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Technology Stocks : PairGain Technologies

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To: Doug Bean who wrote (36033)2/23/2000 1:52:00 PM
From: BWAC  Read Replies (1) of 36349
 
Doug,

You wondered yet today if ADCT didn't have PAIR backed into a corner? The low takeover premium, the retirement of a Chucky, the general tone of the last conference call, the big smile on ADCT CEO face. It all kinda has the look of what I have been thinking might happen. Remember all my VLSI examples?

It would not surprise me to later find out that ADCT had been talking with PAIR for a while and finally just told them accept it now or we take it to your shareholders. And PAIR had to know they would lose there, so it was inevitable.
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