SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : PairGain Technologies

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jay Mowery who wrote (19712)1/29/1998 6:57:00 PM
From: porcupine --''''>  Read Replies (4) of 36349
 
porx summarizing of cc:

1) PAIR makes cash *now*, unlike many of PAIR's competitors [a point porc has often emphasized]. Its cash position increaed in the neighborhood of $110 million or so in the past year, or $1.60 per share -- about a 9% cash earnings yield based on the 4pm closing price.

2) PAIR is transitioning from a [something or other] company to a systems company.

3) PAIR is transitioning from an equipment company to a software company. [porc loves to hear this -- because software companies generate so much cash, and consume so little capital.] PAIR's gross margin held steady at around 50%.

4) "PAIR is the leading company in a growing industry."

Go PAIR --!!!!>
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext