Re: Strategy

Great food for thought. Thanks. My only concern is timing. Likely to be
spending the balance of the week (tomorrow and Friday) on prep for the
FERC/House subcomittee hearings. We can discuss further on the staff meeting
call tomorrow.

Paul Kaufman@ECT
09/06/2000 07:16 PM
To: Sandra McCubbin/SFO/EES@EES, Jeff Dasovich/SFO/EES@EES
cc: James D Steffes/HOU/EES@EES, Richard Shapiro/HOU/EES@EES
Subject: Strategy

I'd like us to take a stab at drafting the California strategy so we can
present initial thoughts at the meeting I'm hoping to set up next Wednesday
in D.C. (Discussed under separate e-mail). To that end, I suggest the
following outline for the strategy:

What are our specific business interests in California? Let's be as specific
as possible, but limit the list to "hot buttons." In this regard, Jim
Steffes identified "the imposition of price caps in the summer of 2001" as
the hot button. Are there others?
What are the forums we expect will affect our business interests?
For each forum, how do we want to posture Enron? Do we want to be the most
aggressive company? Do we want to act alone? Do we want to work only in
coalitions? What about IEP? What will motivate us to act independently?
What is our overall strategy? Do we want to go back to our pre-1999
rhetoric? We can scream louder than anyone else that California didn't do it
right.. Peace will be gone ... should we breach Steve K.'s promise to play
nice? Do we want to tear down AB 1890 or shore it up?
Forum-by-forum identify our: (a) goals; (b) strategy; © what we (Enron)
want out of the forum. For example, re: the legislature, do we want to
identify legislation that we will seek affirmatively? If not, why not?