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


To: Jay Mowery who wrote (19708)1/29/1998 6:15:00 PM
From: wayne  Read Replies (1) | Respond to of 36349
 
From the Yahoo thread:

I listen for 1 hour on this call. Chuck (CEO) was very up beat about the future. He used words like
strong and great for
1998. He said that the RBOCS are all in hurry to deploy HDSL. But some of them would be going to
school by using some smaller
unknown companies. That when Pair rolls out its product 2nd half of year that it will be very mature
product and a good product.
Extremely upbeat call and the future looks bright. Pricing pressures are 1 or 2qts away from stopping.
All the big guns were asking
question: Soundview, Hamberg & Quist, Wheat First, Nationsbank, Fidelity, Goldman Sacks, Furnman
Selz etc. One analyst said
congradulations on meeting the qt. and year projections when some thought you would not. We should
see recommendations coming soon. This is
the kind of company that will fly this year 25% growth a year and low Asia exposure. Also CEO said
US West is still there
customer.



To: Jay Mowery who wrote (19708)1/29/1998 6:19:00 PM
From: Islander  Read Replies (1) | Respond to of 36349
 
Where is Gary Korn? He is known for complete and detailed reviews of CCs, at least on the ASND thread. Perhaps he has left us for other, better known companies. My hope for Pair as a trading vehicle is being dashed as this firm exhibits such uncertainity, minimal visibility and lack of technological leadership. I thought PAIR was known for "First and Best", however it now seems to be "Wait and See"! I respect those of you who have lived w/ Pair for many years, maybe you can straighten me out. While I wait for my GTC order to be filled at 19 1/2 and then to say goodbye, any suggections for a good trading stock? By best to you all, I wish you profitable days ahead!