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Technology Stocks : 3Com Corporation (COMS)

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Jan 23 9:30 AM EST

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To: Bruce L who wrote (36760)	12/2/1999 7:25:00 PM
From: The Phoenix	Read Replies (3) of 45548

Wow are you off target. Eric fell into PALM... it was like - whoops! Oh...look what I found!.. He recognized PALM after it had been developed and was selling - this is visionary? Perhaps I need to review the definition again.... "Given to fanciful or speculative ideas". That to me means setting course for a target that no one else has thought of yet or recognizing a great idea and setting a course to get there. Eric has done none of these... he operates slower than the old world companies and only recognizes great ideas when they hit him in the head. This doesn't make him a bad CEO (other things do like his handling of WS), it just points out that he's not a visionary. Evey idea he's had came from another company... Remember PALM came from USRX. He was the first CEO (that I heard) to emphasize "convergence" of voice and data. YOu have to be kidding. We were doing this in 1988 when I was at MICOM (and we were not visionary). In the early 90's StrataCOM's Dick Moley was all over this.. heck even Terry Mathews at Newbridge was saying "convergence". Finally John Chambers at Cisco kicked of his "convergence speak" in a major in way in 1996-1997 - just look at their acquisitions. Eric was 2 years late. Speaking of acquisitions... CSCO which tries to do everything "in house",Eric has emphasized "partnering." YOu are the first person I've ever heard on SI say that Cisco develops in-house. In fact Cisco is accused of acquiring all their technology. That being said Cisco is the only networking company I'm aware of that has an entire organization devoted to partnering... Finally, I wasn't aware of 3COM being voted one of the top places to work. Do you have a recent study? Seems to me those folks would do much better driving down the 237 to Cisco. But then maybe the COMS team is disgruntled Cisco-ites. I know Cisco continues to hire at something like 2000 a quarter...I wonder why the COMS employees don't make the grade - and don't tell me they aren't jealous of the Cisco package - anyone would be. OG

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