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To: Ibexx who wrote (47220)2/4/1998 9:42:00 PM
From: Fred Fahmy  Respond to of 186894
 
** OFF TOPIC **

Hi Ibexx,

I think the networking market represents a large enough opportunity for more than one big player. I am not suggesting that COMS/USRX's potential success would come primarily at the expense of CSCO. My point is that it is too soon to judge if the COMS/USRX merger was a good idea or if each would have been better off competing in the networking arena on their own. Keep in mind that COMS is not only competing against CSCO but others players such as ASND. I think the COMS/USRX merger could represents a big problem for ASND and some of the other networkers.

For the record, I currently have no position in COMS but did make a very healthy profit last year. *IF* the COMS/USRX merger is going to be successful, I think it will take time. There is no way to integrate two companies of this size in 7 or 8 months are realize all of the synergies and benefits that are being sought. I will watch COMS carefully in the coming quarters to determine if I think getting back in is the right investment decision.

Good luck,

FF



To: Ibexx who wrote (47220)2/4/1998 10:05:00 PM
From: Ibexx  Read Replies (1) | Respond to of 186894
 
Thread, OTOTOT Microsoft's CEO

Another breaking news re Microsoft: from the NY times, February 4, 1998

Microsoft's Bill Gates Hit With Pie

Filed at 6:01 p.m. EST

By The Associated Press

BRUSSELS, Belgium (AP) -- Microsoft's Bill Gates was creamed with something more hard-hitting than subpoenas or lawsuits on Wednesday: A faceful of pie.

The chairman of the world's most powerful software maker was arriving for a meeting with Belgian business and government leaders when a prankster smacked his face with cream pie.

With cream dripping on the shoulders of his business suit and covering the lenses of his glasses, Gates was led into a side room to clean up. He later emerged, looking somewhat embarrassed.

He then met with Luc van den Brande, the prime minister of Flanders, Belgium's Dutch-speaking northern half.

Police arrested two people, one of whom reportedly had distracted Gates while the other made his attack. Microsoft said it confirmed the cream pie was thrown by Noel Godin, a Belgian prankster who has struck at famous people before.

''Bill was obviously surprised by it, but he handled it with some grace,'' Microsoft spokeswoman Erin Brewer said from the company's Redmond, Wash. headquarters. ''He commented that one of the worst things about this whole thing was that the pie wasn't that tasty.''

U.S. television networks quickly started bidding as much as $4,000 for pictures of the world's richest man getting creamed.

While the pie-throwing incident was unique, Gates is no stranger to getting targeted. The incident comes just two days after law enforcers from 11 states served Microsoft with subpoenas, mirroring the Justice Department's probe into the company's aggressive competitive practices.

Gates' day included visits to the Belgian employers federation, Belgian Prime Minister Jean-Luc Dehaene and the European Union's headquarters.

nytimes.com
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No comment,
Ibexx

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