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Technology Stocks : FORE Inc.

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To: sepku who wrote (9595)11/4/1998 8:31:00 PM
From: Jeff Lins   of 12559
 
Funny, I have given thought to an Intel deal also...The COMS and INTC thing has come up a bunch, but I don't think they would want to pay so much for COMS and I don't know how broad INTC wants to get into networking....ATM is hot again, INTC has a working relationship with FORE, FORE has great technology in specific area, INTC stock price up (finally) and available for trade as "cash" in a deal. I also think INTC would be more interested in technology than client base and hence may favor a FORE over some of the other competitors...

LU has been hot as well and could do a lot of buying with stock...I don't think we are far from a network buy-a-thon where everybody (well, everybody that counts :) gets eaten up, and foreign telecoms get into the deals big...LU will kick it off...
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