Message-ID: <4863346.1075843972968.JavaMail.evans@thyme> Date: Mon, 31 Jul 2000 08:37:00 -0700 (PDT) From: mike.mcconnell@enron.com To: mark.lay@enron.com Subject: Re: MEC Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Mike McConnell X-To: Mark Lay X-cc: X-bcc: X-Folder: \Mark_McConnell_June2001\Notes Folders\Sent X-Origin: MCCONNELL-M X-FileName: mmcconn.nsf Thanks for the email. Reorganize and grow this business? Not me??! Upon first look, this business appears to have huge opportunities and ones that can be executed upon, especially if they consider themselves a core business. It will be a big challenge but we will make it work in a big way. A lot of people have tried to make this business work. I'll follow-up on Treasury Connect, thanks for the heads up. By the way, science is Gary's passion and he has an undergraduate and MS in chemistry. He might be an interesting guy to get involved (at least at the edges) with this project. I told him about it and he really would like to get invited to the next meeting. What do you think? It always helps to have an avid supporter in a new business. Mike To: Mike McConnell/HOU/ECT@ECT cc: Subject: Re: MEC Congrats! Those guys better watch out, you might organize them. FYI, we have an investment in a company called Treasury Connect that has an interest rate swap portal. Gary is working with them to do a trade. They are currently negotiating with the World Bank to provide a private label product to them. TC's clients include Xerox, GE, Duke and us. I know with the webification of everything that we will be looking at those markets, but I would like to make sure our guys evaluate their technology offering before you move to far into their market. They are focused on the very low value, commoditized transactions, so I don't know if it is an area Enron will compete for. Thanks, Mark