THE WELCH COMPANY
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San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: March 13, 1998 02:03 PM Friday; Rod Welch

Reuters reports drop in PC sales despite lower prices.

1...Summary/Objective


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SUBJECTS
Business Climate
Demand for Personal Computers Comes from
Usefulness Not Marketing Criteria
Network Computer (NC) competes with PC
Good Management Consistently
Management productivity, Needs Integration

0808 -
0808 -    ..
0809 - Summary/Objective
0810 -
081001 - Follow up
081002 -
081003 - x1331 Follow up ref SDS 7 0001.
081004 -
081005 - Reuters article published by Yahoo on 980313 reports significant drop
081006 - in PC sales despite lower prices below $1K. ref OF 1 1209
081007 -
081008 -     [On 980414 Intel reported drop in earnings and plans to reduce
081009 -     employees. ref SDS 9 3559]
081011 -  ..
081012 - PCs priced below $1K are now the largest volume of sales, ref OF 1
081013 - 1295, which shows impact of market competition cited by Drucker that
081014 - eventually reduces advantage of lead in technology, ref SDS 1 1504,
081015 - and therefore making the quality of management the critical factor of
081016 - competitive advantage.
081018 -  ..
081019 - Intel forecast lower earnings on 980306. ref SDS 6 1917
081021 -  ..
081022 - This supports the value of providing support for better management
081023 - productivity, discussed with Dave on 950927. ref SDS 3 6493  It also
081024 - supports Grove's position that managers must change one way or the
081025 - other in order in order for a firm to remain competitive and viable,
081026 - ref SDS 8 1566
081028 -  ..
081029 - On 951107 reviewed article in Byte magazine that said Intel and
081030 - Microsoft were performing studies and research to maintain sales
081031 - growth for PCs based on increased usefulness. ref SDS 4 8888  At a
081032 - meeting on 970603 Dave Vannier was heading up a project to find ways
081033 - to increase demand for high end PCs. ref SDS 5 7499
081034 -
081035 -
081036 -
081037 -
081038 -
0811 -