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

To: David O'Berry who wrote (7382)	2/16/1998 10:22:00 AM
From: w2j2	Read Replies (2) \| Respond to of 12559

I just read the 10Q, and a couple of items caught my attention: The Company announced in January 1997 that it planned to introduce a complete line of products based on multi-service WAN adaptation and concentration technology for the service provider market, including high density carrier-class access technology, but such introduction has now been delayed until the first half of calendar 1999, at the earliest. and: The number of employees of the Company engaged in research and development decreased to 415 at December 31, 1997, from 455 at December 31, 1996. While Fore has, to its credit, beefed up sales and marketing, how can a technology company thrive when it is reducing its r&d ? Are not the Ciscos of the world begging for more R & D staff? And if Fore is not going to start selling high density carrier class access technology until 1999, will not Ascend and Cisco and Newbridge be so far ahead that Fore will never have a chance? IMHO, this company needs to make some strategic changes to capitalize on its technology while it still has the lead. A merger with Lucent would be my preference.