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Technology Stocks : PairGain Technologies
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To: Samuel J. Bennett who wrote (29634)4/1/1999 10:47:00 AM
From: Rainmaker  Read Replies (1) of 36349
 
Sam, a review/analysis of a company's fundamentals also must include a look at their product profile and customer mix. To belittle PAIR a bit, compare their products against what The Competition has to offer. Aside from the T1/E1 plugs, there is nothing else. Their biggest downfall comes in the form of (random order): 1) no international exposure 2) no systems platform 3) no ADSL technology, and 4) continued price erosion in a commodity market. If one looks at PAIR's revenue shift over the past 2 years, it's clear that HDSL products, although still the majority money maker, has declined sequentially. This is in line with the company's transformation from a plugs outfit to a networking company. These are the same reasons why Avidia was introduced to compliment the PG Family of products and why Pascoe was brought in.

Good luck with PAIR. In the coming months, the rewards of owing this beaten up stock should be realized.
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