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To: E.J. Neitz Jr who wrote (31113)4/27/2001 11:53:37 AM
From: BWAC  Read Replies (1) | Respond to of 53068
 
I like this page for DSL business news:

dslreports.com

Now if you look down it you will see @Link filed for Chapter 11. Significance? @Link had about a $100 Million contract with PAIR Pairgain for the Avidia DSLAM. It was spread over several years, so I doubt the full 100 was ever built and delivered. Last I hear from PAIR a year ago they had only done about 10 Million worth and @Link had delayed some. PAIR was bought by ADCT.



To: E.J. Neitz Jr who wrote (31113)4/27/2001 12:07:54 PM
From: Harold S.  Read Replies (1) | Respond to of 53068
 
Ed,
I must admit I find it difficult to find a valid reason not to be buying ADCT with both fists here as long as you hav a long term horizon. What do you feel the cahnces are that this bad boy will not ever see the 40+ stock prices again in the future? Even if it is 5 years from now. I don't know, i just can't seem to see why no one wants this at 7!!!