Message-ID: <8159429.1075856613868.JavaMail.evans@thyme> Date: Wed, 24 Jan 2001 07:49:00 -0800 (PST) From: arfsten@bflassociates.com To: mark.lay@enron.com Subject: New Commodity Marketplace Opportunity Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Al Arfsten X-To: mark.lay@enron.com X-cc: X-bcc: X-Folder: \Vincent_Kaminski_Jun2001_5\Notes Folders\Personal X-Origin: Kaminski-V X-FileName: vkamins.nsf Mark Lay: I shared confidentially with Vince Kaminski my developing concept of a highly inefficient not-for-profit enterprise with dramatically increasing costs. I believe that a for-profit economic model is possible that should reverse these skyrocketing costs and ultimately lower the commodity thereby having a national, if not, global impact of health care costs. Vince seems to also believe in the concepts potential. The CEO of one of the biggest U.S. blood banks has already asked to become involved. I would like involve more people with vision, means and desire to help make this a reality. I would look forward to meeting with you to talk further. Al Arfsten 713 965 2158