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

To: john p. carney who wrote (35723)	1/29/2000 10:10:00 AM
From: Sosmartinov	Read Replies (1) \| Respond to of 36349

Although I got out at 15 wi subst profit (but left a lot from the 18 drop) the fact that everybody on this thread works so hard to be of use to each other in the trying times of PAIRasitism, I thought I'd throw in a thought just for consideration. My local GTE technicians keep telling me that they are installing PAIRGAIN stuff in all the central offices to update T1 lines for residential use. Now I'm not sure what the technicalities of the equip are and I'm not sure where GTE stands with the takeover, etc. But it (GTE) is a major provider so it can't be a bad thing for PAIR. If it gets back to 10-11, and I've got any money left, I'll be back in for another Sisyphusian climb....just showin' off. AWRE....Jenna, who knows all (seriously), says keeping a profit in an AWRE trade is tough....eg. notice that once again after it got up to 31, it fell back. Happens all the time as I remember her saying months ago.

To: john p. carney who wrote (35723)	1/29/2000 3:42:00 PM
From: BMcV	Read Replies (2) \| Respond to of 36349

OT -- GSLI, yeah I follow that one. I bought the old General Scanning about 18 months ago and kept buying all the way down to the sub 5 level. Still haven't sold a share. With the recent weakness (on much lower than usual volume; after a strong rise on much stronger than usual volume) it should be a good play over both short and long term. They had a huge surprise last quarter and with the strength in their markets (see ESIO's positive preannouncement after market close Friday) it should have a big upside surprise this quarter. And longer term I'm looking for 25-30. The Yahoo thread is pretty good, a guy named heavyT seems to know the business. So does an occasional poster life_wo_lasers. On the SI ESIO board, no one seems to take GSLI seriously, though I think a great trade would be to sell ESIO and buy GSLI, if you're into that sort of thing (I'm not). Here's a post of mine from Yahoo, summing up my view of the company: messages.yahoo.com GSLI says the share of revenue from the semi-equip market is about 12%, but it may be in fact as high as 25%. The last hundred or so posts are definitely worth reading. On the other hand, I own PAIR, so my judgement may be suspect...