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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Trumptown who wrote (8865)	6/30/1999 2:29:00 PM
From: Bucky Katt	Read Replies (1) \| Respond to of 57584

FED does .25, markets will go nuts real quick, with a neutral bias. Interesting. Charts show WSTL & PAIR both looking weak, may test April lows. This is just a t/a look, so any news/hype-job may cause a run. WSTL the better pick, by far, Imo. Rande, CHRZ looks weak also, may go below 10.

To: Trumptown who wrote (8865)	6/30/1999 3:06:00 PM
From: Kevin Shea	Respond to of 57584

I'd say neither real good here, but IMO PAIR appears to be more advance toward an advance.... PAIR offers a signal or two while WSTL doesn't ...... many better plays elsewhere....

To: Trumptown who wrote (8865)	6/30/1999 5:11:00 PM
From: StockHawk	Read Replies (3) \| Respond to of 57584

PAIR - Back in early October, 1998 both PAIR and AWRE were $6 stocks. Six months later, while Pair had doubled to $12, AWRE was closing at $75. Both companies are involved with DSL but their stock performance has been very different. AWRE took off because it had something called G.lite ADSL which was accepted as a standard. Although it took a while for the stock to move after the announcements began. But ultimately, AWRE took off and other companies, like PAIR were left behind. That may change. ADSL, which stands for asymmetric digital subscriber line, was developed to avoid interference with voice traffic in bundled copper wires. It was supposed to do this by using slower upload speeds - as opposed to "full rate" SDSL (symmetric digital subscriber line). SDSL provides high bandwidth in both directions. However, ADSL did not live up to expectations - it did cause some interference and necessitated the use of microfilters. Some DSL players, such as Alcatel, realized that if microfilters were going to be used anyway, they might as well be used with SDSL to take advantage of higher speeds. (Note: since higher upload speeds are more critical for business users SDSL has been marketed to businesses while ADSL is consumer oriented.) The problem here is that microfilters cost money to buy and install and the RBOCs (regional Bell operating co's) keep saying that SDSL causes interference with voice traffic at speeds in excess of 768 kilobites per second. A solution may be on the horizon in the form of HDSL-2. (High speed digital subscriber line, version 2). The high speed is 1.5 megabits per second. While HDSL-2 is not yet ready for deployment, its major advantage is that it was designed not to interfere with other services. An effort is now being made to develop HDSL-2 into a standard. If that happens companies involved with HDSL-2 could benefit. That includes PAIR, Alcatel and ADCT. I'm doing some research on DSL companies, and if people on this thread are interested I will post more on this topic in the future. I think this is an area that deserves more DD and that it is something we should keep an eye on. StockHawk