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Technology Stocks : PairGain Technologies

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To: Mike Whalen who wrote (24998)7/3/1998 6:04:00 PM
From: Joe Pirate  Read Replies (2) of 36349
 
>>Who will win:
>>1. AT&T with TCI and AtHome cable internet connectivity or
>>2. The Babys with DSL, et al. (PAIR)

Funny cause the city that I live in is in the heart
of Silicon Valley and guess what ? The cable infrastructure
is weak here, only 1 line as other cities have the 2 line cable.

They announce that they are going to upgrade the city (TCI bought
the local company), but that will take a few years minimum if you
AXE me, even though they said by the end of the year it will be
ready, yeah !! RIGHT!!

You will be surprised at how many cities don't have the capability
to go "cable internet", DSL would fit nicely. The problem with
ADSL is the technology can let you download at ~9 megabits, but
"they" will probably charge different rates for different
downloading speeds..

Bahh.. Cable is fast ~1-3 megabits, but if alot of people are connected to that neighborhood node and the internet traffic is high, it will degrade the performance, like a traffic jam during rush hour vs. having your own dedicated phone line.

If your are a long term investor, you have a tuff decision on
your hands, if you love trading the stocks, dips and peaks,
I wouldn't worry about it. How many times have we seen a stock
soar on the potential and hype, then during the aftermath, the
stock is back down, i.e., IOMEGA, and these internet stocks are
an example. Buy on the rumor, sell on reality <g>

Netscape did a great job this week at stroking wall street. Since
mergers/partnerships/whatever is the BUZZWORD in the internet
stock community, Netscape put out a press release to JACK themselves
up!!! $40 bones!!

**Netscape Communications Corp. stock soared Wednesday amid
expectations it would be the next Internet business to enter a
lucrative partnership with a major media company.

But some people familiar with the online business said
investors may have misinterpreted the remarks by the Netscape
official that triggered the buying furor.

..snip

****** What Netscape was really referring to, Gami said, was its
interest in teaming up in limited ways with other media
companies to provide content to its Web site. He said this type
of alliance has been part of Netscape's strategy "from day
one." ********

..snip
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