CONTACTS 
0201 - Intelogic Trace                    415 572 2866                                                                                                                    O-00000238 0201
020101 - Mr. Merrill Malvini Jr.
0202 - Van Kasper & Company               415 391 5600 fax 397 2744
020201 - Mr. Dale L. Ames  =415 954 0636; Private Brokerage =800 652 1747
0203 - Priority Mangnmt & Perf Sys        415 484 8408
020301 - Mr. George deS. Beardsley

SUBJECTS
SDS Marketing
Customer analysis, perceived value
Sales, brokerage; 901010
Sales, Developing Leads
Sales contacts
Requests for information

0708 -    ..
0709 - Summary/Objective
0710 -
071001 - He received my letter, ref DIP 1.
071002 -
071003 - Merrill said his boss' wife works with some people who are marketing a
071004 - calendar product to stockbrokers that has a lot of standard dates in
071005 - it that are important to that business.  He is going to give my number
071006 - to his contact and suggest she call me to see if their product could
071007 - be integrated with SDS.
071008 -
071009 -
0711 -
0712 -
0713 - 1320 called Dale Ames
0714 -
071401 - How is his effort going applying the management system from Priority
071402 - Management and Performance Systems, George Beardsley?
071403 -
071404 - Is Van Kasper using the system Merrill mentioned?
071405 -
071406 - Dale said he has been trying to use PMPS' product with fair results.
071407 - He thinks it is different from what Merrill describes.  Dale likes the
071408 - organization engendered by PMPS, but finds difficulty with keeping it
071409 - posted and remembering to look for things in it.  He feels his
071410 - colleagues have similar views.  About 7 account managers took this
071411 - course which cost $540 each.  This includes the consumables, which
071412 - thereafter have to be replenished annually.
071413 -
071414 - Dale feels SDS would be a logical improvement, but noted that keyboard
071415 - input is a restraint for some.  He also expressed concern about carry-
071416 - ing around the information.  A laptop computer would solve this prob-
071417 - lem.  I also indicated that a week of training is generally adequate
071418 - to learn keyboard input, along with the rudiments of SDS.
071419 -
071420 - Submit SDS within Van Kasper
071421 -
071422 - Dale will circulate the SDS product information within Van Kasper to
071423 - initiate further review.
071424 -
071425 -
071426 -
0715 -
0716 - 1345 called George Beardsley at PMPS
0717 -
071701 - Got answering machine, left message to call back.
071702 -
071703 -
0718 -