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


S U M M A R Y


DIARY: July 6, 1999 09:23 PM Tuesday; Rod Welch

Called Morris on NSF proposal for Com Metrics, commercial issues.

1...Summary/Objective
2...Commercial Funding Phase II Requirements
3...Review Proposal - Locate Person to Recommend to NSF


..............
Click here to comment!

CONTACTS 
0201 - Intel Corporation - Main Office, Sa  408 765 8080 fax or 800...
020101 - Mr. David S. Vannier
020102 - Program Manager for Consumer PCs  =408 765 4608
020103 - Desktop Marketing
0202 - Intel Corporation                    408 765 8080
020201 - Mr. Morris E. Jones; Director of Architecture =408 545 9521

SUBJECTS
Commercial Partners for Phase II Funding
Partners to Support Development

0504 -    ..
0505 - Summary/Objective
0506 -
050601 - Follow up ref SDS 35 9674.
050602 -
050603 - Reviewed commercial issues for Phase II requirements.  Morris feels
050604 - more attention is needed on capital formation, and to structuring a
050605 - business that recognizes Welch interests.  He will inquire at Intel
050606 - for someone who might be able and willing to review the NSF proposal.
050607 -
050608 - Submitted ref DIT 1 linked to this record, with copy to Sally Nerlove
050609 - at NSF, so she can see effort on commercialization.
050610 -
050611 -     [On 990708 Sally responded. ref SDS 41 0001]
050612 -
050613 -     [On 990712 followed up with Morris. ref SDS 42 1344]
050614 -
050615 -
050616 -
050617 -  ..
0507 -
0508 -
0509 - Discussion
0510 -
051001 - Commercial Funding Phase II Requirements
051002 -
051003 - I mentioned Sara Nerlove's suggestion to seek out commitments in the
051004 - $50K range to meet Phase II funding requirements, as related on
051005 - 990629. ref SDS 35 9674
051006 -
051007 - Morris indicated this might be an easier route to gain support for
051008 - the NSF project.
051009 -
051010 - He pointed out the need to develop a business plan, and that NSF
051011 - funding and external investment might result in Welch not benefiting
051012 - from the business.  Morris feels I should be paying greater attention
051013 - now to developing a business, rather than improving the technology.
051014 -
051015 - He related the need to round up capital, and noted the past 5 years
051016 - should have focused on this effort.
051017 -
051018 - We reviewed NSF requirements for Phase II to develop a business plan,
051019 - as set out in Part 14 section 10. ref OF 8 1024  Subparts 10 and 11
051020 - require marketing and finance plans. ref OF 8 3599
051021 -
051022 - Dan Palanza responded today, with Sara Nerlove's help, and we will be
051023 - talking on Saturday about business issues. ref SDS 39 5859
051024 -
051025 - If the proposal is approved by NSF, it would start OA 200101.
051026 -
051027 - I explained my sense that Morris is better suited than anyone else to
051028 - support the effort, because of his unique role the past 15 years
051029 - helping build the tool, thinking about concepts, e.g., our telecon on
051030 - 990527, ref SDS 23 0855, and working in the industry.
051031 - ..
051032 - Morris asked about my role?
051033 -
051034 - I would help coordinate the project.  I don't really care about
051035 - titles; my concern is the work -- producing something useful, on time
051036 - and within budget, i.e., execution.  Morris asked if this would entail
051037 - support for the CEO, and I indicated CEOs need help on execution, as
051038 - reported in the June 21, 1999 issue of Fortune, reviewed on 990625.
051039 - ref SDS 32 0001  SDS helps execution with analysis and follow up on
051040 - action items, which we discussed on 950626. ref SDS 3 1001  I am
051041 - skilled using SDS for this, as set out in the NSF proposal part 6 on
051042 - the management team. ref OF 19 7776  Morris noted that analysis in SDS
051043 - is more extensive than occurs in ordinary management.  This aligns
051044 - with the project goal to improve management, based on recommendations
051045 - by Intel's former CEO, Andy Grove, to use analysis for avoiding a lot
051046 - of the mistakes that are caused by ambiguity of mental maps, reviewed
051047 - on 980307. ref SDS 12 3668
051048 - ..
051049 - We can show, in performing the project, that a Communication
051050 - Manager can help everyone do a better job.  The Fortune article cited
051051 - writing things down as a good CEO work practice, that CEOs have a lot
051052 - of difficulty getting done, i.e., poor execution. ref SDS 32 1024  The
051053 - article says the Chief Operating Officer (COO) role has emerged to
051054 - assist the CEO with execution. ref SDS 32 8183
051055 -
051056 - Focus on technology had to discover the elements that need to be
051057 - integrated in order to generate useful "intelligence."  Everything
051058 - must work together smoothly, so that each part supports the other, as
051059 - occurs in the human mind.  It's not easy to create effective automated
051060 - integration of time and information.  To paraphrase Thomas Edison, you
051061 - have redo things a thousand times to discover what will work.  That
051062 - takes time.  You cannot hire an expert software engineer, or a hundred
051063 - of them, and say, "Okay, here is our business plan; your job is to
051064 - create the technology."  On 980722 Morris noted the complexity of SDS
051065 - code. ref SDS 14 3280
051066 -
051067 - The NSF research project, if funded, will satisfy requests on 990524
051068 - for a "search engine" on the Internet that accomplishes SDS subject
051069 - management, ref SDS 21 4774, so that engineers at Intel, and others,
051070 - can perform analysis advocated by CEO, Andy Grove, per discussion on
051071 - 990525. ref SDS 22 0966  Work on 990625 shows medical practice needs
051072 - the same help for doctor and patient communication. ref SDS 31 0806
051073 -
051074 - This record supports NSF requirements in subparts 6 and 7 to identify
051075 - competitive advantages and markets. ref OF 8 6075  Discussions with
051076 - Kaiser Medical Group show initial openness to this idea. ref SDS 37
051077 - 0001  Indeed, as Dave Vannier pointed out on 980928, Intel, along with
051078 - everyone else, is trying to move in this direction, ref SDS 15 6003,
051079 - but they have not really defined it, as we have with Communication
051080 - Metrics.  We are ahead of the curve, and so, with luck and effort, may
051081 - be able to lead the way.
051082 -
051083 - A major challenge has been finding people who grasp the innovation.
051084 - Investors who leaped on the Information Highway bandwagon have a lot
051085 - of difficulty understanding the idea of adding intelligence to
051086 - information.  This is largely a credibility problem.  NSF support may
051087 - help solve this problem, as reviewed with Sara Nerlove on 990629....
051088 - ref SDS 35 2132
051089 -
051090 - Morris asked about Roy Roebuck's participation?
051091 -
051092 - I mentioned that Roy wrote a note commending the proposal, and advised
051093 - that he is continuing to evaluate how best to advance his approach to
051094 - technology for management. ref SDS 28 0001
051095 -
051096 - I sent a letter inviting support for the NSF proposal, but he has not
051097 - responded. ref DIP 20
051098 -
051099 -
051100 -
051101 -
051102 -
0512 -
0513 -

SUBJECTS
Reviewers, Section 4.2
Tom Landauer, 990614
Steve Pinker, 990629

0906 -
090601 -  ..
090602 - Review Proposal - Locate Person to Recommend to NSF
090603 -
090604 - Follow up ref SDS 38 0001, ref SDS 35 0886.
090605 -
090606 - I mentioned Tom Landauer's letter today, saying he cannot review the
090607 - proposal. ref SDS 38 7632
090608 -
090609 - I asked Morris to make inquiries at Intel for someone who might be
090610 - able to provide the review function.
090611 -
090612 -     [On 990707 Sara Nerlove at NSF advised phase I review does not
090613 -     entail a designated reviewer. ref SDS 40 0001]
090614 -
090615 -     [On 990712 followed up with Morris. ref SDS 42 1344]
090616 -
090617 -     [On 990718 followed up again. ref SDS 43 6384]
090618 -
090619 - I explained having listed Morris as a possible reviewer. ref DIP 17
090620 -
090621 - Morris said he did not get a copy of that letter.
090622 - ..
090623 - We considered this evening that NSF may be looking for someone
090624 - with acedemic credentials.  There are likely people at Intel who meet
090625 - this criteria, or know someone who does.
090626 -
090627 - We need someone who, like Landauer, has credibility in cognitive
090628 - science, in technology, and in management science, because
090629 - Communication Metrics uses technology to improve management based on
090630 - theory from cognitive science.  That is what the proposal is about.
090631 -
090632 - Probably there are very few people who have expertise in all three (3)
090633 - fields, but many people will have expertise in two of them.
090634 -
090635 - Morris suggested Dave Vannier who works in marketing and focuses on
090636 - identifying the demand for PCs and increased processing power, might
090637 - be a good contact to find a reviewer.  On 960603 Dave mentioned this
090638 - precise objective as his assignment at that time. ref SDS 9 1600
090639 - Morris said his work in graphics development does not bring him into a
090640 - lot of contact with people looking generally at the broad sweep of PC
090641 - usefulness.
090642 -
090643 - I mentioned that Dave is still on sabatical.
090644 -
090645 - Maybe he is picking up email.  I will send Dave something on this.
090646 -
090647 - Actually, I went ahead and called his number.
090648 -
090649 - Dave is on sabatical until 990830.  He gave Maria Chambers as his
090650 - backup.
090651 -
090652 - I was able to use the Intel phone system to enter her name and leave
090653 - a message to call back.
090654 -
090655 - Sent ref DIT 1 to Morris linked to the NSF proposal, ref OF 14, and
090656 - specifically to Part 2 on the identification and significance of the
090657 - Innovation.  ref OF 15
090658 -
090659 -     [On 990707 Sara Nerlove at NSF advised that phase I review does
090660 -     not entail a designated reviewer. ref SDS 40 0001]
090661 -
090662 -     [On 990712 followed up with Morris. ref SDS 42 1344]
090663 -
090664 -
090665 -
090666 -
0907 -
Distribution. . . . See "CONTACTS"