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

To: jach who wrote (10043)12/29/1998 11:48:00 PM
From: Ibor  Read Replies (2) | Respond to of 12559
 
FORE Systems has one of the most profound linearity problems in the industry. Partners (channels) handling networking products throughout all sectors of the industry are aware that withholding orders until EOQ is likely to induce bigger discounts. As FORE becomes more partner focused, and as partners learn that they will be rewarded for withholding orders, the problem accelerates.

Even if FORE were not in a quiet period, they could give no meaningful advice. They do not know themselves what will happen. Its never in the bag until the last few hours in Pittsburgh.

Right now betting for or against FORE, is simply throwing darts.



To: jach who wrote (10043)12/29/1998 11:51:00 PM
From: Buzz Payne  Read Replies (1) | Respond to of 12559
 
Jack,

FORE really took it on the chin today (-15%) while most of the other network Companies like CSCO, NT, and LU were positive or only down slightly.

What could this mean?

I certainly not the expert that you are but I wonder of some of the startup Gigabit Ethernet companies are starting to erode the product space that FORE is still has left to in the wake of giants like CSCO?

What is your opinion?


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