General DataComm (GDC) anyone following? Message Board

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Technology Stocks : General DataComm (GDC) anyone following?

GDC 4.100

-1.7%

1:08 PM EST

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To: Julian Chen who wrote (65)	12/26/1996 6:35:00 PM
From: Judy	of 266

Hello, Julian ... we haven't talked since the days when I was shopping for ATM companies and decided on STRM over the others. And now I'm shopping around again. At current levels GDC looks good, a value play. However company management has not been the best and insiders keep selling off the stock when it hits the high teens. LU .. I like Lucent as a long-term investment and am looking for an entry point now. FORE may have a very tough road ahead since CSCO, COMS and most other networking companies are cutting into the ATM turf. And it's a bit bothersome FORE seems to be acquiring companies left and right ... could lead to some integration problems. Does FORE have any future products that would sustain its extremely high PE? Maybe Gary Walker knows something that I don't ... he's staying with FORE. What are your thoughts on all this? Thanks.

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