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Enron Mail |
FYI only - the agriculture documents....
---------------------- Forwarded by Rahil Jafry/HOU/ECT on 01/26/2001 04:20 PM --------------------------- Patrick Conner 01/26/2001 02:43 PM To: rahil.jafry@enron.com cc: Subject: AG Presentation ---------------------- Forwarded by Patrick Conner/HOU/ECT on 01/26/2001 02:43 PM --------------------------- Darren Maloney@ENRON 12/13/2000 08:24 PM To: Mark Wadlington/NA/Enron@ENRON cc: Patrick Conner/HOU/ECT@ECT Subject: AG Presentation Here is McKinsey's work. Broad overview only, with no specific analysis of grains, meats or softs. Priorities here are grains, then meats, and separately softs given our existing exposure to this segment (53k Tons of Cocoa Physical, Softs Brokerage Business in London). Mark, I would encourage you to come down to 29 (assuming you are on 33) and we will be more than happy to share all of our resources to get you up to speed on our analysis and why we think these segments hold a lot of opportunity. Regards, Darren Maloney
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