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Technology Stocks : PairGain Technologies
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To: Jim S who wrote (27750)12/23/1998 6:18:00 PM
From: Daniel G. DeBusschere  Read Replies (1) of 36349
 
You are right! Building the Internet is like building freeways-
Remember when the new freeway opened? The traffic bubble moves to another location and the commute time actually increases. The easy answer is DWDM (Dense Wavelength Division Multiplexing). That's why you need to have DWDM stocks in addition to holding PAIR. The last mile improvements will drive demand for DWDM and the bubble will constantly move from place to place; but, hopefully overall performance will significantly improve.
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