Message-ID: <22196396.1075854459884.JavaMail.evans@thyme> Date: Thu, 7 Dec 2000 02:48:00 -0800 (PST) From: david.delainey@enron.com To: mark.frevert@enron.com Subject: Re: Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: David W Delainey X-To: Mark Frevert X-cc: X-bcc: X-Folder: \David_Delainey_Dec2000\Notes Folders\Discussion threads X-Origin: Delainey-D X-FileName: ddelain.nsf fyi Dave ---------------------- Forwarded by David W Delainey/HOU/ECT on 12/07/2000 10:48 AM --------------------------- Joe Kishkill@ENRON 12/06/2000 09:10 PM To: David W Delainey/HOU/ECT@ECT cc: Subject: Re: Dave, Short answer is "no". Long answer: Has had bad chemistry with some of the folks down there. Maybe not all his fault...I do not have enough data. He wants to push Brazil as important Wholesale market (ie pulp & paper, ags, metals). I think this is sound and worth looking at. But I think this should be looked at by those groups. They set their priorities. If they want to pay for him being down there, we can house him and coordinate etc. But I am going back to basics with energy and can not afford someone pushing something for the good of Enron on my P/L. Probably narrow minded, but hopefully pragmatic on my part. I used him last to interface with Networks. He is pretty fast out of the chute (market analysis, who's who in country etc.), but then levels off before tangible bottom line contribution (during my observation period anyway.) Probably more of a "think tank" guy and the "think tank" ain't in Brazil. (especially post reorg) So is he worth keeping for Enron? I say yes, in the right role. (worked for Cargill previously with Risk Management experience) Does he fit with Enron Americas in South America? I say no and have told him as much. Call if you need more. Thanks, Kish David W Delainey@ECT 12/06/2000 07:01 PM To: Joe Kishkill/SA/Enron@Enron cc: Subject: Joe, do you have a home for this guy - he desperately wants to stay in S. America. Regards Delainey ---------------------- Forwarded by David W Delainey/HOU/ECT on 12/06/2000 07:00 PM --------------------------- Mark Frevert@ENRON 12/06/2000 04:31 PM To: David W Delainey/HOU/ECT@ECT, David Oxley/HOU/ECT@ECT cc: Subject: F.Y.I. Mark ---------------------- Forwarded by Mark Frevert/NA/Enron on 12/06/2000 03:13 PM --------------------------- D'Arcy Carroll 12/04/2000 03:28 PM To: Mark Frevert/NA/Enron@Enron, Greg Whalley@ECT cc: Monica Matias/SA/Enron@Enron Subject: Mark/Greg, Please confirm your interest and availability to set aside 30 minutes, or so Dec 6, 7 or 8, for me in Houston this week. I am in a final phase of an expat re-assignment or relocation and would like to discuss with you: Enron's pricing, structuring and position-taking capability for South America etc.,.. expected to be in place from the year 2000, at least in power in Brazil. Failure/Successes and immediate opportunities in the Enron Brazil and South America core (gas, power) and multiple commodity commercial effort(s), including e-business/Networks issues. Finance expertise - the critical role that functional groups like Enron Metals' (Trade and Structure Finance Group) and the Global Markets Insurance/Global Risk groups will (need to) play in helping develop critical, internal Enron finance, risk assessment and mitigation expertise to support the competitiveness and viability of closing commercial transactions in South America and elsewhere My priority to help form and be re-assigned to a "Bundle Products" Origination business unit designed to initiate transactions which specifically and formally leverage synergies across Enron Business Units - to potentially include in Brazil, at least, power, pulp & paper, steel networks, crude and products, and insurance/global risk. Please find attatched files which detail some of my ideas for developing the core gas and power trading and origination efforts and including the Bundled Product unit. The files were appropriately forwarded to Dave/John. I have also attatched my CV should you be interested to review my background and experience and mention, as a reminder, that a meeting is critical in potentially determining the outcome of my expat re-assignment or re-location process, needed to be concluded this month, Dec 2000. Thank you for any efforts extended in my behalf.