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Technology Stocks : PairGain Technologies

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To: Nazbuster who wrote (19423)1/27/1998 2:05:00 PM
From: Emile Vidrine  Read Replies (1) of 36349
 
Hi Daniel. I don't like it. It is only Pair's HDSL that will be replaced with Paradyne's Hot Wire. Will Pair's RADSL be deployed by US West?
Since Pair now has the best ADSL chip (Falcon) as well as one of the best RADSL products, I don't see how they can miss grabbing a nice piece of the the ADSL market. This mean they will be very price competitive when the chips are down.

The lost of bussiness the likes of US West is bad news. It should not imact the earnings for this Q, IMO, but will impact anticipated future growth.
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