Message-ID: <30676897.1075849830940.JavaMail.evans@thyme> Date: Thu, 14 Dec 2000 01:08:00 -0800 (PST) From: thomas.gros@enron.com To: mary.solmonson@enron.com Subject: Re: Data Exchange Strategy Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Thomas D Gros X-To: Mary Solmonson X-cc: X-bcc: X-Folder: \Sally_Beck_Nov2001\Notes Folders\Commoditylogic X-Origin: BECK-S X-FileName: sbeck.nsf Thanks for the slides. There really is nothing new under the sun. The key is to identify the source of competitive advantage. To my mind it's the same line of thought that leads us to see EOL as sustainable, but neutral B2B marketplaces as temporary. Our only competitive advantage is that we are the largest principal member of the potential club, making our participation most critical. Given this, our timing and positioning relative to potentially joining others may be the single most important strategic decision we make. I would enjoy hearing your thoughts on any other elements of competitve advantage that we could leverage, particularly those elements that are most sustainable. Mary Solmonson@ECT 12/13/2000 04:59 PM To: Thomas D Gros/NA/Enron@Enron cc: Sally Beck/HOU/ECT@ECT, James Whitehead/Corp/Enron@ENRON Subject: Data Exchange Strategy I just saw this presentation on EnVera and couldn't help but think this is the concept you were promoting yesterday as a data hub/exchange. Seems like that is the EnVera strategy as well.