CONTACTS 
0201 - Intelogic Trace                    415 572 2866
020101 - Mr. Merrill Malvini Jr.

SUBJECTS
SDS Marketing, Evaluation
Individuals, organizations, General
Sales Contacts
Customer analysis, perceived value
Notepad, replace, 910425
Demonstrations

0508 -    ..
0509 - Summary/Objective
0510 -
051001 - Demonstrated SDS to Merrill and gave him a product analysis, ref OF 1,
051002 - along with 3 or 4 brochures.
051003 -
051004 - We will do some more tennis Saturday, 0800.
051005 -
051006 - Sent confirmation of discussions, ref DIT 1, with example report of
051007 - prior discusisons, ref SDS 1 and 2.  Did one with line numbers and
051008 - this one without line numbers to demonstrate output options.
051009 -
0511 -
0512 - Applications
0513 -
051301 - General
051302 -
051303 - Showed Schedule and Diary Summaries, scheduling new tasks and using
051304 - other programs (e.g. Wordperfect).  Merrill feels the interface with
051305 - other products is valuable.  Demonstrated Help and the Menu system.
051306 -
051307 - Showed the complete flexibility of writing as much or as little as
051308 - needed.  SDS records expand to fit the User's requirements.
051309 -
051310 -
051311 - Documents
051312 -
051313 - Merrill explained his interest in finding a way to manage documents.
051314 - He cited an example of an executive who might have a $35K admin
051315 - assistant who does this, but others do not have that level of support.
051316 - For them SDS could be a big help.  Merrill asked if SDS can manage
051317 - "received" documents.
051318 -
051319 - Showed how SDS manages BOTH received and issued documents, indicat-
051320 - ing those that are pending response, when response is due, and who is
051321 - assigned to respond.  Explained that if "received" documents are
051322 - scanned into the computer, SDS can make them available at the touch of
051323 - a key in the same way those produced on the computer can be opened.
051324 -
051325 -
051326 - Subject Index
051327 -
051328 - Showed how the Subject Index organizes documents and SDS planning and
051329 - Diary records so information can be retrieved according to what it is
051330 - about, essentially electronic filing.
051331 -
051332 - Will send him the review of the Byte article on this topic.
051333 -
051334 -
051335 - Repetitive Dates
051336 -
051337 - Merrill liked this feature that gives automatic 2 week notice of
051338 - things like birthdays, anniversaries and other repetitive dates.  He
051339 - asked if the period of notice to be extended from 7 to 10 days.  I
051340 - advised this can be done.
051341 -
0514 -
0515 -
0516 - Marketing SDS
0517 -
051701 - Merrill feels SDS would be particularly valuable on a laptop or
051702 - portable.  He feels executives who use a notepad and keep a lot of
051703 - notes are good prospects.  Others who do not take a lot of notes are
051704 - less amenable to being helped by SDS.
051705 -
051706 - I concurred the former are the most promising initial market.
051707 -
051708 -
051709 - Electronic Notepad
051710 -
051711 - I further suggested that SDS is very valuable as a means to capture
051712 - the kind of information that arose during Merrill's phone call to a
051713 - colleague.  He made some notes on a piece of paper (which he nearly
051714 - forgot to take).  I explained my experience of discoverying that often
051715 - a larger body of important information exists that we initially do not
051716 - think of, but are able to draw out of ourselves by writing a more
051717 - detailed record like this one.  During our meeting, I made about 5
051718 - lines of text; but have now expanded it to 10 times that amount in
051719 - order to "discover" and evaluate what was said and its import.  Every
051720 - communication does not warrant this level of consideration, but big
051721 - ticket items do, and it turns out we can never be sure what is going
051722 - to turn out to be "big" in 3 days or 6 months from now.  A little care
051723 - now, can earn big money later.
051724 -
051725 - Will send him a review of the article from Byte on this topic.
051726 -
051727 - Competition
051728 -
051729 - Merrill asked if any other software products can organize and retrieve
051730 - information the way SDS does.
051731 -
051732 - I explained that some PIM programs do some of the SDS features, but no
051733 - other program on the market today provides the full range of support
051734 - to the management function that SDS does.  None support the POIMS
051735 - concept of making personal information available as an organization
051736 - resource.
051737 -
051738 -
0518 -