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Technology Stocks : PairGain Technologies
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To: Chuzzlewit who wrote (4796)6/20/1997 12:59:00 PM
From: Dennis G.   of 36349
 
Paul, thanks for posting that URL. I sent that bozo the following e-mail. What do you think?

Sir,

I just wanted to tell you that your Pairgain article is the most blatent piece of manipulative crap I have ever seen come over a news wire. There was not one shread of new information in it but it was perfectly timed on options expiration Friday to push the stock back down from near 20.

Your article shows you don't know squat about ADSL or HDSL and their markets. HDSL is a commercial T1 service provider of 1.5Mbs symmetrical service, is a money-making product and will continue to grow. ADSL is an internet surfing service geared toward residential use and has yet to make a penny for anyone. The maximum downstream rate is only about 6Mbs and that's only for very short distances. Most users will be lucky to get half that. The upstream rate has been sacrificed to achieve the higher downstream speed. Since these are different products for different markets, your stupid analogy of a Maserati racing a bicycle is a bunch of crap designed to mislead naive investors.

Pairgain's stock has suffered recently from an overblown fear of price competition in the HDSL market, not from ADSL hype except to the extent of ignorance of the difference between the two. Price competition has always occurred in high-tech and is generally a positive since it leads to larger markets. I'm sure PAIR was and is expecting the price of its products to drop, just like Intel. And just like Intel, their revenues will grow as the market expands. There is room enough in that market for many competitors. But PAIR is the dominant leader in their niche, based on their quality product and service and will continue to thrive.

Dennis
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