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

To: Jeff Lins who wrote (11983)	4/17/1999 4:47:00 AM
From: Neil H	Respond to of 12559

Jeff AMEN!!! To quitting the sniping. Go Private if you must persist. All of you have positive offerings. Thanks Switches With Two Modes ATM-Ethernet combo provides both rival high-speed options By Brian Riggs T managers struggling with which high-speed networking technology to use may have an answer: Equipment vendors are developing switches that can handle both asynchronous transfer mode and Ethernet traffic. Lucent Technologies Inc. last week released a LAN switch called the Cajun M770, which has a dual-switch fabric that can process ATM cells and Ethernet frames. It will support an Ethernet-to-ATM card that translates frames to cells and vice versa. This summer, Fore Systems Inc. plans to begin shipping its own ATM-Ethernet switch, code-named Hydra, which is expected to support Gigabit Ethernet and ATM, as well as WAN interfaces. Hydra will also be able to operate as a LAN backbone switch. "Products like these really give users a choice," says Eddie Hold, research analyst at Current Analysis Inc. "Demand keeps rising above the capabilities of Ethernet. These boxes give the flexibility [to deploy Ethernet now and] go to ATM if you want to." While some users are unsure which high-speed technology they will use in the future, analysts are betting Gigabit Ethernet will be the big winner. The Dell'Oro Group predicts Gigabit Ethernet port shipments will far outpace ATM port shipment in the next few years (see chart). Multilayer switches should appeal to companies sitting on the high-speed networking fence and those that have both Gigabit Ethernet and ATM. "We have limited rack space, so having ATM, Ethernet, and Gigabit Ethernet in one box is very important," says David Porter, senior LAN/WAN specialist at the Women and Infants Hospital in Providence, R.I., who uses Lucent's Cajun M770. Network convergence is another reason to deploy integrated equipment because when it comes to voice traffic, Ethernet networks are considerably less mature than ATM technology, analysts say. Fore says its Hydra switch will let network managers extend ATM voice capabilities to desktops on Ethernet network segments. And Lucent is developing a "clock card" that increases voice-traffic reliability across ATM networks so businesses can build more reliable and fault-tolerant voice networks than those based on leased lines.

To: Jeff Lins who wrote (11983)	4/17/1999 4:52:00 AM
From: Neil H	Read Replies (1) \| Respond to of 12559

MARKET TRENDS Gigabit Ethernet--The Market Takes off Volume 29, Number 4 April 1999, pp. 32-35 By Greg Collins, senior analyst, and Tam Dell'Oro, founder of the Dell'Oro Group. The following is an abstract of the printed article: Ethernet and Fast Ethernet have proved resoundingly successful, but how will Gigabit Ethernet fare? This article discusses the prospects for Gigabit Ethernet switches in terms of the market size, pricing and the players. Market Size The market for Gigabit Ethernet grew from 12,000 ports in 1997 to 222,000 ports in 1998--nearly a 20-fold increase. Several events in 1998 set the stage for this strong growth. First, the IEEE ratified the Gigabit Ethernet standard (802.3z) in June. Second, all major networking vendors and numerous startups began shipping Gigabit Ethernet products. Third, it soon became clear that Gigabit Ethernet is a reality, and network managers began to budget for these new products. Gigabit Ethernet shipments will likely grow eightfold to 1.8 million ports in 1999 and to nearly 18 million ports by the end of 2002. Pricing Manufacturers' prices for Gigabit Ethernet products fell from $1,700 per port in 1997 to $1,200 in 1998--a 29 percent decline. This decline contributed to the sharp increase in shipments during 1998. Players The 20 vendors who sell Gigabit Ethernet fall into three categories: Small firms who developed the technology on their own (Alteon Networks, www.alteon.com; Extreme Networks, www.extremenetworks.com; Foundry Networks, www.foundrynet.com; and XLNT, www.xlnt.com). Large firms who developed the technology on their own (3Com, www.3com.com; Xylan, www.xylan.com--the latter to be acquired by Alcatel, www.alcatel.com). Large firms who acquired the technology (Alcatel; Fore Systems, www.fore.com; Cabletron, www.cabletron.com; Lucent, www.lucent.com; Nortel, www.nortelnetworks.com; and Cisco, www.cisco.com). The Future Gigabit Ethernet will fare quite well, particularly the products destined for the core and distribution layers of the network. Gigabit Ethernet's success in the WAN/edge layer will depend on its ability to render obsolete the technology used in legacy routers and their successors. Regards Neil

To: Jeff Lins who wrote (11983)	4/17/1999 10:41:00 AM
From: jas cooper	Read Replies (1) \| Respond to of 12559

Hey Jeff, Sorry we can't make this thread exactly how you like it. I'd love to participate in a discussion which consisted of timely news and opinions that reflected reasonable expectations. But unfortunately this is the real world. And since we paid our entry fee, anyone here is pretty much welcome to post what they want within reason. Since Jach continues to post his repetitive drivel, I, and others, on occasion feel the need to ask him what his qualifications are. I don't think this is an unreasonable request considering the content of his posts. He could easily do this by posting a profile or allowing private messages. So let's get back to business. It's been a few weeks since buyout rumors resurfaced in force. Let's sift through the news. ERICY is buying FORE. ERICY is buying NN. Marconi is buying FORE. GEC is selling Marconi. GEC is buying FORE. The deal is on. The deal is off, UNCONFIRMED. A hoax on PAIR send shares up 30%. A misprinted symbol sends shares of the wrong company up 150%. Oh yeah, an innocuous post on SI causes major selloff! Or let's do the chat room thing! I just love to hear a few dozen quotes of what FORE is trading at premarket. Or we can follow the Pied Piper of SI trade in and out at lightening speed, while being warned not to try this at home with our pitiful connections, and lackluster capabilities. These geniuses don't lose money, they "average down". So let's put it to the thread. Do you want to listen to Jeff complain about other's complaints? Do you want to buy a copy of BrowseMaster, and avoid what or who you don't like? Or maybe, since things haven't changed since the beginning of this board, you'll just recite your favorite expletive and hit 'next'.