Message-ID: <29742708.1075854464110.JavaMail.evans@thyme> Date: Wed, 22 Nov 2000 08:22:00 -0800 (PST) From: david.delainey@enron.com To: mark.frevert@enron.com Subject: See Attached Cc: greg.whalley@enron.com, john.lavorato@enron.com Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit Bcc: greg.whalley@enron.com, john.lavorato@enron.com X-From: David W Delainey X-To: Mark Frevert X-cc: Greg Whalley, John J Lavorato X-bcc: X-Folder: \David_Delainey_Dec2000\Notes Folders\Sent X-Origin: Delainey-D X-FileName: ddelain.nsf Mark, FYI - In my estimation this business is no bigger than Mexico or the Toronto business ie) $25 to $30M in real value with reasonably high risk. I see no value in having two different agendas being pushed in S. America. I also believe that we could cut overhead and right size the organization and not loose any capability. Early estimations are a reduction in budgeted OH by at least a third to one-half. Did you or Jeff speak with Jim? Regards Delainey ---------------------- Forwarded by David W Delainey/HOU/ECT on 11/22/2000 04:17 PM --------------------------- David W Delainey 11/22/2000 04:08 PM To: James M Bannantine/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT cc: Subject: See Attached Jim, my understanding is that there continues to be some discussion on whether there will be functional seperation of the retail and wholesale businesses and to what extent and under what strategy these are undertaken. I am not sure that we want to put ourselves in a box under any structure until these things are completely ironed out eg) country managers et al. I'm not in agreement with any memo that further details the organization beyond what was outlined in the original memo. However, I am in agreement that this needs to get resolved ASAP unfortunately Frevert and Skilling and most of the first world is out this week. I ask for your patience. Lets discuss. Regards Delainey ---------------------- Forwarded by David W Delainey/HOU/ECT on 11/22/2000 04:00 PM --------------------------- James M Bannantine@ENRON_DEVELOPMENT 11/22/2000 05:37 PM To: David W Delainey@ECT, Joe Kishkill/SA/Enron@Enron, Brett R Wiggs/SA/Enron@Enron, Orlando Gonzalez/SA/Enron@Enron, Miguel Padron/SA/Enron@Enron, Jose Bestard/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Randy Young@ECT cc: Subject: See Attached Draft memo on the functional alignment of South America under the new organization. Would like to send out to the South America organization tonight to give people partial information on work in progress. Silence is bothering people a lot and the company is at risk of losing people. Definitive organization memo out in the coming days, after complete coordination with wholesale and retail in Houston. Look at the first version of the memo. Please reply with any comments asap.