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Technology Stocks : PairGain Technologies

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To: bill c. who wrote (5181)	6/24/1997 10:34:00 PM
From: SteveG	of 36349

<if HDSL2 is a replacement for HDSL... still with me... then I DOUBT Pairgain will have 70% of the HDSL2 market> Hi Bill- I haven't followed ALL of this post thread, but I'm gonna open my trap anyway. I think the analogy might be, to what extent did the 286 cannabalize the 8086. Or 386 the 286... etc... The market is huge. There will be continuing product evolution. Thank God PAIR is in the forefront. Will PAIR be successful in keeping 70% market share? Maybe. Will that market share grow? Probably. Will there be some deployment delays of existing product during transition as a result? Again, probably. Does PAIR have the management and technical expertise to continue being a very successful and profitable company? I think there is a good argument that they will, and it is what investors are betting on - their technology, management and market vision. ... just my 2 cents... Regards- Steve

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