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Technology Stocks : PairGain Technologies

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To: helkel who wrote (36048)	2/23/2000 7:32:00 PM
From: bill c.	Read Replies (3) of 36349

John,Max,helkel, ADCT is telling the analysts they will grow in the 25-30% range. Pairgain must be telling us they can't grow it's business by +30%/year. Avidia alone will provide ~25% revenue growth in 2000. Something isn't adding up here. * They had ~$50 million in revenue last quarter, * They expect HDSL2 to ramp in Q2, * They expect Avidia sales to double each quarter going forward in 2000. They were expecting ~$50 million in 2000. * They see momentum in PG-FLex/Plus product lines and have significant bookings already this quarter " from the conference call" * Adct didn't see continued pricing pressure in HDSL at ~$100 per HDSL end. * Pairgain can now attempt to sell HDSL at GTE. I don't like this deal. We should get ~.75.

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