Spreadsheet: sally_beck__35041__MgmtSum-Q2-0501
Sheet: Hotlist - Identified

E N R O N   N O R T H   A M E R I C A - H O T  L I S T |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | DEALS IDENTIFIED
 |  | Second Quarter 2000 |  |  | Third Quarter 2000 |  |  | Fourth Quarter 2000 |  |  | First Quarter 2001 |  |  | Totals
East | Midstream | Deal | Value |  | Deal | Value |  | Deal | Value |  | Deal | Value
 |  | [NAME] | 5000 |  | Alamac | 5000 |  | Project Green Jacket | 10000 |  | SCANA | 10000
 |  | FOG | 5000 |  | SCANA-LNG | 3000 |  | TECO | 10000
 |  | PSEG | 4000 |  | Chicago-Power | 2000 |  | NSTAR | 10000
 |  | New Jersey Natural | 4000 |  | Chicago-Hub | 2000 |  | CFE-Mexico | 8000
 |  | Chicago-Gas | 3000 |  | TU Electric | 750 |  | Chicago Power | 7000
 |  | [NAME] | 3000 |  | Tangerine | 0 |  | Green Power | 6000
 |  | Doyle | 2000 |  |  |  |  | Baltimore G&E | 2000
 |  | Great River | 1000
 |  | City Of Austin | 0
 |  | [NAME] | 0
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under
 |  | 20493 |  |  | 21493 |  |  | 22344
West | Midstream | Deal | Value |  | Deal | Value |  | Deal | Value |  | Deal | Value
 |  | Coyote Springs 2 | 7000 |  | Blackstart | 10000 |  | Pastoria | 30000 |  | Santa Clara | 5000
 |  | [NAME] | 5000 |  | Cascade | 5000 |  | [NAME] | 10000
 |  | Avista Power | 500 |  | Southwest Gas | 5000 |  | Avalanche | 6000
 |  |  |  |  | Tecate/Corona | 4000 |  | Roseville | 5000
 |  |  |  |  | PSCo | 2000 |  | Aera | 5000
 |  |  |  |  | Tri-Valley | 2000 |  | LODI | 5000
 |  |  |  |  |  |  |  | Pacificorp | 5000
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under
 |  | 13235 |  |  | 17163 |  |  | 43231
Industrial | Downstream | Deal | Value |  | Deal | Value |  | Deal | Value |  | Deal | Value
 |  | Rebox | 10000 |  | Skeena | 45000 |  | Project Riviera | 10000 |  | [NAME] | 8000
 |  | GE Air Craft | 3000 |  | [NAME] | 12000 |  | Inland(Orange) | 5000 |  | [NAME] | 8000
 |  | [NAME] | 3000 |  | BP Amoco | 5000 |  | Colonial Pipeline | 5000 |  | Trading | 5000
 |  | Trading | 5000 |  | GE Plastics | 5000 |  | Inland(Rome) | 5000
 |  |  |  |  | Alamac | 5000 |  | National Gypsum | 5000
 |  |  |  |  | [NAME] | 5000 |  | Smurfit Stone | 5000
 |  |  |  |  | Garden State | 5000 |  | Westvaco | 5000
 |  |  |  |  | Aectra | 3000 |  | Newark | 2000
 |  |  |  |  | Pioneer Chemical | 3000 |  | Trading | 5000
 |  |  |  |  | Crown Vantage | 0
 |  |  |  |  | Trading | 5000
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under
Midstream | IPP | Deal | Value |  | Deal | Value |  | Deal | Value |  | Deal | Value
 |  | Panda | 5000 |  |  |  |  | AES | 5000
 |  | Skygen | 0 |  |  |  |  | Calpine | 0
 |  |  |  |  |  |  |  | KN energy | 0
 |  |  |  |  |  |  |  | Genesis Power | 0
 |  |  |  |  |  |  |  | New Centuries | 0
 |  |  |  |  |  |  |  | Intergen | 0
 |  |  |  |  |  |  |  | Cogentrix | 0
 |  |  |  |  |  |  |  | UAE | 0
 |  |  |  |  |  |  |  | Copetitive Power | 0
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under
 |  | 6477 |  |  | 6477 |  |  | 6477
GRM | New Products | Deal | Value |  | Deal | Value |  | Deal | Value |  | Deal | Value
 |  | EEX Insurance | 1000
 |  | Enron Merchant Portfolio CLO | 0
 |  | Credit Wrap fro EBS | 0
 |  | Enron/Chicago Peakers | 0
 |  | Enron/Austin energy | 0
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under
 |  | 7712 |  |  | 7712 |  |  | 7712
 | Mexico | Deal | Value |  | Deal | Value |  | Deal | Value |  | Deal | Value
 |  | TFM | 850 |  |  |  |  | Vitro | 30000
 |  |  |  |  |  |  |  | Industrial Outsourcing | 0
 |  |  |  |  |  |  |  | [NAME] | 0
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under
 |  | 4656 |  |  | 4656 |  |  | 4656
Generation | Investments | Deal | Value |  | Deal | Value |  | Deal | Value |  | Deal | Value
 |  | ECP (Recap) | 20000 |  | Indeck-Corinth | 10000 |  | [NAME] | 30000 |  | [NAME] | 10000
 |  | ECP ( Linden 6) | 2500 |  | Dynegy | 9000 |  | Tractebel | 20000 |  | [NAME] | 7500
 |  |  |  |  | ANP Milford | 5000 |  | Panda | 15000 |  | Tenaska-Cleeborne | 5000
 |  |  |  |  | [NAME] | 0 |  | Mission | 7500
 |  |  |  |  |  |  |  | York BNY | 5000
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under
 |  | 12234 |  |  | 12235 |  |  | 12236
Principal | Investing | Deal | Value |  | Deal | Value |  | Deal | Value |  | Deal | Value
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under
 |  | 15385 |  |  | 15390 |  |  | 15390
Energy | Capital Services | Deal | Value |  | Deal | Value |  | Deal | Value |  | Deal | Value
 |  | NG Resources | 0 |  | Cabot | 0 |  | Smith Production | 0
 |  | Cypress | 0 |  | Presston Exploration | 0 |  | Equity Oil | 0
 |  |  |  |  | Collier & Ely | 0 |  | Western Gas | 0
 |  |  |  |  | Powder River | 0 |  | Swift Energy | 0
 |  |  |  |  |  |  |  | Tri C Resources | 0
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under
 |  | 16142 |  |  | 10067 |  |  | 11442 |  |  | 13928
 | CTG | Deal | Value |  | Deal | Value |  | Deal | Value |  | Deal | Value
 |  | HV Marine | 0 |  | [NAME] | 1700 |  | LSI | 0
 |  | [NAME] | 0 |  | Bonus Resources | 0 |  | Venoco | 0
 |  | Gasco | -200 |  | Catalytica | 0 |  | Noram | -2500
 |  | Transcoastal | -300 |  | Lyco | 0
 |  | Crown Energy | -3000 |  | Sierra Well Service | 0
 |  | Hughes Rawls | -4500 |  | Hancock | 0
 |  |  |  |  | Terradyne | 0
 |  |  |  |  | Industrial Holdings | 0
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under
 |  | 2430 |  |  | 2430 |  |  | 2430
ENA | Upstream Assets | Deal | Value |  | Deal | Value |  | Deal | Value |  | Deal | Value
 |  | Neptune-Part 1 | 2000 |  | Powder River | 20000 |  | Black Water | 2500
 |  | Northern Nat Gas | 2000 |  | Bastrop Power Site | 1000 |  | North Central Oil Corp | 1200
 |  | Napolean Pad Gas | 2000 |  | Kerr-McGee | 1000 |  | Big Chief | 1000
 |  | [NAME] | 1250 |  | Panaco | 1000 |  | Smashing Pumpkins | 1000
 |  | Coastal | 800 |  | TCC's | 938 |  | TCC Auctions | 938
 |  | TCC's | 625 |  | [NAME] | 250 |  | TXU | 200
 |  | North Central Oil | 527 |  | Tidal Wave | 250 |  | 16 Deals under $500K > 50% | 115
 |  | Rollovers | 412 |  | 16 Deals under $500K > 50% | 405
 |  | Costilla | 300
 |  | Howell Petroleum | 250
 |  | BASF | 200
 |  | Saxet Osprey #3 | 125
 |  | Solvay Polymers | 80
 |  | 23 Deals under $500K > 50% | 1233
 |  | Accrual Earnings | 15029
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under
 |  | 30471 |  |  | 32227 |  |  | 33006 |  |  | 40262
 | Coal | Deal | Value |  | Deal | Value |  | Deal | Value |  | Deal | Value
 |  | Jupiter | 4000 |  | AEI | 10000 |  | Railroad Marketing | 10000 |  | EOL Auction | 0
 |  | BSC | 1000 |  | SynFuel | 5000 |  | [NAME] | 5000 |  | Quaker-CFB | 0
 |  | [NAME] | 2000 |  | BMR | 5000
 |  |  |  |  | MRC | 5000
 |  | Mission Restructure | 2000 |  | AMCI | 3000
 |  | DRS | 2000 |  | Massey | 2000
 |  | Trading | 3000 |  | Anker | 2000
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under
 |  | 12747 |  |  | 12747 |  |  | 12747 |  |  | 20493
Canada | Originations & Finance | Deal | Value |  | Deal | Value |  | Deal | Value |  | Deal | Value
 |  | LGE Canada Tax Pools | 10000 |  | PML | 3000 |  | Whiskey | 6000
 |  | Invasion | 4000 |  | Startech | 2000 |  | ENERconnect | 5000
 |  | Beau Canada | 2900 |  | Alberta PPA Auction | 0 |  | Blue Range Recovery | 2000
 |  | Petro-Canada | 2000 |  | Ontario NUG's | 0
 |  | CNR Warrants | 2000 |  | G6 | 0
 |  | Place | 800
 |  | [NAME] | 500
 |  | Petro-Canada(Incentive) | 500
 |  | British Energy PPA | 0
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under
 |  | 11556 |  |  | 11556 |  |  | 11556
Office of | the Chair | Deal | Value |  | Deal | Value |  | Deal | Value |  | Deal | Value
 |  |  |  |  | [NAME] | 30000
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under
 |  | 38074 |  |  | 23439 |  |  | 23439