Message-ID: <29004475.1075840228009.JavaMail.evans@thyme> Date: Tue, 5 Dec 2000 02:20:00 -0800 (PST) From: callas@tcwgroup.com To: klay@enron.com, crawfl@tcwgroup.com Subject: Visit to Enron Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: "Shannon Callan" X-To: , "Leigh Crawford" X-cc: X-bcc: X-Folder: \Kenneth_Lay_Dec2000\Notes Folders\All documents X-Origin: LAY-K X-FileName: klay.nsf Dear Ken, I am conducting a review of Enron for TCW's equity portfolios. You may recall that we have spoken several times when you visited TCW for the Board of Directors meetings. Previously I worked in TCW's Latin America investment department and have followed Enron's investments in Latin America. I am now working as an analyst for TCW's equity research department. With the encouragement of Robert Day and Leigh Crawford, whom you met with recently in Phoenix, I am considering making a recommendation for the purchase of Enron stock. I am writing to you to solicit your help in setting up a visit to Enron for Leigh Crawford and myself. We are interested in meeting with you, Clifford Baxter, Jeffrey Skilling, Andrew Fastow, Mark Koenig, Richard Buy and any other individuals you believe would be helpful in our understanding your business. We would also welcome the opportunity to tour Enron's facilities. The date of the visit can be chosen for the convenience of you and the other managers. The week of December 18th and the early weeks of January are particularly convenient for us. Thank you very much for your help and I look forward to learning more about Enron. Sincerely, Shannon Callan Managing Director TCW 213-244-0082