October 3, 2003

The May Report: 10/03/2003: When the light bulb went off for Gian Fulgoni of
comScore; an interesting twist in the IRI sale; the chronicles of an e-mail
reconnaissance expert, part one.

Editor and publisher: Ron May, ron@themayreport.com, ronaldmay@aol.com,
773-525-3944.
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TABLE OF CONTENTS

The Scoop section:

— Briefly noted, by Ron May
— News tidbits from an anonymous entrepreneur/reader

1. READER COMMENTS AND RESPONSES
1a. Jon Paul: Waisting Away- 95 pounds in 5 months

2. COMPANIES AND ORGANIZATIONS
2a. OCI Solutions, Inc. awarded 5-Year Federal Supply Schedule Contract by the
GSA

3. OTHER (Events)
3a. Sat., Oct. 11: Technology Access TV
3b. Monday, Oct. 13: ARCH/Coalition Monday Morning Meeting
3c. Tues., Oct. 14: ICCA: Tax Strategies for Small Business Owners
3d. Thurs., Oct. 16: SMA: Strategic Alliances – Opportunities, Issues, Risks,
and Metrics
3e. Weds. -Thurs., Oct. 22-23: Great Midwest Venture Capital Conference
3f. Sat., Nov. 8: HeartMath – Power to Change Performance Program
__________________
The Scoop section:
______
Briefly noted, by Ron May

* I am always fascinated by those “light bulb” moments. Gian Fulgoni gave an
engrossing talk last night to TiE and his talk deserves some close discussion
and examination, but no time for it today. I will give you just a couple of
things.

During Gian’s talk he had mentioned that they were sitting around one day and
someone noticed that people comScore users were going online to get their
credit card information, and it dawned on them that they could gather
information on-line about off-line purchasing patterns. That connection between
on-line information and off-line purchasing behavior is crucial to the business
model and success of comScore. The dollars are still spent on off-line
marketing and advertising. Remember that only 5% of all purchases are on-line,
but it is also true that 75% of the people buying cars do on-line research.

After Gian’s talk (for those of you who don’t know this, his name is pronounced
“Jan”), I was hanging around talking to him about a variety of interesting
subjects like the sale of IRI and the future of the telemarketing/survey
business. I asked him if this credit card story is really how they came to the
conclusion that on-line could offer info. about off-line.

Here is what he told me: “I’ll tell you the thing that happened that really
convinced me that you could use the on-line behavior. It was right after
September 11th, and so we’re tracking buying by week by categories — how much
people are spending on travel, electronics, computers, books, apparel.
September 11th happened and all the trends…” [I had to flip my tape over, so
I don't have his exact words here] Gian said that he noticed a sharp drop in
book purchases and explained that he was baffled by this. “I couldn’t figure it
out, maybe people are distracted, whatever.” He then said that “November 8th
comes along and Barnes & Noble reports a big disappointment in revenue for the
quarter, so it’s like wait a minute — what’s happening out there, why are
people not buying books? — got into the database and started doing some
research and found out, you know when a lot of people buy books? — when they
are going to take a flight somewhere. So we said ‘Man, this is giving us a
signal about what is happening off line.’

I love those “Sartori” or “Eureka” moments. “Ah-hah!” It may seem obvious to us
now, but it was not so obvious then.

* In the category of “news,” IRI, Information Resources, Inc., Gian’s firm from
1980 until just a few years ago, is in the process of being acquired by
Symphony, a group out of California. The interesting thing is that if Symphony
buys IRI, as a shareholder you get $3.30 per share and you get a share in the
proceeds of the lawsuit. That lawsuit began in 1996 and is scheduled to go to
trial in September 2004.

The suit essentially charges AC Nielsen with violating the anti-trust laws of a
lot countries by bundling countries together. They would say to a client that
if you buy this country and that country, they will give such and such a deal,
but they have a monopoly in one of the those countries.

The stockholders get 75% of the proceeds of the lawsuit. The stock is actually
trading at $4.50 a share because the CVR (which stands for Contingent Value
Right) is worth the extra amount — at least that is how the market is valuing
it. When you consider the huge uncertainty involved, how long the case takes
and the appeal, that value being placed on the settlement of a lawsuit that may
not be settled for several more years is pretty incredible. That the market
would value the settlement of a lawsuit at close to 40% of the value of the
stock ($1.20:$3.30)!!

* I talked to Kapil Chaudhary from the Illinois Coalition last night at TiE. By
the way, TiE is now Talent Ideas Enterprise, not Talent Innovation Enterprise
as I wrote yesterday. Anyway, Kapil explained that his sector is software and
communications and that he works with about twelve firms right now. Two of
them, Centracom and InRule, were at the event last night and I interviewed the
CEOs of both firms. What the Coalition essentially does is make introductions
that may help develop the business. In other words, if you need to talk to the
heads of property management firms or the CIOs of certain companies, they will
try to use their network to get you those introductions. It’s a kind of
outsourced business development and marketing function, but highly specific and
targeted. I got more detail that I will give you Monday.

* Lee Neubecker ran into me last night about 10pm when I was having dinner at
Andie’s on Clark with my brother and sister-in-law, who also attended the
Fulgoni talk. Lee came in and joined us. I would be lying if I told you I found
the conversation boring. Quite the contrary. Lee has some incredible stories,
but he is very worried that I will give away sensitive information, even though
he never gave any names out, the stories themselves can be sensitive because
someone might recognize the scenarios. I will tell you sometime though.

It is fascinating. What happens when Lee is brought in to do e-mail
reconnaissance is that he comes across a lot of information about “bad”
behavior from cheating on one’s spouse to reading porn at work (which 70% of
men do) or things that are even more weird that I would rather not talk about
today (involving children.) That behavior may be on the part of the suspected
party, but it may be on the part of other “innocent” parties who are dragged
into the net. One woman who was a “by-stander” in a case was the recipient of
an e-mail from the person they were investigating and it turned out that she
had some kind of side business going.

How the info. or dirt gleaned gets used is then where things get messy. If a
company wants to fight a lawsuit, they have no qualms about using any and
everything they find to make the lawsuit just disappear. Hence, any dirt they
dig up on the person can and often is used. Essentially, it is a case of
blackmailing the blackmailer — trumping his card. But sometimes the situation
involves people who were originally not the target, collateral damage, so to
speak. In one case, an employee was suspected of having given away a customer
list to a competitor, but an examination of his computer showed someone on that
computer searching for a mail order bride. It turned out that the culprit there
was none other than the company president who had logged onto the guy’s
computer to look for a wife. Bring Lee in and you never know what he may find.
He explained that he has to play it straight and report the information he gets
to the company hiring him though.

Here are two scenarios that he has approved for publication. Lee has altered
the circumstances of the actual events slightly to protect the identity of the
individuals and or companies involved.

Scenario 1:

An executive was being stalked by an unknown person who was sending letters to
his home computer that his wife also used. His wife saw emails sent to his
husband that claimed the stalker and he were involved in an intricate trist.
The stalker some how knew the wife sometimes used their shared account. He
hired us to track the source of the emails. It turned out that the emails had
originated from a middle eastern country brothel. We had to negotiate to buy
the computers so that we could image them.

Scenario 2:

A company suspected that one of the recently laid off employees was implicitly
involved in emailing the remaining staff sensitive information about other
employees health status. We were able to image the computers of all employees
who were laid off to determine who had access to the health files. It was
discovered that one employee had save similar files containing this data to a
zip disk which had been long removed from the computer.

A few months ago, Lee changed the name of his firm from BuzzBoltMedia to
Forensicon. He can be reached at 312-427-5667 or at lneubecker@forensicon.com

About two-thirds of his business is for the defense, usually corporations being
sued for whatever — a drop in the stock market, a lay-off may trigger the
tendency to sue. In about one-third of the cases he represents the plaintiff.

I personally follow the philosophy that I would never do anything on my
computer or write anything in an email that I would be ashamed to see on the
front page of the New York Times. Your Yahoo! mail is not free from IP
identification and your Instant Messages can be retrieved. Remember that.

* John Dallas who originally was involved in running the Tech Forum at the
Union League Club and who had some kind of software business tied to the
medical field, has taken a position as VP at Challenger and Gray, the executive
search firm that tracks employment data.

* The MEF meeting on Tuesday night featured two case studies in do-it-yourself
SBIRs. Barbara Rapchak, the CEO of Leap of Faith Technologies, has received ten
to twelve SBIRs, both Phase I and Phase II. Her firm is in Crystal Lake.

John Patterson, a Ph.D. at Northwestern, has received Phase I and Phase II from
the NSF and has just now gotten a Phase I for $75K from the USDA. The company
he is associated with, Black Pearls, is in the aquaculture field (that is
farming under water.)

Both speakers stressed that SBIRs are not a two day affair. It will take you
two months to put a good proposal together and they also noted that if you are
looking for VC or angel money to boot, having received an SBIR is a great way
to show that a peer group of technical people has validated what you have done.
It lends credibility.

* Jeff Meredith is in town for the weekend and his friend Brad Zibung who works
at Leo Burnett is throwing a party for the Cubs. It is Saturday, October 4th,
at 9pm at Crush at 2843 N. Halstead and features music by The Locals and Quiver
Lip. By the way, Jeff tells me that as of three years ago, 40% of the power in
the state came from nuclear plants, making Illinois the most nuclear dependent
state in the country.

Here is Brad’s note to me:
Date: Thu, 02 Oct 2003 16:27:00 -0500
From: “Brad Zibung”
To:
Subject: Playoff Madness Party
[55/4]

Hey Ron – Love your newsletter. Wanted to know if you might be so gracious as
to plug our charity “Playoff Madness” event Saturday night. It will feature,
among other things, a Jeff Meredith appearance. No lie.

Invite’s attached. Thanks advance for any help you can provide.

kindly,
Brad
__________________
News tidbits from an anonymous entrepreneur/reader

Motorola’s semiconductor unit will supply chipsets for a wireless adapter
for use with Nintendo’s Game Boy Advance and Game Boy Advance SP.
news.com.com/2100-1043_3-5082866.html

Can you promote me? Atlantic City is in the midst of a 1.8 billion dollar
expansion. Can you pick a better tag line?
www.twincities.com/mld/twincities/living/6805573.htm

Resource – For a small monthly fee www.stop-sign.com will protect
your PC from Spy Ware, Cloak Ware and Ad Ware!
___________________
1. READER COMMENTS AND RESPONSES
1a. Jon Paul: Waisting Away- 95 pounds in 5 months
Subj: Waisting Away- 95 pounds in 5 months
Date: 10/2/2003 9:42:31 PM Central Daylight Time
From: jonfpaul@ix.netcom.com (Jon Paul)
To: ron@themayreport.com, ronaldmay@aol.com

Here you go, Ron, as you asked. 95 pounds in just 5 months! I like to call it
a high school reunion- back to my old high school weight.

So many people have asked me about it that I have put a website
(www.waisting-away.com) and am writing a book. Some details are on the site,
along with the link to an article done in the Tribune a few weeks ago.

Here are some highlights on how it worked:
* Finding a good nutritionist and getting on her program (her
information is on my site)
* Reducing the calories significantly and learning what to eat in each
category
* 5 meals a day with mid morning and mid afternoon snacks (a favorite-
Atkins Advantage bars)
* Low carb, but more balanced than Atkins diet- selected fruits and
veggies are ok
* Meat is ok but keep portions small. Red meat just once a week. Fish
is best, then other white meats.
* No eating after 6 PM- food late at night does not get burned off
* Plenty of exercise- built up over time
* Tracking calories and exercise. Some days burned off more calories
exercising that I ate
* Exercised late at night (personal preference)- works better for me
and burned off more calories at night while sleeping
* Use the metrics on the exercise machines to spur on to higher levels-
increase calories burned per hour
* Just get started on exercise- you burn off more when you are the
heaviest- law of diminishing returns
* Cut out some things- candy, cookies, cake, popcorn, chips, and beer
while reducing the weight
* Drink lots of water- 8 glasses a day
* Plenty of mind games. A lifestyle not a diet. Reducing not losing
weight. Be the Michelangelo carving a statue. You have the right body,
just a little too much packaging.
* Be committed to the end result and then reset target lower.
* Ride out any temporary plateaus. It will come down more after your
body adjusts
* Get a good scale and measure daily. Ok to stray off track a day on
what you eat but don’t make it several days in a row.
* Realize this is just a temporary period and once on maintenance it
will be less intense. You are not becoming a martyr
The weight came off pretty steady, 25 pounds in the first month, scaling
down to 12 pounds the last month of the program. The weight went from 286
pounds to 191 pounds. The waist dropped from 45 to 33 inches. The percent
body fat went from 37% to 17%.

At no time did I feel like I was starving or depriving myself. I liked
that it was a balanced program, unlike some diets out there. I’ve been on
maintenance for several months now and it has been easy. I have been able
to eat more at times, have a couple beers or eat later, and still have been
fine. I also don’t have to exercise as much. I watch the weight closely
and if I slip a little, I just watch the eating for a couple days and crank
up the exercise a little.

I hope this motivates some of your readers. It’s not torture and a good
nutritionist can find a way to make a program fit your lifestyle within
reason. It’s something that you can live with. Come check out the site
for more information and stay tuned for the book in process, Waisting Away.

If you will think about what you ought to do for other people, your
character will take care of itself. Woodrow Wilson

Jon F. Paul

Author, Waisting-Away
www.waistingaway.com

Learn from how I reduced my weight by 95 pounds in just 5 months. Tips
online plus our upcoming e-book.

President
P.S.S, Inc.
www.pssmgtconsulting.com – visit site for white papers and other material
jon@pssmgtconsulting.com
jpaul@mba1980.hbs.edu

Turning finance into a value-added resource. Management and financial
consulting.

847-295-7179 office
847-372-1963 wireless
847-295-3930 fax

Founder, Finance Leaders Association
www.financeleaders.org
jon@financeleaders.org

More than just a networking group- a wealth of job leads and career
management advice/resources for 6 figure financial executives.
For recruiters and companies- a safe, fast means of building your slate of
candidates for permanent, interim or consulting needs.
_________________
2. COMPANIES AND ORGANIZATIONS
2a. OCI Solutions, Inc. awarded 5-Year Federal Supply Schedule Contract by the
GSA
From: “Joe OSullivan”
To:
Subject: update
Date: Fri, 3 Oct 2003 07:04:18 -0500

Ron,
I am glad you are on the mend It has been to long with out regular May
reports.

With all the bad business news going around I thought you might enjoy a
short blurb about something positive. This is the latest news about our
company.

OCI Solutions, Inc. awarded 5-Year Federal Supply Schedule Contract by the
GSA

Batavia, Illinois, September 8th, 2003 – OCI Solutions, Inc. has been
awarded a five-year Federal Supply Schedule Contract by the U.S. General
Services Administration. OCISolutions provides secure, reliable systems on
the Internet that help people and organizations communicate along with a
wide range of information technology professional services. With the GSA
contract award, OCISolutions is now a formally approved supplier for its
entire line of systems and services to all Federal Government Agencies.

Delivering easy-to-use, easy-to-learn, and easy-to-own systems, OCISolutions
has focused on improving communications between parents, teachers, and
students; between businesses and their customers; between professional
organizations and their memberships; and in extended care facilities. All
of OCISolutions systems are accessed from OCISolutions Internet servers, so
OCISolutions customers don’t need to purchase or support any additional
computer equipment. Also, OCI provides custom-built server management tools
along with talent for Information Technology projects of all sizes.

“The GSA contract enables Federal Agencies to do business with OCISolutions
in a simple and straightforward manner,” said Dennis Maty, Chief Operating
Officer of OCISOLUTIONS. “With our contract award, OCISOLUTIONS will now be
part of the new GSA Advantage program which allows e-business transactions
between Federal buyers and OCISOLUTIONS. What’s more, the GSA is now making
its contract awards available for use by State and Local agencies.”

Currently, OCISOLUTIONS is working with numerous Federal, State, and Local
agencies on its SchoolMailbag program. The program provides a quick and
inexpensive way for school districts to implement the technology
requirements of the No Child Left Behind Act. In addition, the GSA contract
provides OCISOLUTIONS opportunities to market its BlackBook Customer Contact
and Remote Workforce Management solution to Federal Agencies.

“We are all proud of our new GSA certification and excited about the
opportunities,” said Joe O’Sullivan, President and CEO of OCISolutions, Inc.
“Our easy-to-use, easy-to-learn, and easy-to-own systems philosophy, along
with our model of providing complete, reliable, and secure systems via the
Internet, combine to deliver real results in much less time and with much
less cost. With Federal spending under increasing scrutiny, and the
consistent pressure on Agencies to deliver meaningful results in less and
less time, we believe that the Federal Government Agencies will find great
value in what OCISOLUTIONS provides. We look forward to a long and
successful government partnership.”

OCISolutions, Inc., based in Batavia, Illinois and originally founded in
1999, is a privately held company owned by a service-disabled veteran.

Joseph F O’Sullivan
President & CEO
OCISolutions, Inc.
Batavia IL. 60510
Office 630-406-6055
www.ocisolutions.com
______________________
3. OTHER (Events)
3a. Sat., Oct. 11: Technology Access TV
Date: Thu, 2 Oct 2003 15:56:00 -0700 (PDT)
From: Bruce Montgomery
Subject: Tech Access TV TONIGHT @ 10pm on Cable Ch.21 in Chicago
To: cvicino@wwfirm.com, ron@themayreport.com, Rosann@RCN.chicago.com

Technology Access TV

October Progam Schedule

a discussion on

Prosperity, Business & Technololgy

with the founders of

Adelphos Publishing

Thursday, Oct. 2 @ 10:00pm
and again on
Saturday, Oct. 11 @ 5:30pm

on Cable Ch.21 in Chicago

Bruce Montgomery
Producer & Host

CAN-TV

Bruce Montgomery
Montgomery & Company
Technology | Integration | Commerce
P.O. Box 10796
Chicago, Illinois 60610-0796
773-224-7898 [voice]
773-651-8018 [fax]
____________________
3b. Monday, Oct. 13: ARCH/Coalition Monday Morning Meeting
Date: Thu, 2 Oct 2003 19:51:21 -0500 (CDT)
From: webmaster@ilcoalition.org
To: ron@themayreport.com
Subject: October Monday Morning Meeting

The Illinois Coalition and ARCH Development Partners would like to invite you
to:

The October Monday Morning Meeting

Where:
Gleacher Center (The University of Chicagos Downtown Conference
Center)
Room 100 450 North Cityfront Plaza Drive, Chicago (Directions below)

When:
Monday, October 13th, 2003, from 9:00 – 11:00 am
Sign-in and continental breakfast begins at 8:30, informal networking before
and after the meeting.

Co-Host:
Illinois Partners (Managers of the Argonne ITEC for the University of Chicago)

Purpose:
The Illinois Coalition in partnership with Arch Development Partners provides
companies seeking investment capital the opportunity to present at its Monday
Morning Meeting on the second Monday of every month. Selected companies have
the opportunity to deliver their presentation to an audience consisting of
fellow entrepreneurs, angel and institutional investors, entrepreneurial
assistance organizations, industry experts and service providers. Presenting
companies receive critical feedback on their presentations and assistance in
addressing questions and concerns that prospective investors would likely
raise. In addition, attendees will be able to network and discuss business
opportunities with established members of the community.

RSVP:
Please respond to Christine Aston Morse: aston@ilcoalition.org

Presenters:

MedTG is an early stage medical device company. MedTG’s core product
represents a dramatic change to the inpatient medical care environment for both
patients and patient care staff. The product combines a disposable intravenous
(IV) device enabling simultaneous fluid delivery and blood sampling with
embedded sensors for patient monitoring and real-time diagnostics.

Phenome Systems, Inc. is a biotechnology startup company that has developed
proprietary methodologies. Through these methodologies Phenome Systems can
examine nearly all genes simultaneously in disease relevant cell systems,
identify all genes that seem to cause the disease of interest, rapidly validate
the target gene(s) in cells and mice, and provide therapeutic molecules for
pharmaceutical development (small interfering RNAs or siRNAs). The
methodologies are an integrated platform that reduces from an average of 7
years to less than 1 year the fundamental early discovery steps in the
development of new medicines. The current market for these services is in
excess of $7B.

Vicarious Communication, Inc. (VCI) is a marketing software company that
provides an automated system for delivering and tracking the right message to
the right customer at the right time through a resale channel. It is an
extremely efficient communication tool that gives product manufacturers the
power of marketing direct to consumers, while allowing the reseller to benefit
from the sale and protect their customer’s privacy.

Directions:

The University of Chicagos Gleacher Center is at 450 North
Cityfront Plaza Drive located between the Equitable Building and NBC Tower,
just east of Michigan Avenue. Please visit the map at:
gsbwww.uchicago.edu/maps/prgleacharea.pdf

Driving

From Southbound Lake Shore
Drive
Exit at Michigan
Avenue (1000 N/100 E); south to Illinois Street (approx. 1 mile); left (east)
on Illinois to stop sign; right (south) on St. Clair Street into cul-de-sac
located in front of the building.

From Northbound Lake Shore Drive

Exit at Grand/Illinois Avenue/Wacker Drive (after Randolph Street exit); Grand
Avenue left (west) to Columbus Drive; left to North Water Street (400 N); right
(west) into cul-de-sac located in front of the building.
From the Kennedy Expressway (90/94)
Exit Ohio Street East (600 N) to Fairbanks/Columbus Drive (approx. 1 mile);
right (south) to North Water Street (400 N); right (west) into cul-de-sac
located in front of building.

From the Eisenhower Expressway (290)

Follow signs for Congress Parkway/Chicago Loop to Michigan Avenue; left (north)
to Illinois Street; right (east) on Illinois to stop sign; right (south) on St.
Clair Street into cul-de-sac located in front of building.

Parking

There is discounted parking at the lot on 201 E. Illinois (self park).
Attendees can get their parking tickets validated at the lobby security desk
before leaving.

Public
Transportation

CTA Buses I Bus routes along Michigan Avenue: 11, 33, 125, 145, 146, 147,
151, 157. Exit/enter the bus at the 400 block of Michigan Avenue near the
Chicago Tribune Tower. Bus routes between Union and Northwestern Stations and
Michigan Avenue: 125, 151, 157.

CTA Subway and Elevated Trains: Take the Howard/Dan Ryan Line to the
State/Grand Avenue stop; walk east to Michigan Avenue; south to Illinois
Street. Take the Ravenswood or Evanston Express Line to the State and Lake
Street stop; walk east to Michigan Avenue and north over the bridge.

We hope to see you on the 13th.

Click here to update your user profile
To unsubscribe from this mailing list, click here
____________________
3c. Tues., Oct. 14: ICCA: Tax Strategies for Small Business Owners
From: Wayne Stellmach
To: “‘ron@themayreport.com‘”
Subject:
Date: Thu, 2 Oct 2003 07:46:32 -0500

The Chicago Chapter of the Independent Computer Consultants Association (ICCA)
announces the following presentation for October 14, 2003:

TAX STRATEGIES FOR SMALL BUSINESS OWNERS

The Tax Code offers many opportunities to minimize the tax burden on your
hard-earned profits. This presentation will outline the importance of
year-round income tax planning and the opportunities it presents to lower your
current tax bill as well as plan for the future.

Find out how the 2003 Tax Act will affect your business. Learn which of the
available tax strategies specifically geared towards small business owners will
have the greatest impact on your bottom line. Hear a discussion on several
areas that you should consider whether you are just starting out or have been
operating for several years.

Karl W. Blovet, CPA, CFP, MBA, MST is a Certified Public Accountant (CPA), a
Certified Financial Planner (CFP), holds a B.B.A. in accounting from Western
Michigan University, an M.B.A. from Roosevelt University, a Master of Science
in Taxation from DePaul University, and a Certificate in Financial Planning
from DePaul University. He is a member of the Financial Planning Association,
American Institute of Certified Public Accountants, and the Illinois CPA
Society. Karl teaches the ?Income Tax Planning? class at DePaul University?s
Certificate Program in Financial Planning and has over twenty years experience
with the Internal Revenue Service, private industry, and public accounting. He
specializes in comprehensive financial planning, tax planning, and tax
compliance for individuals and small business owners.

This informative session is timed to give attendees sufficient time to maximize
their tax strategies – and save money – before 2003 tax filing time.

The ICCA (www.icca.org) is a not-for-profit association dedicated to
professional development opportunities and business support programs for
independent computer consultants.
—————————–
Date: Tuesday, October 14, 2003

Time: 5:30pm – 9:00pm

Location: Costa?s, 340 S Halsted, Chicago, IL (free valet parking)

Cost: Advance registration: $30 members, $40 non-members. ($5 additional if
at the door)
Includes networking, dinner and presentation. Advance
Registration Deadline: October 10, 2003

Register by phone at 800-779-8911; by fax at 847-358-7639; by email at
LoriBMcClellan@comcast.net
___________________
3d. Thurs., Oct. 16: SMA: Strategic Alliances: Opportunities, Issues, Risks,
and Metrics
Date: Tue, 30 Sep 2003 22:52:46 -0500
From: Jim Anfield
Subject: SMA, Thursday, Oct. 16th Evening Program
To: cglatz@sma-chicago.org

The Strategic Management Association presents:

Clay E. Phillips, Director &
Dr. Mary Beth Stanek, Manager, Global Planning

General Motors Research & Development and Planning

Strategic Alliances – Opportunities, Issues, Risks, and Metrics

Thursday, October 16th at the 410 Club in Chicago at 5:30PM

This program is a joint event of the Strategic Management Association and the
Association of Strategic Alliance Professionals.

General Motors is the world s largest automotive operation. GM today has
manufacturing operations in 32 countries and its vehicles are sold in more than
190 countries. In 2002, GM sold more than 8.6 million cars and trucks, nearly
15 percent of the global vehicle market. GM s Alliance Network, covering
design, manufacturing, and distribution relationships, is crucial to GM s
worldwide reach. Over the past five years GM expanded its Alliance Network with
equity investments in Fuji Heavy Industries (Subaru), Fiat Auto and Daewoo,
increased its share of Suzuki and Saab, and restructured its relationship with
Isuzu. Mr. Clay Phillips and Dr. Mary Beth Stanek will speak on GM s approach
to alliances, the major issues it has faced, and the risk and value metrics the
company applies for management and evaluation of its alliances.

Mr. Phillips’ responsibilities include oversight of GM s Intelligence Network,
Alliance Management processes and Global Product Portfolio Planning. He has
been part of the GM R&D and Planning organization since late 1998 and with
General Motors since 1986, working mainly in the areas of international
strategic planning, product planning and new business development. He has held
positions with the International Product Center, GM-North America Planning, GM
Europe in Zurich and the Corporate Marketing & Product Planning Staff. Many of
these assignments involved operational engagement with GM alliance partners.
Prior to General Motors, Clay served for six years with the U.S. Navy as an
Intelligence Officer. He holds a Bachelors Degree from Trinity College in
Hartford, Connecticut and a Masters of Business Administration from the
Columbia Graduate School of Business in New York.

Dr. Stanek began her career at General Motors in 1981. In 2001, she joined
Global Planning as an alliance manager supporting General Motor s activity with
equity and non-equity partnerships. In addition to Mary Beth s position at
General Motors, she is also a frequent contributor and advisor to MCB
University Press (Emerald) who publishes a wide range of academic journals
associated with management, library science, technology and engineering. Mary
Beth has a Bachelor of Science from Western Michigan University, Masters of
Science and Administration from Central Michigan University, and a Doctorate in
Business Administration from University of Sarasota (Argosy).

This evening program will be held on Thursday, October 16, 2003 at the 410 Club
in the Wrigley Building (410 N. Michigan Avenue). The evening will begin with
networking at 5:30 p.m. and the presentation will start promptly at 6:30 p.m.
Free parking is available at the 410 Club lot located at Illinois and Rush
after 5:00 p.m.

The cost of the event is $30 for SMA members and $50 for non-members
pre-registered via credit card, or $35 members/$55 non-members at the door.
Non-prepay reservations can be made through our Contact Us page. Or, leave your
name, company, telephone number, email address, and membership status with
Chris Glatz, executive director of the Strategic Management Association at
(312) 375-4656 , fax to (815) 469-1901 , or email at cglatz@sma-chicago.org.

We look forward to seeing you at the meeting!
___________________
3e. Weds. -Thurs., Oct. 22-23: Great Midwest Venture Capital Conference
Subject: Great Midwest Venture Capital Conference
To: ron@themayreport.com,
ronaldmay@aol.com
From: bglennon@bmtadvantage.org
Date: Wed, 1 Oct 2003 16:24:32 -0500

Ron:

Glad you are back at the May Report–keep taking care of yourself. People
can save $100 by registering for the Great Midwest Venture Capital
Conference (GMVCC) by October 8. Details at www.gmvcc.com

Here are some more details if you have room for them.

Great Midwest Venture Capital Conference®
Louisville, KY October 22 – 23, 2003

Save $100 with Early Bird Registration by October 8
Special Session: “Perspectives on Entrepreneurship” open to public,
October 22

(Louisville, KY) September 29, 2003 Greater Louisville, Inc., Conference
Host of the thirteenth annual Great Midwest Venture Capital Conference
(GMVCC), is sponsoring the Wednesday morning special session “Perspectives
on Entrepreneurship,” open to the public for $99. This session is included
in the full GMVCC registration. Register for the GMVCC by October 8 to
save $100. For details, visit www.gmvcc.com or call (800) 877-5182 ext.
230.

At the GMVCC, venture capitalists and other professional investors from
across the country will hear over twenty emerging, high growth companies
give personal audio/visual presentations of their investment opportunities.

Nationally recognized business leader David Jones, co-founder and chairman
of the board of Humana, Inc., will deliver the GMVCC Wednesday keynote
address. Thursday’s keynote speaker is Pete Kight, founder, chairman and
CEO of CheckFree. In 2001, Mr. Kight was recognized by Money Magazine as
one of 10 unsung financial heroes.

Agenda Summary:

October 22, 2003: Perspectives on Entrepreneurship
· Mayor’s Breakfast: Hosted by the Louisville Medical Center
Development Corporation, welcome by Mayor Abramson
· Panels on Successful Entrepreneurs from the Entrepreneur’s
Perspective and from the Investors’ Perspective
· Keynote Address by David Jones: Hosted by Greenebaum Doll & McDonald
· Lunch and View From Wall Street Panel featuring speakers from Lehman
Brothers, Merrill Lynch, JP Morgan Chase, etc.
· GMVCC registrants only: Two rounds of company presentations
· Evening Reception: Held at the Kentucky Derby Museum at Churchill
Downs

October 23, 2003

· Third round: company presentations
· Panel sessions on Managing Venture Capital, Negotiating with VCs,
Funding Issues for Early Stage Biotech Firms
· Keynote Speech by Pete Kight: Hosted by Kentucky’s Office of the New
Economy
· Sessions on Limited Partner Perspectives, Financing Your Young
Company
· Early Stage Biotech Fundraising Seminar
· Reception: Metacyte, Louisville’s Biotech Incubator

For the full GMVCC agenda, please visit www.gmvcc.com.

The GMVCC is designed by investors for investors. The conference features
emerging companies exhibiting a broad range of innovative products for
prime growing markets. Anyone wishing to attend may obtain additional
information from www.gmvcc.com or the contact given above.

William B. Glennon
Manager, GMVCC
BMT – Indiana’s NIST Manufacturing Extension Partners
10 West Market Street, Suite 450
Indianapolis, IN 46204-2242

(317) 635-3058 ext. 230
(800) 877-5182 ext. 230
Fax: 317 231-7095

BMT – Strengthening Indiana by making businesses competitive!
Find out how we can help your company…visit www.bmtadvantage.org
____________________
3f. Sat., Nov. 8: HeartMath – Power to Change Performance Program
From: “John H. Bishop”
To:
Subject: HeartMath – Power to Change Performance Program – November 8th – Oak
Brook Terrace
Date: Fri, 3 Oct 2003 11:54:45 -0500
Organization: John Howard Bishop

Hi Ron:

This program includes the tools that were used in the diabetes patient study at
Stanford Medical School I sent you . I hope you are able to participate. I
would appreciate it if you would pass this information on to others.

HeartMath – Power to Change Performance Program – November 8th – Oak Brook
Terrace

Are you interested in learning how to prevent, manage and reverse the effects
of anxiety and stress in your life to achieve peak performance while optimizing
health, vitality and emotional intelligence skills?

HeartMath’s Power to Change Performance one-day workshop will teach you how you
can accomplish this. The scientifically-validated tools and technology you will
learn in this interactive program can help you for a life time – in both your
personal and professional life.

The July, 2003 issue of Harvard Business review reported: Stress is rampant,
stress is growing, and stress hurts the bottom line. The American Institute
of Stress has reported that 75% to 90% of all doctor visits are due to stress.
According to the Centers for Disease Control over 80% of all illnesses are
stress related.

HeartMath is a unique stress reduction system that is unusually effective for
reducing anxiety and improving performance. Unlike many other services and
products that make similar claims, it has a solid scientific basis, and has
been thoroughly tested in a variety of settings that have clearly demonstrated
these benefits – Paul J. Rosch, M.D., F.A.C.P., President of the American
Institute of Stress and Clinical Professor of Medicine and Psychiatry, New York
Medical College

This full day program is Saturday, November 8th, at LaQuinta Inn in Oak Brook
Terrace. It is only $295, which includes materials, morning and afternoon
snacks, and lunch. Participation is limited to the first fifteen registrants.
Additional information, including registration and contact information, can be
found at: www.emotionalmastery.com/programs.html. Please feel free to
pass this information on to others you think would be interested.

This is a great gift to give yourself for the holidays.

John Bishop – HeartMath – A Change of Heart Changes Everything

www.emotionalmastery.com
___________________
The May Report Ron May: editor, reporter, commentator,
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_________________
END OF REPORT.