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Enron Mail |
Ray- here's a thought as to how to further cut costs..I would be ( as well as Lisa) happy to discuss further. thanks. -----Original Message----- From: Yoho, Lisa Sent: Monday, October 22, 2001 3:39 PM To: Shapiro, Richard Subject: FW: ITC Vote on Injury in 201 Investigation Rick: If the business guys are keen on cutting costs, this may be one area of discussion. Maggy and I have met cordially with Competitive Analysis on several occasions, and asked that we avoid duplication of efforts. I know this group has its own sources, and have been a good "data point." However, these types of summaries clearly fall within GA, and having a special "source" is of no value (especially since I sent Maggy to the vote at the ITC). I get the feeling that they are more interested in "scooping" us than adding value in ways that we cannot. Lisa -----Original Message----- From: Landry, Kimberly Sent: Monday, October 22, 2001 2:59 PM To: Hermans, Greg; Garner, Bruce; O'Donnell, Kevin; Mulrooney, Tammy L.; McKone, Tim; Bergen, Kim; Kristal, Yana; Patel, Adnan; Yoho, Lisa; Seigal, Jason; Zafar, Kiddie Cc: DL-EIM Website; Reed, Andrea V.; Johnston, Robert; Tholan, Scott; Helfrich, Christopher A.; Golden, Sally; Pizzolato, Paul; Paipanandiker, Chetan; Lothe, Brittany Subject: RE: ITC Vote on Injury in 201 Investigation Sources have sent us the following breakdown of today's 201 vote: PRODUCT Vote Result Comment Carbon and Alloy Flat Products Slabs Affirmative Canada - negative, Mexico - affirmative Plate Affirmative Canada - negative, Mexico - affirmative HR Sheet and Strip (includes plate in coils) Affirmative Canada - negative, Mexico - affirmative CR Sheet and Strip (other than GOES) Affirmative Canada - negative, Mexico - affirmative GOES Negative Corrosion-resistant and other coated sheet and strip Affirmative Canada - negative, Mexico - affirmative Tin Mill Affirmative (tie) Canada - negative, Mexico - negative Carbon and Alloy Long Products Ingots, Billets and Blooms Negative HR Bar and Light Shapes Affirmative Canada - affirmative, Mexico - negative Cold-Finished Bar Affirmative Canada - affirmative, Mexico - negative Rebar Affirmative Canada - negative, Mexico - negative Carbon Long: Rails and Railway Products Negative Wire Negative Strand, Rope, Cable and Cordage Negative Nails, Staples and Woven Cloth Negative Heavy Structural Shapes and Steel Piling Negative Fabricated and Structural Units Negative Carbon and Alloy Pipe and Tube Seamless Tubular (other than OCTG) Negative Seamless OCTG Negative Welded Tubular (other than OCTG) Affirmative Canada - affirmative (tie), Mexico - affirmative Welded OCTG missing Flanges, Fittings and Tool Joints Affirmative Canada - affirmative, Mexico - affirmative Stainless Steel and Alloy Tool Steel Stainless Slabs, Ingots, Billets and Blooms Negative Stainless CTL Plate Negative Bar and Light Shapes Affirmative Canada - affirmative, Mexico - negative Rod missing Tool Steel (all forms) Affirmative (tie) Canada - negative, Mexico - negative Wire Affirmative (tie) Canada - negative, Mexico - negative Woven Cloth Negative Rope Negative Seamless Tubular Products Negative Welded Tubular Products Negative Flanges and Fittings Affirmative (tie) Canada - affirmative, Mexico - affirmative -----Original Message----- From: Landry, Kimberly Sent: Monday, October 22, 2001 2:21 PM To: Hermans, Greg; Garner, Bruce; O'Donnell, Kevin; Mulrooney, Tammy L.; McKone, Tim; Bergen, Kim; Kristal, Yana; Patel, Adnan; Yoho, Lisa; Seigal, Jason; Zafar, Kiddie Cc: DL-EIM Website; Reed, Andrea V.; Johnston, Robert; Tholan, Scott; Helfrich, Christopher A.; Golden, Sally; Pizzolato, Paul; Paipanandiker, Chetan; Lothe, Brittany Subject: ITC Vote on Injury in 201 Investigation Importance: High Preliminary reports on the ITC vote indicate the following: Hot-rolled Affirmative injury finding Cold-rolled Affirmative injury finding Slab Affirmative injury finding Plate Affirmative injury finding Stainless slabs & ingots Negative injury finding For each of the above affirmative decisions, the North American breakdown is Mexico, affirmative and Canada, negative. We are continuing to follow developments and will forward additional details as they become available.
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