The agenda I'm trying to put together for the next meeting will include the customary presentations from Davies/Lindsay and Kristol as well as the energy policy discussion we are looking for from you and Bob. We will also be updating the council on Enron Networks - - a business unit formed to extend Enron's business model to other industries (especially commodities or "commoditzable" goods). Most recently we have extended into metals, expanded our presence in paper, and begun an examination of agricultural commodities. I'd like your help in identifying a guest participant who may help us think through some of the issues from either (or both) of two perspectives: business strategy: what markets are candidates for commoditization. (I have asked Gary Hamel to consider this topic as well). public policy: as more businesses adopt online business models (like exchanges), as more goods are bought and sold like commodities, and as more transactions move off the traditional regulated exchanges, how are policy makers (SEC, FTC, CFTC and their overseas counterparts) likely to react?
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Enron Advisory Council