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

To: Henk Kruisbrink who wrote (19748)	1/30/1998 3:19:00 AM
From: nghi vu	Respond to of 36349

good point on the netspeed deal. The CEO of Netspeed is a good bs man. He sold his McCaw business for billions when it hadn't made a penny. It is good old boys network in my opinion because he is up to his old trick of hyping up his business for a big buyout. Netspeed will be bought out before year end (my guess). On a lighter side, I think he is attending all the sale meetings with his knee pads. nick

To: Henk Kruisbrink who wrote (19748)	1/30/1998 11:42:00 AM
From: Purebull	Read Replies (3) \| Respond to of 36349

Adding a little to your post on the Netspeed / U S West deal. When I talked with Jeremy Story from U S West I said Netspeed seems like a new company. His reply was yes, the company is new but they have a lot of good people who have been in this business for a long time. He said Grant Dove is well respected in this area. I asked if U S West is confident that Netspeed can deliver on time and the volumn of product that would be required for this large of a project. He said they felt there would be no problem with delivery. A couple points that made me wonder about this deal are: 1. This is a privately held company. Are they going public or where will all the money come from for this large a venture? Charlie said, PAIR's revenues should pick up as they don't get paid till the customers are collecting from their customers. They front the set up and equipment and then the money starts rolling in. They have several that are ready to start producing. 2. Did they get a sweetheart deal from U S West? U S West may be thinking after Netspeed gets started they won't be able to complete and U S West steps in and buys them, cheap and everybody (in the company) makes money. Purebull