We prepared a presentation on Argentina and Brazil for your SP trip.  I am the Director of the Sovereign Risk and Foreign Exchange Group within Enron Research under Vince Kaminski.  Attached below is the presentation, if you have any questions please contact me at X3-0396 in Houston.

Maureen

 



 -----Original Message-----
From: 	Guerriero, Michael  
Sent:	Friday, August 31, 2001 6:38 AM
To:	Raymond, Maureen
Subject:	Re: Revised Argentine and Brazilian Presentation

We will be handing this draft out today. 

We met with Goldman and Citibank yesterday and have reviewed the regions macro econ status. 

We need to get you more active in our activity. I do not think everyone knows your team exists. Put John Lavoratto, louise kitchens and Jim Hughes, stan horton  on you e mail list at least. I would reccomend you set a meeting up with them directly to let them know what your team is doing. I will talk to them again today. 

I am in Houston next week. I will stop by.

Good work everyone who saw the first draft was surprised we had this in house expertice. 

MFG


From:	Maureen Raymond/Enron@enronxgate on 08/30/2001 05:52 PM CDT
To:	Orlando Gonzalez/SA/Enron@Enron, Michael Guerriero/SA/Enron@Enron
cc:	Vince J Kaminski/ENRON@enronXgate 

Subject:	Revised Argentine and Brazilian Presentation

Michael and Orlando,

Attached is the revised version of the presentation, we have added the scenario analysis at your request.  Please let me know if there is any other way in which we may be helpful.

Thanks,

Maureen