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


S U M M A R Y


DIARY: July 27, 2000 01:23 PM Thursday; Rod Welch

Pat Lincoln submits ideas on SRI and SDS collaboration.

1...Summary/Objective


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CONTACTS 
0201 - SRI International
020101 - Mr. Pat Lincoln; 650 859 5454
0202 - Intel Corporation
020201 - Mr. Morris E. Jones; Business Unit Manager
020203 - Cable Network Operation

SUBJECTS
Planning; Alliances
Knowledge Management Development Based on SDS
SRI DKR Project, 000503
SRI, DKR, Other, Pat Lincoln
Prepare Business Plan
Help Preparing Business Plans

1208 -
1208 -    ..
1209 - Summary/Objective
1210 -
121001 - Follow up ref SDS 37 0000, ref SDS 33 0000.
121002 -
121003 - Received ref DRT 1 0001 from Pat, responding to my letter, ref DIP 3
121004 - 0001 confirming our meeting on 000725, ref SDS 37 0001, and
121005 - transmitting Jack Park's letter, ref DRP 1 0001, sending a draft
121006 - proposal for business model to launch an SDS enterprise, ref DRP 1
121007 - 0002, received yesterday. ref SDS 38 0050
121008 -
121009 -     [On 000802 listed SRI in business plan showing market potential
121010 -     for Knowledge Management. ref SDS 42 4955
121012 -      ..
121013 -     [On 000829 called Pat to follow up. ref SDS 44 0001
121015 -  ..
121016 - Pat does not comment nor indicate having received ref DIP 3 0001,
121017 - however, the subject of his letter today is the same as the subject I
121018 - used for sending him the record of our meeting on 000725, which
121019 - suggests he used that letter as a template to send his letter.
121021 -  ..
121022 - Pat, also, does not comment nor acknowledge Jack Park's draft of a
121023 - business model for an SDS enterprise, ref DRP 1 0001, which was
121024 - received from Jack yesterday, ref SDS 38 0050, and was linked in the
121025 - letter to Pat. ref DIP 3 0001  This sort of suggests he has not seen
121026 - it because this is a point of interest to Pat set out in para one of
121027 - his letter today. ref DRT 1 5580 (see also below. ref SDS 0 1593
121029 -  ..
121030 - The contents of my letter are not appended to his letter which is a
121031 - normal practice, when an email is used as a template to reply.  This
121032 - suggests he may not have read my letter, and simply crafted an
121033 - identical subject description for his letter.  That also seems pretty
121034 - remote.  I often delete the content of an email used for a template,
121035 - so that does not say a lot about whether Pat read my letter,
121036 - particularly since I sent a web mail, and so the content of my email
121037 - was just transmitting my letter.
121039 -  ..
121040 - In any event there is not a strong indication one way or other that
121041 - he has read my letter and reviewed the record on 000725, and if so he
121042 - likely has not read Jack Park's proposed SDS enterprise business
121043 - model.
121045 -  ..
121046 - Pat suggests following steps to move forward...
121047 -
121048 -    1.  Set up a meeting with some core of the OHS/DKR team, you and I
121049 -        to discuss the possibility of using your SDS in the OHS/DKR
121050 -        development process. As we discussed, the current momentum in
121051 -        the OHS/DKR project is strongly toward open source solutions,
121052 -        and there is a trend in government funding in this direction as
121053 -        well.  I think we should see if we can find an accommodation of
121054 -        your proprietary software interests with the goals of the
121055 -        OHS/DKR project and external environmental pressures.
121056 -        ref DRT 1 5580
121057 -
121058 -             This aligns with the record on 000725. ref SDS 37 1056
121060 -              ..
121061 -             Aligns with Jack Park's proposal on 00726. ref SDS 38 0001
121063 -           ..
121064 -          [On 000824 Pat wants to defer meeting with Doug for time
121065 -          being. ref SDS 44 1056
121066 -        ..
121067 -    2.  Think about and discuss possible other SRI-Welch
121068 -        collaborations and joint projects.  In particular, if the
121069 -        OHS/DKR effort proves to be too far along the open source path,
121070 -        there may be other ways SRI could work with you in putting
121071 -        various tools or efforts together. ref DRT 1 5520
121072 -        ..
121073 -    3.  Work on a business model, business plan, team, and
121074 -        compelling pitch suitable for venture capitalists. If you or we
121075 -        together are able to come up with a compelling story of future
121076 -        revenue streams and low up-front risk, I would be happy to help
121077 -        you find your way through the thicket of venture capital. As I
121078 -        noted in the meeting, "the team" will be a key component of the
121079 -        story, and you and your intel acquaintance could form part of
121080 -        that team. Just to be clear, I am not currently available to be
121081 -        an officer of any such concern. ref DRT 1 1288
121083 -              ..
121084 -             This supports understandings from the meeting on 000725.
121085 -             ref SDS 37 0512
121087 -              ..
121088 -             Jack Park's proposal ideas, ref DRP 1 0002, submitted on
121089 -             000726 begin to address this task. ref SDS 38 0001
121091 -              ..
121092 -             Need to work with Pat, Jack and Morris on developing this
121093 -             "story."
121095 -              ..
121096 -             Jack's letter yesterday proposes discussions with Pat
121097 -             today. ref DRP 1 3960   Our discussion this morning
121098 -             offered further planning for this. ref SDS 39 0001
121100 -              ..
121101 -             [On 000802 began telling story in business plan section
121102 -             for Executive Summary. ref SDS 42 0004
121104 -              ..
121105 -             [On 000804 submitted initial outline for comment.
121106 -             ref SDS 43 0001
121108 -              ..
121109 -             [On 000829 Pat to review plan and provide feedback.
121110 -             ref SDS 44 0050
121111 -
121112 -
121113 -
121115 -  ..
1212 -
1213 -
1214 - 2108 called Morris
1215 -
121501 - He got the letter from Pat Lincoln, which I forwarded earlier today,
121502 - saying SRI would like a business plan.
121504 -  ..
121505 - Morris feels a business plan will take 80 hours for him to prepare,
121506 - and he wants to use Microsoft Word.
121508 -  ..
121509 - I advsied that Word will be okay.
121511 -  ..
121512 - We reviewed the initial objective is to invest 10 hours or so to get
121513 - an outline, executive summary and marketing plan, to see if it looks
121514 - like investing more time is worthwhile.
121516 -  ..
121517 - There was discussion about trying to see if the proposal submitted by
121518 - Jack Park on 000726, ref SDS 38 0001, can be developed.
121520 -  ..
121521 - Morris says he does not have time this weekend to work on it.
121523 -  ..
121524 - He asked if there is a record of our considerations in the meeting on
121525 - 000706. ref SDS 30 0001  We reviewed some of the record, and Morris
121526 - seemed to agree it had some information that is useful.
121528 -  ..
121529 - He will send some questions he has that I can address to facilitate
121530 - preparing a business plan.
121531 -
121532 -
121534 -  ..
1216 -
1217 -
1218 - 2212 called Pat
1219 -
121901 - Left message that Doug was complimentary about SDS following the
121902 - meeting at SRI this afternoon, and I mentioned that Pat wanted to have
121903 - a meeting about moving things forward. ref SDS 40 3960
121905 -      ..
121906 -     [On 000731 called Pat to follow up. ref SDS 41 0001
121907 -
121908 -
121909 -
121910 -
121911 -
121912 -
Distribution. . . . See "CONTACTS"