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Did you ever call him?
---------------------- Forwarded by Jeffrey A Shankman/HOU/ECT on 01/07/2001 11:54 AM --------------------------- GWDORSEY@aol.com on 01/05/2001 03:38:50 PM To: jeff.shankman@enron.com cc: whalley@enron.com Subject: fert I reached Greg today and had a nice conversation. He encouraged me to call you. Having missed you today I wanted to make a few suggestions. With regard to your reservations about an investment in plant and equipment- I understand that any such investment would be: limited and subject to your being very attracted to the deal. I am confident that I can bring you deals that will sell themselves. -need to have an exit strategy that would allow an exit within 2-4years A trading strategy without investment in plant and equipment will yield attractive results. With regard to how that would look - I will draft a short business plan and send it to you next week basing it on a pure trading basis. Let me invite you and Greg to a breakfast (or any other meal) during the week of 16 Jan. That will give me a chance to get a few numbers in your hand prior. Regards for the New Year George Dorsey 713 302 2047 406 582 0974
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