Re: EGM business presentation

John,

thanks for the comments. Absolutely on the trader comment, I forgot. I like
the ag business and we are looking at several oppts and making a final
determination in Q1. I also think "softs" is a big oppt that is probably
worth pursuing. More later.
I like the weather idea as well.

On another note, I met this guy when I spoke at the AA Energy symposium. He
runs a power business (i think) in Portugal. He has attempted to talk to
someone at Enron in Europe but hasn't heard back. He has given me his email
address and requested a contact. Would you please make sure that someone
follows up with him.

Company: Finertec, SA (?)
luis.reis@finertec.pt

Thanks,
Mike

John Sherriff
12/08/2000 11:48 AM
To: Mike McConnell/HOU/ECT@ECT
cc:
Subject: Re: EGM business presentation

Mike

Thanks for the docusment - I will clearly take the chance to steal some
of your material for my presentations. A couple of minor suggestions:

1) I would generally replace the term "trader" with "market maker"
2) Are we committed to Ag markets yet? I have doubts about
the fit for us.
3) For Weather how about showing the number of cities for which we
make markets? Also the fact that we trade hot weather, cold weather,
wet weather, and dry weather.

Regards,

John

From: Mike McConnell 08/12/2000 16:17

To: John Sherriff/LON/ECT@ECT, Michael L Brown/Corp/Enron@Enron
cc:

Subject: EGM business presentation

John and Michael,

Attached, for your information, is a copy of a general presentation that I
prepared to illustrate and describe EGM's businesses. This is a presentation
that will become a "living" document to communicate our businesses and
growth. I will be making numerous changes as we move closer to the analyst
meeting in January but I wanted to give everyone a copy of this version.

Please don't hesitate to call me if you have any questions or comments.

Mike