Message-ID: <12279275.1075858008461.JavaMail.evans@thyme>
Date: Fri, 10 Nov 2000 01:39:00 -0800 (PST)
From: rich_latto@ixnet.com
To: whalley@enron.com
Subject: FW: Dynergy, November 8, 2000
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please read what are ur thoughts.  i hear u guys are coming up at the end of
the month to talk turrets for your new building and bandwidth stuff.
-----Original Message-----
From: Lacalamita, Peter
Sent: Friday, November 10, 2000 9:34 AM
To: Parris, Chad; Latto, Rich
Subject: Dynergy, November 8, 2000


Rich/Chad:

Check-out the following research piece from SSB on Dynergy, particularly the
section "Key Progress in Establishing Bandwidth Trading Platform".  My
question is this: SSB states the "Enron model" is built on pooling points
while Dynergy's strategy relies on "metro-hubs", which connect existing
points of presence in metropolitan areas.  Is this legit or BS, i.e. does
this analyst know what he talking about?

Thanks,

Peter


 - trc75458.pdf