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

To: Ed Frye who wrote (9975)	12/20/1998 12:58:00 AM
From: jach	Read Replies (2) \| Respond to of 12559

<Aside from CSCO and FORE, I don't see much strength in networking> CSCO is at the last leg of its prime time. Most analysts do not have a clue of what's going on, and when almost all of them said BUY, the end is near. The only way CSCO can hang on is to buy more companies. But with the restrictions on one-time R&D expense in buying companies, it will be difficult for companies to buy and write them off. Looking back a couple of years, one can see that CSCO didn't have any significant products. In ATM, FORE and ASND beat CSCO hands down. FORE is way ahead of CSCO in ATM. In GBit, CSCO is way behind also. The startups (Extreme, Alteon, Foundry) are taking significant share of the GBit LAN mkt. COMS also is getting a larger share with their new products. Even CPQ and INTC are getting into the low-end GBit mkt. And then there is LU with their Packet STar IP Router and the Portmast 4 access concentartor. These products are also taking share away from CSCO. The only thing CSCO has left is the Router segment and the 12000 is still selling well. That is helping CSCO at this time. BUT, The NEW KIDS ARE COMING SOON (see below), and like FORE will beat the hell out of CSCO. CSCO is at the last leg of its run and coming down starting early next year. What is holding on is the existing backlog for CSCO. When that backlog starts drying up, we'll see the sudden death syndrome. It's very hard to see as more than 40% of orders are coming in from the Internet. The good thing about Internet orders is that it's great and saves salespeople time and cost. The bad thing is that, no one knows when the next order will come in or when it's going to stop. All imo. redherring.com nexabit.com