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Technology Stocks : PairGain Technologies

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To: porcupine --''''> who wrote (19715)	1/29/1998 7:25:00 PM
From: Purebull	Read Replies (1) of 36349

Add this to Porc's summery. Sorry Stevie, I liked the CC. Here's my best take and very condenced version. Charlie was very upbeat on the future of PAIR, revenues growing, up 37 % over 96. Margins are up by 1% and sales are still going up. He said the CC should be taken on a positive note even thought by him not being able to disclose or talk about centain issues it may have given a negitive slant. He said they still are the market leader with much greater than 50%. He could not give actual number as customers do not disclose all their orders. He would not discuss customers as they don't want that information disclosed. He did say customers are not a problem for PAIR. 1st and 2nd quarter flat. Sees growth under the projected 35%. Was disappointed U S West made the announcement about Netspeed today. He hasn't seen the release but said PAIR has not lost any business with U S West. They are doing what they contracted to do with U S West. Said PAIR never was to supply RADSL to U S West as they do not have it available yet. Hope to in the near future. His tone suggested (IMO) to U S West, good luck with Netspeed. He stated Pairgain is making cash, none of their competitors are. They have the product and the service to back it up. Falcon will not sweep the market but will be ahead of anything else. Some companies may choose to go with a competitor. Pairgain is a major player now and will continue to be a major player in the future. You had to really read between the lines as Charlie was very careful not to misled or promise anything to avoid being held accountable. He did say they are very positive with the company's outlook. From the earnings report and the press release I'm comfortable that I held my shares. Will it dip, maybe. Will it rise, maybe. Will I make money holding PAIR for the next year. No maybe about it. Purebull, filling in till Gary gets here.

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