Message-ID: <4343602.1075852806110.JavaMail.evans@thyme> Date: Mon, 22 Oct 2001 02:42:15 -0700 (PDT) From: stelzer@aol.com To: timothy.plaut@gs.com, ofanjul@omega-capital.com Subject: Enron meeting Cc: fiona.grant@enron.com Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit Bcc: fiona.grant@enron.com X-From: Stelzer@aol.com@ENRON X-To: timothy.plaut@gs.com, ofanjul@omega-capital.com X-cc: helen.turley@gs.com, skean@enron.com, klay@enron.com, Rieker, Paula , Grant, Fiona X-bcc: X-Folder: \KLAY (Non-Privileged)\Inbox X-Origin: Lay-K X-FileName: KLAY (Non-Privileged).pst Gavyn Davies, via Helen Turley, has asked me to give you some guidance as to what you might include in your presentations at the meeting on October 31st. I do so with trepidation, since I am sure that you know more about your subject than I do, so please regard the following merely as suggestions to be ignored if you deem it appropriate to do so. We have blocked out two hours (9-11AM) to discuss market opportunities for Enron in Spain and Germany. My understanding is that Oscar will go first, as he has a plane to catch. I would suggest that each of you plan on speaking for about 30 (no more than 40) minutes, so as to leave time for questions from what will be a lively audience of Enron executives. You might want to begin with a general description of the political situation, followed by a description of the present and future state of the economy in each country. Then, you might turn to a more specific discussion of matters of interest to Enron: the state of regulation and deregulation of energy markets, the areas you consider should be of interest to Enron as business opportunities, etc. I do hope this is of help