RE: Mike Miller

Good question. I think he has experience using other people's money to get asset deals done - worth asking. Answer probably depends on a gut feel on how we answer the questions:

Is something changing that increases the number of potential counterparties?
Is something changing that increases the number of products/risks that we can intermediate?
If answer is yes - perhaps we just need more good mid-marketers.
If answer is no - maybe we need someone that can look at bigger regional issues - infrastructure, cross-border basis, etc.

Have him based in Houston and go for it for 12 months. If nothing materializes, it's a small investment for a large, neighboring country.

-----Original Message-----
From: Kitchen, Louise
Sent: Thursday, October 25, 2001 10:10 AM
To: Calger, Christopher F.
Subject: RE: Mike Miller

The question is - with our capital constraints - is he the right guy?

-----Original Message-----
From: Calger, Christopher F.
Sent: Thursday, October 25, 2001 11:52 AM
To: Kitchen, Louise
Subject: Mike Miller

I talked to him - he wants Mexico

Chris Calger
503-464-3735