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Technology Stocks : PairGain Technologies

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To: bill c. who wrote (36121)	2/25/2000 11:41:00 PM
From: Rob Pierce	of 36349

Seems to me that MCI may have been key to this. MCI has a board seat at ADC. PairGain has been hoping to sell to (recover sales?) MCI. Someone mentioned that MCI might not have been comfortable buying from Pair, but might prefer to buy from ADC - either because of the board seat, or because maybe MCI is looking at making purchases at volumes ADC may be able to handle but Pair might not. As suggested, ADC (incl. the MCI board member) probably sat down and told Pair mgmt "hear's the deal: we'll buy your product, if ADC buys PairGain. Otherwise we'll look elsewhere." and then laid out an ... ahem ... "adequate" offer. If the Bell Atlantic deal has been floundering, and an MCI deal was in jeopardy, the only way Pair might get >either< contract is with the bigger guns of ADC. If Pair lost either, or both, they might never get the legitimacy that those contracts could bring to subsequent sales. AND, management may finally be weary enough of the fight to cave in. Anyway, my bet is we see sales of Avidia to MCI sometime after this deal closes, but not before. RP

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