Martha,

Thanks. In case you missed an FT article, please take a look at the 
attachment.

Vince





martha Amram <martha@glazecreek.com> on 05/15/2000 04:28:52 PM
Please respond to martha_amram@sdg.com
To: ronald.alexander@appnet.net, alleman@spot.colorado.edu, 
samador@haverford.edu, bambrose@ag-inc.com, yosia@valicert, 
andersg@kea.lincoln.ac.nz, timothy.andrews@viant.com, nvagreek@msn.com, 
da725563@msxsoc.shell.com, ron_bain@anadarko.com, cbaldwin@hbs.edu, 
dbw@alum.mit.edu, bingham@cadence.com, mb155523@msxsoc.shell.com, 
rbratvold@lgc.com, tbres@leland.stanford.edu, cannady@techlawgroup.com, 
echase@hbsp.harvard.edu, dchew@sternstewart.com, 
adriana.chiocchi@marshmc.com, lgc@roce-inc.com, benchu@eaton.com, 
mike_cochran@anadarko.com, acohen@zefer.com, ellenco@worldnet.att.net, 
kconti@hbsp.harvard.edu, cooperma@nabisco.com, dcooper@amazon.com, 
ellencoopersmith@decisionframeworks.com, peter_coy@businessweek.com, 
rcripps@leggmason.com, gwendolyn.davis@bankofamerica.com, 
cesardebrito@hotmail.com, rdevane@rtcdirect.com, james.dodwell@csfb.com, 
asher.drory@utoronto.ca, fdudley@zefer.com, megan@leggmason.com, 
faizs@texaco.com, bfinney@bu.edu, sflower99@yahoo.com, 
justin_fox@fortunemail.com, froh.rd@pg.com, libbygt@concentric.net, 
agardner@hbsp.harvard.edu, pgermeraad@aurigin.com, sgren@leland.stanford.edu, 
gh725368@msxsoc.shell.com, manuelh@earthlink.net, 
homonoff_richard@alum.mit.edu, jihowell@portfoliodecisions.com, 
hunt.rm@pg.com, blakej@stanford.edu, alanjung@sfsu.edu, kaar.jf@pg.com, 
kancigor@cadence.com, ekasznik@icmgroup.com, gkaufman@mit.edu, 
jim.kelly@csfb.com, fgko@chevron.com, steve.koenig@viant.com, 
kogut@wharton.upenn.edu, michael.kran@kran.com, lander@babson.edu, 
jlandon@ag-inc.com, bryan.leblanc@documentum.com, shermanl@cadence.com, 
jlerner@sham.hbs.edu, genghis.lloyd-harris@csfb.com, kevin.lu@csfb.com, 
walucas@mit.edu, whmarks@southernco.com, laura.martin@csfb.com, 
michael.mauboussin@csfb.com, McCarthy.Jane.j@bhp.com.au, mcgrathf@macom.com, 
mishra@bus.orst.edu, moodyk@babson.edu, geoffmoore@chasmgroup.com, 
moore.jl.4@pg.com, pdmoore1@aol.com, gmoore@mdv.com, arunmura@hotmail.com, 
lloyd@ipvaluations.com, opler.1@osu.edu, ostermann.jv@pg.com, 
steve.plag@csfb.com, jrader@coba.usf.edu, andyr@augustcap.com, 
irappaport@aurigin.com, breed@kypnt.com, peterr@gehrung.com, larryr@vsi.org, 
mrussell@unocal.com, steve_rutherford@anadarko.com, 
ksandberg@hbsp.harvard.edu, aschary@delphi.com, 
claire.schary@epamail.epa.gov, scharyp@ucs.orst.edu, shark@usefulwork.com, 
kents@cadence.com, jes9@mail.duke.edu, solon@matrixtax.com, 
j.song@napier.ac.uk, chuck.sooter@west.boeing.com, jems@nwu.edu, 
shulistone@aol.com, robert.taggart@bc.edu, dthomas@beyerlaw.com, 
thomas.thomas@gene.com, tilden@ldeo.columbia.edu, stran@cadence.com, 
andy.travers@vcx.org, atriantis@rhsmith.umd.edu, ptufano@hbs.edu, 
tiffany_tyler@anadarko.com, pwesolow@mit.edu, lwhitman@hbsp.com, 
cwilhelm@dow.com, WILKERWG@oge.com, kalli@sbus.cau.edu, 
allison@sumeru.stanford.edu, jmballedos@mail.utexas.edu, jlbanks@ibm.net, 
antonio_borregon@merck.com, dmb1@gte.net, rainer.brosch@bigfoot.com, 
waba@scientist.com, imp21@ibm.net, eccarter@bellatlantic.net, ales@cepel.br, 
hingson@aol.com, cptvisef@tin.it, Cramer@tu-harburg.de, 
t.cusack@ecomfac.unimelb.edu.au, dcyr@spartan.ac.brocku.ca, 
gaily@glenndaily.com, jdomsky@brynmawr.edu, wsd@mining.ubc.ca, 
earle@concentric.com, florian.ebert@rwe.de, mehrhard@utk.edu, 
mennis@jdtv.com, kcsepstein@aol.com, hakan.erdogmus@iit.nrc.ca, 
marc.fetten@gmx.net, franklin@uci.edu, jofuller@na.ko.com, 
bac524@mainex1.asu.edu, gersten@platinum.com, hherath@attcanada.net, 
rohernandez@exchange.ml.com, uhommel@whu-koblenz.de, khowe@wppost.depaul.edu, 
b.jaspers@student.nijenrode.nl, yen_jong@pancanadian.com, 
rsk69@centrin.net.id, pkao@lehman.com, jkavan8269@aol.com, 
kelly@commerce.uq.edu.au, mkinsman@pepperdine.edu, mklots@scient.com, 
kothadc@texaco.com, kuzma@usexchange.net, guilherme.lago@gecapital.com, 
om48001@exchange.oldmutual.com, jlarosa@home.com, jlarsen@email.usps.gov, 
suzy_larson@sdg.com, pshein8888@aol.com, mtlazar@aol.com, 
ncc_washington.parti@ecunet.org, donald.a.leonard@bellatlantic.com, 
jlewis@lgc.com, cliberty@mit.edu, kwlicon@email.msn.com, elieu@hotmail.com, 
hans.lindstrom@generation.vattenfall.se, david.yue.liu@intel.com, 
bmlodge@ibm.net, e.lukas@gmx.de, wm139371@msxsoc.shell.com, 
mm189328@msxsoc.shell.com, joao.marques@stud.umist.ac.uk, 
mam@europa.fcee.ucp.pt, maxey@aol.com, marguerite.mcgarvey@mail.tju.edu, 
skmiller@arnet.com.ar, milevsky@yorku.ca, grover.morganjr@mw.boeing.com, 
jmmyatt@bechtel.com, 988078430@98.lincoln.ac.uk, doug.e.oates@saic.com, 
pfo@acsu.buffalo.edu, Orejuela.malena@usa.net, papke@pilot.msu.edu, 
jovipp@mail.telepac.pt, peske@uni-mannheim.de, rbphillipsjr@mindspring.com, 
stephenq@nedcor.com, reitmanathome@worldnet.att.net, 
markss@tallan.unp.edu.pe, salgar_mauricio@bah.com, rsamdahl@ix.netcom.com, 
Shomphe_lori@lnmta.bentley.edu, asim029@student.auckland.ac.nz, 
soeffing@mail.bcpl.net, lsparver@macneal.com, 
pj.sparwasser@gipc.bn.shuttle.de, hstein@psychoanalysis.net, 
rlsphoto@kreative.net, stringer@gem.co.za, sugimoto@fas.harvard.edu, 
jontepper@mediaone.net, luisv@mail.utexas.edu, john.h.vincent@intel.com, 
walucas@mit.edu, phwalther@aol.com, jwansley@utk.edu, 
brian_woodland@southwire.com, myasinsky@mcdinvest.com, Jiro@alum.mit.edu, 
BAZZINOG@DINTEC.COM, PBECCUE@AMGEN.COM, MICHAEL.BRENNAN@ROGROUP, 
michael.j.brennan@anderson.ucla.edu, ABRICK@NORELNETWORKS.COM, 
DMBROOKS@aol.com, RICK.CHAMBERLAIN@US.PWCGLOBAL.COM, 
M.CHECHELNITSKY@SIEP.SHELL.COM, LCHORN@REALOPTIONS-SOFTWARE.COM, 
SCIOTTI@AIRCANADA.CA, CLEVESJR@BP.COM, TCOOK@AMGEN.COM, 
JAMES-COTTER@NMSU.EDU, LCOY@PSINET.COM, bradc@AMGEN.COM, 
DESILVAB@GROTON.PFIZER.COM, DSOUZA.RUBERT@gene.com, DAVID@BJVAL.COM, 
GILL_R_EAPEN@GROTON.PFIZER.COM, FAIZS@texaco.com, KFOLADARE@PECO-ENERGY.COM, 
BGIFFO@CTP.COM, WGOLEMBESKI@GENENCOR.COM, DGRANT@SWCP.COM, 
RAUL.X.GUERRERO@AC.COM, SAMUEL.B.GUNDERSON@BOEING.COM, 
DAVE_GUY@HERMANMILLER.COM, JOE_HARROUN@CARGILL.COM, A.HUNT@AUCKLAND.AC.NZ, 
PJORGENSEN@ANGLOGOLDNA.COM, VKAMINS@ENRON.COM, GRAHAM.MIAO@AM.PNU.COM, 
KOPPELHF@BP.COM, KUBIK_M@ABGENIX.COM, DOUGKUWAHARA@AEC.CA, 
JIM_LEDBETTER@OXY.COM, JAEHYUN.LEE@KR.PWCGLOBAL.COM, 
DAVID.R.LEONHARDI@BOEING.COM, LISOWSS@texaco.com, 
TIMOTHY.LUEHRMAN@US.PWCGLOBAL.COM, KLUM@ZSASSOCIATES.COM, 
IRIS.MACK@PARIBAS.COM, SCOTT.H.MATHEWS@BOEING.COM, JONATHA.MAUER@BMS.COM, 
JMCCORMACK@sternstewart.com, JOYCE.A.MCGHEE-1@DUPONT.COM, MCLEMDD@texaco.com, 
DMEKELBURG@lgc.com, AAMEMON@MARATHONOIL.COM, ALBERTO.MICALIZZI@ROGROUP.COM, 
RMIGNONE@EXELONCORP.COM, ANN_MILLER@CARGILL.COM, RALPH_MORALES@HP.COM, 
MUSHER@BKB.COM, SCMYERS@mit.edu, DEOHANIA@CMSENERGY.COM, 
MATT_OTTMER@BIOGEN.COM, JPEGRAM@PECO-ENERGY.COM, KEITH_REGNANTE@BIOGEN.COM, 
MARKSANO@aol.com, BKS@BIOSGROUP.COM, eduardo.schwartz@anderson.ucla.edu, 
DAVID.J.SHANNON@AC.COM, ELIZABETH.SHERRIER@AM.PNU.COM, SICK@UCALGARY.CA, 
RENE_SILVA@FPL.COM, BORIS.SIMONOVIC@ZH.AEY.CH, 
CSPETZLER@REALOPTIONS-SOFTWARE.COM, TOMSPRADLIN@LILLY.COM, 
MDSTRTHMAN@MARATHONOIL.COM, RLTAYLOR@TVA.GOV, RODGER@AMGEN.COM, 
LENOS.TRIGEORGIS@ROGROUP.COM, UTECHT.KEN@ENDO.COM, P.VANDRIEL@SIEP.SHELL.COM, 
AVANSTAVEREN@PLANET.NL, GARDNER.WALKUP@US.PWCGLOBAL.COM, WARNEJ@CHAMPINT.COM, 
DWEISS@BEAZER.COM, RALPH.WHITE@marshmc.com, M.V.WILLEMS@KPN.COM, 
CORBIN_WOOD@BIOGEN.COM, GARY.ZIBINSKI@CONECTIV.COM, NZOKO@PSINET.COM
cc:  
Subject: real options capabilities



Hello!

Attached are two pieces you may find of interest that address
organizational capabilities needed to live the real options story.

The first piece, which I wrote with Laura Martin of CSFB, addresses the
capabilities needed to carry off the Time Warner / AOL merger.  The
second piece lays out some rules for strategy creation -- including the
requisite capabilities -- in a world of uncertainty.

I hope you find these of interest. Feel free to post them on your
corporate intranet or pass on to colleagues.

Regards,
Martha Amram


--


---------
Martha Amram
Managing Director
Navigant Consulting Inc.
(formerly SDG)
2440 Sand Hill Road
Menlo Park, CA 94025

650-233-6236
martha@real-options.com
OR
martha_amram@sdg.com
---------------------


 - Valuing the Creation of the Future 2.pdf
 - New Rules.pdf