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

To: Paul W who wrote (8505)	5/6/1998 8:47:00 AM
From: Igor Nasonov	Read Replies (1) \| Respond to of 12559

nCUBE news. newsalert.com Happy Trading, Igor

To: Paul W who wrote (8505)	5/6/1998 9:07:00 AM
From: jas cooper	Read Replies (1) \| Respond to of 12559

I think Peter hit one of the key differences in FORE's direction. I seem to remember FORE pushing ATM adapter cards initially. They now are addressing the markets that can benefit from ATM. Another nuance that I picked up on was that Fore stressed they were not selling a technology, but selling a solution product. I think prior to Gill taking over, FORE had this relationship turned around. Fore was selling a technology in search of a solution that needed it. ATM is a technology available to all who which to produce it. It is not a monopoly technology like Windows or the Pentium CPU. Sometimes it takes new undeveloped technologies to discover the desireable charateristics of current technology. Frame Relay was supposed to die a quiet death when ATM came along. ATM seems to have given it renewed vigor. Things like Gigabit Ethernet (which seems to have no WAN benefits) will allow people to realize the beauty of ATM as a component of an end-to-end transport system, not the whole system. Contrary to my prior "make earnings or die" scenario for FORE, they are gaining recognition as a company finding appropriate uses for a technology they helped pioneer. Either yesterday's announcement is not as significant as FORE wants it to appear, or more likely, it kind of got lost in the flurry of news coming from all the tech companies this week. I think your hopes for long term growth have a lot more validity than they they had a couple of quarters ago. JMHO, jas