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Technology Stocks : FORE Inc.

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To: jach who wrote (9608)11/7/1998 6:34:00 PM
From: ahhaha  Read Replies (1) of 12559
 
I'm a strong believer in FORE. Have been reading CSCO thread to get a handle on the public's bullish/bearish sentiment. You're right about the situation there and you are definitely contributing the most to that thread in spite of the thread's inability to respond constructively. They attack you instead of what you claim and thereby lose the possibility of seeing holes in their puffery. It isn't ready quite yet to start down, or if it does, it will move back up. It is in a strong up trend, and will take some months to become fully priced at say, 80. There are other problems besides margin thinning from the need for improved service and price pressures from competition that no one mentions. I thought I'd ask you about one that threatens both CSCO and FORE.

I've been a fan of the pure optical camp for a while, but DWDM has had lots of problems. I believe that eventually Pure will relegate ethernet to obsolescence and now that inevitability looks much nearer:

silkroadcorp.com

This is a very significant development. If you disagree, let's argue.
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