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Technology Stocks : FORE Inc.

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To: Mike Ulrich who wrote (9156)	9/29/1998 2:52:00 AM
From: jach	Read Replies (1) of 12559

FORE at the top rating for LU buy list based on the following analysis --------------------------------------------------------------------- using the ten acquisition value factors weighing against the cost base; Each factor is 1 to 10 where 10 being the highest value factor; FORE, ASND, COMS and added CSCO as a sanity check .............................FORE ASND COMS CSCO Enterprise Data Mkt 8 6 9 10 SP/Carrier Mkt 6 9 7 8 Retaining talent 8 6 6 6 Synergy 8 6 6 8 Mkt Share 6 9 7 10 Existing product line 7 9 7 8 Future product line 8 8 7 9 Overlap 8 7 7 6 Adaptability 9 7 6 6 Near term/Long term wins 7 8 6 8 ========================================== -------- total ---------- 75 75 68 79 Cost is taken out based on 1 point per 1B$ current mkt valuation: FORE 75 - 2 = 73 ASND 75 - 9.5 = 64.5 COMS 68 - 11.5 = 56.5 CSCO 79 - 103 = -24 Based on this analysis, IMO, the list is as follows: FORE (73) is the most likely candidate of these four and CSCO very likely will not happen (-24)

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