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

To: jach who wrote (9976)	12/20/1998 3:12:00 PM
From: Dr. Bob	Read Replies (1) \| Respond to of 12559

Newcomers to the thread should be made aware that jach has been very negative (and very wrong) about CSCO on the CSCO thread for some time. To say that CSCO is losing market share, has only the router segment, and that "looking back a couple of years, one can see that CSCO didn't have any significant products" is a ludicrous set of statements, and an insult to readers, and to all the folks who have bought CSCO products (in increasing numbers) during that time frame. FORE is a good company with a good product in an important niche, but for an investor to underestimate CSCO as a competitor could be very costly. Bob

To: jach who wrote (9976)	12/20/1998 11:54:00 PM
From: john dodson	Read Replies (1) \| Respond to of 12559

Re: CSCO at last leg of its prime time. This is an utterly fantastic statement that is not supported in the least by anything in the post. CSCO on its last leg? Only way to hang on is to buy more companies? Look at CSCO's earnings for the last 6 years. EVERY single quarter has literally met or beaten the previous quarter for earnings. Every year has literally yielded higher earnings than the previous year. You wanna talk about year over year growth in revenues AND earnings? Cisco is a thing of beauty. Check this out: stockmaster.com Don't get me wrong. I do not own CSCO (although I wish I had bought some "a few years back" and held on.) I also like FORE, believe it or not, and think that after we get December behind us, it can move up significantly. However, to even attempt to equate FORE to CSCO is sillyness. Look at FORE's earnings for the last 4+ years: stockmaster.com I'm afraid that right now, FORE is a second tier player with potential. CSCO is the first tier player right now, with additional potential, btw. "when almost all of them said (sic) BUY, the end is near." Another flawed argument. Dominant market leaders are often the exception to this assertion. Look no further than MSFT, INTC, AMAT, and DELL for examples. How many years have they had near unamous "buy" ratings on these, and yet they keep going up, up, and away. Won't go on forever, of course. I include CSCO in this category. Jach, I genuinely do not understand why you hype FORE so hard. Most on this thread like it as an investment, but your posts go way over the top, and raise suspicion of your objectivity. Is there anything that you will admit about FORE that would justify the market not agreeing with your over-the-top views? In case you haven't noticed FORE has not exactly compared well with CSCO in, say the last 4 1/2 years: www3.techstocks.com CSCO +1250%, FORE +56%. One last parting shot to offer some perspective: CSCO's last quarterly revenue weighed in at $2.5 billion, while FORE's was $0.141 billion. -John Dodson