Message-ID: <16351287.1075845413972.JavaMail.evans@thyme> Date: Mon, 21 May 2001 09:00:36 -0700 (PDT) From: david.forster@enron.com To: andy.zipper@enron.com Subject: Companies and Areas Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Forster, David X-To: Zipper, Andy X-cc: X-bcc: X-Folder: \Zipper, Andy\Zipper, Andy\Deleted Items X-Origin: ZIPPER-A X-FileName: Zipper, Andy.pst Andy, Following is a list of Areas and Companies which was previously circulated among the group. These represent the companies and areas which we felt had the greatest potential. Since we originally prepared the list, we have started chasing gas Storage companies. Bob and I are meeting with Paul Bieniawski (Enron Storage Origination) on Wednesday to put together the US target list. We have not yet pursued the Energy companies as we felt the overlap with Enron's core EnronOnline activities would be too strong. John Cummings is in the process of putting together a pulp and paper list. The areas which I see as candidates for our primary focus are: Agriculture Chemicals FX Gas Storage Pipelines Pulp and Paper Would appreciate your thoughts . . . Dave Pipelines: Alliance CMS Columbia Gulf El Paso Gulf South (Koch) NGPL TCPL/Nova Williams Westcoast Agriculture ADM (Archer Daniels Midland Company) Bunge International Limited Cargill Incorporated ConAgra Inc. ContiGroup Companies Inc. ED&F Man Group plc IBP, Inc. Louis Dreyfus Rabobank Group Chemicals BASF Dow Chemical DuPont Eastman Chemicals Co Equistar Chemicals LP Huntsman Corporation Marubeni Sumitomo Williams FX/Financials ABN Amro Bank of America Bank One Corporation Bear Stearns Companies Inc. BNP Paribus Citigroup Inc. Creidt Suisse First Boston Deutsche Bank Goldman Sachs J.P. Morgan Chase & Co. Lehman Brothers Holding Inc. Merrill Lynch & Co. Inc. Morgan Stanley Dean Witter & Co Rothschild & Sons Limited Salomon Smith Barney West LB Precious Metals AIG Bank of Nova Scotia Barclays Chase Manhatten Credit Suisse Deutsche Bank HSBC J Aron Morgan Guaranty Trust NM Rothschild Union Bank of Switzerland Energy American Electric Power Comapany Aquilla Energy Chevron Conoco Inc. Cook Inlet Energy Supply Duke Energy Corporation Dynergy Inc. El Paso Corporation Equitable Resource Inc. Exxon Mobil Nexen Inc, Occidental Petroleum Reliant Energy Sempra Energy Southern Company Texaco Utilicorp United Inc.