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Technology Stocks : FORE Inc.

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To: GR who wrote (9910)12/9/1998 8:10:00 AM
From: Tom Gebing   of 12559
 
To All: From Briefing.com this morning ............

Computer Networking
Brief: Briefing expects networking and telecom equipment stocks to be among the most consistent performers in the tech universe over the next several quarters due to heavy demand for increased bandwidth, explosive growth of Internet/intranets, rising number of telecommuters and growth in soho market... Consolidation also to underpin industry, as medium to small players such as Fore Systems (FORE), Ascend (ASND), Xircom (XIRC), Cabletron (CS) and Newbridge Networks (NN) will join forces, agree to be acquired by one of the giants or quietly fade into the sunset... Rapid changes in technology places great emphasis on time to market which means that investors will continue to pay up for proven management... Long way of saying that Cisco will remain king of the group.
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