Message-ID: <27739821.1075854498837.JavaMail.evans@thyme> Date: Fri, 22 Dec 2000 01:18:00 -0800 (PST) From: david.delainey@enron.com To: michael.miller@enron.com, c.thompson@enron.com, scott.josey@enron.com Subject: Portfolio/Charter Review Cc: rick.buy@enron.com Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit Bcc: rick.buy@enron.com X-From: David W Delainey X-To: Michael L Miller, C John Thompson, Scott Josey X-cc: Rick Buy, Jeff Skilling@Enron X-bcc: X-Folder: \David_Delainey_Jun2001\Notes Folders\All documents X-Origin: Delainey-D X-FileName: ddelain.nsf Guys, can you put together the folllowing Portfolio/Charter Review for Principal Investing and Energy Capital Resources: a) detail existing portfolio - winners/losers; additions/deletions and overall performance; b) detail market conditions in your markets and any strategy changes following; c) anticipated major transactions in 2001; and d) review charter and detail any proposed changes. I would anticipate that we sit down with Rick and Jeff at the end of January - please have package available for my review by mid January. Regards Delainey