Enron Mail

From:james.derrick@enron.com
To:paula.rieker@enron.com
Subject:RE: Corp. Strategy Update
Cc:
Bcc:
Date:Sun, 7 Oct 2001 12:17:45 -0700 (PDT)

Paula, thank you for the update. I have seen the V&E portion and am pleased with it. I will see you tomorrow morning. Jim

-----Original Message-----
From: Rieker, Paula
Sent: Sunday, October 07, 2001 11:41 AM
To: Derrick Jr., James
Subject: Corp. Strategy Update

Jim - The presentation from GS and V&E was still preliminary on Friday, and Andy had also not yet seen the proposed presentation. As such, I did not review it with Ken. (Plus, the Agenda Review was fairly long.) Andy set up a review session with GS and V&E for 8:30 Monday morning - let's look at it then and decide how best to brief Ken, or if we feel it is still necessary to do so based on your and Andy's previous communications with Ken.

FYI, GS and V&E have prepared a 20 minute joint presentation, but it will likely take longer with Q&A. GS will present a merger market overview, a discussion of vulnerability and a discussion of defenses. V&E willl address defenses in place as well as other possible defenses.

Attending the Exec. Session on Tuesday morning are:
V&E Joe Dilg
Harry Reasoner
Scott Wulfe
GS Andy arranging [to come]

'See you on Monday. Paula