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Technology Stocks : PairGain Technologies

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To: MikeM54321 who wrote (36225)	4/11/2000 8:38:00 PM
From: bill c.	Read Replies (1) of 36349

Mike, I've always been confused about the @link/Pairgain contract. www.dslprime.com and www.xdsl.com have been talking about Promatory and @link for some time now. My gut feeling on the situation: * Nortel is providing $225 million financing to @link, Pairgain made a ~1 million investment in @link. I don't see @link purchasing Pairgain equipment with that $225 million in Nortel financing. Pairgain at most gets that $25 million initial contract with @link. The kbro reports indicates that Pairgain will be phased out of @link. Will Pairgain clear up this issue in the conference call? * I still don't understand why Pairgain didn't work with a larger equipment manufacturer. The Nortels and Lucents can provide financing, established service organizations and bundling of equipment. Take a look at the @link/Nortel contract. They are selling @link core backbone equipment, DSLAMs and CPE equipment. Nortel can sell the DLAMS on the cheap and price the core backbone equipment higher to make up the DSLAM cost. Pairgain can't compete against these larger equipment manufactures. Mike P had to understand this coming from Newbridge, but they did nothing in the area of OEMing.

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