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To: Jim Willie CB who wrote (51268)	11/21/1999 1:13:00 AM
From: Ruffian	Respond to of 152472

11/19/99 - PairGain's chip biz on the block Nov. 19, 1999 (Electronic Buyers News - CMP via COMTEX) -- Silicon Valley- PairGain Technologies Inc.'s microelectronics group could fall into the hands of Conexant Systems Inc. or Level One Communications Inc., an analyst said last week. The company's captive chip business, worth between $150 million and $200 million, was put up up for sale last week when PairGain decided to concentrate on its core competencies-DSL equipment and software. Tustin, Calif.-based PairGain has retained Broadview International LLC to sell the microelectronics group, which makes chips for the company's line of DSL equipment. "There's a lot of interest in the DSL-chipset segment," said analyst Chandan Sarkar of SoundView Financial Group, Stamford, Conn., referring to both Conexant and Level One. "[PairGain] is trying ways to maximize shareholder value," he added. PairGain specializes in making equipment based on a variety of DSL technologies, such as ADSL, HDSL, and HDSL-2. PairGain developed several chip technologies that have been licensed to outside vendors. Last year, the company licensed its G.Lite-chip technology to Newport Beach, Calif.-based Conexant, which declined to comment on the possibility of acquiring PairGain's microelectronics group. Level One, Sacramento, Calif., couldn't be reached by press time. Unlike some horizontally oriented communications companies, PairGain has decided to stick with the equipment side of the business. Qualcomm Inc., for instance, recently put its handset business on the selling block to focus on CDMA chipsets. "While the intense competition among chip-design firms has reduced the need to internally develop our microelectronic devices, we believe we'll maximize the value of our excellent microelectronics design capability by divesting the group to a purchaser that can leverage its talents on a much wider scale," said Mike Pascoe, chief executive of PairGain, in a statement. -0- By: Mark LaPedus Copyright 1999 CMP Media Inc.

To: Jim Willie CB who wrote (51268)	11/21/1999 9:12:00 AM
From: JohnG	Respond to of 152472

JimWillie. On Lucent. What you missed was the all optical switch they announced a couple of weeks ago. If the switch works economically then combine it with 1)the doped eribium amp (all optical amp, 2) multi lambda optical multiplexing, 3) Lucent's low water optical fiber (no water attinuation spikes),4)JDSU's full component service and module optical components, 5)Nortel's router software (licensed to Microsoft for inclusion in future operating systems AND guess what, CISCO mayt well be history--TOAST. JohnG