investments meeting agenda john wes michael purpose tomorrow meeting discuss investments planning transferring new investment group specific issues follows encorp value investment written 3 million 9 85 million q 4 2000 without justification written back end quarter otherwise going bigger problem later dais analytic issue investment written 8 million 20 million written back quarter amps problem company going continue need capital additional 7 million immediately well beyond enron funding willing provide company ongoing funding without significant evaluation important strategic effort ena recommend ena continue manage company provide financing bridgeline evaluation clear merchant investment moved group spoke jeff donahue agree want sold team right one copel one fuzzy jeff donahue agreed one us take responsibility exiting investment still need figure one kg