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To: The Phoenix who wrote (23987)3/28/1999 12:16:00 PM
From: jach  Read Replies (1) | Respond to of 77394
 
ATM in the campus will still be used for certain applications and businesses; the ability to marry with GBit, having ACTUAL traffic control end-to-end, and at the same time providing value-add applications-aware networking will be key differentiators going forward. FORE is very aware of this and it's going in the right direction, in fact, imo, they've the products today. Why would Microsoft bets its large campus network on FORE, simple, FORE is the best when companies want tight control over their network.

FORE at this price is still a big bargain, unfortunatley naive and extremely un-intelligent half-brain out-of-lunch people such as the Zonkers do not see it. And, btw, it's still pretty early, the Zonker probably is throwing out that look like over-ripen-maggot-infested stuffs from over zonking. Sad.



To: The Phoenix who wrote (23987)3/28/1999 2:18:00 PM
From: Techplayer  Read Replies (1) | Respond to of 77394
 
Gary,

Thanks for your insight. I do agree that there is no question that FORE should put itself on the block to anyone that has the potential to help grow the company and knows how to make the internal technology into next gen product. I just wonder what price a company will pay for longer term dividends, slowing legacy products and likely a longer period before the purchase can possible be accretive to earnings. There is much more of a gamble here than even some of the start-ups available simply because of the difference in cost. I have not looked at the market cap of FORE. what price for the company makes sense to you and what kind of upside does this represent?

Thanks again.

Brian