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


To: bill c. who wrote (35721)1/29/2000 8:57:00 AM
From: Jay Mowery  Respond to of 36349
 
bill,
Glad to see you around bill!
I appreciate it when you point out the
technical aspects of the equipment. I still have a hard time graspin' what some of the information means
in the big picture.
Thanks for the insights and information bill!
Always appreciated!
YBJ

PS. Gotta say to all! Even with the Price decline over the
past several days and the concerns pointed out over
contracts? The quality of the information and discussion
out here (to me) is some of the best I've seen in a
while! Thanks!!!



To: bill c. who wrote (35721)1/30/2000 12:53:00 AM
From: P314159d  Respond to of 36349
 
Now your talking billc!
It will be interesting to see the development of TLTN/WSTL and its OEM relationships with PAIR and ADTN. TLTN also has HDSL 2, but probably won't figure in the game much.

I cannot see AVIDIA getting 50m this year, after all they said that in the current year they would see 20m AVIDIA from CC one year ago. Pascoe missed that one.

I will buy Pair at again, but I have them about 3 or 4 dwon the list this week. They should produce mid teens easy and 20s if soem things get good on the buyout.

50m Avidia nets them at least 500m mkt cap they don't have! If I knew that I'd be touting them big time!!!

But I can only tout WSTL on those grounds,from what I have heard.