Message-ID: <14459765.1075862096218.JavaMail.evans@thyme> Date: Mon, 6 Aug 2001 19:11:45 -0700 (PDT) From: trevor.woods@enron.com To: e.taylor@enron.com Subject: RE: NOx market Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Woods, Trevor X-To: Taylor, Michael E X-cc: X-bcc: X-Folder: \MTAYLOR5 (Non-Privileged)\Taylor, Michael E\Inbox\Nox Model\websites X-Origin: Taylor-M X-FileName: MTAYLOR5 (Non-Privileged).pst Cool, thanks Mike. Sit down with them and check and see if it could even be a play. i've got no idea really. i think the cranes may be our only other play. i'm back wed, but buzz me on my cell with any questions. I hope everything went as well as could be expected back home. let me know if you need to roll at any time. thanks, trev -----Original Message----- From: Taylor, Michael E Sent: Mon 8/6/2001 5:22 PM To: Woods, Trevor Cc: Subject: NOx market Trevor, I spoke with Vince for a minute because he was on his way out. He told me Cormetech (maybe 50% of market) and Seimens are the two largest SCR catalyst manufactures. The group was very interested why I wanted to know about SCR catalysts. The group seemed to chuckle when I mentioned trying produce a deal to have an edge in the SCR catalyst market. They said something about a cormetech plant that may be empty. I think I should try to seat down with him and pick his brain. Also, ammonia and urea look like pretty big markets but I have only found a few sources. Labor looks like it would be too tough because of the many unions involved. I still have not got in touch with the crane people or any housing structures for the SCR. Any other thoughts? I have looked at the links you gave me. Mike