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

To: Norm Magic who wrote (8298)	4/28/1998 7:15:00 AM
From: w2j2	Read Replies (1) \| Respond to of 12559

"IT'S TELLABS"...Norm, I will believe it when I see it....wj

To: Norm Magic who wrote (8298)	4/28/1998 5:34:00 PM
From: Trevor Goodchild	Read Replies (1) \| Respond to of 12559

Norm, According to Gartner's networking analyst, M. Fabbi, Tellabs is "no longer in the battle." I sure wouldn't want to convert my shares into Tellabs shares. I think both would go down in price in that scenario. Based on Fabbi's view of the Networking Battleground, Nortel would be the most vertically and complementary suitor. I doubt if Tellabs has the cash (and that's what we want) to buy Fore. Cash buyers might come from the sleeping giants list of: Motorola, Compaq, Ericcson, Intel, Nokia, Hitachi and IBM. Alcatel and Fujitsu are already teamed up with Cisco. IBM is teamed with Xylan and 3COM (and therefore Newbridge and Siemens too) so I think they're unlikely. The scenario I like better is for FORE to be the acquirer of one of the Research Alley GB Ethernet players: Alteon, Extreme Networks, Foundary, Gigalabs, Plaintree, Xint or one of the GB Routing players: Avici, Neo-Networks, Packet Engines, Pluris, Torent. With strong financials, bellweather market share, and a healthy stock valuation, its time again to leverage into horizontal markets and acquire or eliminate some of the competition.