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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 67.16-1.0%Jul 15 3:59 PM EDT
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To: Techplayer who wrote (23976)3/28/1999 10:42:00 AM
From: The Phoenix  Read Replies (2) of 77397
 
Rather than get into gory details FORE's fundamental blunder was betting on ATM in the campus environment. Merril is correct that this part of FORE's business is in trouble. About a year ago FORE began repositioning the company as a player in the WAN and although they still have a long way to go they do understand (I think) what it takes. That notwithstanding, they have the underlying technology and expertise to create these kinds of products for any suitor. Finally, as you pointed out, Berkeley is very significant in that is will challenge in both performance and cost traditional expectations in routing technology. Berkeley alone is worth $2B in my estimation. Now, FORE has acquired Euristix - a company which is very good with protocols and background in things like Q.sig, and SS7. It's questionable how much value this will have for an Ericsson or a Nokia since these boys already are experts on this stuff.. but it could add some small amount of value.

Anyway, that's my thinking....anyone else care to add.

I will say this Brian,...the very comments that Merril made only add more credibility to a buyout. Let's face it, FORE aint going to make it on thier own. SO, the best thing for the employees and for shareholders is to look for the best deal NOW... Time, she is a wasting. ;)

OG
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