francisco)\" " <cvavrek@deloitte.com>, 
"\"Sama; Anil\" " <anil.sama@intel.com>, "\"dasovich@haas.berkeley.edu\" " 
<dasovich@haas.berkeley.edu>, "\"guinney@haas.berkeley.edu\" " 
<guinney@haas.berkeley.edu>
		 cc: 
		 Subject: Last Class?

What all did we do last week in class?  Anything I need to be prepared for
for
this week?  

Now that my competition is done, I can focus on our project.

**********************************************
Mark D. Guinney, CFA
Consultant
Watson Wyatt Investment Consulting
345 California Street, Ste. 1400
San Francisco, CA  94104
(415) 733-4487 ph.
(415) 733-4190 fax