Company Name: Conference Title: Moderators Name: Conference Date: Conference Time: Confirmation Code: Operator: Prepared By: Name **Sklliing, Jeff Adams, Phillip Adams, William Adelman, Lawrence Ahrans, Lucia Akin, Joe Alexander, Bill Amoils, Bradely Anbier, John Anderson, Gregg Anderson, Ken Anderson, Mark Armstrong, D~ryl Ashley, Mike Aston, Jay Austin, Bernard Baker, Calvin Bandama, Brian Barbis, Mike Barone, Mike Basher, Cern. Bauknight, Mark Becker, David Beckw)th Mark Belier, Robert Berg, Jeff Berkery, Dan Bestelman, Craig Beuiieu, Mike Bieiawski, Ben Bce, Rick Bait, David Bolgert, Torn Bonnie, Pamela Boone, Kevin Boyd, Jim Enron Corporation First Quarter Earnings Release Mark Koenig April 17, 2001 9:00 CT 626304 Felicia Freisner June Wilkens it -v Affiliation - Moderator Bank One Capital Markets Bank of America Mbrgan Stanley Group Glenview Capital Management Morgan Keegan Aim Capital Management * American Century ~- Enron Corporation Deerfield Capital Fidelity Investments Stein Capital Salornon Smith Barney Northern Trust . Neuberger & Berman USM Investment Management Brown Capital Management Sanford Bernstein * Fulcrum Partners * Metlife '2 Madison Financial Advisors Kaufmann Fund 4anus' Wellington Management:. Beico Oil & Gas Corporatidn Matador Capital Management UBS Securities Sirs. Ohio Merrill Lynch Investment Management institutional Capital Howard Hughes Medical Institute*' Sextant Amoare JK Utilities Bear Stearts & Company Harbor Capital Management 4 -t t - 4.. 4 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 18 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 38 I, S. U Boyle, Dan Breilenthine. John Brooks, Todd Broughton, Mark Brown, Ethan Brown, Neil Bunn, Bill Bunyaner, Michael Burgher, Cedric Callahan, James Callan, Shannon Campos, iohn Carpenter, Darron Carter, Rebecca Cavanagh, David Cawley, Sean Chanos, James Chelin, Rebecca Cheng, Sharon Chhadra, Robby Choi, Kevin Coale, Carol Cohen, Michael Coleman, Dennis Collins, Donald Common, Paul Crawford, Ken Crichton, James Criss; John Cronin, Christine Crowe, Dan Davis, Michael Day, Adrian De, Heather Dechristopher, Brian Decker, Bob Dehoff, Judy Derrick, Jim Desaint, Philip Diamond, David Dietert, Jeff Digregorlo, Dominick Dingman, Neil Dodge, Kevin Dodge, Leon Donghetti, Mike Enron Corporation Saint Paul Companies Greenburg Summit Blackrock Para Advisors Toronto Dominion Bank Fort Washington Investment Advisors Sage Asset Management Enron Corporation State Street Global Advisors TCW G.E. Asset Management PNC Equity Advisors Enron Corporation MFS Investment Management Radiant Capital Kynikos Associates Segel Bryant Eden Capital Morgan Stanley Group Syoni Prudential Securities First Albany Bank of America Ironwood Capital Management Guardian Life American Century.* Scout Capital Eumpean Investors Capital Research Company* Marsico Capital Management CS First Boston Global Strategic Goldman, Sachs & Company Putnam Investments Harris Investment Management Legg Mason Enron Corporation BNP Moore Capital Manage&ent Simmons & Company StreetFusion Dam Rauscher Provident Investment Council Firstar Investments Standish Funds 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 Doshay, Glenn Downer, Andrew Duncan, John Dyott, Ingrid Eassey, Donato Easterbrook. Mark Elliot, James Epstein, ivlatt Evans, Quincy Fabbri, Barbara Fannin, Chuck Ferer, William Ferguson, Jim Fevert, Mark Field, Tom Finkelstein, Jarett Fisher, Eric Flanagan, Mark Fleischer, David Fleishman, Steve Followill, Becca Ford, Ilene Fowler, Kate Fraser, Kathleen Frost, George Fruehauf, Winfried Gabbay, Gil Gabriel. David Gaffney, Charles Gagliardi, Louis Garner, Greg Garvey, Michael Gentry, John Ginther, David Gleicher, Howard Godbey, Michelle Goldman, Peter Goldstein, Eric Graves, Ed Gross, Rick Groton, John Grubman, Richard Habby, Margo Halton, Greg Hancox, Bob Hanson, Paul Palantir Capital 'Delaware Investment John Duncan Neuberger & Berman Merrill Lynch DRW Dominick & Dominick Morgan Stanley Group Goidman, Sachs & Company Freedom Capital Fulcrum lnyestment Group WH Reaves & Company Alliance Capital Enron Corporation UBS Securities Stockholder Roadmark Asset Management Independence Fixed Income Goldman, Sachs & Company* Merrill Lynch Howard Well John Hancock * Gilder Gagn6n Howe & Company UBS Securities Beaty Haynes National Bank Financial, Inc. JP Morgan Cargill. Brown Brothers Harriman & Company John S Harold Investment Research Norofan Capital Management Angelo Gordon, Inc. Federated Investments Waddell & Reed Metropolitan West Asahi Shimbun Westwood Management Brahman Partners Daiwa Securities Lehman Brothers Sit Investments Highfields Capital Bloomberg Deutsche Asset Management WPG Farber McKinley Capital Management 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 .122 123 124 125 126 127 128 Hark, Peter Harman, Boyd Harris, Gamal Hart, Lawrence 1-lealy, Tom Helm, Mike Hansen, Chris Hersam, Carol Hesse, Mark Hewitt, Mike Higgins, Dennis Hilt, Julie Hollander, Alan Hollinshead, Julie HoIm, Arild Holmes, Kurt Holtz, Lou Hong, Shaun Howell, Gordon Hudson, Tom Hunter, Elisabeth Hyler, William lfkovits, Todd Jackson, Kit Jacobs, Bill Jane, Mary Janecek, Robert Jansen, Deborah Jaquet, Kate Jay, Jeff Jenveja, Vinod Johnson, Ben Johnson, Brent Johnson, Rusty Jones, Bruce Jones, Matt Kagan, Michael Kalamaras, Eric Kamer, Gail Kapp, Sara Katarya, Anil Kaukonen, Philip Keller, Dean Kempenich, Steve Khaitan, Vic Knight, Scott Ballentine Capital Societe Genera le ABU Ohabi Investment Authority Prime Charter Bessemer Trust A.G. Edwards & Sons Elliott & Page Sentinel Advisors Key Asset Management Government of Singapore Investment Corporation Morgan Stanley Group JP Morgan Janice Capital. Munder Capital Management University of California Jemmco Capital Roger Engeman & Associates Jennison Associates Credit Lyonnais Citigroup Society Generale CIBC World Markets CS First Boston Trainer Wortham Newpower Company Van Kampen Merritt. Inc. Sterling Grace Duff & Phelps Seneca Capital Berger Funds JP Morgan Goldman, Sachs & Company Marsico Capital Management* Harding Loevner Widmann, Sift & Company Catalyst Fund Salotnon Brothers Bank of America Securities Tower Asset Management* Ziff Brothers Investments INJ Lord, Abbett & Company Salomon Smith Barney CIBC Utilities Zurich Scudder Investments Hospitals of Ontario Pension Plan 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 160 151 152 153 154 *155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 Knutson, Bruce Korn, Steven Krsticievic, Ivan Krystyniak, Ron Kulkarni, 01W Kurd, David Kurth, Joel Kuske, Andrew Kwok, Albert Lamp, Derek Lancaric, Gene Lang, Ken Lanigan. Chris Laskowski, Doug Lau, David Launer, Curt Lawrence, Linora Lawrence, Philip Leayman, Robert Lee, Sam Leff, Dan Leininger, Robert Leung, Patrick Levi, Andy Lewis. John Lichong, Jeannine Lighfleld~ Diane Lindauer, Jason Lindenmayer, Ward List, Josh Lombardi, Regina Loungo, Mlch~eI Lukacs, Michael Lyons, Chris MacCarrone, David Maim, Margo Mandelzaett, Eric Mannarino, Cathy Martin, Doug Maze, William McAree, Alex McCall, Jim McCune, David McDermott, Christine McGregor, Ed McKee, Mike First American Asset Management Goldman Sachs Asset Management Elliott Associates Oakmont Corporation Genuity Zweig DiMenna Ark Asset Management 1-ISBC Roger Engeman & Associates Stein Roe Alliance Capital Minot Capital Ziff Brothers Investments Allstate Insurance Prudential Securities CS First Boston Forefront Capital Advisors The Saluki lnvestmt Fund Connors Inestor Services, Inc. UBS Securities Enron Corporation Rorer Asset Management Jeifries & Company Bear Hunter Gardner Lewis Asset Gluskin Sheff Associated Bank Thompson Financial Nelson Capital Management Goldman, Sachs & Company Advantus Capital Management West Broadway Partners Appaloosa Management Salomon Smith Barney Goldman, Sachs & Company Neuberger & Bemian Goldman,.Sachs & Company Nomura Securities Scotia Cassels Bank of America Ardsley Partners Menill Lynch Investment Managers First Union Securijies Avalon Trust Winterthur IMC Goldman Sachs Asset Management Management 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 Mcpheeters, Paul Pell Rudman Meade, Andre Melesius, John Meyerhoeffer, Dale Mian, Zia Mihallo, Ed Miller, Danette Miller, Eric Miller, Matthew Milliken, Karen Mineman, James Mitchell. Damian tvlittai, Manish Moeller, Kurt Moore, David Moore, Leann Moore, Mike Moran, Connie Morris, Jeffery Morton, Ben Moulton, Rick Murphy, Michael Murphy, Rich Murray, Tom Navarro, Daniela Nayduch, Dimitri Neill, Chris Nibs, Raymond Novick, Stu Qatman, Tom Okine, Edward Olsen, Erik Olson, Brent Olson, John Omara, Shannon Orchant, Craig. Palmer, Mark Pamlis, Joe Parker, Bartley Parsons, Jeff Patzer, Bill Paul, Andrea Penney, Lucas Persons, Bob Philipp, Meredith Pickering, Dan Commerz Bank Salomon Smith Barney Millenium Partners Northern Trust The Ford Foundation Missouri Valley Partners Strong Capital Management Trust Company of the West RM Davis Investment Counselors Salomon Smith Barney Kingdon Capital Management ABN AMRO Asset Management Morgan Stanley Group Cadence Capital Amerex Zurich Scudder Investment Van Eck Associates Salomon Smith Barney Riverbridge Partners First National Bank & Trust Sun America JP Morgan Amerindo Investment Advisors Loews Corporation Bank of New York Salomon Smith Barney Salomon Smith Barney MJM Partners DKR Capital Nmunn Bernhard Invesca Sanders Morris Harris Loomis Sayles & Company Deutsche Bank Enron Corporation Bank of America Securities Babson United Investment Advisors lnvestco Merrill Lynch Investment Management Freiss Associates Loomis Sayles & Company MFS Investment Management Enron Corporation Simmons & Company 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 Pickering, John Pinault, Steve Pinkham, Robin Pisale, Gene Porter, Jim Powers, Michael Pray, Max Pringer, Mark Puff, Scott Pulvarant, Stuart Quint, Stuart Rajamani, Ranjit Ramzy, Austin Rasmussen, Bruce Re, Steven Reach, Melinda Reeder, John Rhoades, Russels Rich, Leslie Robert, Jonathan Rokas, George Romero, Russ Rosenbaltt, Dan Roy, Ruben Ruben, Erik Ruben, Richard Ruggles, Maury Ruggles, Morris Sakol, Jill Sanders, Lisa Saperstone, Peter Sattar, Faraz Saul, Stacy Sayles, Michelle. Schiber, John Schmidt, Brian Schneidcderman, Glen Schwartz, Steve Segner, John Semak, Tony Settles, Ken Shannon, Sean Shelton, Robert Shepler, Chris Shyman, Ben Sidikaro, Boaz Lutheran Brotherhood Riverview Partners Sal omon Smith Barney Wilmington Trust Mark Asset Management Bel Air Investment Provident Investment Council Cansceo Capital Management CS First Boston Equanaughts Capital FIS Asset Management Putnam Investments Principal Capital Management Fleet Meehan Specialists Quality Growth Management, Inc. Gilder Gagnon Howe & Company HPB Associates Schonfeld Securities Evergreen Investments Howard Well Highmark Capital Morgan Stanley Group Neuberger & Berman UBS Securities Janus Lawrence Ruben Company First Union Securities ROM Partners. CS First Boston CBS Market Watch Fidelity Investments Montgomery Asset Management George Weiss Associates Munich Re Capital Management Janus Salomon Smith Barney FNCL Management Advisors Circle T Partners Invesco Funds Invesco Neuberger & Berman Lehman Brothers Aim Capital Management Bainco International Investment John Levin & Company Oz Capital ¾ - 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 -t Silver, Ron Sitz, Danielle Sloate, Laura Slome, Wade Smith, Don Smith, Gibson Smith, Jack Smith. KJt Smith, Pat Sober, Jim Stahl, William Starbuck, Robert Stavros, Richard Stimpfle, Paul Staffer, Jeff Stowers, Katie Sullivan, Steve Synnott, Ian Tancredi, Heather Tantleff, Adam Tedeschi, Larry Terrill, Ed Thalacker, James Thertault, Bill Thompson, Meredith Thorns, Peter Tomaino, Jennifer Tracy, Scott Tsaa, Annie Tucker, Shelby Tulis, Dan Tung, Bill Tysseland, John Underwood, Dave Uspenski, Christine. Utsch, Hans Vail, James Valach, Bill yolk, Beth Voye, Nancy Vuchetich, Kathleen Wagnet, Stuart Wagner, Zach Wahiman, Anton Walker, Carl Walsh, Dennis * Morgan Stanley Group Salomon Smith Barney Sloate Weisman American Century Delaware Investment Janus Cantor Fitzgerald GE Asset Management StreetEvents I-IT Asset Management Aetna Bramwell Capital Management CIBC World Markets Deutsche Asset Management Rayner Associates Fayes Sarofim & Company Horizion Financial Group TF Carson Morgan Stanley Group Suffolk Capital Management Bank One Carison Capital Silcap Salomori Smith Barney Simmons & Company Pimco Alliance Capital Shoreline Investment Management Alliance Capital Bankof America Securities Bank of America Securities Moore Capital Management Raymond James ING Pilgrim Funds Schwab Kaufmann Fund ING Pilgrim Portland General Electric Allied Investment Advisors JP Morgan WH Reaves & Company Petrie Parkman Edward Jones & Company UBS Securities Neuberger & Berman State Street Research 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 Ward, Holland Ward, Victor Washburn, Paul Wear, Dart Webster, Lorainne Weirick, Gregory Weisberg, Michael Weismann, Dietrich Werner, Ken White, Daniel White, Paxton Whitsell, Frank Wicham, Dan Wideman, David Wild, George William, Mitch Wilson, Terry Winslow, Clark Winters, Robert Wood, Ellen Woodhams, Greg Wright, Jocelyn Wright, Mall Yannello, Jay Youssoufou, Souera Zann, Christian Zimmerman, Dave Essex Investment Management IBM FM Global Winslow Capital Management Pension Boards UCO West Capital Investors ING Asset Management Neuberger & Berman Jurika Voyles Appleton Partners Caxton Associates Security Management Compant Blair Asset Management Sanford Bernstein Headland Capital Evergreen Funds Lincoln Capital Management Winslow Capital Management Bear Steams & Company Carison Capital American Century JP Morgan First Investors UBS Securities Peachtree Asset ManageMent Fidelity Investments Eaton Vance .4 359 360 361 362 363 364 365 366 367 368 - 359 370 371 372 373 374 375 * 376 377 378 379 380 381 382 383 384 385