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Technology Stocks : PairGain Technologies
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To: Emile Vidrine who wrote (27095)11/15/1998 9:05:00 PM
From: Nazbuster  Read Replies (1) of 36349
 
Emile, I think the next three months will be very telling for PAIR and my decisions regarding the stock. ADSL is really beginning to take off now and the phone companies are having to gear up very fast. Cable modems are being rolled out just as aggressively, and this should further goose the PacBells, GTEs and other major phone vendors.

If PAIR's performance doesn't reflect increased orders and shipments over the 1st quarter of 1999, I'm outta here... It would mean they just don't have what it takes. I expect otherwise, however. I think we'll see the beginnings of earnings acceleration as both major orders from the big customers come in, and retail sales of adsl modems start up and royalties from the Falcon start rolling in.

All of this has just been taking far too long. You saw the picture a year too early. I followed soon after. I think we'll see an explosion in practical ADSL implementations over the next year and PAIR ought to benefit.
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