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


S U M M A R Y


DIARY: January 17, 1996 12:25 PM Wednesday; Rod Welch

Called Dale Ames re SDS market potential.

1...Summary/Objective
....."Intel is desperately in need of a new application demanding
...........Operating System for People and Organizations


..............
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CONTACTS 
0201 - Van Kasper & Company               415 391 5600 fax 397 2744
020101 - Mr. Dale L. Ames
020102 - Private Brokerage =800 652 1747

SUBJECTS
SDS, Marketing, Market Potential
Evaluate existing condition
Disallusioned by Technology
Automation Trends
Executive Work Practices
Knowledge v. Information
Operating System for People & Organizations
Killer Application to Use Processing Power to Sustain Inflated Expect

1710 -    ..
1711 - Summary/Objective
1712 -
171201 - Follow up ref SDS 11 0000, ref SDS 10 0000.
171202 -
171203 - Investors concerned computer stock prices are inflated in relation to
171204 - expectations of customers for better productivity that are not being
171205 - realized for paperless office that improves productivity.  There is
171206 - concern that failure to develop a Killer Application for personal
171207 - computers will cause customers to lose faith that computers will
171208 - eventually improve productivity.
171209 -
171210 -
171211 -  ..
1713 -
1714 -
1715 - Discussion
1716 -
171601 - We reviewed discussion on 951026 about viability of personal computer
171602 - market, ref SDS 11 0001, from analysis of CNN report on 951022,
171603 - ref SDS 9 0001, and confirmed by letter to Dale, ref DIP 1 0001, on
171604 - 951023. ref SDS 10 0001
171605 -
171606 - I mentioned hearing another report this morning about the reasons for
171607 - the drop in Intel's stock which included the concern that there is no
171608 - "killer app" that needs the additional processing speed of Intel's
171609 - chips.  We reviewed the meeting with Dave Vannier at Intel on 950927
171610 - on this point in connection with the event at Asilomar planned for
171611 - July. ref SDS 4 6493
171612 -
171613 - Need for a "killer app" came into the record in the meeting with IBM
171614 - at COMDEX on 941114. ref SDS 2 LV9I
171615 -
171616 - Dale said he has a copy of the report that was cited on CNN.  He will
171617 - send it to me for support of the New World Order ideas.
171618 -
171619 -
171620 -
171621 -
171622 -  ..
1717 -
1718 -
1719 - 2001 received report
1720 -
172001 - The next day I received from Dale ref OF 1 YO7K which reports on Intel
172002 - Corporation.  It supports analysis on 951022, ref SDS 9 3333, and
172003 - discussion with Intel on 950927. ref SDS 4 2899 and ref SDS 4 4218 On
172004 - 951228 Morris reported that marketing for technology is aimed at
172005 - selling entertainment because there is no market for making computers
172006 - useful to improve productivity, earnings and stock prices. ref SDS 12
172007 - 3883
172008 -
172009 - Erik Jansen (415 544 2854) seems to be recommending a "sell" on Intel
172010 - because there is no end user market for faster processors, ref OF 1
172011 - YO7K.  Jansen reasons that...
172012 -
172013 -     "Intel is desperately in need of a new application demanding
172014 -     higher performance processing power." ref OF 1 PPUW
172015 -
172016 -        [On 990713 Intel investment managers determined that using
172017 -        technology for adding "intelligence" to management was a funny
172018 -        and alient idea. ref SDS 20 1767
172019 -
172020 - This is commonly called a compelling or "Killer" application, cited by
172021 - investors on 951022. ref SDS 9 3357   On 940121 applications that
172022 - improve management productivity are compelling enough to sustain sales
172023 - of personal computers. ref SDS 1 6301
172024 -
172025 -         [On 970603 Intel preparing for market changes by selling
172026 -         games. ref SDS 15 2311
172027 -
172028 -         [Grove commented in a special piece aired by the new
172029 -         Microsoft/NBC network, MSNBC, on or about 960717, that the
172030 -         industry needs a new application
172031 -
172032 -     [See example on 971126 of need for executive support, ref SDS 19
172033 -     3849, and on earlier on 960523 on not having enough "bandwidth" to
172034 -     study Communication Metrics. ref SDS 17 4933
172035 -
172036 -     [See proposal on 960421 to Intel ref SDS 16 7492, results of
172037 -     proposal to Intel on 960523, ref SDS 17 4933, and later on 960715
172038 -     Asilomar Conference. ref SDS 18 1123
172039 -
172040 - The solution to this "need" is the SDS approach or some derivitive
172041 - that converts personal computers into an...
172042 -
172043 -           Operating System for People and Organizations
172044 -
172045 -    ...to convert information into knowledge, discussed with David
172046 -    Vannier in Sep, ref SDS 4 8400.  The concept of a new kind of
172047 -    computer "workstation" which could be configured as an "executive
172048 -    workstation" for people like Lou, Bill and Andy, per analysis at
172049 -    ref SDS 4 8943.  I suggested that Dave demonstrate this at
172050 -    Asilomar, when we met on 960103. ref SDS 13 5646
172051 -
172052 - We have already asked David to discuss how Intel will meet the demand
172053 - for more processing power required to make the SDS data base
172054 - sufficiently spontaneous for groups of 5 or more, ref SDS 13 4491.
172055 -
172056 -     [On 960715 Asilomar Conference reported technology useful for
172057 -     improving productivity is a dream in the mainstream. ref SDS 18
172058 -     1552
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172061 -
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172063 -
172064 -
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172069 -
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Distribution. . . . See "CONTACTS"