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Technology Stocks : PairGain Technologies

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To: helkel who wrote (36059)	2/23/2000 8:22:00 PM
From: BWAC	Read Replies (1) of 36349

Ok here's a summary from the radioWallstreet interview with the ADCT CEO: 1. PAIR was an Hdsl competitor. They have 60% of the market combined now. 2. Access to ADSL technology (in relation to Avidia) was the purpose for acquisition. 3. Expect PAIR to be a revenue and profit generator over the next 12 months. 4. Redundant resources will be eliminated. $30 to 40 million worth. (Was not said if this was per quarter or year. I assume year) 5. PAIR lost 2 large customers in the previous year (We knew that). But they have recently WON back one of them. (We did not know that for sure). 6. Zero overlap in customer bases. 7. PAIR has a "reasonable" footprint in Europe. (Stockholders still don't know this) ADCT expects to leverage that. 8. Expect some cross selling of products. ADCT stuff compliments Avidia in some cases. 9. Pascoe to manage DSL business. Several Hundred employees to get ax. Implied that equally form PAIR and ADCT. ADCT has identified the key PAIR employees it wants and has reached an incentive agreement to retain them. Those employees are positive on the deal. 10. "Count on upside in the numbers"

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