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

To: jach who wrote (11026)	3/21/1999 9:39:00 AM
From: Kent Rattey	Read Replies (1) \| Respond to of 12559

<FORE was stalled by the birth of GBit, that was the key difference betwen asnd and FORE. > ASND was king of remote access before the acquisition of CSCC. The split between their ATM/Frame and RA was about 50/50. They owned the ISP's with the Max line and had good penetration of the carrier market with ATM/Frame. If one segment weakened, the other could compensate. Fore doesn't have this kind of luxury. <It will capture the majority of Enterprise ATM LAN mkt share, this is still significant although it is not growing much. > Growth in this market is currently decreasing by 50%. FORE needs a larger player who has an existing customer base, and who can benefit from merging in some of their technology. Kent