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Technology Stocks : PairGain Technologies
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To: Larry J. who wrote (28069)1/19/1999 5:03:00 PM
From: HVN  Read Replies (2) of 36349
 
I guess we're all rather convinced that the ADSL business will take off this year - frankly, it has no option but to do that otherwise it's going to get it's butt kicked by cable. Companies such as ALA, Cisco, etc. will benefit. However, the critical question for us PAIR holders is who's going to buy PAIR's product?

By the way, has there been any talk about MOT buying PAIR? MOT is supposedly the market leader in Cablem Modems. Why wouldn't they want to be a leader in ADSL as well? After all, we expect about 55-60% of the market to be either Cable or DSL based by 2004.
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