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


To: w2j2 who wrote (9813)11/25/1998 10:04:00 AM
From: jach  Read Replies (1) | Respond to of 12559
 
what is missing from this report is that ATM stll has plenty of room for growth.
Currently, the old X.25 market is like more than 10 times of ATM and in Europe alone
it is 6 to 7 Billion$ for X.25. Pretty soon (and it's going on now) these X.25 pretty much
all convert to ATM. ATM is still in its infancy and will grwo tremendously in the next
few years. FORE with its great ATM products such as ASX4000 that is made for
WAN segment will benefit greatly. Note that ASX4000 with direct SONET conenct
feature will be a big hit for ATM WAN market. FORE, imo, is a great buy now.