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


S U M M A R Y


DIARY: June 17, 1997 07:22 AM Tuesday; Rod Welch

Received publications on Intel and PC market.

1...Summary/Objective
.....Communication Manager as Entertainer


..............
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CONTACTS 
0201 - Intel Corporation                  408 765 8080 fax or 800...
020101 - Mr. David S. Vannier; Program Manager for Consumer PCs =408 765 4608
020102 - Desktop Marketing    =Telephone

SUBJECTS
Industry Contacts, Intel
Demand for Personal Computers Comes from...
Entertainment, Computers Offer Power, Effectance
Learning/Education, SDS is Complex, Hope
SDS Hard to Commercialize because Hard to
Deferred Rewards Defy Common Sense
Selling What People Will Buy Not

1209 -    ..
1210 - Summary/Objective
1211 -
121101 - Follow up ref SDS 22 0000, ref SDS 18 0000.
121102 -
121103 - There was an article in the Contra Costa County Times, Sunday edition
121104 - on 970608, that reports on market dynamics for computer games,
121105 - ref OF 4 line 10.  Traditional games like monolopy and scrabble are
121106 - available for computers and are more popular than traditional computer
121107 - games ref OF 4 line 23, because they are familiar and so do not
121108 - require as much work to learn them, ref OF 4 line 36.
121109 -
121110 -     Communication Manager as Entertainer
121111 -
121112 -     From a marketing perspective, this reflects the challenge of
121113 -     selling SDS which requires a fair amount of conceptual thinking
121114 -     and experience to grasp the process.  Rewards are deferred by the
121115 -     investment of time to learn and for the benefits of the diary data
121116 -     base to become apparent.  The Communication Manager solves this,
121117 -     by providing instant results, comparable to an entainer who
121118 -     provides instant entertainment.
121119 -
121120 - The article today seems to reflect discussion with Dave Vannier at
121121 - Intel on 970603, ref SDS 22 4486, and earlier with Morris reported on
121122 - 970116. ref SDS 13 I14O
121123 -
121124 - An idea for a new board game that might work even better on a
121125 - computer could use the titles:
121126 -
121127 -                  Magic Dates
121128 -
121129 -                  Show me the money!
121130 -
121131 -     These games could offer different career paths to follow where the
121132 -     players experience the range of random encounters with varying
121133 -     degrees of frequency that impact the ulitmate income.
121134 -
121135 -     The value of money and publicity could be integrated into the
121136 -     process showing it helps launch initial careers into politics, but
121137 -     other personal factors later have a bigger impact.
121138 -
121139 -     Risks in projects and other forms of business could be used
121140 -     including alternate outcomes of litigation.
121141 -
121142 -     Occassions of sexual harrassment and equal opportunity could be
121143 -     treated with varying outcomes and contrasted with other forms of
121144 -     discrimination encountered by everyone under jelousy, envy,
121145 -     ignorance, fear and denial.
121146 -
121147 -     Magic Dates would draw on experience related by Koppleman showing
121148 -     how poor leadership causes most problems rather than poor
121149 -     management.
121150 -
121151 -     Benefits of carefull analysis and planning could be shown as
121152 -     increasing the chances of success, but not guarenteeing it.
121153 -
121154 -
121155 -
1212 -

SUBJECTS
Industry Contacts, Intel, Cyrix, AMD
Intel Earnings

1705 -
170501 - There is another article in the Contra Costa Times on page D4 for the
170502 - 970608 edition that relates recent negative earnings reports by Intel
170503 - that may portend a downturn in the computer market, ref OF 7 line 31.
170504 - ..
170505 - The article says there were rumors that Intel reported a loss
170506 - for a recent quarter, but it turned out they only reported less than
170507 - expected earnings, ref OF 7 line 31.  I checked Intel's Web site and
170508 - found a news release on 970530 saying Intel reported less than
170509 - expected earnings for the 2nd quarter due to slower sales in Europe.
170510 -
170511 -      [On 980304 Intel forecasts reduced earnings from lower demand for
170512 -      microprocessers from PC manufacturers. ref SDS 24 1917]
170513 -
170514 -      [On 980313 new article of sharply lower PC sales despite lower
170515 -      prices below $1K.
170516 -
170517 -      [On 980414 Intel reports reduced earnings and layoffs of
170518 -      employees.
170519 -
170520 - This seems to reflect discussions with Dave Vannier about volatility
170521 - in Intel sales and market dynamics for PCs, ref SDS 22 line 154.
170522 -
170523 - Their earnings still seem to be in the 60% range, based on the 970530
170524 - press release.
170525 -
170526 -
170527 -
170528 -
170529 -
1706 -
Distribution. . . . See "CONTACTS"