Enron Mail

From:david.delainey@enron.com
To:jeff.donahue@enron.com
Subject:
Cc:john.lavorato@enron.com, mark.frevert@enron.com
Bcc:john.lavorato@enron.com, mark.frevert@enron.com
Date:Tue, 28 Nov 2000 02:04:00 -0800 (PST)

Jeff, can you spend a little time thinking about the current North American
energy markets (very high energy prices, stretched infrastructure, etc) and
determine which game changing or altering technologies, business models or
existing corporate positions that will benefit from such price and volatility
levels.

In particular, I think that Miller should take a look at coal gasification
technologies, emissions technologies and DSM/efficiency technologies and how
these investments may fit in the charter or our overall business. As well,
from a corporate development point of view which parts of the value chain ie)
IPP, E&P, utility, assets, etc are undervalued given current commodity curves
and expectations.

Can you get back to me with a few ideas in the next week or so - maybe it
would help to go pick a few brains in various ENA orgs as part of your
process.

Regards
Delainey