Andy,

Following is a list of Areas and Companies which was previously circulated among the group. These represent the companies and areas which we felt had the greatest potential.

Since we originally prepared the list, we have started chasing gas Storage companies. Bob and I are meeting with Paul Bieniawski (Enron Storage Origination) on Wednesday to put together the US target list.

We have not yet pursued the Energy companies as we felt the overlap with Enron's core EnronOnline activities would be too strong.

John Cummings is in the process of putting together a pulp and paper list.

The areas which I see as candidates for our primary focus are:

	Agriculture
	Chemicals
	FX
	Gas Storage
	Pipelines
	Pulp and Paper


Would appreciate your thoughts . . .

Dave


Pipelines:

Alliance	
CMS	
Columbia Gulf	
El Paso	
Gulf South (Koch)	
NGPL	
TCPL/Nova	
Williams	
Westcoast	


Agriculture

ADM (Archer Daniels Midland Company)	
Bunge International Limited	
Cargill Incorporated	
ConAgra Inc.	
ContiGroup Companies Inc.	
ED&F Man Group plc	
IBP, Inc. 	
Louis Dreyfus	
Rabobank Group	

Chemicals

BASF	
Dow Chemical	
DuPont	
Eastman Chemicals Co	
Equistar Chemicals LP	
Huntsman Corporation	
Marubeni	
Sumitomo	
Williams	

FX/Financials

ABN Amro	
Bank of America	
Bank One Corporation	
Bear Stearns Companies Inc.	
BNP Paribus	
Citigroup Inc.	
Creidt Suisse First Boston	
Deutsche Bank	
Goldman Sachs	
J.P. Morgan Chase & Co.	
Lehman Brothers Holding Inc.	
Merrill Lynch & Co. Inc.	
Morgan Stanley Dean Witter & Co	
Rothschild & Sons Limited	
Salomon Smith Barney	
West LB	


Precious Metals
AIG	
Bank of Nova Scotia	
Barclays	
Chase Manhatten	
Credit Suisse	
Deutsche Bank	
HSBC	
J Aron	
Morgan Guaranty Trust	
NM Rothschild	
Union Bank of Switzerland	




Energy

American Electric Power Comapany	
Aquilla Energy	
Chevron	
Conoco Inc.	
Cook Inlet Energy Supply	
Duke Energy Corporation	
Dynergy Inc.	
El Paso Corporation	
Equitable Resource Inc.	
Exxon Mobil	
Nexen Inc,	
Occidental Petroleum	
Reliant Energy	
Sempra Energy	
Southern Company	
Texaco	
Utilicorp United Inc.