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Technology Stocks : Gorilla Game

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To: Clam Clam who wrote (44)	4/5/1998 12:26:00 PM
From: dougjn	of 387

Although I've ridden Pair up in the past, my concern has always been that it could be a one trick pony. With a trick whose days are numbered. Pair's basic business has been providing mechanisms for multiplying the voice carrying capacity of single or double twisted pairs, for voice carrying purposes. The likelihood of Pair's having a large part of the xDSL data carrying market seems to me to wax and wane. (With attendant effects on the stock price.) Pair for instance was not named in the Compaq, Msft, Intel announcement re: plans for xDSL. Awre was. I suppose Pair could be up the food chain from Awre, but who knows? There are plenty of others chomping for that bit. Although Pair's business seems quite similar from a distance, I'm not sure theyve really got an edge in xDSL for data traffic. Any thoughts? Doug

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