Message-ID: <11656385.1075856553427.JavaMail.evans@thyme> Date: Tue, 22 Aug 2000 07:48:00 -0700 (PDT) From: vince.kaminski@enron.com To: vkaminski@aol.com Subject: Seeking Intelligent Insight Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Vince J Kaminski X-To: vkaminski@aol.com X-cc: X-bcc: X-Folder: \Vincent_Kaminski_Jun2001_4\Notes Folders\'sent mail X-Origin: Kaminski-V X-FileName: vkamins.nsf ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/22/2000 02:53 PM --------------------------- Enron Investment Partners From: Mark Lay 08/22/2000 10:35 AM To: Vince J Kaminski/HOU/ECT@ECT, Philippe A Bibi/HOU/ECT@ECT cc: Subject: Seeking Intelligent Insight It looks to me like the market for distributed computing will displace heavy iron within the next several years. The structure is still very early in its development, but I think there will be commercial opportunities for Enron in bandwidth and electricity. I would be interested to know what issues you two would see as the greatest hinderences and possibilities for these markets. If you would like, please feel free to comment on the attached documents. Thanks, Mark