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Technology Stocks : PairGain Technologies

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To: neverenough who wrote (34930)11/25/1999 11:03:00 PM
From: DWCraig  Read Replies (1) of 36349
 
Nice article. Thanks for posting it.

Excerpts:

"One wildcard to watch is PairGain Technologies, which is making a play to get into the DSLAM market. PairGain has primarily been a maker of HDSL transport technology, but is transitioning to focus on the DSLAM platform to compete against the Copper Mountains of the world. The company has been rumored to be focusing on data CLECS. Although PairGain has not made any contract announcements so far, analysts expect it to soon. Shares of PairGain have risen 10% since Nov 12."

"It will probably be 6 months before the data CLECs are running their services over the Baby Bells' copper voice loops. Before that, they will be setting up their residential networks. Looking at recent stock movements, that makes shares of Copper Mountain and PairGain--a darkhorse--particularly attractive."
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