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: stockbug who wrote (22962)4/15/1998 10:20:00 AM
From: Bobby G.  Read Replies (1) of 36349
 
Bug -

You were asking if anything PAIR said led the analysts to make some negative comments. The one thing I found so far is in regards to HDSL growth. Volpe Brown and the others talked about slower HDSL growth. According to my notes, PAIR did say that they grew 15% in this market in sequential quarters, but that the ANNUAL growth rate should be more like 30-35% (in fact, after someone (I think Howard Flagg) said this, Charlie jumped in and said ANNUAL growth is 25-30%.)

Could this be what the analysts are thinking: well, if they grew 15% this quarter and the ANNUAL rate is usually 30% or so, they obviously won't grow this part of their business as much in the next few quarters?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext