1. Alex@coman.orgAlex@coman.org Tel:(972)3-510-1768 -1- Fax:(972)3-516-8960www.coman.org ARENAwww.coman.org Management-Of-Technology Copyright 2001 Alex Coman The ARENA Genome: Harmonic Strategic Planning Arena Layers: Corporate, Business Function- Define Hierarchy Refinement Stages: Arena, Focus, Action Create Strategy Corporate ACTION Dynamic Vectors: Change, Vision, Scenario. Leader Navigates Corporate Layer: Portfolio Businesses Maximize Value Function Layer: Process, Project and Product Agile value drive Business Layer: Positioning Products by Market Strategy Prof. Jacob A. Frankel, Chairman of Sovereign Advisory Group and Global Financial Institutions Group, Merrill Lynch: JIT inventory management will help quick recovery.

2. Alex@coman.orgAlex@coman.org Tel:(972)3-510-1768 -2- Fax:(972)3-516-8960www.coman.org ARENAwww.coman.org Management-Of-Technology Copyright 2001 Alex Coman Corporate Action: Technological Forecasting Technology Dynamics / Forecasting / Scenarios: Between Businesses: Relative growth, Margins Within Businesses: Changes in features (Moors law, Criticality)

3. Alex@coman.orgAlex@coman.org Tel:(972)3-510-1768 -3- Fax:(972)3-516-8960www.coman.org ARENAwww.coman.org Management-Of-Technology Copyright 2001 Alex Coman Corporate Action Vector Intensity Intensity Focus: Incremental Arena: Disruptive Initiative EnterpriseSpiralArchitectural ArenaBenchmarkInflection: X10 Corporate Action Internal Strength DivestInvest External Attractiveness: Strategic Grid Less More Ivo Andrić, Days of the Consuls: Learn to know, grab and exploit the forces leading to growth…, avoid those accelerating deterioration…and in the huge invisible accounting system of growth and decay, forces move from one domain to the other.

4. Alex@coman.orgAlex@coman.org Tel:(972)3-510-1768 -4- Fax:(972)3-516-8960www.coman.org ARENAwww.coman.org Management-Of-Technology Copyright 2001 Alex Coman Corporate Action: Biometrics

5. Alex@coman.orgAlex@coman.org Tel:(972)3-510-1768 -5- Fax:(972)3-516-8960www.coman.org ARENAwww.coman.org Management-Of-Technology Copyright 2001 Alex Coman Corporate Action: Resource Management What do you get when you add 2x + 4x + 8x ? Sniff!!!

6. Alex@coman.orgAlex@coman.org Tel:(972)3-510-1768 -6- Fax:(972)3-516-8960www.coman.org ARENAwww.coman.org Management-Of-Technology Copyright 2001 Alex Coman Intel: Chip Technology Processors DSL Com. Chip Intel Lucent Motorola TI NEC Siemens PhillipsQualcomm Users Business $1,600 Consumer $950 Networking and Broadband Internet Platform Intel Servers Cisco Intel Itanium AMD Hammer Hand held devices Platform Intel Computers DellIBMCompaqSonyFugitsuNEC PC AMD r&d<15% Athlon1.2GHz Intel 84%Mkt P-IV 1.5GHz Laptop Intel Transmeta Crusoe

7. Alex@coman.orgAlex@coman.org Tel:(972)3-510-1768 -7- Fax:(972)3-516-8960www.coman.org ARENAwww.coman.org Management-Of-Technology Copyright 2001 Alex Coman Intel: Chip Technology Q2 2002 Personal Internet Client Architecture (PCA) W/L IP on a chip:processor, flash, analogue communications circuit. X5 stronger than current phones, 1 month battery life, 1GHz. $60 silicon/Cell Phone X Sales: 400M phones/2001=$24B/year.

8. Alex@coman.orgAlex@coman.org Tel:(972)3-510-1768 -8- Fax:(972)3-516-8960www.coman.org ARENAwww.coman.org Management-Of-Technology Copyright 2001 Alex Coman Intellectual Property Virtual Firm, Agility Channel Bottleneck: Natural Resources->Manufacturing->Services->Solutions Raw Materials Development Manufacturing Distribution Retail Customer Natural Resources: Autarchy Raw Materials Development Manufacturing Distribution Retail Customer Manufacturing Raw Materials Development Manufacturing Distribution Retail Customer Services Solutions/ Outsourcing Raw Materials Development Manufacturing Distribution Retail Customer George Gilder, Telecosm: How infinite Bandwidth Will Revolutionize Our World, Free Press, 2000

9. Alex@coman.orgAlex@coman.org Tel:(972)3-510-1768 -9- Fax:(972)3-516-8960www.coman.org ARENAwww.coman.org Management-Of-Technology Copyright 2001 Alex Coman Grove: Only the paranoid survive Old Vertical Computer Industry – Circa 1980 Chips IBM Computer IBM Operating System Application Software Sales & Distribution IBM DEC Sperry Univac Wang

10. Alex@coman.orgAlex@coman.org Tel:(972)3-510-1768 -10- Fax:(972)3-516-8960www.coman.org ARENAwww.coman.org Management-Of-Technology Copyright 2001 Alex Coman Grove: Only the paranoid survive II New Horizontal Computer Industry – Circa 1995 IBM Chips Intel ArchitectureMotorola RISCs Computer CompaqDellHP Etc. IBMDOS & WindowsOS/2 UNIX IBMWordWord Perfect Etc. Retail StoresSuperstoresDealersMail Order Packard Bell IBM Operating System Mac Application Software Sales & Distribution