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Technology Stocks : FORE Inc.
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To: Proud_Infidel who wrote (2462)4/18/1997 11:10:00 PM
From: Glenn D. Rudolph   of 12559
 
COMS said in their last earnings report that high-end ATM was one of
their bright spots. Cascade recently said something similar. At the same
time FORE, the leader in ATM, is getting its FY98 forscasts slashed
nearly in half across the board. How does one reconcile these two facts?
Are the analysts, after being firightened by recent events with SHVA,
COMS, FORE and the like, indiscriminately slashing forecasts? Has their
excessive optimism of the past few years now turned into unwarranted
fear of the future rate of growth? My guess from their stated numbers is
it has to be. Earnings are projected to fall from FY97 to FY98?!? I
would appreciate any light anyone could shed on this. I am currently in
the dark and in the red with FORE.

Brian,

You pointed out the problem I also see. I have no answers. I do not understand why ATM is a bright spot for COMS and FORE is suppose to deline or be flat in earnings. I have a very large position in FORE for me. The one concern with FORE is they have only one product line.

If ATM does not become big on desktop, it could go the way of ISDNY. Paul Blakesly pointed this out to me with some very good compelling arguments. He is very knowledgeable in networking engineering.

Can anyone explain why the analysts are indicating no earning growth for FORE?

Glenn
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