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Technology Stocks : FORE Inc.
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To: Elmer Flugum who wrote (11430)3/31/1999 4:48:00 PM
From: Ishmael  Read Replies (2) of 12559
 
My Opinion on FORE/CSCO

1) CSCO, to a large extent choked on the Stratocom. They paid a lot of money and the product line was so so. So I tend to think that it made CSCO a little gun shy on big (multi-billion dollar) acquisitions.
2) Fore has a pretty poor carrier presence right now. This is due in part to the Nortel relationship debacle.

3) As far as acuisitions go, CSCO should be looking at voice/data integration technology to go after LU's traditional market.

So in conclusion, FORE doesn't give CSCO any more leverage in the carrier and voice markets, plus it's out of character for them to do a big acquistion for a product line that is not a leader in the market space it is targeting.

At least that's what I think. Alhtough I've heard the same rumors that you have, there are now supposedly two suitors.

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