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

To: David O'Berry who wrote (7324)	2/5/1998 12:12:00 PM
From: jach	Read Replies (1) \| Respond to of 12559

FORE upgraded nasdaq.com type in FORE and click for News

To: David O'Berry who wrote (7324)	2/5/1998 2:12:00 PM
From: ravi mali	Respond to of 12559

I have heard from someone associated with Bay Networks that Bay is no longer interested in an OEM relationship with FORE. This comes from someone way down the chain but I understand that FORE was very difficult to deal with in terms of "compensation to its people." I do not fully understand in what sense that is meant but I am confused about FORE's attitude. I am long FORE and have been for about 6 months. If this OEM agreement does not take place then is this stock overvalued at these levels? Anyone with better info please respond. I am on the fence at this point and leaning toward getting out of Dodge. Any input would be appreciated. I used to be a FORE share holder. I was so frustrated with this stock and sold them all. My opinion FORE current price is quite fair valued stock. I don't see it will have big run up. Because FORE main product which is ATM can not really take off and widely accepted by enterprise corpration in the next couple of years. The first it's quite expensive(fore already reduce their products price quite a lot, but it still more expensive than 100base ethernet ), the second is there are not a lot of applications available which really can take advantage ATM technology, and finanlly is that FORE itself is too small to compete with those big network corps, such as CSCO, BAY, COMS and ASND. FORE has the best ATM technology, but it's not necessary mean that they have the best market. There are too many examples like this in the technology field. Marketing and Sales sometime are more important than technology.