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Technology Stocks : PairGain Technologies
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To: bill c. who wrote (5165)6/24/1997 6:38:00 PM
From: Hiram Walker   of 36349
 
Bill, a quick question. Isn't the natural progression of data lines in the RBOC's HDSL to HDSL2 to VDSL to FTTH? I see the revenue stream from T-1 and economies of scale,and profit margins increasing all the way up to eventual FTTH(in 5-10 years). Now the next question in when PAIR will have HDSL2 ready for full deployment,maybe the middle of 98? So I see PAIR having some margin pressures over the next 2 quarters,then some exlposive growth in 98,any comments?
Hiram
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