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Technology Stocks : PairGain Technologies
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To: Graham Dellaire who wrote (23828)5/28/1998 11:27:00 PM
From: Bobby G.  Read Replies (1) of 36349
 
Graham -

Right on. I was just thinking how this news really demonstrates PAIR's position as MARKET LEADER. They continue to come up with better products (while finding ways to reduce their costs, keeping margins intact), and all Adtran can do is lower prices. PAIR is adding value. Adtran can only compete on price--what have they brought new to the table. I think even Charlie referred to this a few quarters ago by saying their "competitor" rehashes old products and gives them new names. This quarter (thanks Jay for reminding me of this) he claimed, "our competitor has shot their wad", referring to their price cuts.

PAIR seems to be making all the right moves.

Bobby G.
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