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


S U M M A R Y


DIARY: March 12, 1996 08:53 AM Tuesday; Rod Welch

Called David at Intel to coordinate Asilomar planning.

1...Summary/Objective
2...David said Intel is going through rounds of "belt tightening" in
3...Intel to Demonstrate Executive Dream Machine at Asilomar
4...Ideas for Intel to support the event


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CONTACTS 
0201 - Intel Corporation                  408 765 8080 fax or 800...
020101 - Mr. David Vannier; Director of Mobile Architecture =408 765 4608
020102 - Mail Stop SC9-28

SUBJECTS
PMI Event Program, Planning
Jul Event, Speakers
Advertising
Intel Earnings

0706 -    ..
0707 - Summary/Objective
0708 -
070801 - Followed up work at ref SDS 27 0000, ref SDS 26 0000.
070802 -
070803 - David agreed to schedule a meeting with Marcy who is the marketing rep
070804 - doing the planning of Intel's Asilomar presentation.  Did not hear
070805 - from Marcy by end of the day.
070806 -
070807 -    [See follow up at ref SDS 29 0000.]
070808 -
070809 -
0709 -
0710 -
0711 - Discussion
0712 -
071201 - David said he is still sick with an ear infection or virus from his
071202 - pneumonia in January.  He is taking antibiotics.
071203 -
071204 - He was between meetings, so we talked only for a few minutes.
071205 - ..
071206 - David said Intel is going through rounds of "belt tightening" in
071207 - anticipation of personal computers and microprocessors becoming a
071208 - commodities market where the price of Intel's products would drop
071209 - significantly.  Their aim is to position Intel so its fixed costs and
071210 - commitments are minimized in a way to increase the chances of being
071211 - profitable in a commodity market.
071212 -
071213 -     This reflects original concern at ref SDS 1 6493, ref SDS 1 7732,
071214 -     ref SDS 1 9483, ref SDS 1 8493 recent new reports of contraction
071215 -     in PC markets ref SDS 2 6565, and specific concern about Intel,
071216 -     ref SDS 12 5840.
071217 -
071218 -     [On 970603 met with Dave about a project to develop strategy to
071219 -     meet the challenge of change in the PC market from high margin
071220 -     high performance PCs to les expensive PCs. ref SDS 31 4884]
071221 -
071222 -     [On 980307 Andy Grove's book "Only the Paranoid Survive" explains
071223 -     managers need to change to meet new realities. ref SDS 33 1566]
071224 -
071225 - I asked about being put in touch with Intel's marketing people, or
071226 - person, who is working on Intel's presentation for Asilomar, per
071227 - analysis at ref SDS 26 line 118.  David said a woman named Marcy has
071228 - recently been hired.  She is assigned to prepare for the Asilomar
071229 - event and one they are doing in April.
071230 -
071231 - I explained we need:
071232 -
071233 -    1.  Letter confirming Intel's scope and participation, ref OF 4
071234 -        line 21, requested at ref SDS 16 line 63 and ref DIP 8 line 41.
071235 -
071236 -    2.  Review meeting for "metrics" on Intel progress and support per
071237 -        ref SDS 16 line 98, and ref SDS 24 line 211, see below,
071238 -        confirmed via ref DIP 8 line 67.
071239 -
071240 - David indicated he recognizes the need for a meeting to coordinate
071241 - speaker scope.
071242 -
071243 -
071244 -        Offer support to Intel on preparing outline
071245 -
071246 - David said he will call Marcy and have her call me to arrange for a
071247 - meeting this week or the first part of next week.
071248 -
071249 -
071250 -  ..
071251 - Intel to Demonstrate Executive Dream Machine at Asilomar
071252 -
071253 - David could not recall reading the New World Order paper nor any
071254 - of the other materials from our meetings.  Joan earlier reported that
071255 - David took the letter at ref DIP 8 line 37, home, ref SDS 26 line 112.
071256 - ..
071257 - David said Intel plans to demonstrate the "executive" dream
071258 - machine of the future, per ideas at ref SDS 7 5646.  He said it will
071259 - reflect what technology will be like in 1 to 2 years.  He seemed to
071260 - mention something about a video.
071261 -
071262 -     My impression is that Intel has not focused specifically on how
071263 -     technology will improve the practice of management, per ref SDS 7
071264 -     4491.  They are thinking of showing the hardware they are going to
071265 -     produce, rather than what they are doing to meet the demand for
071266 -     more useful hardware.
071267 -
071268 -         [See Asilomar results ref SDS 30 1552.]
071269 - ..
071270 - David said Intel has under consideration the idea of donating a
071271 - "dream machine" as a door prize, per ref SDS 7 4490.  They have not
071272 - agreed to do this, but he indicated there is a fairly good chance we
071273 - can do this.  I explained we need to know this soon, so we can shape
071274 - our advertising.
071275 -
071276 -
071277 -
071278 - Ideas for Intel to support the event
071279 -
071280 - We did not discuss any of this today:
071281 -
071282 -    External studies sponsored by Intel:
071283 -
071284 -       •  Leverage capacity to think, remember and communicate,
071285 -          ref SDS 7 line 226.
071286 -
071287 -       •  Processor performance to support data base for organization
071288 -          like Corps of Engineers.  The Corps needs SDS to manage a
071289 -          large data base, ref SDS 6 line 97.
071290 -
071291 -    Internal study at Intel on using Communication Metrics.
071292 -
071293 -    Contribute to speaker fees, ref SDS 10 line 114.
071294 -
071295 -
071296 -
071297 -
0713 -
0714 -
0715 - 0910 called Bill DeHart
0716 -
071601 - Advised of above understandings.  He said we need to clarify Intel's
071602 - scope by the first of next week so we can release advertising copy for
071603 - a brochure, per ref SDS 28 line 153.
071604 -
071605 -
071606 -
071607 -
071608 -
0717 -
0718 -
0719 - 1131 called Joan
0720 -
072001 - Advised of telecon with David, about our meeting with Marcy to work
072002 - out Intel's scope at Asilomar.  Joan said David did not mention it,
072003 - but he has been in meetings most of the morning.  I explained the
072004 - discussion with Bill DeHart this morning indicating we need to
072005 - finalize or at least get a scope for Intel that PMI can release for
072006 - advertising.
072007 -
072008 - Joan said Marcy's calendar shows she is in a meeting this morning.
072009 - Joan said she will contact Marcy and ask her to call me about
072010 - scheduling a meeting this week.  If Marcy does not have time to make
072011 - that contact, Joan will try to make the arrangements between us.  She
072012 - took my phone number.
072013 -
072014 -
072015 -
0721 -
0722 -
0723 - 1559 called Joan back
0724 -
072401 - She said Marcy and David are in a meeting now.  She said David took
072402 - the Asilomar materials into the meeting, so she feels they are going
072403 - to cover Asilomar along with other matters.
072404 -
072405 - Joan will follow up with David and Marcy on scheduling a meeting this
072406 - week so we can finalize our advertising.
072407 -
072408 -
072409 -
0725 -
0726 -
0727 - 1602 David/Marcy/Joan called back
0728 -
072801 -
072802 -
072803 -
072804 -
072805 -
Distribution. . . . See "CONTACTS"