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Microcap & Penny Stocks : Tokyo Joe's Cafe / Societe Anonyme/No Pennies

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To: JustInTime who wrote (49651)	1/30/1999 7:23:00 AM
From: Mr. Big	Read Replies (1) of 119973

Interesting PAIR post - Newbridge Networks Maybe? Pair is in the middle of product/technology transition in addition to the effort of trying to be systems/software vendor than just a hardware vendor of today. There were no suprises coming out of CC. MGMT. has been guiding the investment and analyst communities all along. All the pros knew what was going to be said beforehand. I think PAIR mgmt has been very honest with us. Sounded like they are on verge of contract announcement. With that EPS estimates should be headed higher slowly and gradually.Still, no doubt, there is going to be downward pressure on the stock price beginning tommorow lasting maybe a few days..necessary to flush out the weak hands. Investor-type will movw in. After this shakeout, I expect suddent rise in price to the new level. Because business-wise PAIR has hit the bottom and is on a course to become a stronger player. Reminds me of EMC situation of 3 years ago. They also converted from being just a hardware type to a system/software type!!! PAIR has clearly broadened its product portfolio. New CEO with data networking segment brought in to diversify mgmt's reach into CSCO-dominated data segment. Pretty smart move. I still believe prospects 2-3 years out are tremendous. By one estimate, globally, $1B of new money is spent each week to upgrade telecommunications infrastructure to keep up with the internet boom. I know PAIR is executing the right strategy to benefit from this boom. It needs time. It is trying to win customers. It needs to execute its acquisition strategy as well. Lower stock price doesn't help. Merging with NN might.

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