Enron Mail

From:mike.mcconnell@enron.com
To:harry.arora@enron.com, bruce.garner@enron.com, greg.piper@enron.com,bryan.seyfried@enron.com, louise.kitchen@enron.com
Subject:Upcoming analyst meetings
Cc:
Bcc:
Date:Tue, 11 Jul 2000 11:41:00 -0700 (PDT)

I am working on the presentation for the analyst meetings that are taking
place July 24-26. Enron Net Works is being featured and as part of the
overall story Skilling wants to see some basic information on your businesses
(and a few other possible verticals and market places). Please provide me
with these 3 specific items of information.

1. Total market size for your business: e.g. Pulp and Paper is approx.
$300 billion.
2. Your target market share of that total
3. Targeted (or other comparable) margin that you would (or could) expect to
see

I realize this is subjective but I do need an answer to all 3 questions. Put
any explanation that you feel is important or needed. Also please quote the
source of the global market size. When I get all the information, I'll go
through it with everyone.

We also need to get the global size of the markets that we are considering
moving into and if you know any of these below, please let me know.

Data storage
Grains
Petrochemicals
Steel
Logistics

Thank you for your quick response.

Mike