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Technology Stocks : PairGain Technologies

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To: robert freda who wrote (26628)10/22/1998 9:06:00 AM
From: Kenneth E. De Paul  Read Replies (1) of 36349
 
The company is quite cheap for its market position and the huge market potential for this technology. In the case of major loop access companies, Lucent, Nortel, Alcatel/DSC, they will realize that a lot of areas won't pay for fiber installation for years. I realize they have been working on their fiber to remote terminals etc. for a long time with either fiber to the home or some ADSL to the home, but very soon they and telco service providers will realize that a cost effective HDSL will win out. Pair has a nice HDSL product which can be re-used in those areas. Pair is also has entered ADSL with Rockwell in the right fashion, and I think that as voice over IP starts to take hold, the ethernet phone will become a significant new product for small offices. It will need a couple of applications to be added, but it will become a new powerful PBX competitor. Just to point to a few items.
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