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Technology Stocks : FORE Inc.
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To: w2j2 who wrote (10869)3/16/1999 10:27:00 AM
From: Kent Rattey  Read Replies (2) of 12559
 
<Gill is leading them into the high margin carrier and provider spaces, "where the money is". >

True, and a noble cause. However, most carriers and RBOC's have already chosen their ATM technology. It will be easier pulling alligator teeth than displacing the likes of CSCO and LU/ASND. LU realized this, and had to pony up 20 bil to resolve the problem. FORE is left to scrapping for equipment wins from brand new carriers such as Level 3. How many more Level 3's are going to pop up and how fast? They have lost 90% of the market before they have even started.

Kent
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