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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 64.60-0.8%11:30 AM EDT

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To: The Phoenix who wrote (23972)3/27/1999 9:48:00 PM
From: Techplayer  Read Replies (2) of 77394
 
Gary,
non cisco question.. This is not a rhetorical question. What value will Fore bring to one of the growing breed of providers besides the berkely networks layer 3 switching and their one big switch? I had read a merrill lynch report on askmerrill.com that the atm business that is Fore is slowing from 40% growth to 19% this year and diminishing. The report singled out fore as perhaps entering periods of hard times, slowing growth, disappearing margins, etc. I owned XYLN for the potential of acquisition, have pair and afci for similar reasons, but have not seen the case for fore. Your information is much appreciated.

Brian
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