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To: Jill who wrote (1006)	12/15/1999 1:16:00 PM
From: gdichaz	Respond to of 1817

Jill: Re harsher stuff on COMS, guess "harsher stuff" is not my style. Perhaps it is generational. Politeness and understatement is a long habit of us old folks. Also the management of 3 Com is not hopeless. Digesting many mergers has been a problem since 3 Com is a sort of cut and paste company, not cohesive like the Q. Management tends to use a "soft touch" when perhaps hard nosed action would have produced results sooner. But the results may come in the next year or two - but may not. Worth watching though IMO. No Qualcomm by a long shot. Best. Cha2

To: Jill who wrote (1006)	12/15/1999 3:23:00 PM
From: Bux	Read Replies (1) \| Respond to of 1817

But I hear again and again that management is terrible. It's almost as if Palm has succeeded in spite of management. Jill, I nearly didn't invest at 26 recently because of the perception that management had made some serious mistakes, which they had, but overall it seemed blown out of proportion. When I investigated a little deeper, I found that the management team was unusually young for such a large corporation. So they didn't fit my typical stereotype of "bad management" which consists of aging men sitting around smoking cigars and sneaking nips between meetings. Of course this is just a stereotype. Instead, I perceived a management team that was learning as they went along which is a big no-no. Now COMS has brought in some new experience and, I have heard but cannot verify, that Eric is "listening to others" now. It certainly makes sense, who would want to continue to drive their company and their future into the ground? Maybe Eric will never be a brilliant leader, maybe he will, to me it makes no difference as long as he has realized he's not the God he may have perceived himself to be. IMO COMS has a bright future. Bux