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Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: Bruce L who wrote (36760)	12/2/1999 2:33:00 PM
From: mr.mark	Respond to of 45548

bruce, thanks for presenting your point of view. as i've said, i enjoy hearing the other side. right now i am feeling more positive than negative about the stock, and i don't have the desire to dwell on eric and why i dislike and distrust him. and to make myself clear, i'm not going to stick with my assessment of him come hell or high water. if he's the man that lead us into green pastures, good for him. my opinions are based on what he has shown so far. i do not wish him ill fate, of course. a big chunk of my IRA funds are invested in COMS. :) mark

To: Bruce L who wrote (36760)	12/2/1999 3:14:00 PM
From: Mehrdad Arya	Respond to of 45548

Bruce, you could not have been more articulate and apropos in your objective missive on EB. Actually, I feel Eric is one of the most articulate and visionary CEO's I have ever listened heard. We should not confuse one's business acumen with their vision and innovative abilities.

To: Bruce L who wrote (36760)	12/2/1999 3:24:00 PM
From: Captain Jack	Respond to of 45548

Bruce--- LOL!! I have only owned COMS since 25 1/2 and only because of PALM and the probability of a COMS buyout! Finally there was something that could and did over-ride the drawback of my opinion of the CEO. <<"The Palm Pilot has always been his personal "baby."">> That is a joke. It was the designers 'baby' and they left in order to innovate,, good or bad. He only wanted it as about everything else was sinking. It was an unknown gift from the USRX buy and NOT the reason of the buy! <<"A year ago when he gave up operating control/reporting of all parts of the company, the exceptions were the Palm and technical/scientific..>>" Not certain if he <<gave up...">> or could 'some operations were finally spread to others' be the better phrase?? No one could ever say he is not very intelligent that is certain. But you are wrong on many counts again Brucie! Thanks for mentioning me... missed ya!

To: Bruce L who wrote (36760)	12/2/1999 7:25:00 PM
From: The Phoenix	Read Replies (3) \| Respond to 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