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Technology Stocks : PairGain Technologies
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To: Sosmartinov who wrote (34893)11/24/1999 8:43:00 AM
From: Zakrosian  Read Replies (1) of 36349
 
Doug R gave us predictions we took take or leave, he was hounded rudely and he refused to put up with it and spread the word that this thread was not so mature after all. We've done the dirty deed to the guy now live with it and quit trying to rationalize what was basically just rudeness.

Have to jump in to say I disagree with your take on the discussion. I was really impressed with Doug R's call on PAIR, and found his IL/ACT concepts intriguing (I've been selling quite a few stocks after a nice 100-200% gain only to watch them double again even though the fundamentals didn't seem too different). AS a result, I thought his seminar might be a pretty decent investment.

However, what you saw as hounding, I found to be legitimate questions about the assumptions Doug R was making in drawing his conclusions. The questions weren't rudely asked, and I suspect if he had answered them patiently, his credibility would have been better served.

Regarding PAIR, I think a big problem is whether to believe their predictions. Last year they projected 20mm in Avidia sales in '99. That was reduced to 15mm after the June quarter and now it's, what, 5mm or less? Will the January quarter bring the announcement that they're actually using their cash to pay customers to install Avidia?
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