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Eric Benhamou & the Turnaround of 3Com (Part 8)

Posted on Monday, Aug 27th

SM: In general, was the workforce at 3Com more aligned with your vision than to Krause’s? EB: It was a split workforce. We had some computer experts, and we had some networking experts. What I ended up doing was to choose one – we could not do both. We built upon our roots at Bridge,

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Eric Benhamou & the Turnaround of 3Com (Part 7)

Posted on Sunday, Aug 26th

Eric takes over as CEO of 3Com, and as a first item of business, makes some hardline choices. SM: What catalyzed the CEO change at 3Com? EB: The board realized something needed to be done. In 1989, my two partners at Bridge, Bill Caraco and Judy Estren, left out of frustration. They realized this was

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VMWare’s IPO: Wait?

Posted on Wednesday, Aug 15th

It has been a strange summer of uncertainties elsewhere in the market, but certainly, VMWare’s hot IPO has not felt any of the pressure. In fact, it has made a slow August exciting with one of Tech’s most important events this year. Eric Savitz at Barrons reports: “EMC (EMC) today generated a massive return on

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iPhone and the Future of Cisco

Posted on Friday, May 11th

Everyone wants to date the star, hoping some of that lustre would rub off. Cisco is no exception. A bit gruff, somewhat nerdy, the company has recently started trying to reinvent itself with the Human Network campaign. Meanwhile, the Apple iPhone was announced on Jan 9. Apple and Cisco had been negotiating for months over

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Sudden Windfall For 3Com?

Posted on Thursday, Apr 19th

An interesting Patent infringement situation seems to be brewing, with Verizon suing Vonage for some fundamental Voice-Over-IP intellectual property violation, and then a former US Robotics engineer, Michael Musiel, who wrote another patent on similar technology, suggesting that 3Com (which acquired US Robotics) actually owns the patent now. From Muriel’s email: “I originally wrote up

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Salesforce.com Steps into the Main Arena

Posted on Tuesday, Apr 10th

Today, Salesforce.com (Nasdaq: CRM) announced the acquisition of an OnDemand Content Management SaaS company, Koral, which is a Web 2.0 spin on a mainstream enterprise software application: Content Management. I listened to Marc Benioff’s presentation at the Four Seasons this afternoon. Marc and the CEO of Koral demonstrated some funky functionality, touting Unstructured Data Management

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Tumbleweed’s Turnaround Strategy

Posted on Friday, Apr 6th

I recently interviewed Taher Elgamal, famous cryptographer, and currently the CTO of Tumbleweed, a $60 Million email security company. I asked him where he sees the opportunity for Tumbleweed to play in the Security space, which is hopelessly crowded. Taher said: “The industry essentially was split into different sectors. Some became part of the network

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Cisco’s War Cry Against Microsoft

Posted on Tuesday, Mar 20th

Last week’s acquisition of Webex by Networking giant Cisco is a clear war cry against Microsoft. What battlefield will this war be fought on? My take is, Collaboration will become the battlefield for these two titans’ epic battle. I have already written about this last week. Now, I want to add to the theme by

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