Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bald Man from Mars who wrote (7336)	2/6/1998 12:35:00 AM
From: J. Plesha	Respond to of 12559

When is lucent able to use its shares to purchase with. Something is going on at FORE with Eric only working on the board of directors. Joe P.

To: Bald Man from Mars who wrote (7336)	2/6/1998 8:28:00 AM
From: Igor Nasonov	Respond to of 12559

<Do you think LU is going to buy FORE> I hope FORE management old-time "FORE is buying companies, nobody buys FORE" attitude was changed FOREver. I believe ecooper and omenzilcioglu have swallowed their stubborn egos by stepping down from CEO and President positions. It is obvious that consolidation is the only way to succeed for FORE long term from technical and financial point of view. I know it is going to happen to both FORE and SHVA but when? I'm not a hype person for these stocks, so I have no clue who exactly is a real buyer. 1998 is crucial. Do or Die FORE - your elbows aren't strong enough to compete with existing / future-merged ATM burly guys. Good Trading, Igor

To: Bald Man from Mars who wrote (7336)	2/6/1998 12:16:00 PM
From: Trevor Goodchild	Read Replies (2) \| Respond to of 12559

Acquisition Musings: The last time I checked with the Gartner Group, they still thought Nortel was the best fit and most likely suitor. My feeling is that FORE being acquired would not be good for long term investors; it would only be good for short term gamblers. Former investors in high growth, high PE companies like Cascade and Powersoft (what a coincidence, I resemble such an investor) will tell you that being acquired by another company (especially a vertical market company) with different management styles, a lower PE, different market approach can be the kiss of death. However,if FORE wanted to merge with YURI and dominate the ATM world, that would be different... FORE is still the technical leader in ATM and as long as they hold that edge over the Cascade and Stratacomm R&D factions, and as long as they have enough cash, I see no reason for them to be acquired. ATM's cash cow days are right around the corner and FORE's boxes are easily integrated with other vendors, regardless of technology. Ultimately, most migration paths point to ATM. The only question is whether its next year or five years down the road. Gigabyte ethernet is but a waystation. Its that cheaper big screen TV you want now even though you know you'll own HDTV soon afterwards.