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

To: Steve E. Boney who wrote (19355)	1/27/1998 7:49:00 AM
From: Edward J. Edwards, III	Respond to of 36349

From Pairs 10k last march, as it discusses their major customers: Customer Concentrations Aggregate sales to local telephone companies affiliated with Bell Atlantic, BellSouth, NYNEX, Pacific Telesis, and SBC Communications (formerly Southwestern Bell) accounted for approximately 59%, 63% and 66% of the Company's total revenues for 1996, 1995 and 1994, respectively. As a result of the Company's dependence on its largest customers, the Company's future success will significantly depend upon the timeliness and size of future purchase orders, if any, from its largest customers, the product requirements of such customers, the financial and operational success of such customers, and in particular, the success of such customers' services deployed using the Company's products. The Company's sales to its largest customers have in the past fluctuated and may in the future fluctuate significantly from quarter-to-quarter and year-to-year. The loss of any such customer or the occurrence of any such sales fluctuations could have a material adverse effect on the Company's business and results of operations. See "Management's Discussion and Analysis of Financial Condition and Results of Operations," and "Business--Customers." No mention here about US West being one of the big customers. (From what I cant tell, any info would be helpful) Anyone know how big US West order are as a percent of sales?