Gavyn Davies, via Helen Turley, has asked me to give you some guidance as to what you might include in your presentations at the meeting on October 31st. I do so with trepidation, since I am sure that you know more about your subject than I do, so please regard the following merely as suggestions to be ignored if you deem it appropriate to do so. We have blocked out two hours (9-11AM) to discuss market opportunities for Enron in Spain and Germany. My understanding is that Oscar will go first, as he has a plane to catch. I would suggest that each of you plan on speaking for about 30 (no more than 40) minutes, so as to leave time for questions from what will be a lively audience of Enron executives. You might want to begin with a general description of the political situation, followed by a description of the present and future state of the economy in each country. Then, you might turn to a more specific discussion of matters of interest to Enron: the state of regulation and deregulation of energy markets, the areas you consider should be of interest to Enron as business opportunities, etc. I do hope this is of help
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Enron meeting