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Enron Mail |
I don't like the 2nd bullet - not positive enough. We are the dominant player in the power market. With respect to volumes for term trades, the risk group will have to provide that to you. I can tell you that the volumes have increased in the term market by a significant factor (at least 10 times relative to last year).
-----Original Message----- From: Leboe, David Sent: Wednesday, October 03, 2001 2:52 PM To: Presto, Kevin M. Subject: East Power - 3Q Analyst Conference Presentation Slide Kevin - Thanks again for taking the time to visit with us a few weeks back regarding your business. Based upon our discussions, I have included a draft of an East Power Slide. We are still waiting on final volumes for 3Q01; however, I was curious if you could take a minute to review the conceptual content and let me know if you have any other ideas/comments. In the last bullet, we would like to articulate the fact that you are creating liquidity in longer term markets. If I recall correctly, you mentioned your term volumes had increased exponentially compared to the prior year. Can we get more specific and talk about # MW's transacted and the length of such contracts? (ie, my last bullet is a placeholder). We are going to meet with Greg on Friday and discuss a draft of the entire presentation. When you have a minute, please give me a call at X34785. Kind Regards. << OLE Object: Picture (Metafile) << David T. Leboe Director, Investor Relations Enron Corp. Office 713.853.4785 Cell 713.562.2160 Fax 713.646.3002 Pager 877.237.7732 david.leboe@enron.com
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