Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: john dodson who wrote (9919)	12/9/1998 1:36:00 PM
From: Rich	Respond to of 12559

Great question but answers are only speculation that we all have been wishing for some time now... cisco's stratacom atm is much weaker than fore's product and it would fill a nice gap in their product line. IBM has the cash but is equipment their core competency? LU bought Yurie and has an atm product....although not nearly as strong as fore's. I do not believe cpq would be a strategic fit in their product line.

To: john dodson who wrote (9919)	12/9/1998 2:35:00 PM
From: The Band Leader	Respond to of 12559

Probably crazy ideas, but I've always thought FORE would fit into HWP (Hewlett Packard) nicely. Another very crazy idea is Microsoft. We know they've used FORE products, which is an endorsement. They can't use their cash for acquisitions into software because of anti-trust. But intelligent network products are essentially software (although anti-trust wouldn't necessarily see it that way) and could be the next strategic growth area.