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Technology Stocks : FORE Inc.
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To: Trevor Goodchild who wrote (8511)5/7/1998 1:47:00 AM
From: Terry Nolan  Read Replies (1) of 12559
 
Cascade had already fell on it's face before they merged with Ascend. In fact, they were in the midst of a horrible earnings quarter when they merged. The merger probably hid how bad Cascade would have been on their own for the short-term. Although it sounds like now the Cascade portion of Ascend is now recovering nicely and is a big growth area for the company. I think merging with the right company could help maximize the sales of Fore's excellent products. Maybe, teaming up with Intel will do this without a merger needed.
In addition, I believe at the time of the Stratacom and Cascade mergers that they were both WAN ATM companies and Fore at the time was strictly LAN ATM. It now looks as if Fore has expanded to the WAN also. If ATM can hold it's own in the LAN vs Ethernet and become a part of the growth in the LAN then Fore would seem to be in a great position. If ATM doesn't catch fire at the LAN level then Fore's best bet might be ATM at the WAN level and a partner might be the best way for them to take advantage of that market. The WAN market with CSCO, ASND, and NN in it seems to be a big player's market. I'm hoping ATM becomes big at the LAN level (where Fore is well established) and some key alliances help Fore into the WAN side of things also.
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