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: john dodson who wrote (12045)	4/20/1999 11:37:00 PM
From: Nicholas Rauch	Respond to of 12559

Well put. To me, it just seems as if we've been hearing about it for "a long time", and the "new-ness" wears off....people go on to other hot areas, and or stocks. I may well be wrong, but I guess time will tell. Good news last 3-5 days....bad news, who knows? No news....? Good trading Nick

To: john dodson who wrote (12045)	4/21/1999 9:12:00 AM
From: jach	Respond to of 12559

Simply bear in mind that the potential of a buyout is there and always will be there for FORE for the next six to twelve months irrelevant of earnings announcement date is upcoming, already past or at it There is no such thing as a "CLEAR" confirmation by any companys' management in these types of situations.

To: john dodson who wrote (12045)	4/21/1999 9:18:00 AM
From: jas cooper	Respond to of 12559

The study also reveals the market share numbers for core ATM switches. Ascend Communications extended its market leadership position by capturing 33% of the market in 1998. Cisco increased its market share from 21% in the first half of the year to 24% for the year, overtaking Newbridge, who dropped from 26% in the first half to 24% for the year. FORE, NEC, Nortel and others made up the remaining 19% of the core ATM switch market. Message 9048103 (no, I'm not reading your thread Tim. Someone linked to it from NN)

To: john dodson who wrote (12045)	4/21/1999 12:36:00 PM
From: Trevor Goodchild	Read Replies (2) \| Respond to of 12559

CIEN situation was completely different. They had a confirmed buyer, not just a rumor. They traded up based on the confirmed offer. They traded down because the acquirer backed out. The acquirer backed out because of the e-mail incident and because CIEN's biggest client, representing half of their sales, decided to go in another direction. The analogy only applies to FORE if the takeout offer is $50, FORE trades up to $47, then drops back to $25 after the buyer changes their mind. There is no time dependency on this acquisition run-up, if indeed this run-up is based on an acquisition. I don't think a sale of FORE is seller-driven so any standard denial would not be indicative of whether or not FORE would be sold. All the interest in FORE is from the buyer-driven side. The last tech company I worked for received unsolicited buy offers (plural) on a weekly basis. After they announced they were indeed for sale, the offers came out of the woodwork.