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Technology Stocks : FORE Inc.

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To: djane who wrote (8971)8/7/1998 4:03:00 PM
From: Joseph A. Aboaf  Read Replies (2) of 12559
 
Djane,
Any comment from the following taken from the yahoo thread?

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Do you know what you own???
matthedad
Aug 7 1998
6:06AM EDT

Could some of the more technologically sophisticated investors out there answer some or all of these
questions:

1) Aren't YURI's products complimentary to FORE's?
2) Isn't fore unsuccessfully trying to devlop a product that is similar to yuri's?
3) If atm dominates the wan with ip networks being the norm, does that mean that atm could very well
become the backbone choice of lan's, even if gigabit goes to the desktops?
4) Or in other words if we have voice, data, etc over the lan do you put atm in the backbone then gigabit
to the desktop for data and some other system for traditional voice? Can this save money on allowing a
company not to upgrade the voice infrastructure, while just upgrading the ethernet to the desktop? Does
any of this makessense?
5) I am trying to understand how atm ip networks in the wan and gigabit ethernet to the desktop can
create opportunities for fore? Will it be the backbone of corporate networks where fore will be making
most of its money?
6) If all of this is true does ericy strong wan atm product fit well with fore' lan oriented product
7) Also, tlab's new atm product is it wan or lan oriented? How does it rate compared to fore or asnd?
8) Everyone is talking about asnd for lu, but how much do asnd and fore compete? Isn't asnd more wan
oriented in atm and couldn't both asnd and fore fit well into the lucent fold?

Thanks

Good Luck
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