Cedric, =20  As a follow-up to our meeting,  below are a few comments and ideas regardin= g=20 the Net Works piece of the analyst presentation.
=20  I know I sent you a lot of data and presentations, here are a few pages in= =20 the various presentations that I think may be appropriate for the=20 presentation (or pieces of them) including:=20  ?
Why Enron?
?
Recent Enron eCommerce Experience ?
Lessons Learned ?
Business Strategy ?
Target Market Criteria ?
Enron Today/Enron Tomorrow  Here are a couple of other thoughts and ideas.
We need to emphasize our new businesses outside the energy business=20 (obvious).
Clickpaper.com will be out and live just before the analyst=20 meetings.
This is very exciting and could take the industry by storm=20 (eventually).
Especially with Jeff=01,s comments with the analysts.
This= =20 should be emphasized with the metals piece.
The concept is that here are 2= =20 new areas where Enron is going to change the "old economy" businesses and= =20 industries.
Clickpaper will have real time pricing which is different than= =20 all the other 15 existing sites.
All of the others are charging 3% fees fo= r=20 matching buyers and sellers in a bulletin board or auction type of=20 transactions.
We will also have that functionality (and will charge 1% or $= 0=20 (we=01,ll update you later) but will also have an EOL type of real time pri= cing=20 component (this piece will be free).
This piece will not be ready for July= =20 25th but will be announced publicly and in final development stages (should= =20 be out by end of 3rd qtr.).
I believe that the link with Net Works with bo= th=20 paper and metals is very important for providing a more complete picture th= an=20 just metals alone.
Also for your information, we are working on 2=20 acquisition deals that will be coming out soon, 1 is to buy a mill and coul= d=20 be announced next week, which will also clarify and add to the story since = we=20 will have access to physical pulp and paper.
Paper must be an important=20 piece of the presentation.
Greg Piper is the MD for Clickpaper and he can= =20 answer any other questions and fill you in and answer more questions.
He c= an=20 be reached at ext.
36635.
Also, on the "Target Markets" page, I would reorder;  put Lumber underneath= =20 pulp and paper and think about separating the others as potential markets.
= =20 That way we could actually check off the top 3 as "done" and the others are= =20 in "incubation" and examination stages.=20  Please draft up your initial thoughts on these items and send me the latest= =20 version and I=01,ll add additional commentary.
I will be in all next week.
Thanks,

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