Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.50

+0.5%

Nov 21 9:30 AM EST

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To: Sowbug who wrote (45367)	4/25/1998 4:50:00 PM
From: polarisnh	Read Replies (1) of 61433

Mike, At one time I thought FORE was going to really take off. Their biggest problem right now is that they placed the majority of their eggs in one basket (ATM in the LAN). Even though they make a great ATM product, this part of the market just doesn't seem to want to explode. They acquired Alantec which provided them with a decent switched Ethernet product but they still aren't a big league player. Cabletron has incorporated Fore Systems' ATM into their chassis but like we were discussing in previous posts ATM in the LAN doesn't seem to want to take off while 100 and Gigabit Ethernet appear to be the technologies of choice. I think that FORE will get scooped up by a large player who is looking to round out their product offerings. If you want to play them as an acquisition candidate it may not be a bad idea. It was also nice to see them surprise on the upside of earnings expectations. Good Luck, Steve

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