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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (7003)	1/11/1999 11:44:00 PM
From: Jack Colton	Read Replies (2) \| Respond to of 90042

FORE? On the surface, it makes sense... but... I'm a Certified Fore Engineer (for whatever that's worth... it means I spent two weeks in Pittsburgh getting training and passing tests) and their products are great LAN devices, but, at the time of my training, none of the products appeared to be carrier class -like Cascade or Stratacom. Now, this was almost two years ago, and I have not kept up to date with their products. At the time, FORE offered a good ATM switch, for ATM to the desktop - or among servers - as you would use a Gigabit Ethernet Switch today. Remember, 2 years ago, there were no GE switches; now everyone has one. Perhaps the product line has grown significantly.... the products that I was trained on (200 series and 1000 series) were very nice indeed, and they "best in class" for what they did. Fore also made a variety of edge connected devices to allow ATM uplinks for Non-ATM LAN environments. I'll check out their web site, examine current product offerings, and get back to you. jc

To: Tim Luke who wrote (7003)	1/11/1999 11:58:00 PM
From: lebo	Respond to of 90042

More news regarding Data Broadcasting: They also own 50% of a joint venture with Travelers, known as International [sic]* Finance Network and information about it can be found at ifn.com This joint venture may also be headed for an IPO soon, possibly as soon as February..."

To: Tim Luke who wrote (7003)	1/12/1999 12:17:00 AM
From: Tim Luke	Read Replies (2) \| Respond to of 90042

hey guys i got quoted by the dow jones newswires today. ........................... . . . . . To: +Hisham A. Mageed (58744 ) From: +Hisham A. Mageed Tuesday, Jan 12 1999 12:05AM ET Reply # of 58745 Some On Msg Brds Wary Of Lucent-Ascend Merger Reports By JOHANNA BENNETT Dow Jones Newswires January 11, 1999 NEW YORK -- It's the deal that investors have been waiting months to hear about. But reports that Lucent Technologies Inc. (LU) is in talks to buy Ascend Communications Inc. (ASND) - though widely embraced on Internet message boards and supported by bearish stock prices and options trading - was being downplayed by some online investors with a more cynical attitude. "Just a little warning to the thread," said one participant on Silicon Investor. "If, and I'm if, LU comes out and says they are not in talks to buy asnd, we will be in for a large and sudden drop." Message boards often erupt in enthusiasm over news of a merger, regardless of whether it has been confirmed. The result, usually, is rows of messages that speculate about bid prices, reiterate the latest news wire headlines and trumpet the good fortune of those with long positions. A deal between Lucent and Ascend, which was reported Monday by the Financial Times, has been the topic of speculation for months. Meanwhile, Ascend's stock price was rising Monday amidst heavy trading volume, and option activity also was heavy, as traders scrambled to buy Ascend calls at any price. But some participants on financial message boards remembered the seesaw ride experienced by Bay Network shares during the months of speculation over its merger with Northern Telecom Ltd. (NT). Shares of Ascend closed Monday at 76 11/16, up 5 1/4, or 7.3% on a trading volume of 17.6 million shares. The stock, which was priced in the high 20s a year ago, has been rising fairly steadily throughout the past year. For others, the potential profits of a merger announcement were outweighed by a need for caution. One investor seemed convinced it was time to liquidate his position, unwilling to take a risk that the speculation, which was driving up stock prices Monday, could prove false. "You take an even greater risk by staying in," said "Devil's Advocate," a Silicon Investor participant. "This stock has been rising on takeover rumors for months now. If LU denies the deal, the stock will drop." - By Johanna Bennett; 201-938-5670