
Date: Fri, 20 Apr 2001 07:27:00 -0700 (PDT)
From: nicholas.o'day@enron.com
To: richard.shapiro@enron.com
Subject: Strategy presentation

Rick, I attach a copy of the strategy paper I talked through with Steve Kean
when I was in Houston in early March. It may provide you with some background
on the environment in Japan and give you an idea as to where we are heading
this year.



kind regards
