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Technology Stocks : PairGain Technologies

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To: P314159d who wrote (35720)	1/29/2000 10:37:00 AM
From: BWAC	Read Replies (1) of 36349

P3, The similarities shaping up between VLSI and PAIR scare me too. You are rigth VLSI would be very close to $100 or so right now. Look how ERICY their main customer has tripled. And I always used LSI as a benchmark, its in the 80's. So yes, Stein and Mehta did a royal job of losing control of the company at the exact inflection point of the semiconductor cycle rebound and the beginning of a new product cycle. (BTW Stein was busy selling shares in the low teens also) PAIR sure sounds familiar. I guess if I get out of PAIR the same 100% return that I got on VLSI I will leave happy. Jay on the other hand will not since it will be under $25. It would be a total shame too. We all know PAIR is worth 3 or 4 times today if it was in the right hands. But if ever (PLEASE!!!) faced with the choice who are we all going to side with? Strauch and Co. or the $$$$$? I always knew that VLSI was sold low at $21. But the management never had a chance. They forgot about the shareholders and everybody paid the price, except those with golden parachutes. BTW you might enjoy this little quiz: Message 12713728

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