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Technology Stocks : PairGain Technologies

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To: john p. carney who wrote (35723)	1/29/2000 3:42:00 PM
From: BMcV	Read Replies (2) of 36349

OT -- GSLI, yeah I follow that one. I bought the old General Scanning about 18 months ago and kept buying all the way down to the sub 5 level. Still haven't sold a share. With the recent weakness (on much lower than usual volume; after a strong rise on much stronger than usual volume) it should be a good play over both short and long term. They had a huge surprise last quarter and with the strength in their markets (see ESIO's positive preannouncement after market close Friday) it should have a big upside surprise this quarter. And longer term I'm looking for 25-30. The Yahoo thread is pretty good, a guy named heavyT seems to know the business. So does an occasional poster life_wo_lasers. On the SI ESIO board, no one seems to take GSLI seriously, though I think a great trade would be to sell ESIO and buy GSLI, if you're into that sort of thing (I'm not). Here's a post of mine from Yahoo, summing up my view of the company: messages.yahoo.com GSLI says the share of revenue from the semi-equip market is about 12%, but it may be in fact as high as 25%. The last hundred or so posts are definitely worth reading. On the other hand, I own PAIR, so my judgement may be suspect...

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