Message-ID: <11248047.1075852464651.JavaMail.evans@thyme> Date: Sun, 7 Oct 2001 12:17:45 -0700 (PDT) From: james.derrick@enron.com To: paula.rieker@enron.com Subject: RE: Corp. Strategy Update Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Derrick Jr., James X-To: Rieker, Paula X-cc: X-bcc: X-Folder: \JDERRIC (Non-Privileged)\Sent Items X-Origin: Derrick-J X-FileName: JDERRIC (Non-Privileged).pst Paula, thank you for the update. I have seen the V&E portion and am pleased with it. I will see you tomorrow morning. Jim -----Original Message----- From: Rieker, Paula Sent: Sunday, October 07, 2001 11:41 AM To: Derrick Jr., James Subject: Corp. Strategy Update Jim - The presentation from GS and V&E was still preliminary on Friday, and Andy had also not yet seen the proposed presentation. As such, I did not review it with Ken. (Plus, the Agenda Review was fairly long.) Andy set up a review session with GS and V&E for 8:30 Monday morning - let's look at it then and decide how best to brief Ken, or if we feel it is still necessary to do so based on your and Andy's previous communications with Ken. FYI, GS and V&E have prepared a 20 minute joint presentation, but it will likely take longer with Q&A. GS will present a merger market overview, a discussion of vulnerability and a discussion of defenses. V&E willl address defenses in place as well as other possible defenses. Attending the Exec. Session on Tuesday morning are: V&E Joe Dilg Harry Reasoner Scott Wulfe GS Andy arranging [to come] 'See you on Monday. Paula