Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dale Knipschield who wrote (19583)	1/29/1998 12:27:00 PM
From: Czechsinthemail	Read Replies (1) \| Respond to of 36349

R & D for FALCON might impact earnings, but would certainly be viewed as a legitimate expense. I think any expenses for developing the Falcon chip have probably been factored in over many quarters and are not likely to be extraordinarily high in the 4Q. Fears aside, I think we'll meet or slightly beat consensus numbers. Given the fear-based selloff, I would expect a relief rally to follow. Of course, a lot depends on the market mood tomorrow. If the market continues strong, I think there is a reasonable chance that PAIR will rally unless earnings or forecasts are frightenly bad. It simply hasn't had big buying in anticipation of earnings so there isn't a lot of over-optimism priced in at current levels. That being said, I also own Davox which continued a tradition of great growth, beat estimates and sold off anyway. You might want to check it out: 207.183.153.23 You just never know, Baird