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Technology Stocks : FORE Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Paul A who wrote (7142)	1/10/1998 2:32:00 PM
From: jach	Read Replies (1) \| Respond to of 12559

<<good news I can see is that we havnt seen any prelim/warnings this quarter, and so we can safely assume its a strong quarter. Great. What im having trouble understanding is the huge decline we see in march of last year. Was this in anticipation of a sharply lower growth that was reported the following month? Then it looks like we had 2 quarters of so/so results, but they had little if any effect on the stock. In october the quarter was great and the stock made little if any movement as well...>> one can call it growing pains - typically companies need to succesfully transition into next maturity levels to become great, the levels are something like - startup to 20m - 20m to 100m - 100m to 400m - 400m to 1B - 1B to 4B - and 4B+ FORE is at the 400m transition level which is a very important point as many tumble from there. FORE has great products and hopefully they can excecute - mainly growing the existing and getting into new areas. Also, not unusual for companies at the 400m stage to bring in more business-oriented execs such as cisco. Getting more specifics on FORE, IMO, if one decides to invest in high-tech networking area (and why not, it's supposed to have the highest potetial becasue of the Internet) FORE is one of the stocks to have in the portfolio at this price range. In the ATM area, there is no other publicaly traded companies except FORE that has 400m+ revenue and many customers. With proper execution, FORE will grow, therefore the potential for appreciation far outweights the downside risk.