SI
SI
discoversearch

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: jach who wrote (10905)3/18/1999 4:11:00 PM
From: JZGalt  Respond to of 12559
 
Tell you what, I'll sell you mine for $30 on Friday and give you the last $5.



To: jach who wrote (10905)3/18/1999 4:20:00 PM
From: dan bostan  Read Replies (2) | Respond to of 12559
 
Jach,
One interesting opinion about FORE:
messages.yahoo.com@m2.yahoo.com



To: jach who wrote (10905)3/18/1999 5:54:00 PM
From: Alex Raytselsky  Respond to of 12559
 
Are you going to eat your words as usual?



To: jach who wrote (10905)3/18/1999 10:18:00 PM
From: ahhaha  Read Replies (1) | Respond to of 12559
 
I agree with the guy who said Gill was gradually turning the battleship around. They're doing everything right fundamentally. That means plenty of earnings drag and it means slow but solid progress. I never thought the company was narrow enough for buyout and have always preferred they do their own thing. That would in time yield a $100 company.

The criticisms sported on the thread have been valid. I've owned the stock for several years and hold it at a loss of several dollars. It has been a very disappointing hold. Every deal seems to be so good and then you can't find the revenues added on the bottom line.

My sources tell me that executive management is very disappointed in the apparent failure of their determined attempts to get things going. Part of the problem has been the wrong macro-strategy referred to here as failure to pursue the carrier market. However, FORE was never positioned to do this and it would have taken until now to pull it off, yet they wouldn't have benefited all that much, because that market is too fluid. Juniper can compete with CSCO.

In contrast the way they are sneaking in the open back door and at the same time hatching much of the trashed enterprise strategy bodes well once it starts coming together. I agree with this thread that they can't persist with acquisitions every time earnings are starting to congeal. It isn't only a matter of the stock price, it's a matter of conducting a crazy quilt company. It never comes in, and eventually heads for one of those chapters.