Re: Data Exchange Strategy

Thanks for the slides. There really is nothing new under the sun. The key
is to identify the source of competitive advantage. To my mind it's the same
line of thought that leads us to see EOL as sustainable, but neutral B2B
marketplaces as temporary. Our only competitive advantage is that we are the
largest principal member of the potential club, making our participation most
critical. Given this, our timing and positioning relative to potentially
joining others may be the single most important strategic decision we make.
I would enjoy hearing your thoughts on any other elements of competitve
advantage that we could leverage, particularly those elements that are most
sustainable.

Mary Solmonson@ECT
12/13/2000 04:59 PM
To: Thomas D Gros/NA/Enron@Enron
cc: Sally Beck/HOU/ECT@ECT, James Whitehead/Corp/Enron@ENRON

Subject: Data Exchange Strategy

I just saw this presentation on EnVera and couldn't help but think this is
the concept you were promoting yesterday as a data hub/exchange. Seems like
that is the EnVera strategy as well.