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Technology Stocks : PairGain Technologies -- Ignore unavailable to you. Want to Upgrade?


To: P314159d who wrote (34624)11/14/1999 8:29:00 AM
From: Emile Vidrine  Read Replies (1) | Respond to of 36349
 
NEW YORK, Nov 9, 1999 /PRNewswire via COMTEX/ -- The Wall Street
Transcript, 212-952-7433 or twst.com, has just
made available a report on e-Business as part of the special 192-page
edition produced for the Deutsche Banc Alex. Brown TECH 99 e-Business:
Vision and Reality Conference. Featuring interviews with eleven leading
analysts plus CEOs or top management from 44 companies, this special
issue offers an excellent current review for analysts, investors, and
companies.

1) e-Process & e-Business Solutions -- Director and Senior Research
Analyst James Moore with Deutsche Banc Alex. Brown offers an
insightful, extensive (3,200 words) analysis of the exploding e-Process
& e-Business sector, including the outlook for the sector, compounded
growth rates of more than 70%, niche sectors, Internet efficiency
benefits and offers specific stock recommendations.

We see the Internet driving fundamental changes in the global corporate
environment, and we believe that these changes are more than just
automation, Moore states, "By leveraging the Internet, companies are
creating hyper- efficient business processes, which is the reason that
we have coined the phrase "e-Process." Furthermore, we use the term
revolution because we're witnessing a sudden and radical change in how
businesses operate that is driven largely by the ability to become more
nimble, lean and efficient by using the Internet. The e-Process
Revolution implies more than simply putting up a Web site and refers to
all of the other things that can be accomplished with this technology."

The most efficient companies have real-time scalable communication
infrastructures that facilitate collaboration with subcomponent vendors
and efficient processes for making product changes and introducing new
product initiatives, Moore states, "PairGain Technologies, which
redesigned its HDSL product to obtain significant cost reductions. The
company submitted the engineering change order to the materials
management and manufacturing people, who responded that it was possible
to implement the change but that it would take nine months. This was
not acceptable because the product's life cycle was only one to two
years. PairGain completely redesigned its supply chain using an
Internet-centric product from Agile Software (Nasdaq: AGIL). PairGain
reduced its inventory by millions of dollars within a year and cut
cycle times by significantly more than two months."

(This was copied from the Yahoo Pair thread.)



To: P314159d who wrote (34624)11/14/1999 10:56:00 AM
From: BWAC  Read Replies (2) | Respond to of 36349
 
Re: Metalink and <Wanna bet that IPO goes out over 20 and doubles day one? >

So does this lend any valuation clues to Pair's Falcon chip? Or did Pair sell this out to cheap to Conexant?