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Technology Stocks : PairGain Technologies
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To: Rainmaker who wrote (27421)12/4/1998 12:15:00 AM
From: BWAC  Read Replies (1) of 36349
 
Rainmaker:

Those were almost exactly my notes from the conference. 100% accurate. Saves me typing time.

I might add:

1.) Bell Atlantic contract was lost solely on Price. Maybe this is good. If the price was way underbid, little profits to be had anyway, I would assume. BA was "the only reason for this call". Sales have slowed more than they indicated to us they would.

2.) Investment writedown is for EO Networks(sp). They said this was well known.

3.) My impression of the buyback was that they had bought very few shares. Just reading between the lines.

Not so bad a call I thought. I wouldn't be surprised to see 6 and I wouldn't be surprised to see 10 plus tomorrow. Reasons: Strong cash position, still some buyback left, new ceo, still a profitable quarter, PE is not sky high, really nothing new except that BA seems to have not kept their word on sales ramp down.

Watch the action carefully.

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