Message-ID: <29095956.1075852834182.JavaMail.evans@thyme> Date: Wed, 3 Oct 2001 16:21:36 -0700 (PDT) From: m..presto@enron.com To: david.leboe@enron.com Subject: RE: East Power - 3Q Analyst Conference Presentation Slide Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Presto, Kevin M. X-To: Leboe, David X-cc: X-bcc: X-Folder: \KPRESTO (Non-Privileged)\Sent Items X-Origin: Presto-K X-FileName: KPRESTO (Non-Privileged).pst I don't like the 2nd bullet - not positive enough. We are the dominant player in the power market. With respect to volumes for term trades, the risk group will have to provide that to you. I can tell you that the volumes have increased in the term market by a significant factor (at least 10 times relative to last year). -----Original Message----- From: Leboe, David Sent: Wednesday, October 03, 2001 2:52 PM To: Presto, Kevin M. Subject: East Power - 3Q Analyst Conference Presentation Slide Kevin - Thanks again for taking the time to visit with us a few weeks back regarding your business. Based upon our discussions, I have included a draft of an East Power Slide. We are still waiting on final volumes for 3Q01; however, I was curious if you could take a minute to review the conceptual content and let me know if you have any other ideas/comments. In the last bullet, we would like to articulate the fact that you are creating liquidity in longer term markets. If I recall correctly, you mentioned your term volumes had increased exponentially compared to the prior year. Can we get more specific and talk about # MW's transacted and the length of such contracts? (ie, my last bullet is a placeholder). We are going to meet with Greg on Friday and discuss a draft of the entire presentation. When you have a minute, please give me a call at X34785. Kind Regards. << OLE Object: Picture (Metafile) >> David T. Leboe Director, Investor Relations Enron Corp. Office 713.853.4785 Cell 713.562.2160 Fax 713.646.3002 Pager 877.237.7732 david.leboe@enron.com