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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked

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To: Tim Luke who wrote (8583)	1/19/1999 8:54:00 PM
From: puborectalis	Read Replies (2) of 90042

.. Here's one view on FORE's earnings......... 5766 of 5767 We're not talking Nabisco here, so earnings are not the only thing to base outcome on. While earnings may be important, there are two positive things here. First and the most obvious is the increase in revenue. But equally important is the source of that revenue. Looks like FORE is getting penetration into carrier market. This is important. Cisco views the key to their growth in the carriers. Everybody in networking is trying to figure out how to make inroads to carrier market. As for expenses, it does not surprise me that they're so high. They just got done rolling out their new high end carrier class offering and it takes investment of resouces to achieve a successful product rollout. While a grand-slam home run would have been to have better earnings, the results look very favorable. I think conf call will have favorable comments and that will help keep price of stock at least where it is... By the way, if everyone is disappointed in earnings, imagine what would have happened if revenue had been flat and they came in at something like 8 or 9 cents. Compared to that, they are flying. Give them credit for executing and doing what is needed to position themselves for long term value. Posted: Jan 19 1999 7:26PM EST as a reply to: Msg 5755 by eye

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