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

To: CJ who wrote (8581)	5/12/1998 3:35:00 PM
From: Bald Man from Mars	Respond to of 12559

Definitely, the professor exert tremendous force on the market ...

To: CJ who wrote (8581)	5/12/1998 7:53:00 PM
From: Mike Ulrich	Read Replies (1) \| Respond to of 12559

Fore has a great potential! I see that the ATM market will finally take off in 98. So far, people had to pay much more for ATM products compared to other network technologies. This will change in 98. By the end of this year, people will be able to buy OC-3 NIC for under 100$. This makes ATM very competitive. Furthermore, the introduction of ADSL will give ATM an additional boost. ATM is the primary choice for all real time data transfer, and real time data transfer, as well as regular data transfer will increase with the introduction of ADSL (e.g. video to the home via ADSL). I think the alliance with Intel was very important for FORE, since Intel will buy FOREs ATM switching solutions (which is where most of the money is made). More companies realize that ATM gains market share, and they want to be a part of this business. European companies like Siemens, Alcatel of Ericson might be candidates, and I think the chance of a take over is at least 40%. I am long on FORE! Michael