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


S U M M A R Y


DIARY: October 26, 1995 10:32 AM Thursday; Rod Welch

Called Dale Ames re SDS market potential.

1...Summary/Objective


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CONTACTS 
0201 - IBM Credit Corporation             510 277 5600 fax 5654
020101 - Mr. Ross H. Armstrong
020102 - National Account Marketing Advisor =510 277 5616; 800 627 9600; Culluar:  510 914
020103 - Department
0202 - Van Kasper & Company               415 391 5600 fax 397 2744
020201 - Mr. Dale L. Ames
020202 - Private Brokerage =800 652 1747
0203 - IBM OS/2                           407 443 2000
020301 - Mr. Tom Lawlor; Manager =407 443 3234
020302 - Technical Support   =800 992 4777 fax 407 443 6940  407 994 5544

SUBJECTS
SDS, Marketing, Market Potential
Evaluate existing condition

0504 -    ..
0505 - Summary/Objective
0506 -
050601 - Followed up work at ref SDS 8 line 39 and ref DIP 1 0001 to get
050602 - Dale's perspective on investor concerns about lack of viability of
050603 - personal computer market because of poor productivity improvements
050604 - from using personal computers.
050605 -
050606 - In general it does not seem that Dale who sells stock, and Ross who
050607 - sells credit for businesses to buy personal computers, share concerns
050608 - that were voiced on the CNN report.
050609 -
050610 -
050611 -
0507 -
0508 -
0509 - Discussion
0510 -
051001 - Dale has read the letter and analysis of the CNN report on 951022.
051002 - ref SDS 7 3357  He plans to read the rest of the material this
051003 - weekend, and said he would have more to say about it on Monday.
051004 -
051005 - We talked at length.  Dale seems to feel Microsoft and Intel stock are
051006 - okay based on their potential for market growth.
051007 -
051008 - I asked him to let me know if he develops any further ideas from his
051009 - review this weekend.
051010 -
051011 -     [On 960117 Dale reports investors worried computers need Killer
051012 -     application to sustain market demand for computers to improve
051013 -     productivity. ref SDS 9 0001
051014 -
051015 -
051016 -
0511 -
0512 -
0513 - 1110 called Ross
0514 -
051401 - Asked about his sense of personal computer sales growth in light of
051402 - the report on CNN broadcast 951022? ref SDS 7 3357
051403 -
051404 -     Ross said his work has not revealed any diminution of buyer
051405 -     enthusiasm for IBM's personal computers.  They are selling all
051406 -     they can build.
051407 -
051408 -
051409 - I asked about IBM's new PROFS support mentioned at the IBM event two
051410 - weeks ago.
051411 -
051412 -     Ross said IBM is developing a system to replace PROFS that will
051413 -     uses Lotus Notes. He would have to send his computer back east to
051414 -     have this system installed.  He does not have time to do that.  He
051415 -     is getting a new Notebook computer that will have this system and
051416 -     os2 3.0 already installed.
051417 -
051418 - I offered to help him install os2 on his home computer.  He will let
051419 - me know if he wants to do this.
051420 -
051421 -
051422 -
051423 -
051424 -
0515 -
0516 -
0517 - 1159 called Tom Lawler
0518 -
051801 - Asked about how to get support for configuring os2 with w95 in dual
051802 - boot mode.  He gave the following number to call:
051803 -
051804 -                        407 994 5544
051805 -
051806 -      ...this gets to a "VRU" location; then dial 12213 to get through
051807 -      their menu.
051808 -
051809 -      I asked if this will require me to sign up for a new support
051810 -      service, since my 60 days of free support are expired.
051811 -
051812 -      Tom said that is the way the VRU support program works.
051813 -
051814 -      He will have someone call me to advise on this.
051815 -
051816 -
051817 -
051818 -
Distribution. . . . See "CONTACTS"