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Mark, as discussed this morning. When does Cedric get back? I can go=20
through them in more detail but I thought these would help. mike ---------------------- Forwarded by Mike McConnell/HOU/ECT on 07/10/2000=20 08:09 PM --------------------------- =20 =09 =09 =09From: Mike McConnell 07/08/2000 02:17 PM =09 To: Cedric Burgher/Corp/Enron@ENRON cc: =20 Subject: Analyst presentation comments Cedric, =20 As a follow-up to our meeting, below are a few comments and ideas regardin= g=20 the Net Works piece of the analyst presentation. =20 I know I sent you a lot of data and presentations, here are a few pages in= =20 the various presentations that I think may be appropriate for the=20 presentation (or pieces of them) including:=20 ? Why Enron? ? Recent Enron eCommerce Experience ? Lessons Learned ? Business Strategy ? Target Market Criteria ? Enron Today/Enron Tomorrow Here are a couple of other thoughts and ideas. We need to emphasize our new businesses outside the energy business=20 (obvious). Clickpaper.com will be out and live just before the analyst=20 meetings. This is very exciting and could take the industry by storm=20 (eventually). Especially with Jeff=01,s comments with the analysts. This= =20 should be emphasized with the metals piece. The concept is that here are 2= =20 new areas where Enron is going to change the "old economy" businesses and= =20 industries. Clickpaper will have real time pricing which is different than= =20 all the other 15 existing sites. All of the others are charging 3% fees fo= r=20 matching buyers and sellers in a bulletin board or auction type of=20 transactions. We will also have that functionality (and will charge 1% or $= 0=20 (we=01,ll update you later) but will also have an EOL type of real time pri= cing=20 component (this piece will be free). This piece will not be ready for July= =20 25th but will be announced publicly and in final development stages (should= =20 be out by end of 3rd qtr.). I believe that the link with Net Works with bo= th=20 paper and metals is very important for providing a more complete picture th= an=20 just metals alone. Also for your information, we are working on 2=20 acquisition deals that will be coming out soon, 1 is to buy a mill and coul= d=20 be announced next week, which will also clarify and add to the story since = we=20 will have access to physical pulp and paper. Paper must be an important=20 piece of the presentation. Greg Piper is the MD for Clickpaper and he can= =20 answer any other questions and fill you in and answer more questions. He c= an=20 be reached at ext. 36635. Also, on the "Target Markets" page, I would reorder; put Lumber underneath= =20 pulp and paper and think about separating the others as potential markets. = =20 That way we could actually check off the top 3 as "done" and the others are= =20 in "incubation" and examination stages.=20 Please draft up your initial thoughts on these items and send me the latest= =20 version and I=01,ll add additional commentary. I will be in all next week. Thanks, mike
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