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Technology Stocks : FORE Inc.

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To: Ed Frye who wrote (9102)9/3/1998 6:54:00 PM
From: jach  Read Replies (1) of 12559
 
FORE analysis -- Vision and strategic importance
vision to foresee the growth for GB and fast ethernet segment that is also tied to windows NT.
Corporate and enterprise deployment of NT will grow at an exponential rate, especially from 5.0. The ability to easily integrate and provide applications-aware network service end-to-end will beone of the key drivers of revenue(significant revenue growth is possible) with this combination; from NT-based networked applications from Berekeley switch to the Powerhub and extending to the WAN over ASX.
Microsoft currently uses FORE for thier backbone campus network as well as many large coporations world wide. The next generation mkt to upgrade coportions' LAN and campus network will tie heavily to the level of support that applications
have with the network operating system and the network itself. FORE has the potential as well as solid start and the vision to capture this extremely hugh opportinity.

Acquisition
FORE at this price point is extremely attractive for this. With Berekeley it is even more so based on the strategic importance of network-aware integration with windows NT

At 16$, it's a bargain, no-clue analysts do not have any idea or vision to see
much more then the next trading day
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