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Technology Stocks : FORE Inc.
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To: sam who wrote (9425)10/15/1998 3:34:00 PM
From: ahhaha  Read Replies (3) of 12559
 
I'll never understand this conference call thing. What is material about Fore's prospects is in the continuing stream of news releases. Even when you try to find fault with the deals they've made, you can't find much. Major companies have been unsure about what kind of technological solution will survive. They've held back on commitments to ATM. ATM has no peer when we talk video and data. In data ATM is coming on strong because it is the only solution whose cost rises linearly with scale. Major companies now know this and the video kicker latent in ATMIP will force their hand. Now if you want to argue that execution is a Fore weakness, then listen to the conference call. Maybe management will firm up that aspect of PR.
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