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Technology Stocks : PairGain Technologies
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To: kormac who wrote (36107)2/25/2000 10:10:00 AM
From: MikeM54321  Read Replies (1) of 36349
 
seppo- I would suggest a couple of things you should focus on in doing DD on ADCT. Their cableco product-Homeworx. And their telco products for-HDSL/HDSL2. Both key to their future growth.

And I have to say, there was something I heard Cadogan mention in his V-call, or was it Radio Wall Street interview? Anyhow I didn't realize(or I may have forgotten) their presence in broadband wireless. I'm assuming he must have meant LMDS? But anyway, I need to go back myself and understand where they are positioned in that particular market. Like you said, a BROAD(pun intended) product line.

Also I have 5 pages of notes I need to consolidate and post. I'll try to get to it soon. -MikeM(From Florida)

PS One more bit of detail. I posted this awhile back on the Last Mile. But it's a little known fact that the top position, and one close to it, at Advanced Fiber Communications(sym:AFCI) are held by former ADCT exectutives. And look what happened to AFCI after those two former executives came aboard! Just a tidbit I thought was interesting.
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