CONTACTS 

SUBJECTS
Pacific Bell
Market Potential
New Realities of 21st Century
Not Enough Time to Think
New World Order
Management Support Computer Systems
Paperless Office Failed
New Realities of 21st Century

1410 -
1410 -    ..
1411 - Summary/Objective
1412 -
141201 - Follow up
141202 -
141203 - Follow up ref SDS 11 0000, ref SDS 7 5900.
141204 -
141205 - Pac Bell reports major capital spending program to increase phone
141206 - lines largely to expand Internet service.  This may provide market for
141207 - Communication Metrics service to help Pac Bell with its building
141208 - program.  It also increases the need for Communication Metrics to
141209 - resolve inevitable growth in demand for business intelligence as more
141210 - use of the Internet generates more information.  Example of need was
141211 - reported by reduced earnings at Charles Schawb.  Its executives said
141212 - they do not have enough time to think.  This indicates a market for
141213 - provide support for "thinking."
141214 -
141215 -
141217 -  ..
1413 -
1414 -
1415 - Progress
141601 -  ..
141602 - Telecommunication Business Grows per Grove Forecast
141603 -
141604 - San Francisco Chronicle reported Pac Bell plan to invest $2.2B in
141605 - California to upgrade facilities, ref OF 1 6810, much of it to provide
141606 - second lines in homes to support Internet access, and for business
141607 - Internet support. ref OF 1 4573
141609 -  ..
141610 - This market growth attributed to the Internet was forecast by Andy
141611 - Grove in his book "Only the Paranoid Survive."  The final chapter on
141612 - the Internet estimates growth for telecommunications. ref SDS 12 3495
141614 -  ..
141615 - Grove concluded that if an order-of-magnitide growth occurs, as has
141616 - now been reported by Pac Bell, then the Internet will become a...
141617 -
141618 -
141619 -                    strategic inflection point
141620 -
141621 - ... ref SDS 12 3495.  Implications and impacts are reviewed below from
141622 - analysis of another article in the Chronicle. ref SDS 0 4269
141624 -  ..
141625 - Pacific Bell has added 4,652 employees and is hiring at a furious rate
141626 - to keep up with demand for phone service. ref OF 1 4356
141627 -
141628 -     It is interesting that Pac Bell's notice of $2.2B capital spending
141629 -     for 1998 is accompanied by estimates of significant increased
141630 -     employment to perform the added work, Intel announced on 980403
141631 -     plans to spend $5B on capital expansion, yet on 980414 Intel
141632 -     announced plans to layoff 3,000 people. ref SDS 18 2495
141634 -  ..
141635 - About 30% of Pac Bell's capital spending is to convert from analog to
141636 - digital technology that will provide faster Internet transmission. per
141637 - ref OF 1 3480
141638 -
141639 -
141641 -  ..
141642 - Information Highway a Strategic Inflection Point?
141643 -
141644 - What will be the impact of increased use of the Internet, beyond
141645 - providing more revenue for the phone company and more information for
141646 - everyone else?
141647 -
141648 - Grove says this requires study by executives. ref SDS 12 5794
141650 -  ..
141651 - More people using the Internet means more information the same way
141652 - that more highways lead to more highway use.
141654 -  ..
141655 - What has more highway use brought?
141657 -  ..
141658 - It has brought untold benefits for millions of people.
141660 -  ..
141661 - Gas companies, automobile and truck manufacturers have prospered.  It
141662 - has opened residential developments all along the highway, and enabled
141663 - millions of people to expedite travel and delivery of goods and
141664 - services... to a point.
141666 -  ..
141667 - It has brought gridlock at the rush hour.  But in recent years the
141668 - "rush hour" has expanded to most of the day.  People are getting up
141669 - and on the road to work earlier in order "beat the rush hour," so they
141670 - can avoid wasting time standing line; but this is becoming more
141671 - difficult to accomplish, as gridlock expands on roads and highways.
141673 -  ..
141674 - Why would the "Information Highway" on the Internet be different?
141676 -  ..
141677 - Are we headed for information gridlock with people getting up earlier
141678 - and earlier to beat the "rush hour" for access to the Internet?
141680 -  ..
141681 - For those willing to make the sacrafice of overcoming information
141682 - gridlock, what is the value of obtaining more and more information?
141683 -
141684 -
141686 -  ..
141687 - Intelligence Converts Information into Knowledge, Wisdom, Vision
141688 -
141689 - On 980412, CBS News 60 Minutes reported rising "information overload"
141690 - from constant discussions, meetings, calls, documents, newspapers,
141691 - books, magazines, television, movies, radio, etc, overwhelms human
141692 - span of attention. ref SDS 17 8956  Information density creates
141693 - chronic confusion and error, because human mental machinery does not
141694 - have time to "connect the dots" into coherent context.  Without
141695 - context people cannot understand cause and effect that transforms
141696 - information into higher forms of cognition, commonly called...
141698 -                     ..
141699 -                    knowledge, wisdom, vision
141700 -
141701 - ...discussed on 960227, ref SDS 1 9402 and incorporated into the New
141702 - World Order paper. ref OF 4 5846
141704 -  ..
141705 - Solving "information overload" requires technology that helps people
141706 - add "intelligence" to management that converts information into
141707 - knowledge faster, better and cheaper.  Computers configured to help
141708 - people think, remember and communicate, add value to tools, like the
141709 - Internet, meetings, books, calls, movies, etc., that increase
141710 - information.
141712 -  ..
141713 - Otherwise, who will have time to take copious notes and ask questions
141714 - for feedback metrics that Andy Grove recommends. ref SDS 12 3101
141716 -  ..
141717 - Who will add the "intelligence" that General Hatch recommends to
141718 - organize and analyse information for effective leadership. ref SDS 2
141719 - 5368
141721 -  ..
141722 - Can the Internet be used more productively to deliver "intelligence"
141723 - instead of drowning people in endless information? ref SDS 6 1459
141725 -  ..
141726 - Does IBM's announcement on 980226 of plans to market "business
141727 - intelligence" reflect this opportunity. ref SDS 9 3342
141729 -  ..
141730 - Is this concern about information overload from expanding the Internet
141731 - as evidenced by Pac Bell's capital spending program, just more idle
141732 - nay saying?
141733 -
141734 -
141736 -  ..
141737 - Not Enough Time to Think, Paltry Earnings Cause 9% Stock Slide
141738 -
141739 - On 970910 there was a report that executives at Charles Schwab were
141740 - hiring outside management support because executives did not have
141741 - enough time to think. ref SDS 3 3479
141742 -
141743 - The San Francisco Chronical reported on 980416 that paltry earnings by
141744 - Charles Schawb company caused 9% drop in the stock price. ref OF 2
141745 - 6055
141747 -  ..
141748 - The company attributed lower earnings to 16 percent increase in
141749 - operating expenses and a 13 percent reduction in average commission
141750 - per trade. ref OF 2 6380
141752 -  ..
141753 - Could increased operating expenses be due to not having enough time to
141754 - do the thinking executives should be doing, called for by Andy Grove,
141755 - ref SDS 12 3668, with consequent hiring of outside management, as
141756 - reported on 970910. ref SDS 3 3479
141757 -
141758 -     [On 980510 Reuters reports productivity declined and unit labor
141759 -     costs rose dramatically in 1st quarter of 1998, ref SDS 19 0000,
141760 -     indicating that other organizations may not have enough time to
141761 -     think either.]
141763 -  ..
141764 - Could information overload reported by CBS News 60 Minutes on 980412
141765 - be causing executives to not have enough time to think? ref SDS 17
141766 - 2085  Are managers making a lot of mistakes because even firms
141767 - recognized for superior management do not have enough time to add the
141768 - intelligence that organizes and analyses information for effective
141769 - leadership, per example on 980214. ref SDS 8 0923
141771 -  ..
141772 - On 971008 the U.S. Army Corps of Engineers reported that information
141773 - overload overwhelms limited span of attention, and so results in
141774 - increased operation expenses due to management mistakes that cause
141775 - rework. ref SDS 4 4472
141777 -  ..
141778 - Schwab is a leader in implementing automated methods.
141780 -  ..
141781 - Do Pac Bell's "furious" efforts to increase use of the Internet, cited
141782 - above, ref SDS 0 2582, mean that Schwab's methods will become more
141783 - widely adopted with similar results?
141785 -  ..
141786 - Is this a recipe for recession?
141788 -  ..
141789 - On 971008 the U.S. Army Corps of Engineers reported that Communication
141790 - Metrics expands span of attention and thereby reduces mistakes that
141791 - increase costs due to "rework," ref SDS 5 1273, and it enables
141792 - executives and managers to accomplish more analysis and planning
141793 - called for by Andy Grove and General Hatch. ref SDS 0 0654
141794 -
141795 -
141796 -
1418 -