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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked

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To: Glenn who wrote (2217)12/3/1998 5:39:00 AM
From: JustInTime   of 90042
 
PAIR: IMO PAIR will either make big moves up (18-30) in the next 2-5 months or it will begin a spiral down to under 5. The time is now for PAIR. ADSL is the core product line and finally ADSL is moving into the mainstream, I have been following PAIR for a long time, and knew this day would ultimately come (widespread ADSL deployment). If PAIR cannot captalize on this now (either by being taken over or dramitically increasing revenues) then they never will a player. Its like preparing for years for a big tournament and forgetting to set your alarm on the day of the match....

I am not impressed by the management at all, but their technology is supposed to be first rate, but we all know that if you build a better mousetrap, they may or may not come. Other players are entering the ADSL market fast. I had hopped that CSCO may be a possible suitor, but apprarently CSCO already is selling ADSL technology so not sure if they would still be interested.

BTW: I am betting big on the big move up, but reserve the right to change my mind in an instant. Good investing.
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