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Enron Mail |
Steve,
FYI, here was my response to Michael. I was surprised that you didn't know about this but i probably shouldn't have been. Let me know if you have a different opinion. Mike ---------------------- Forwarded by Mike McConnell/HOU/ECT on 07/12/2000 11:29 AM --------------------------- From: Mike McConnell 07/12/2000 10:35 AM To: Michael Guerriero/SA/Enron@ENRON cc: Subject: Re: Nodocero.com Mike, I agree with your assessment on keeping tabs on them but currently I don't see any real opportunity or decision to spend time or money with this effort. I have received feedback from others in the group as well and they agree with our general thinking. Have you talked with Louise lately? We are announcing today that we will be pushing our pricing to other platforms in the US (therefore we keep all the liquidity of their markets). Maybe this will apply to these guys, someday. Certainly it is not appropriate now and with your domination concerns it might scare them even more. My time is very limited next week and I am double booked most of the time. I'm out Wed - Sunday and then the analyst meetings begin after that. I really don't have time to meet with them especially if there is not real deal pending. Is there someone else that is more appropriate, maybe someone can take them through EOL? If you like that, please call Louise and co-ordinate. Thanks, Mike Enron North America Corp. From: Michael Guerriero @ ENRON 07/12/2000 04:50 AM To: Mike McConnell/HOU/ECT@ECT cc: Maria Jose Minguillon/SA/Enron@Enron Subject: Re: Nodocero.com I tend to agree with your initial comments. At this point I do not see a clear opportunity from a value standpoint but I do need to assist these guys and keep tabs on their development. To me it looks more like a Streamline or Quick Trade product that is at the drawing board stage. They are going to Oklahoma on Friday. William's may be the best group for them to ultimately hook up with. It is possible that the only thing we can offer this group latter on is a link to EOL if we so choose that to be advantageous. This market is too small and there is growing concern that EOL is a looming beast that will dominate market share. For now I need to continue to foster these projects until one is successful or EOL is no longer a political concern. Could you be available for a presentation Monday or Tuesday. I will participate via conference call. Your assistance is greatly appreciated. MFG Enron North America Corp. From: Mike McConnell @ ECT 07/11/2000 08:59 PM To: Michael Guerriero/SA/Enron@ENRON cc: Subject: Re: Nodocero.com Mike, I just had my schedule changed dramatically for tomorrow and will not be able to talk. How about Friday @ 10am? Sorry, but we have a situation I must get involved with and change a direction. I did review the email, and passed it on to others. I do not see much from this site nor how it is actually going to develop real liquidity in the market. If there are a couple of items that you want me to specifically be ready for , please send me a couple of comments via email or voicemail. Thanks, Mike
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