IA
`I;
`
`Demo 2000:
`The Innovation Continues
`The Demo Conference is six
`
`months in the planning, three
`days in the execution. But it is
`anything but over. We've long realized
`that the impact of this conference rip-
`ples through the media, the demon-
`strating companies, and the personal
`technology business development com-
`munity for many months after the last
`demonstrator has gone home and the
`final floodlights are packed away until
`the next year's show.
`Quantifying that impact, of course,
`is no easy matter. Sure, we know that in
`the four weeks since Demo 2000 con-
`cluded we've gather hundreds of media
`dips covering the conference. We've
`had phone calls from companies telling
`us they did three big deals in the first
`day of the show alone. And we've
`answered endless emails from folks
`wanting to contact speakers and
`demonstrator companies. Soon,
`though, the volume will come down on
`these qualitative measures and the 82
`companies who debuted new products
`and services will shift their focus in
`other directions.
`This year, we decided, that is no rea-
`son for us to let these companies fade
`from memory. And so we're relying on
`a tool from one of our demonstrating
`companies to help us track Demo 2000
`
`companies and to keep DemoLetter up
`to date as these companies grow and
`evolve. Clip2.com is a powerful service
`that will help us help you stay in touch
`with Demo 2000 companies.
`Clip2.com will enable us to create an
`online, annotated guide of Demo com-
`panies. We'll be able to keep that guide
`current, updating the annotations and
`providing additional site links, as
`appropriate. Moreover, we can make the
`Guide available from the Demo Web
`site, provide a link in the DemoLetter
`Weekly edition, and at your option
`notify you when the Guide is updated.
`Clip2,com is a great resource for the
`Demo community, to be sure. It's also a
`tool at the forefront of the emerging
`knowledge marketplace movement,
`enabling individuals to share—and
`even bank on—their unique knowledge
`sets. Moreover, Clip2.com is perhaps
`the most useful Web tool I've come
`across, enabling me to annotate sites
`for personal, work group, and profes-
`sional publishing applications.
`You'll find the Demo 2000 Guide—
`along with our new Companies to
`Watch guide and others we're creat-
`ing—on the Demo Web site at
`http://www.demo.com/.
`This year, Demo 2000 echos all year
`long.
`
`er
`
`In
`This
`Issue
`
`Demo 2000:
`The Innovation Continues
`
`Technical Support:
`The Dirty Little Secret
`
`Companies to Watch
`- Tigeri.com
`- Hotpaper.com
`- ExpertCity.com
`
`The Making of a Demo God
`
`Honoring the Demo Gods
`of 2000
`
`End Notes
`
`Confidential — Outside Attorneys' Eyes Only
`
`DODOTS0026216
`
`

`

`Technical Support
`The Dirty Little Secret
`vies swing at and miss is technical
`support. It's a key ingredient in the
`operational equation for consumer
`markets and can't be overlooked if a
`company wants to do more than
`merely stay around to hit its first
`milestones. Good technical support is
`both in synch and ahead of con-
`sumers' experiences with hardware.
`This means call centers have to be
`staffed, operational, and capable of
`handling escalations during time
`periods when consumers are
`installing equipment (evenings and
`weekends, for example).
`Over the years I've expectantly
`unpacked a lot of hardware, tried to
`use it but ended up repacking it and
`returning it to a manufacturer, or
`worse yet, to the ignominy of a shelf
`in my garage. One of the most fre-
`quent reasons new equipment makes
`the journey to my garage or back to
`its manufacturer is because of woeful-
`ly inadequate tech support and a fail-
`ure to resolve issues. I recently went
`through this sad experience with a
`consumer entertainment electronics
`system. In this case, I placed four sep-
`arate calls over several days to the
`company's tech support line to try to
`resolve an issue, was told that an
`escalation technician would call me
`back. Each time, I waited patiently by
`the phone for calls that never came.
`Off the system went to the shelf of
`broken dreams in my garage. And,
`now, I can't in all good faith recom-
`mend that much marketed system to
`my friends, family, or readers.
`Customer support isn't something
`nice you do for your customers. It's
`something smart you do for every
`aspect of your business, from cost
`reduction to incremental revenue
`generation. And the planning begins
`
`For increasing numbers of con-
`sumers, technical support is akin to a
`visit to an emergency room gone
`awry. There you are, in major need,
`cooling your shanks on cold chromed
`steel, reciting your medical history to
`yet another trained professional who
`is very much like the previous three
`you've seen and not heard from
`again.
`The good news for consumers is,
`unlike an emergency room night-
`mare, a screw-up in customer support
`won't kill you. The bad news for con-
`sumer technology vendors, however,
`is that poor customer care just might
`spike your business.
`Good customer care is arguably
`more important in fast-breaking con-
`sumer technology markets than it is
`in the high-ticket B2B market, where
`a long sales cycle and bigger ticket
`price let a company make significant
`investments in their support process.
`In the B2B segment you have time
`and money to overcome your mis-
`takes. In the consumer market you're
`likely to get only a single trip to the
`batter's box per customer. And when
`you strike out with this customer,
`you're likely to be benched for the
`rest of your career.
`Contrary to anecdotal reports,
`there are companies today that are
`willing to bet on new consumer hard-
`ware. TiVo, Replay, Kerbango,
`AudioRamp, and Sonic are just a few
`of the companies with consumer elec-
`tronics plays. Talking to companies in
`this space is fascinating. More often
`than not, you're dealing with experi-
`enced entrepreneurs who have mar-
`keting, partnership, management,
`and other prerequisite messages
`down pat.
`The curve ball that most compa-
`
`DEMO
`Letter
`
`Editor/Publisher
`CHRIS SHIPLEY
`(650) 525-3482
`chris@demo.com
`
`Executive Editor
`JIM FORBES
`(650) 525-3410
`jim@demo.com
`
`Demo Brand Manager
`JILL PENDERGAST
`(650) 286-2711
`jill_pendergast@ idgconferences.com
`
`DemoLetter Subscription Inquiries
`MEG BURNS
`(650) 312-0691
`meg_burns@idgconferences.com
`
`Production Manager
`KIM WORDEN
`(650) 312-0642
`kiw_woi den @idgconferences.com
`
`European Distributors
`PHIL SUTCLIFFE, UK
`Phone: 44 I491 875386
`Fax: 44 1491 875524
`parkway@rmplc.co.uk
`
`French Distributor
`JACQUES BESSIERES, France
`Phone: 331 45 44 21 21
`Fax: 331 45 44 54 55
`jbessi eres@ atel iei. fr
`
`DEMOLetter (ISSN 8756-7822) is
`published by the IDG Conference
`Management Company. Copying
`any portion of this letter is strictly
`prohibited without the express
`permission of the publisher.
`
`DEMOLetter
`15.5 Bovet Road, Suite 650
`San Mateo, CA 94402
`Phone: (650) 312-0691
`Fax: (650) 312-0547
`
`Subscriptions: Yearly subscription
`rates are as follows:
`$495 domestic; $195 non-profit
`$575 overseas; (£345 or 4,490 Frf)
`
`For permission to use brief
`quotes from DemoLetter, contact us
`at (650) 525-3488.
`For reprints, contact Reprint
`Management Services at
`(717) 399-1900 or sales@rmsreprints.com.
`
`Copyright 02000, DEMOLetter
`and IDG Conference Management
`Company. All rights reserved.
`
`2
`
`Confidential — Outside Attorneys' Eyes Only
`
`DODOTS0026217
`
`

`

`before you ship your very first prod-
`uct.
`This is a lesson that some of
`today's giants like Dell and Gateway
`learned the hard way. Today, those
`companies not only have repeat busi-
`ness, but they're also setting new
`standards for customer support. The
`bottom line is simple: If customers
`like the sum total of their experiences
`with you, they not only come back
`time and time again, they also recom-
`mend your products (think about the
`
`value of free advertising the next time
`you cut a check to buy space or time).
`More importantly, research indi-
`cates that while customers share their
`good experiences with others, they
`talk about their consumer dissatisfac-
`tion as much as 10 times more often
`than they do their positive experi-
`ences. Plowing even a portion of
`today's multi-million dollar ad buys
`into customer support, it turns out,
`can be a much more effective market-
`ing investment. —JMF
`
`Companies to Watch
`
`Tigeri.com:
`Incubating Japanese
`Start-ups
`
`There's nothing quite as exciting
`to entrepreneurs and their venture
`partners as an inside track to a wide
`open market. That's the position of
`Tigeri.com, a new start-up with
`offices in San Francisco and Tokyo.
`Tigeri.com's founder is Patrick
`Kitano, a sansei Japanese American
`with nearly 10 years of experience in
`the Japanese banking community.
`The company's charter is twofold:
`Build an incubator that helps
`Japanese start-ups shorten the time it
`takes to bring products and services
`to market, and serve as a go-between
`for Japanese and U.S. technology
`ventures. Self-funded with less than
`$1 million, Tigeri.com is on the trail
`of Series A money here in the U.S.
`and is staffing up its San Francisco
`office.
`Sometimes compared to America's
`Internet market in 1995, the Japanese
`hiternet market is a plump ripening
`plum. It has high-bandwidth connec-
`
`tions into businesses as well as resi-
`dential neighborhoods, a large base
`of affluent consumers and businesses,
`and a populace that's ready for the
`Internet. Downside risks in this mar-
`ket—its short entrepreneurial history
`and a shallow pool of experienced
`Internet executives—may work in
`favor of incubators like Tigeri.com.
`Interest in the Japanese Internet
`market is expanding, which is why
`investment firths such as Goldman
`Sachs, Softbank Inc., J. H. Whitney,
`and GE Capital are opening offices in
`a Tokyo suburb called Shibuya, nick-
`named "Bit Alley." Funds being set
`up for use in Japan aren't small.
`Softbank (which helped set up a
`NASDAQ-like technology stock
`exchange) has more than $U.S.1.3
`billion set aside and says it plans to
`invest it in more than 1,000 compa-
`nies.
`Tigeri.com's background in
`Japanese banking and in U.S. tech-
`nology could give this start-up an
`important edge in this market and a
`new meaning to that vaunted VC
`term "kereitsu." —)MF
`
`Tigeri.com
`1628 Vallejo Street
`Suite 3
`San Francisco, GA94123
`(41.5)563-6488
`
`~-1.
`
`CEO & Founder:
`Patrick Kitano
`patrick@tigeri.com
`
`Financing: Self-funded
`
`Confidential — Outside Attorneys' Eyes Only
`
`3
`
`DODOTS0026218
`
`

`

`Hotpaper.com
`33 New Montgomery
`l0th Floor
`.
`San Francisco, CA 94105.
`(415) 677-9990
`
`CEO: Kevin Warnock
`Kevin@Hotpaper.com
`
`Financing:
`$2. million in Series A from_
`Nokia Ventures, Osprey
`Ventures, and Angel
`Investors LP
`
`Hotpaper.com:
`Delivering Standard
`Forms
`
`Hotpaper.com, a small start-up
`funded with $2 million in Series A
`financing from Nokia Ventures,
`Osprey Ventures, and Angel Investors
`LP, is taking a run at a market that's
`been tried by others but which still
`has a hidden mother lode.
`The company is working on a
`mechanism that allows users to auto-
`mate the creation of standardized
`documents used in business, legal,
`and other professions and then make
`those documents available from any
`location. Although other companies,
`such as Documenturn and Nolo.corn,
`have tested this market,
`Hotpaper.com has come up with a
`series of twists that could grant suc-
`cess to the company and its
`technology.
`The first twists are in ease of use:
`Hotpaper.com lets users create elec-
`tronic copies of standard documents
`that can be easily filled out in the
`field. Unless they are stored as PDF
`files the documents can be down-
`loaded and fully edited in their native
`formats (Word, WordPerfect, and
`RTF). The documents can be read
`using a browser and accessed any-
`where there's an Internet connection.
`Hotpaper supports two levels of ser-
`vice: limited storage for casual users
`on its branded Hotpaper.com site,
`and a premium service for large cor-
`porations.
`Totpaper's revenue models
`include streams from its premium
`service, direct sales efforts, and licens-
`ing deals. The company's approach to
`licensing resembles Inktomi's and the
`start-up is already working on deals
`to license its engine to other sites and
`counts among its early wins
`AllBusiness.com and FindLaw.corn.
`More deals are in the works and this
`
`start-up is beginning to partner with
`ASPs.
`Hotpaper's founder and CEO is
`Kevin Warnock (no relation to
`Adobe's John Warnock) who cut his
`teeth on document automation while
`supervising IT for a legal firm. The
`company's president is eight-year
`Oracle veteran Dave Henderson who
`went on to head new business devel-
`opment for Peoplesoft before joining
`this start-up. —JMF
`
`ExpertCity.com:
`A Marketplace of
`Experts
`
`In the last 6 to 12 months, the
`market has been introduced to a
`number of sites that let individuals
`get paid for what they know. Online
`learning sites enable topic experts to
`create (and be paid for) continuing
`education courses. Epinions.com was
`among the first sites to create a
`knowledge marketplace, and Demo
`2000 company Keen.com is making
`waves with a service that brokers
`phone consults between information
`seekers and experts.
`'There is tremendous opportunity
`in this space for individuals to turn
`expertise into extra cash as part-time
`online teachers and consultants.
`These sites rely on both the individ-
`ual to market their expertise and the
`community of users to rate and rec-
`ommend the experts.
`Another model has emerged in
`expertcity.corn, a marketplace that
`matches experts with consumers to
`answer computer and technical sup-
`port. questions. The difference in this
`company's model, however, is
`twofold: First, expertcity.com screens
`and trains its experts both to deter-
`mine eligibility for "expert" status
`and to assure a base-level standard
`for service and customer care. Second,
`experts bid their services to con-
`
`4
`
`Confidential — Outside Attorneys' Eyes Only
`
`DODOTS0026219
`
`

`

`Suite
`
`Expertcity.com
`5385 Hollister Avenue
`Ill
`Santa Barbara;. CA 93111.
`(805) 964-0393
`coin
`
`www.
`
`expertcity.
`
`sumers, responding to consumer
`queries with a proposal that includes
`estimated time to solution and the
`price for the service.
`Additionally, expertcity.com is dif-
`ferentiated by its technology which
`provides experts with tools (includ-
`ing permission-based pcAnywhere-
`type remote control) that enable
`them to quickly identify and resolve
`technical problems.
`This combination of screening,
`service training, and tools creates a
`powerful environment in which cus-
`tomer rating and feedback (a cus-
`tomer can opt not to pay for unsatis-
`
`factory service, for example) are only
`one facet used to assure a viable
`market.
`Expertcity.com is currently a desti-
`nation site, yet it has great promise
`as a service offering in other vertical
`content and community sites. We're
`watching this marketplace because
`we believe its completeness of
`approach brings the self-policing
`free market environment of earlier
`services to a new level, giving cus-
`tomers choice and confidence that
`will evolve this now computer-
`focused service into other knowledge
`categories. —CS
`
`The Making of a Demo God
`
`There is a peculiar element to my
`job, one that becomes patently clear
`each year as I coach and then watch
`Demo presenters. For all the coaching
`and direction provided to would-be
`speakers, the end result is still dictat-
`ed by the speaker's willingness to
`shape a presentation specifically to
`the Demo audience.
`It's a tough audience, to be sure,
`and not simply because of the critical
`eye veteran attendees put to on-stage
`speakers. The audience comprises
`diverse constituents—industry opin-
`ion-makers, the media, venture
`investors, analysts, to name a few. On
`the face of it, targeting a single mes-
`sage to please each of these audience
`segments is a unique challenge. But
`regardless of the business facet audi-
`ence members represent, they do
`have a single perspective when watch-
`ing onstage demonstrations: Show
`me the product.
`Remarkably—and this is the pecu-
`liar part—Demo presenters too often
`forget that fact as they attempt to roll
`an entire business plan into an (at
`most) eight-minute pitch. Speakers
`throw coaching aside to accommo-
`
`date the compulsion to tout venture
`backers, distribution plans, growth
`strategies, complex product architec-
`tures, and various other "key mes-
`sages"—all not-so-neatly displayed in
`Technicolor PowerPoint slides.
`As the executive producer of the
`conference, I take the brunt of audi-
`ence criticism. Do more coaching.
`Ban PowerPoint. Get a gong. And of
`course the presenters always want
`more time. Five minutes, six, eight—it
`just isn't enough time.
`Oddly, two of the "Demo God"
`awards went to companies that pre-
`sented in five-minute time slots.
`Other Demo Gods managed to leave
`time on the clock at the conclusion of
`their pitches. So it can't be the time
`limit that thwarts good presentations.
`In fact, preparing for Demo 2000, I
`waded through hundreds of hours of
`video tape from past conferences. In
`the early days of the conference,
`speakers went on for 20 and 30 min-
`utes. These were not highly com-
`pelling pitches. I assure you.
`So what does make a strong Demo
`pitch. Herewith the not-so-secret for-
`mula for the making of a Demo God.
`
`CEO & President:
`Andreas von Blottnitz
`Founder & CEO:
`Dr. Klaus Schauser
`Financing:
`$30+ million from Sun
`Microsystems, ZDNet,
`Bertelsmann Ventures,
`Dawntreader 1,P, Wit Capital
`
`Confidential — Outside Attorneys' Eyes Only
`
`5
`
`DODOTS0026220
`
`

`

`1. Demo the product!
`Too often, presenters believe they
`must provide deep context and posi-
`tioning in order for the audience to
`understand the product demonstra-
`tion. Not so. The most effective pre-
`sentations at Demo are those in which
`the product demonstration begins the
`first minute the speaker takes the
`stage. Demo is, after all, about prod-
`ucts (were the audience that fascinated
`with business positioning, we'd have
`called the conference "BusinessPlan
`2000"). One Demo 2000 presenter
`spent two-thirds of his stage time talk-
`ing about past products and company
`position, leaving only 90 seconds to
`attempt to show the product. He
`wasn't a hit with the audience.
`The attendees at Demo are super
`smart people. They comprehend com-
`plex systems quickly and they general-
`ly assume that if you've passed the
`gauntlet of actually getting to Demo,
`you've got a reasonably solid business
`plan. So skip the deep background
`and get to the demo—fast!
`2. Craft a Demo-specific presentation.
`It's too easy to assume that you've
`given your pitch a hundred times and
`that Demo is just like any other pre-
`sentation. You cannot just dust off a
`road show pitch, cut a few slides, and
`talk faster and call that a Demo pre-
`sentation. Great Demo presentations
`are crafted specifically for the unique
`audience and environment of the con-
`ference. Messages must be honed into
`memorable sound bites. Complex
`ideas need to be communicated
`quickly. The Kembel brothers from
`DoDots effectively conveyed the con-
`cept of information packaging by
`relating their bits and bytes informa-
`tion tool to the fast-growing prepack-
`aged salad market. Weird, but it
`worked.
`3. Rehearse, rehearse!
`Sure, you know your product and
`you know your demonstration, but it's
`
`not enough to practice your pitch
`while shaving. Great Demo presenters
`prepare their presentations weeks
`before the conference, and take the
`time to practice word-by-word, click-
`by-click. Veteran Demo presenter Dan
`Bricklin, for example, had the Trellix
`demonstration down pat (and timed
`to come in 18 seconds under the five-
`minute allotted time) practically
`before lie made plane reservations to
`be at the conference.
`4. Resist last-minute changes.
`Spur of the moment edits to well-
`practiced demonstrations almost
`always go awry on stage. If you've cre-
`ated a great demonstration and
`rehearsed it to flawless execution,
`avoid the urge to incorporate late-
`breaking changes.
`5. Respect the clock.
`Demo is known for its quick pace
`and careful time management. The
`audience will forgive a skipped point
`and thank you for skipping the corpo-
`rate history—so long as you stick to
`the time limits. When the house lights
`come up and the music starts to play,
`it's time to sit down. The audience will
`thank you for it.
`6. Be a tease.
`Admittedly, eight minutes or fewer
`is not a lot of time to communicate all
`you want to say to this important
`audience. And, clearly, business mod-
`els are important. Use your time on
`stage to whet the appetite of Demo
`attendees and they'll come flocking to
`your demo area at the next break.
`7. Leave PowerPoint at home.
`PowerPoint has done as much to
`befuddle communications as it has
`done to enhance it. The ubiquitous
`presentation program has become a
`crutch for speakers who think they
`can skip steps 2 and 3 and use
`PowerPoint as a low-tech
`teleprompter. Skip the slides and go
`straight to the product. The audience
`will love you for it. —CS
`
`6
`
`Confidential — Outside Attorneys' Eyes Only
`
`DODOTS0026221
`
`

`

`:
`
`iI.] IlL' 1
`of .1.1.
`
`The Demo Conference has become renowned for its challenging format where presenters race the clock to
`demonstrate products in eight minutes or less. It is a difficult proposition, yet each year a rare few tran-
`scend the pressure and manage to present with poise, passion, and clarity the core value proposition of
`their products and services.
`
`We honor these presenters with our annual Demo God citation.
`
`Gedaliah Gurfein
`TeleVend
`
`Who proved once and for all that there really are
`ghosts in the machine.
`
`Oren Zuckerman & Orit Shmaya
`uTOK, Inc.
`
`Who exhibited great entrepreneurial passion.
`
`Dan Bricklin & Don Bulens
`Trellix
`
`Michael Lynch
`Autonomy
`
`For building a Web site in record time (two minutes).
`
`For placing the accent on an entertaining—and
`informative—performance.
`
`Jeff Hawkins & Ed Colligan
`Handspring, Inc.
`
`Who introduced with clarity three products
`in five minutes.
`
`John Kembel & George Kembel
`DoDots, Inc.
`
`For getting into the muck to make their point.
`
`And a special Demo God Jam Session Citation to
`
`Michelle Goguen Hurley
`Goguen & Associates
`
`For stealing the spotlight from
`Shawn Colvin.
`
`Confidential — Outside Attorneys' Eyes Only
`
`7
`
`DODOTS0026222
`
`

`

`SAVE THE DATE:
`
`DemoMobile 2000
`September 6-8, 2000
`Ritz-Carlton Huntington Hotel
`Pasadena, California
`
`Call it "mobile" or call it "pervasive." By any name, personal tech-
`nology has seeped into every aspect of the lives of on-the-go profes-
`sionals. DemoMobile 2000 shines the spotlight on the emerging tech-
`nologies and business issues that will shape the form of transportable
`computing, and is a must-attend business development opportunity
`for executives and opinion makers in this growing and increasingly
`important sector of the technology market.
`This year DemoMobile kicks off in Pasadena, California, with a
`trend-setting program aimed at helping users and manufacturers stay
`a year or more ahead of the curve. DemoMobile helps the IT commu-
`nity and the industry stay ahead of the power curve and provides a
`rich setting for business development, trend identification, and
`insight into the new world of mobility and pervasive computing.
`To set up an appointment to show new products for introduction
`at DemoMobile 2000, contact Jim Forbes at (650) 525-3410 or email
`him at Jim@Demo.com.
`
`Catch the Wave at Vortex 2000
`Vortex 2000
`May 24-26, 2000
`Ritz-Carlton Laguna Niguel
`Dana Point, California
`
`The convergence of the telephone and the Internet has wide-rang-
`ing implications that affect businesses and society. Vortex, hosted by
`executive producer and Ethernet inventor Bob Metcalfe, brings togeth-
`er a stellar collection of speakers and panelists who explore the tech-
`nological intersection of multiple technologies to businesses and con-
`sumers.
`Vortex is an invitation-only event attended by top-ranked execu-
`tives from the networking, telecommunications, and entertainment
`industry. This year Vortex will include a special segment featuring new
`technology that's hand-picked by Bob Metcalfe and the producers of
`Demo. We're looking for new devices, software, and other technology
`that will set the tone for new products going into the 21st century. To
`set an appointment to show your new products, contact Jim Forbes at
`(650) 525-3410 or send him e-mail at Jim@Demo.com.
`
`IDG Coide,e ae Management Co.trparry pr xlnces the broadest portfolio of executive conferences and
`
`l~DG
`—
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`C O M Y A N Y
`
`End Notes
`
`Wireless infrastructure and m-
`commerce software have become
`one of the hot funding areas for
`venture capitalists and a small
`handful of institutions. In the last
`year, investors have pumped more
`than $100 million for early stakes
`into these markets, most often in
`companies that are developing, or
`saying they will develop, products
`that can be used with WAP-enabled
`cell phones. The bet here is on a
`burgeoning U.S_ market that is
`expected to more than double in the
`coming five years.
`But statistics can be misleading.
`Although there may be large num-
`bers of consumers with WAP-capa-
`ble cell phones, there's no guarantee
`that they will use the phones to buy
`goods and services, particularly if
`those items can't be purchased easi-
`ly.
`
`Some of the promises implicit
`with the potential types of informa-
`tion sent to WAP phones are very
`low on the scale of usefulness. I'm
`not going use my phone to check
`the weather before I leave for a trip.
`That's what God invented television
`and umbrellas for. And if you rely
`on your WAP phone for market rate
`information on pork bellies, your
`bacon is already cooked.
`While to some, the future may
`sound so clear you can hear a pin
`drop, the technology has so far to
`go that I can imagine beginning a
`transaction on Amazon as I enter a
`tunnel and completing it on eBay
`on the way out.
`These concerns aside, a killer app
`for cell phones has yet to appear,
`of investments in
`
`the surge
`space. —J MF
`
`despite
`
`this
`
`Confidential — Outside Attorneys' Eyes Only
`
`DODOTS0026223
`
`