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To: Gary Ng who wrote (62457)	8/14/1998 3:43:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Gary - Re: " when the management has trouble managing one company, how can one expect them to manage two ?" Very astute observation. That describes NSM and Cyrix to a "TEE". Paul

To: Gary Ng who wrote (62457)	8/14/1998 10:34:00 AM
From: L. Adam Latham	Read Replies (3) \| Respond to of 186894

Gary (Off-Topic): Re: Two companies in trouble joined together and try to hide their trouble through re-structuring cost which Wall street genius usually would turn a blind eye to and instead talk about the synergy etc. There was a fascinating article in yesterday's WSJ about the Cendant/CUC/HFS fiasco, and how the fraud was pulled off by CUC's upper management. It's amazing that these people tried to simply invent revenue (among other things), and thought that they'd get away with it. Adam

To: Gary Ng who wrote (62457)	8/14/1998 11:11:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Gary, Re: "Wall street genius usually would turn a blind eye to and instead talk about the synergy etc." Interesting point. That word synergy is getting to be a joke in the Valley here. As soon as technical people hear the word, they immediately think layoff. Here, it's known as the "S" word, and you shouldn't had oughta be using it. Just another of those 90's words, or whippy phrases that should disappear soon, like: "I guess we'll just have to agree to disagree." "Can you give me a date for a date?" "Good will" (re mergers). "Reduction in Force." "Restructuring charge." Re National, couldn't have happened to a "nicer" company. No offence to any NSM employees, but NSM upper management hasn't seemed to be able to "get it" for a time span covering three or four decades now. Tony