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Technology Stocks : PairGain Technologies
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To: Larry J. who wrote (28983)3/3/1999 10:08:00 PM
From: Larry J.  Read Replies (2) of 36349
 
FWIW, page (1) or the bulk of the conference highlights in a prior post mysteriously vanished into thin air (after I saw it on the thread). I spent nearly an hour initiating it and don't have the "bandwidth" to do it again at this time.

The bottom line is that top line growth and margins were both forecast to resume in the 2H 99. The company is essentially hanging it's hat on the integration of PG-Flex and PG-Plus platforms along w Avidia.

Judging by the share price since the conference I can only assume that :
1. The delivery was poor.
2. The attendance @ the presentation was poorly attended.
3. A combination of 1 and 2.
4. The analysts in attendance do not believe that PAIR can execute.

I peg Monday's light excitement @ the end of the trading session to speculation that PAIR would be asked to the dance by ALA! (was XYLN) Note we have been back in the doldrums since.

ce la vie....at least my drillers staged a ferocious rally today.

lj



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