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Technology Stocks : FORE Inc.

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To: N.Sullivan(SULLY) who wrote (8841)7/2/1998 9:25:00 AM
From: jas cooper  Read Replies (1) of 12559
 
I have a lot of confidence in FORE lately. Looking at the last 4 quarters, they have produced increasing revenues, earnings, and margins. PR from the company is not the usual fluff, but good solid contracts based on respected products.

All this being said after a few weeks of nice gains in FORE, and the rest of my portfolio. FORE must come through with the numbers to maintain their lofty PE, and at this point estimates don't seem at all unreasonable.

I was thinking of ducking out with some nice gains, but think I'll sit tight for a while and see what happens. Sure would be sweet to see the forties again...

BTW, I still like XYLN (more than FORE). But that's me.

jas
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