Message-ID: <8175075.1075857978601.JavaMail.evans@thyme> Date: Tue, 28 Nov 2000 09:12:00 -0800 (PST) From: thomas.gros@enron.com To: greg.whalley@enron.com, louise.kitchen@enron.com Subject: IT Consulting Firms Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Thomas D Gros X-To: Greg Whalley, Louise Kitchen X-cc: X-bcc: X-Folder: \Lawrence_Whalley_Dec2000\Notes Folders\All documents X-Origin: Whalley-L X-FileName: gwhalley.nsf I raised the issue of ENW considering the purchase of a tech consulting firm at a staff meeting several weeks ago. Attached please find a quick and dirty analysis of some of the key players. You may note that Luminant is trading below $1. Please let me know if anyone is actively pursuing this "intellectual capital" opportunity. All the best, Tom