THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700



May 9, 2000

03 00050 61 00050903




Mr. Morris E. Jones
Business Unit Manager
morris.jones@intel.com
Cable Network Operation
Intel Corporation
350 East Plumeria; Mail Stop CHP3-105
San Jose, CA 95124

Subject:   Meeting deferred on KM Vision

Dear Morris,

Per telecon with Eric this afternoon, he wants to defer our meeting scheduled for Wednesday, and maybe shoot for a visit some weeks hence, when Jack Park can participate. Eric indicated he will try to read through the POIMS paper, which will provide a basis for discussing the KM vision, as you suggested this morning.

Thanks for the extra effort to support this initiative on short notice. Will see how things develop in the next few weeks.

Sincerely,

THE WELCH COMPANY



Rod Welch
rowelch@attglobal.net