Message-ID: <2957462.1075854435342.JavaMail.evans@thyme> Date: Thu, 28 Sep 2000 12:16:00 -0700 (PDT) From: david.delainey@enron.com To: jeff.donahue@enron.com Subject: Various Cc: michael.miller@enron.com Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit Bcc: michael.miller@enron.com X-From: David W Delainey X-To: Jeff Donahue X-cc: Michael L Miller X-bcc: X-Folder: \David_Delainey_Dec2000\Notes Folders\All documents X-Origin: Delainey-D X-FileName: ddelain.nsf Jeff, I think we should take a quick review of the existing PI portfolio to see where we are and where we want to go - we have with the completion of FCEL made a tremedous amount of investment in a very short period of time >$60 to $80M. I would like to hear how we are moving to monetize more mature investments and influence/generate value from the earlier stage investments. I don't want to approve any further investments until we have had such a discussion. Regards Delainey