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Technology Stocks : FORE Inc.

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To: jach who wrote (10082)	1/1/1999 9:45:00 PM
From: Dr. Bob	Read Replies (1) of 12559

jach, Now I go to the CSCO thread, and find a post cited by you there: Message 6144759 Which seems to indicate that FORE does compete with CSCO in the ISP market - so I'm more confused than ever! Now, mind you, I am long FORE and have sold my CSCO, thinking that FORE is the better value at the moment. But it is always important to be aware of the competition, so I am still trying to sort out your argument that FORE is not affected by the startups in the ISP equipment sector, whereas you believe they pose a significant risk to CSCO. I'd like to believe that's true, but so far I have only your statement that FORE "is in a different sector". Bob

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