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Technology Stocks : PairGain Technologies

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To: SPSEIFERT who wrote (34513)	11/7/1999 1:13:00 PM
From: john p. carney	Read Replies (1) of 36349

Comments: 1. No management that has its shit together (sorry, I NEVER euphemize) comments to an analyst "We don't know WHY our stock has been so strong" What morons! 2. Widgets, no matter how great they are, no matter how hot the market segment, will NEVER drive a stock like a great management. ie. BETA vs VHS, Apple vs Windows, Motorola processors vs Intel. shall I go on? 3. I think, technically, PAIRs stock will rise a bit but this will NEVER be a great company. The management is far too weak, short-sighted and clueless as to the Wall St. game. Personally, I believe we will see a pop over 15. That is when I will sell all my PAIR shares and never look back at this pathetic excuse for a company. John

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