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Technology Stocks : PairGain Technologies
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To: FBarron who wrote (28197)1/27/1999 8:23:00 PM
From: bill c.  Read Replies (2) of 36349
 
General view from CC:

1) Expect the same type of revenue next quarter. I don't recall them saying this, but this was my general feeling.

2) The Avidia system is an edge ATM/IP switch which looks similar to the NN solution. It will provide ADSL, HDSL, HDSL2 and SDSL for the last mile. The system is in trial mode at present and the customers seem happy with the 1MEG at 20,000ft. Not sure if this was ADSL or HDSL/SDSL. They will not compete on price but functionality/performance, by providing multiple solutions on this edge ATM switch. Look for revenue in the 20 million range for 1999. The new CEO came to Pairgain from NN because of the Avidia system. It's not just a concentrator.

3) HDSL2 should ship in trial form by 2Q99.

4) They repurchased 1 million shares.

5) Still seeing some pricing pressures on HiGain T1 product.

Overall, if you want to own an xDSL company that provide chips, systems, licensing revenue and is STILL making money, Pairgain isn't a bad company.... until later.
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