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

To: Jay Mowery who wrote (19712)	1/29/1998 6:38:00 PM
From: SteveG	Read Replies (3) \| Respond to of 36349

MVL: HDSL/HDSL2 attack? Message 3295631 Message 3296545 Haven't see much discussion here on these capabilities, though Dale Knipschield has posted on it. (a lot of new ascii characters here, these days) Steve

To: Jay Mowery who wrote (19712)	1/29/1998 6:57:00 PM
From: porcupine --''''>	Read Replies (4) \| Respond to of 36349

porx summarizing of cc: 1) PAIR makes cash now, unlike many of PAIR's competitors [a point porc has often emphasized]. Its cash position increaed in the neighborhood of $110 million or so in the past year, or $1.60 per share -- about a 9% cash earnings yield based on the 4pm closing price. 2) PAIR is transitioning from a [something or other] company to a systems company. 3) PAIR is transitioning from an equipment company to a software company. [porc loves to hear this -- because software companies generate so much cash, and consume so little capital.] PAIR's gross margin held steady at around 50%. 4) "PAIR is the leading company in a growing industry." Go PAIR --!!!!>

To: Jay Mowery who wrote (19712)	1/29/1998 8:28:00 PM
From: MichaelJ	Read Replies (2) \| Respond to of 36349

I sold 10 April 20 puts today at 3 1/2, my first foray back into PAIR after sitting out 30 days as legislated by the IRS' "wash sale rule". I was wondering if anyone on the thread was the person who bought them from me...just curious. Sounds like the CC went as usual. Hopefully we continue the move up suggested by the chart these days. Then I could buy those puts back on the cheap. Jay, seems there's been some turnover on the thread. Are Cyrus and Emile still around? Go PAIR MichaelJ