THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: October 9, 2003 05:47 AM Thursday; Rod Welch

Called Jerry on updating Agreement to include Tom Gilgert.

1...Summary/Objective


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CONTACTS 
0201 - CSG Systems, Inc.                                                                                                                                                  O-00000795 0404
020101 - Mr. Jerry J. Nord

SUBJECTS
Default Null Subject Account for Blank Record

0403 -
0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Follow up ref SDS 8 0000, ref SDS 7 0000.
040502 -
040503 - Left message for Jerry to call on issues from discussion with Tom on
040504 - 031006, ref SDS 7 0001, and Tom's letter yesterday on 031008.
040505 -
040506 -
040508 -  ..
0406 -
0407 -
0408 - 0746
0409 -
040901 - Called Jerry back.
040902 -
040903 - Jerry said that CSG has just lost an arbitration.  Details are in the
040904 - news under CSG and Comcast.  The company has called a meeting to
040905 - discuss impact on operations, and this may affect the SDS project due
040906 - to staff and other cost reduction measures.
040908 -  ..
040909 - Jerry will call back after 1100 Pacific time with results of the
040910 - meeting and to plan next steps for SDS.
040911 -
040912 -     [...see below for more. ref SDS 0 JJ5N
040914 -  ..
040915 - After the call, did some research on the Internet and sent a letter to
040916 - Gary with a copy to Millie and to Morris...
040917 -
040918 -
040919 -    1.  Subject: Changes at CSG May Impact SDS Project
040920 -        Date: Thu, 09 Oct 2003 07:50:21 -0700
040921 -        From: Rod Welch
040922 -        To: "EXT-Johnson, Garold L"
040924 -         ..
040925 -        Gary,
040927 -         ..
040928 -    2.  Per telecon this morning, good letter to Tom Gilbert on getting
040929 -        started with SDS.  Guest what?  Just got a call from Jerry and
040930 -        things are in turmoil. ref SDS 0 7H6Q  Here is a link to
040931 -        breaking news on CSG losing an arbitration with Comcast, which
040932 -        formerly was AT&T...
040934 -         ..
040935 -        http://denver.bizjournals.com/denver/stories/2003/10/06/daily19.html
040937 -         ..
040938 -    3.  Jerry will call back after 1100 to report on results of a
040939 -        meeting they are having on how the company will adjust to
040940 -        absorb the judgment.  Jerry indicated that Tom was selected to
040941 -        work on SDS because he was their least busy engineer, and so
040942 -        might be viewed as expendable in a staff reduction.
040944 -         ..
040945 -    4.  If that happens, this would provide Tom time away from the
040946 -        office to learn SDS as you did; however, I doubt he would be
040947 -        motivated as you were, unless he had some kind of indication
040948 -        from CSG that he would likely be brought back within a few
040949 -        months after things settle down; and, incidentally, how about
040950 -        learning SDS during the furlough period?  Actually, Jerry
040951 -        mentioned last year that CSG has a number of engineers who are
040952 -        part time and work at home and he thought then that one of them
040953 -        would be good candidates to work on SDS.  Maybe there is a
040954 -        silver lining here???
040956 -         ..
040957 -    5.  More later.
040958 -
040959 -
040960 -
040961 -
040962 -
040964 -  ..
0410 -
0411 -
0412 - 1244
0413 -
041301 - Jerry called back, per planning this morning. ref SDS 0 7H73
041302 -
041303 -    1.  Agreement revise to slip dates and list Tom Gilbert who will
041304 -        sign as a user, per telecon on 031006, ref SDS 7 ZR53, and
041305 -        Jerry's letter on 030611. ref SDS 5 K38V
041306 -
041307 -            Jerry advised that he has been discussing SDS with his
041308 -            staff over the months and notified that anyone who works on
041309 -            SDS will be required to sign a confidentiality agreement to
041310 -            protect Welch intellectual property.  He has not discussed
041311 -            this specifically with Tom, but plans to do next when Tom
041312 -            returns from vacation.
041314 -         ..
041315 -        Jerry is obtaining signature on his Agreement with CSG that
041316 -        excludes SDS?  This is a tumultuous time at CSG due to the
041317 -        adverse judgement in arbitration with Comcast, per above,
041318 -        ref SDS 0 U69R, so this may delay getting some of the paperwork
041319 -        done.
041321 -         ..
041322 -        Does Tom have a similar agreement?
041323 -
041324 -            Jerry will discuss this with Tom.
041325 -
041326 -            Jerry explained that the arbitration ruling against CSG may
041327 -            result in staff reductions.  Similar judgements have been
041328 -            rendered against CSG in years past, and on some occasions
041329 -            there have been staff reductions to absorb the payout of
041330 -            the award.  In this case the amount will be about $8M per
041331 -            quarter.
041333 -             ..
041334 -            Tom and others could be let go for awhile to meet cost
041335 -            cutting measures.  This will not happen for several weeks.
041336 -            Jerry discussed this with Jeff, and indicated that learning
041337 -            SDS could benefit in any case.
041338 -
041340 -         ..
041341 -        Progress on site license.
041342 -
041343 -            Did not discuss other than to consider this is a time of
041344 -            turmoil at CSG due to the arbitration ruling, per above.
041345 -
041347 -         ..
041348 -    2.  Jeff Anderson in the loop on communication with Tom, per
041349 -        telecon with Tom on 031006? ref SDS 7 EV4F
041351 -         ..
041352 -        If so, need Jeff's email address.
041353 -
041354 -            Jerry advised that he will notify Jeff of any information
041355 -            Jeff needs from communication on SDS.  As a result, it is
041356 -            not necessary to include Jeff in the loop on communications
041357 -            with Tom.
041358 -
041359 -
041360 -
0414 -

SUBJECTS
Install SDS for Jerry Nord Completed to Complement Tom Gilbert Learni
Configure SDS for Jerry Nord Completed to Complement Tom Gilbert Lear
Install SDS for Jerry Nord Completed to Complement Tom Gilbert Learni

080501 -         ..
080502 -    3.  Install SDS on Jerry's computer, per telecon on 031006.
080503 -        ref SDS 7 O671
080505 -         ..
080506 -        Will we try to use same "network" approach that Jerry discussed
080507 -        during conference call on 031002? ref SDS 6 EP38
080508 -
080509 -            Jerry will call tomorrow afternoon to install SDS on his
080510 -            computer.
080511 -
080512 -
080514 -         ..
080515 -    4.  Purpose of SDS based on review of POIMS, and deployment
080516 -        stratigies on the number of people using SDS at CSG, raised by
080517 -        Tom's letter yesterday, and Gary's response citing experience
080518 -        at Aerospace company.
080519 -
080520 -            Jerry got the copy of Gary's letter to Tom.  He feels the
080521 -            purpose of SDS to improve human memory and reasoning helps
080522 -            explain how communication and other management tasks are
080523 -            improved by SDS, and that noted this is much broader than a
080524 -            program for meetings or a scheduling tool, which is how SDS
080525 -            has been explained at CSG up until now.  He recalled that
080526 -            Gary made this point prior to my joining the conference
080527 -            call on 031002, ref SDS 6 WA5S, so he was glad Gary
080528 -            mentioned this again in his letter, because the broad scope
080529 -            of SDS is hard to comprehend in relation to other
080530 -            technologies.
080531 -
080533 -         ..
080534 -    5.  Explicit links fast and easy, first task implementing SDS, per
080535 -        Gary's letter to Tom in the post script.
080536 -
080537 -            Jerry saw the reference in the post script to Gary's letter
080538 -            to Tom that discussed explicit links.  He has figured out
080539 -            that explicit links are the double dots in SDS work
080540 -            product.
080542 -             ..
080543 -            Jerry likes the idea of adding anchors for explicit links
080544 -            merely by pressing a single key, and creating links just
080545 -            by pressing Enter or double clicking.
080547 -             ..
080548 -            Jerry requested an email with a link where he can see how
080549 -            online books and other publications have anchors added for
080550 -            integration into the work stream managed by SDS.
080552 -             ..
080553 -            An example is the record on 950204 listing conventional
080554 -            publications that have been converted to support explicit
080555 -            links. ref SDS 1 7499   The most recent example in the list
080556 -            is the Federal Acquisition Regulations (FAR), reported on
080557 -            020504. ref SDS 4 0001  Not all of the books listed on
080558 -            950204 are published on the Internet.  In some cases only
080559 -            parts of some chapters have been converted.  Two that are
080560 -            most illustrative are Andy Grove's book "Only the Paranoid
080561 -            Survive," reviewed on 980307, ref SDS 3 0001, and Tom
080562 -            Landauer's book "The Trouble with Computers," reviewed on
080563 -            950710. ref SDS 2 0001
080564 -
080566 -         ..
080567 -    6.  Gary's letter calling for a training ground and technical
080568 -        support seems to fit Jerry's letter on 030611 calling for CSG
080569 -        to develop a documented training method. ref SDS 5 01WR
080570 -
080571 -            Mentioned this subject, but did not discuss in detail.
080572 -
080574 -         ..
080575 -    7.  Jerry is working on the list of questions Jonathan has set out
080576 -        on developing SDS capability in Microsoft programs for Outlook,
080577 -        Word, etc.  He will submit the list tomorrow for comment by
080578 -        Morris and Gary.  We reviewed Gary's work on listing features
080579 -        for the next version of SDS.
080581 -         ..
080582 -        Jerry and his son, Jonathan, plan to release in a few weeks a
080583 -        version of Outlook that helps people plan and manage meetings.
080584 -
080585 -
080586 -
080587 -
080588 -
080589 -
080590 -
080591 -
080592 -
0806 -
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