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


To: Brian Malloy who wrote (35596)1/20/2000 10:04:00 PM
From: Mark  Read Replies (5) | Respond to of 36349
 
Westell V. Pairgain (Financials)...

Current Market Cap..

Pair....594m = 199m(Cash) - 150m(ME Unit Sale) - 943m (Cap)
Westell.500m = 13m(Cash) - 513m (Cap)

Pair currently has 10m LESS in debt than Westell

Westell hasn't turned a profit since 1996
Pairgain hasn't lost money except last Q.

Book Value

Pair.... 4.10 pershare NOT including ME unit add $ 2.00
Westell. .95c pershare

I just can't understand why we would get initiated with
a flippin hold and Westell (Who hasn't done squat) gets
a buy rating..

Pair has superior products. At least thats what I keep hearing. I've heard Bill C. mention that he regarded
Avidia very highly. He seems quite knowledgeable when
talking about the products.
I've heard that we were to recieve a HDSL2 contract
from BEL and a Avidia contract from MCI/WCOM. Whatever
happened to that. Why is it that all other companies can
announce wins, but Pairgain can't?
It has to be there management thats screwing things
up!!!!!!!!!

Just very frustrated. And Confused.



To: Brian Malloy who wrote (35596)1/21/2000 9:38:00 AM
From: Patricia  Respond to of 36349
 
An Oscar, huh? LOL

Okay, I'll stick around until the "big picture" unfolds.

Happy Friday, All!
Patricia