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



July 14, 2000

03 00050 61 00071401




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:   Perceived Value SDS

Dear Morris,

Following up our telecon with Bill DeHart on Sunday, July 9, 2000, we identified following questions for Bill, using your phrase of "care about" to sharpen issues...

  1. Bill seemed to explain a benefit of SDS is "organizing" information, and Rod explained the benefit derives partly from a design based on time that builds chronologies of cause and effect, so that information naturally occurs in context that is easier to find and apply.

    How much of this benefit is actually based on the SDS design, and how much of it is generated by the user, in this case Rod, putting in a lot of extra time to analyse, that isn't really needed to make money, so not enough people care about context and "intelligence" (understanding cause and effect) to make a viable market?

  2. Does the SDS design make it any easier to organize information so that it is later easier to find in order to help analyse new information. In other words, is the SDS design self-reinforcing; or, is it just Rod putting in extra time, and the analyses could be done in Word or Outlook just as well, by anyone who cares about it enough to invest the time?

  3. Are people not looking for an SDS type solution, because they don't care about adding "intelligence" to management? Or, have people given up trying, i.e., they don't believe it can be done, or they don't believe they can get approval to do it, even if it could be done, because it looks like a lot of unnecessary paperwork to executives who don't have enough time to think due to information overload, discussed at the PMI meeting on September 9, 1997?

Were you able to glance through Gelernter's article, submitted in my letter on July 10, and seeming to provide support for the SDS design centered in part on time, i.e., the idea of integrating time and information.

I think these are basic issues we ended up with. You can edit them, and send a letter to Bill (bdehart@home.com) with a link to our telecon on Sunday, and requesting his feedback.

Are you still up to having this discussion with Wayne Wetzel, since he is the only other living, breathing person using SDS? Might shoot for Saturday evening, if it sounds okay to you.

Sincerely,

THE WELCH COMPANY



Rod Welch
rowelch@attglobal.net