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To: Tim Luke who wrote (330)	1/30/2000 6:13:00 PM
From: Edwarda	Respond to of 763

I was composing my posting while you were posting, so I didn't have your posting for reference. Admittedly, both FORE and CS suffered from management problems more than technology problems. But Marconi's management doesn't impress me as being so hot. Am I missing something?

To: Tim Luke who wrote (330)	1/30/2000 6:32:00 PM
From: Jorj X Mckie	Respond to of 763

Tim, The marconi/fore/cs combo is not really a threat to CSCO IMO. We can discuss the details on another thread if you are interested in why I believe this. JXM

To: Tim Luke who wrote (330)	1/30/2000 6:37:00 PM
From: EL KABONG!!!	Respond to of 763

Hi tim, I'm not real familiar with Marconi's management and staff, but I am aware of them (I think) if they're the networking company called Marconi PLC out of the UK. (I think they may trade ADRs or shares on the OTC-BB.) Marconi will have the same problems in the networking industry as SAP has had in the software sector. Europe has some real Draconian laws regarding employers, and their ability to rapidly redeploy workers, or in some instances, trim the fat from bloated projects. I don't see Marconi as a major world player (outside of some "protectionist" markets in Europe). I wouldn't be looking for them to challenge any 800 pound gorillas anytime soon. Using SAP as an example, SAP is a fine company with good products and a management team that served them well in Europe's regressive labor culture. However, when they attempted to expand beyond Europe, bang... The bottom dropped out. They were unable and unwilling to respond to rapidly changing customer needs in the manner that the rest of the industry had already adopted. So now Oracle is eating them for lunch, big time. The European labor laws and labor culture really are a tremendous albatross for European companies to struggle with. Wish you luck if you're planning on a speculative investment here, but I wouldn't bet the whole farm on Marconi. Maybe just a few chickens and a lamb or two... <g> KJC