text_combined: still working louise would like consider original proposal reasons lot history one given sides fence original creator ultimately became eim group result many discussions lou jeff issues original agreement ees ena following sic codes excluded ees part minority shareholder agreement 1996 1997 mining except oil gas oil gas extraction textile manufacturing paper manufacturing chemical manufacturing petroleum coal products manufacturing plastics rubber products manufacturing glass manufacturing primary metal manufacturing fabricated metals products manufacturing machinery manufacturing rail transportation sic codes fell within ees 2000 buy back minority shareholders lou jeff agreed move several lower process load sic codes ees including textile manufacturing like springs industries glass manufacturing like owens corning fabricated metals product manufacturing like general cable american national machinery manufacturing like lockheed martin primarily customers tend lower energy sophistication consumption numerous sites deregulated regulated environments small size ees value proposition fit customers much better wholesale completed numerous significant term transactions outsources industries see parenthesis several sic codes remained ena eim ees interest paper mills smelters fertilizer manufacturers refiners etc neither products pricing capability manage close large process oriented consumers however divisions inside companies able success example speciality chemicals divisions large chemical companies tend significantly smaller loads ignored capital dsm commodity point view large purchasing agents another example gasoline retailing networks large oil gas refining companies small loads spread thousands sites another example specialty paper container board divisions paper companies several large oil gas petrochemical companies found fertile ground office buildings research centers proposal limit ees activities ena sic codes consumption size give us freedom target divisions inside companies ena would normally ignore better way split size definition lets discuss finally given targeted sophisticated sales process utilized ees necessity would easier coordinate companies based size sort ees limited access ena sic codes versus opposite surface proposal looks reasonable however fails sufficiently manage issues example would manage customer like wal mart may use 10 mw site requires national regional solution 10 000 sites deregulated regulated jurisdictions sufficiently manage ena sales force tends cover product vast majority industries customers ie think would disaster ees ena ees relationship based selling capability basic products successfully manage customers could argue right final note believe strongly john send note organizations clarifying issues way overdue years fact always difficult upstairs get lou cooperate b extremely destructive un productive multiple enron groups communicate target customer c believe employees side fence honor obligation unless expressly stated openly communicated enforced two management teams need proactive cleaning dual call etc significantly damages credibility enron number customers may worthwhile exercise let know may utility generator markets interest open communication ensure buy look forward futher discussing motivations try enter ena markets split industrial commercial segments two companies clearly increases productivity shareholder value regards delainey forwarded david w delainey hou ees 03 24 2001 01 51 pm janet r dietrich 03 23 2001 05 28 pm david w delainey hou ees ees cc subject still working fyi forwarded janet r dietrich hou ees 03 23 2001 05 28 pm louise kitchen ect 03 23 2001 05 27 pm janet r dietrich hou ees ees cc subject still working janet tried get success far afternoon removed split east west load power ena 10 mw hourly peak demand ees 1 000 mmbtus day ees 1 000 mmbtus day still working codes issue things like fertilizer companies included lists may cause confusion tha add value louise