Some thoughts :
1. SBC is rolling out DSL service late this year.
2. CPQ & Dell are rolling out PC's equipped to handle DSL, I talked
about this in my TI post.
3.Pairgain stated that shipments for DSL products are ( months ) away.
4. Pairgain is a Gold partner with SBC
5. Pairgain gets an up-grade after the SBC-AOL press
O.K., enough hype, but hey, it doesn't take rocket science, just
connect the dots. If pair does not get this business then I will be
schocked, but IMO, they will. I know that most of you out there hold
pair at much higher levels, unfortunate, but in this case I believe
it would be prudent to average down. For those of us lucky enough to
be building a position at these levels, congratulations. The parts
are coming together, but IMO, we will not see sales that add to the
bottom line until Q-4, and then fiscal year 2000 should really be
great. In the mean time I suppose it is fun to speculate over take
over rumors, and such, but that is not why I bought in, it's for the
long run.
Take care, all
Henry |
