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Hi Ravi--
Thanks for you note. I would be very interested in a meeting to establish a= n=20 EBS-wide approach to storage. It's a huge opportunity. We could expand the 2:30pm Friday meeting to include all interested EBS=20 people and discuss the topics below. Could Shalesh coordinate this meeting= =20 and also coordinate the ongoing effort firm-wide? Have I omitted anything= =20 below? As I see it, here are the key storage initiatives that EBS should undertake= ,=20 and who is involved up to this point.=20 1. - establish storage contract terms and pricing Who's involved: Virawan, Jean Mrha Beach a. define terms for storage needed for EBS products (MediaCast,=20 MediaTransport, and new products) b. define general terms for other storage contracts 2. - establish storage pooling points (SPP) Who's involved: Shalesh, Richard Reichardt, Mark Palmer, Kara Knop Who's needed: other designated people from Bloomer and Griebling groups, Ji= m=20 Crowder's group input on alliances a. define technology needed servers, storage devices control software for physical delivery b. decide optimal SPP locations at/near existing bandwidth trading pooling points at/near existing EBS city PoPs at a hosting partner location c. engage optimal partners to create SPP IBM IBM Global Services Tivioli (storage management software) EMC Sun Compaq existing storage portal vendors (e.g. Storage Networks) 3. - establish storage trading benchmark Who's involved: unknown Who's needed: Research group a. define unit of measure for trading contract (e.g., terabyte-month) b. establish pricing mechanisms 4. - identify (and monetize) storage market opportunites Who's involved: unknown Who's needed: Cox's group, Bloomer's group a. storage intermediation opportunities b. establish Virtual Storage Portal service for EBS =09Ravi Thuraisingham =0903/08/00 11:00 AM =09=09=20 =09=09 To: Mark S Palmer/Enron Communications@Enron Communications, Jean Mr= ha/Enron=20 Communications@Enron Communications, John Bloomer/Enron Communications@Enro= n=20 Communications, Richard Reichardt/Enron Communications@Enron Communications =09=09 cc: Kara Knop, Stinson Gibner/HOU/ECT@ECT, Vince Kaminski, David Cox= /Enron=20 Communications@Enron Communications, Shalesh.Ganjoo@enron.com =09=09 Subject: Meeting for Friday on Storage Hi Mark, I have not met you yet but heard a lot of good things about you. = I=20 would like to discuss with you and possibly with John Bloomer and Richard= =20 Reichardt about the EBS Research's role in supporting the Storage market=20 development from the origination and trading perspective. There are severa= l=20 people in various groups that are talking about storage but here is what's = my=20 take on our involvement--please correct me or suggest otherwise. =20 Shalesh Ganjoo is our lead analyst on this effort. In addition to his effo= rt=20 with your group, he is presently supporting Jean Mrha with pricing and=20 standardization for a traded storage maret--Stinson Gibner is directly=20 supervising him in this effort. Shalesh came to us through referal from David Cox--David discovered him at= =20 one of his speaking engagements. Shalesh had talked to David about traded= =20 storage market development some time last October and David refered Shalesh= =20 to Enron Research group. We hired Shalesh for general analyst position and= =20 now he is pulled into all aspect of this storage effort. Currently, he is= =20 our point person (with Stinson or I supervising his effort) who is supporti= ng=20 Jean Mrha and you on the subject. Kara Knop has aproached Shalesh with=20 request for some support and Shalesh and she are sorting out each other=01,= s=20 role in this regard. As per my discussion today with David, we need to=20 coordinate this storage effort from the perspective of modeling market=20 assessment etc. For this I suggest Shalesh and his effort so that all parti= es=20 involved can benefit from collective effort within one central source. Bas= ed=20 on David's and my assessment of Shalesh's capabilities, I would like to=20 suggest that the commercial heads use Shalesh for his creative thinking,=20 understanding of the market and analytical capabilities and not just for da= ta=20 gathering and simple research effort. We can add other staff as we see the= =20 need and as you request them.=20 Please respond this e-mail with your comments if this sounds like aplan, so= =20 that we can support this effort efficiently and in a scalable manner. Kind Regards, Ravi. A bit about EBS Research Group John Bloomer and Richard Reichardt have met me and are aware of my role and= =20 Stinston Gibner's role in EBS. I lead a team of quantitative professionals= =20 via a group we are calling EBS Research. This group reports to Stinson=20 Gibner (VP) and Vince Kaminski (MD and Head of Enron Research). Stinson an= d=20 Vince are the original founders of Enron Corp Research that has been charge= d=20 with model development efforts to support Enron Energy trading and other=20 Enron business. Enron Research is involved in all aspects of Enron buiness= es=20 (EES, International, Corporate affairs such as FAS 133 and other accounting= =20 and new product (derivatives) development, etc.). Within EBS Research, there serveral professionals supporting Kevin Howard= =20 (CFO office), John Griebling, Tom Gros and Jean Mrha, David Cox (via Boris)= ,=20 and the War room. Our main area of focus is with Jean Mrha (trading) and= =20 John Griebling (optical network design and optimization, etc.). We play a= =20 key role with John Griebling's go forward network design and implementation= =20 through our responsiblity to provide traffic engineering analysis and=20 modeling effort. ----- Forwarded by Ravi Thuraisingham/Enron Communications on 03/08/00 09:3= 1=20 AM ----- =09Shalesh Ganjoo@ECT =0903/07/00 08:01 PM =09=09=20 =09=09 To: Mark S Palmer/Enron Communications@Enron Communications =09=09 cc: Ravi Thuraisingham/Enron Communications@ENRON COMMUNICATIONS@ENR= ON =09=09 Subject: Meeting for Friday on Storage Dear Mark, I am looking forward to presenting my competitive analysis on the Storage= =20 market on Friday to you and others. Ravi Thurasingham will be calling you = to=20 find out if we (Research Group) can assist your group in any other way. =20 Please let me know if you need any information before we meet. Thank you. Sincerely, Shalesh Ganjoo
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