Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Kent Rattey who wrote (11031)	3/22/1999 1:27:00 AM
From: ahhaha	Read Replies (1) \| Respond to of 12559

I don't agree with this assertion: Growth in this (Enterprise ATM/LAN) market is currently decreasing by 50%. The ATM/LAN market is only nominally falling in size due to a transition and end of equipment cycle. You are expressing a popular view, but 50% is a gross exaggeration. It is slowly and significantly turning into a new dynamic market from changes in the nature of delivery and from the low cost of nascent corporate broadband. Nor this one: FORE needs a larger player who has an existing customer base, and who can benefit from merging in some of their technology. Such a strategy is dilutive, entangling, and unrealistic. Such an accommodating entity simply doesn't exist, but if it did, FORE could become hostage to support arrangements which could neutralize the sales net. Moves like these are inappropriate at this time because FORE has a full plate of revenues to profitably digest and demonstrate that they are worthy to evolve into the broader concept you are implying. That evolution only comes from persistent profitability. Ericsson would be a possible example of a company to make this accommodation, to play the company with a large customer base. If all this purchase noise leads to Ericsson. I'm glad to dump my shares, because together they won't achieve the desired synergy. I don't want FORE to be bought because I believe the company will go to $100 on their own. This is contrary to the vast majority view on this thread, but that's how you make money, by your investment vehicle earning it.