Message-ID: <27743022.1075846359611.JavaMail.evans@thyme> Date: Thu, 30 Nov 2000 00:32:00 -0800 (PST) From: linda.robertson@enron.com To: steven.kean@enron.com, richard.shapiro@enron.com Subject: Ken Lay Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Linda Robertson X-To: Steven J Kean, Richard Shapiro X-cc: X-bcc: X-Folder: \Steven_Kean_Dec2000_1\Notes Folders\Notes inbox X-Origin: KEAN-S X-FileName: skean.nsf Just wanted to pass along a conversation I had recently with a senior Treasury Department official about Ken Lay. My former colleague is extremely savvy and a leading thinker on the financial markets. He pointed out that with Jack Welch's retirement in late 2001 there will be a very large void in the corporate community. Welch, for many years, has been considered in the financial markets and public at large, as the preeminent CEO figure in corporate America. He is, in essence, the spokesperson and symbol of this community. With his departure, there will be a process to figure out who steps in these shoes, and my Treasury friend believes there are only about a handful of CEOs in the running. He believes Ken is in this group. You've probably thought about this or you may want to put this email in the "for what it is worth" pile. I believe that this is worth further thought.