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400FrankW.BurrBlvd. Teaneck.NJ07666 Tel. (201)801-0050 ITIntelligenceServices Fax(201)801-0441 FAXTRANSMITTALFORM Date: Confidential:Y/N Urgent: Y/N To: Name: TeiyLocatioru Co.: FaxNo: From: Name: Subject: ADM341/058/93 w + FEE-07-1995 11:36 EDS MARKET DEUELOPMENT 214 605 6502 P.001/006 TELECOPY TRANSMISSION EDS Market Development Piano, Texas EDSPRIVATE: Yes No MS DATE: 7, Q PERSONRECEIVINGFAX: \^ffurry^^y 'J-JjaMocO-^ RECEIVINGFAXNUMBER: {ffll 80^"0^4'1 PERSONSENDINGFAX: Barry Sullivan/Kathlvn Crabtrev TELEPHONENUMBER: (214^ 605-6500 FROMFAXNUMBER: £214) 605-6502 TOTAL NUMBEROF PAGES (Including Transmittal Sheet) COMMENTS: ^AM^U^Jcfj ^Jtu /U*J~ "6l^ FEB-07-1995 11=37 EDS MARKET DEUELOPMENT 214 605 6502 P.002/006 UZ/UO/V9 lo:Of V£W. A vmmx Revised Proposal Hp 7*J «55*J*|!fW VlfAr-iJ- 1SW Submittedto ELECTRONICDATASYSTEMS February^1995 Submittedby INPUT AtriumatGlenpoiutc 400W.ButtBoulevard Teaneck,NJ07666 201-801-0050 Fax:201-801-0441 FEB-36-1995 12^54 201801 0441 P.W3 FEB-07-1995 11:37 E^"~ MARKET DEUELOPMENT 214 605 6502 P.003/006 O2/U0/85 13:57 / 4i inrvi HOWCANEDSCOMPLEMENTMICROSOFT? L OBJECTIVE Theobjectivesofthisstudyaretoprovide AnunderstandingofMicrosoft's'currentandfuturestrategies,especiallyinrelation totheservicesbusiness; AnevaluationoftheresultingopportunitiesforEDS. II. SCOPE INPUT'SunderstandingisthatMicrosoftdoesinfacthaveacomprehensivestrategy coveringwideareasofITproducts,servicesandrelatedofferings. Partsofthisstrategy hkanovwelseudrgfea.cedIfNrPoUmTtibmeleiteovetsimteh;atssoucmheapisetcuedsyhaasvtehinsotwosuulrfdabceedhaitghallly,bteoneIfNicPiUaTl'tSoEDSin settingpartsofitsownstrategy. ThefollowingissuesarethosethatINPUTexpectstoaddressinitsstudy. WhatistheMicrosoft'sbusinessandtechnicalstrategyasitpertainstoproducts,markets and,especially,services? Howhasitsstrategy(orstrategies)changed? Why? • WhatistherangeoffuturestrategieswhichareopentoMicrosoft? • Whataretheopportunitiesandconstraintsonfuturestrategies? Whatisthe likelihood(andreasons)forparticularstrategiesbeingfollowedinthefuture? • Whatistheprocessusedtodevelopstrategy? HowimportantistheimpactofBillGatesonMicrosoft'sstrategy? Isitlikelyto change? WhichofGates'businessinterestsandinitiativesarelikelytouse Microsoftasthevehicleandwhichwilluseanotherentity? [Seetheattached diagramforoneviewofpossiblerelationships.] • WhoarethemajorplayerswithinMicrosoft(people,organizationalunits)whoset Microsoft'sstrategy? Arerolesandrelationshipslikelytochangeinthefuture? • WhatwouldbelikelytohappenifGateswerehitbyatruck? 2 FEB-06-1995 12!54 201 801 3441 P.004 FEB-07-1995 11:38 EPC MARKET DEUELQPMENT 214 605 6502 P.004/006 02/06/95 13:58 020^^.^,41 INPUT WhatistherelationshipbetweenMicrosoft'sproductandservicestrategies?Howisthis likelytochange? • WhichserviceareasisMicrosoftlikely(noworinthefuture)tostakeoutasits own? • InwhichserviceareasisMicrosoftlikelytoseekpartners? ArethereserviceareaswhereMicrosoftwilladoptaneutralpositiontowardother firms'activities? WhatisthenatureofMicrosoft'spartneringingeneraland,specifically,intheservices area? • Howdoespartneringfitintoitscurrentandfuturestrategy? • Whathavetherolesoftherespectivepartnersbeen?Towhatextentdoes Microsoftseektodrivetherelationship? WhereareEDS'opportunitiesinthegeneral"MicrosoftMarketSpace"? WhataretherangeofopportunitiesforbeingaMicrosoftally/partner? ArethereareaswhereEDScanhelpleverageMicrosoft'scapabilitiesand effectiveness? WhichareaswouldalsoleverageEDS'capabilities? ArethereopportunitieswhichwouldmakeEDSadirectcompetitortoMicrosoft? Whatisthelikelihoodofsuccessifthisapproachwerefollowed?Towhatextent willcompetitioninoneareaaffectcooperationinothers? ArcthereopportunitieswhereMicrosoftwouldfeelneutraltoEDS'involvement? FromMicrosoft's"sideofthehill",howwillthey,viewlikelyrelationshipswith EDS? HowwouldmovessuchasthisaffectthegeneralcompetitivepositioningintheIT servicesindustry? WhatarethebestwaysofapproachingMicrosoft? DealingwithMicrosoftin general? 3 FEB-06-1995 12:55 201 801 0441 P.005