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

To: john p. carney who wrote (36233)	4/12/2000 7:07:00 PM
From: Daniel G. DeBusschere	Respond to of 36349

One cent under - that's my guess also. PAIR broke this tradition last quarter. Let's see if the new CEO can make it two in a row. He's had plenty of time to throw off expenses and PAIR has taken action on big chunks of the expense pie. Like I said, their stock options are depending on this outcome.

To: john p. carney who wrote (36233)	4/13/2000 9:57:00 AM
From: David Browning	Respond to of 36349

Possibly WORSE than estimates??? If the merger is to be a pooling of interests (surprising to me that they can do it), ADCT will have no large lump of goodwill to amortize. But won't the acquirers still want questionable assets (aging inventory, etc.) written off the books before merger? They may have an improved operating number, but the bottom line may be red with write-offs. If this should happen, it could end the speculation re better terms on the deal. Might be a good thing.

To: john p. carney who wrote (36233)	4/13/2000 12:24:00 PM
From: helkel	Read Replies (1) \| Respond to of 36349

Now that we have collar on stock price, pair will probably exceed estimates by 5 cents or something. They (mgmt) will have the last laugh.... We have all dreamed of that day only to be disappointed when reality comes home after the close. My only fear is that Pair misses and ADCT wants to re-eval the buyout, in that case my Jan '00 10 calls take drastic hit. best of luck to all hk

To: john p. carney who wrote (36233)	4/19/2000 3:10:00 PM
From: David Nelson	Read Replies (1) \| Respond to of 36349

Every once in a while I stop by and read a few posts to remind myself why I sold Pair and never looked back. It's discouraging to see that nothing has changed on this thread in 3 years, and Pair's management still has problems. You guys are still losing money on this dog and then complaining about it. There was a time to "backup the truck," but that time is long gone. Pairgain squandered any chance it had to be a player years ago (while I quadrupled my money in CSCO and LU--AOL was an 8 bagger). Pair is still over 8 points below where I unloaded my truck years ago... and the whiners never stop complaining about these guys. Adtran, which sent Pair into it's plunge 3 years ago, left Pair in the dust, and Aware (the nobody) trades 60% higher than Pair, even after its huge drop from over 67. I see, looking around that WSTL is still losing... figures. Sorry for raining on your parade guys. Some stocks are destined to be perma-cheaps and Pairgain is definitely one of them. WSTL is running a close second. Oh well, just my 2 cents worth. I'll stop by again in a few months to remind myself again to buy good companies with a future... It's good therapy! You can take john p. carney's statement to the bank, "it is carved in stone." And for you newbies to Pair, it's worth taking a second look at other "good" companies before you plunk your hard-earned money down on this one... Good luck! --Dave