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

To: Will Lee who wrote (18154)	12/30/1997 6:28:00 PM
From: David Nelson	Read Replies (1) \| Respond to of 36349

Will: Part of the problem in Pair's current stock price is the perception that because PAIR does XDSL, that they compete with ADSL which may compete with cable modems at some time in the future. 90% of Pairgain's business is with RBOCs and their sales are HDSL modems for T1. Unfortunately, people like you add to the confusion by perpetuating the myth that PAIR is in the high speed internet access business. They are not. Implementation of XDSL for high speed internet access is still a twinkle in the eyes of phone companies and doesn't represent much, if any of PAIR's revenues. It doesn't represent a significant portion of anyone's revenues yet because there have been no large scale implementations of the technology yet -- and judging from the speed at which the RBOCs are moving, there may be little business after the cable companies have cleaned up. PAIR's business is T1 not high speed internet access!. If ADSL takes off, PAIR will be number one in that business too. The problem is that there is no business to be had yet! --Dave