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To: Paul Weiss who wrote (755)	11/25/1997 12:40:00 AM
From: Paul Weiss	Respond to of 29970

Technical glitch, sorry. The above referrenced post is message number 315 on the TCOMA thread. Regards, Paul

To: Paul Weiss who wrote (755)	11/25/1997 11:42:00 AM
From: ahhaha	Read Replies (1) \| Respond to of 29970

Paul, I guess I need to remind everyone that this is an open information forum. You bought HLIT based upon your evaluation of the company's prospects. You shouldn't blame someone else for your actions. You can be completely accurate, make no mistakes, hit it on the nose, and still lose. No question that what is discussed here will influence what you do no matter how hard you try to resist. The sirens will sing and you'll take the plunge like Ullyses on the Mast. Tra la, Tra la. (I seem to be out of key). You don't have to read the junk we're all spouting. If you do, I wish you'd get in and kick my butt when you think I'm wrong. If you get angry and then harness that energy to ferret out some tidbit that refutes one of us out of our socks, then we will all benefit. If you don't, that either means the contention stands or that the refutation is still outstanding. If you get angry and pout, the energy is not funneled into a constructive direction, so you and we never discover the truth. We end up making unwarranted assumptions because those assumptions were never challenged. We end up making less informed, poorer, investment decisions. So for this forum to be of value, we got to fight it out. Knowledge is discovered by the hard work of investigation. We aren't an investment club, so after we fight over the accuracy of information, we each go off and do God-knows-what including buying because everyone seems bullish. That might be right or wrong, it can't be known beforehand. It is important to read what HW claims because then you can review and possibly publicly assert a refutation to the claim. What was previously false may now be true. One of the others might say, "Yes Paul, that was true, but what HW was saying and was false has picked up some validity. We need to watch that." You benefit because you might be holding a position where it has become convincingly true and you can take action if you think it is appropriate. You won't have that advantage if you close your mind and don't participate in the dialectic process. We lose too. Are you so sure that TCI's management is without blame? I am guilty of blasting them for their seeming reticence and lack of urgency. They don't seem to be reaching for the "brass ring". I want a management to take prudent risk and I want them to run like h--- when they see the goal. It's necessary because even if Janet disapproves, competitors will run and will eat you alive and they won't give a d--- whether it is unethical. That is the one thing I won't forgive, coasting. I've got a dog called ODI, Object Design. Last spring I sent the CEO a scathing letter about lackidasical management. Within 1 month he was making big changes. It had nothing to do with my letter, but I had simply observed the obvious --- management was coasting, and he knew it too. If he let it go any further, he would have been hu-amelio-ated. Andy Grove would fire half the TCI top management yesterday. They're being payed big bucks to produce, but they seem to be coasting.Is TCI guilty? At this point we just don't know, but if you own them, I'd keep my mind open.