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Technology Stocks : PairGain fundamentals
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To: Andreas Helke who wrote (12)11/11/1997 10:34:00 PM
From: Clam Clam  Read Replies (3) of 36
 
Pairgain's valuation is starting to look attractive. The stock got overly depressed during the summer and got ahead of itself on the upside recently. Business is improving however. They are transitioning to becoming a multi-product company from a HDSL company and while it will take a while before the entire revenue base starts to ramp, under the surface the small-subscriber business is growing very rapidly (almost 30% sequentially Q3/Q2). This stock should be able to get over $35 over the next twelve months and over the long-run, this looks like a billion dollar+ revenue company. The margin story is still a little murky as is the timing of T1 price decreases by the RBOC's so it might not hurt to wait and see what happens but below $20, this thing is a load the boat stock, IMO. Thanks for the link.

That mainstream PAIR SI thread is absolutely useless. Hope this thread attracts people who want to talk issues, not "GO PAIR" people. (no offense Joe Public)
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