Andy, 
Nice to meet you over the ether, and I hope we will have a chance to meet when you are next in NY.  It certainly sounds like the Fortune 500 represent a large market with the characteristics you describe.  I would guess that they are somewhat harder to reach and sell than energy firms that are actively engaged in trading derivative products and do regard risk management as core, whether the system is run internally or accessed as a service.  I think the company will have to learn more about what it takes to sell to both customer segments as it gets started with its sales and marketing efforts, and I'm not sure any of us know enough about the market at this point to have a strongly held point of view.  I would certainly be interested in any information you have seen as to how the market will develop, and in particular what the breakdown of people trading with Enron as between Fortune 500 vs. energy industry players looks like.  Thanks for your thoughts, and this is clearly part of an ongoing dialogue with the company as to how to most effectively design, market and sell its products.
Stewart 
-----Original Message----- 
From: Andy.Zipper@enron.com [mailto:Andy.Zipper@enron.com ] 
Sent: Tuesday, June 05, 2001 5:51 PM 
To: sgross@warburgpincus.com 
Subject: RE: Conagra is our newest beta customer! 
Stewart, 
It is my strong belief that Kiodex will be most successful in marketing to 
Fortune 500 corporations. These companies have extremely large portfolios 
of derivative products to hedge various financial risks but do not view 
running a risk management system internally as core. I am interested in 
your thoughts, and how, if you agree, we can influence the company in this 
direction. 
Andy Zipper 
Enron Networks