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Technology Stocks : PairGain Technologies

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To: BWAC who wrote (30042)4/12/1999 3:01:00 PM
From: John Stichnoth  Read Replies (1) of 36349
 
BWAC: Can someone tell me...

1. Different types of DSL. What are PAIR's CLEC/ILEC adsl deployments compared with the others?

2. Revenue and earnings momentum. (I posted a comparison with awre within the last week, on this thread).

3. Visibility of future earnings.

4. Losing BA preferred provider status.

I doubt we'll see any dramatic change until pair's equipment gets qualified in more places, and a recognition of growth starts to occur.

PAIR's still getting hurt from its earlier success with hdsl, ironically, giving it poor quarter-to-quarter comparisons in the last year.

BTW, I'm still long PAIR, as I expect that momentum from here should turn positive, and might run up sharply, quickly if something happens. And, I'm not just betting on a takeover!

JMO,
JS
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