marathon follow louise yesterday afternoon spoke walt madro sr vice president global gas lng regarding marathon decision pursue marketing trading relationship enron walt clarified marathon poisition marathon final negotiations acquire firm upstream assets small niche marketing arm steve lowden told walt hold negotiations enron acquisition firm potential duplication marketing compentencies asserted firm even acquired premier gas power franchise like enron walt agreed walt contact deal completed expected date end year stay contact walt try identify firm acquired ultimately like smells would like conversation lowden opportunity cost marketing trading relationship enron versus acquiring small firm albeit receiving strategic upstream assets compute intellectually agree mrha