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

To: joe smith who wrote (20286)	2/6/1998 9:18:00 AM
From: David Klein	Respond to of 36349

From the Yahoo Chat site In-Stat Expects the xDSL Chipset Market to Explode by 2000 SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Feb. 6, 1998--In-Stat expects the xDSL chipset market to grow in triple digits reaching 22 million units and almost $700 million in revenue in 2000. Although both symmetrical and asymmetrical chipsets shipments are expected to grow considerably through 2002, asymmetrical chipsets, which include ADSL, ADSL-Lite, and VDSL, are expected to generate the bulk of shipments and revenue. ''The ability to utilize existing copper wire to deliver high speed access many times the rates available from analog modems makes DSL technology an immediate win for service providers, equipment and silicon manufacturers, and especially end users,'' said Shannon Pleasant, analyst for In-Stat's Communications Semiconductor End-Use Service. ''The push for standardized ADSL-Lite and the competitive pressures exerted on RBOCs from cable companies will speed ADSL-Lite deployment in particular, which is expected to begin this year, reaching mass deployment in 1999.'' Pleasant explained that increasing integration, decreasing power consumption and the use of programmable DSPs have made DSL chipsets less expensive and more flexible to changing standards and customer demands. The push for standards based ADSL and ADSL-Lite will exert pressure on CAP-based vendors that are not able to transition to DMT standard based products. CAP-based ADSL chipsets are expected to hold less than 5% share of the ADSL chipset market by 2002, as opposed to 95% today. ''xDSL Chipset Analysis'' No. CE9801DC, In-Stat's latest Communications Semiconductor End-Use Service report by Pleasant, provides a current view of the xDSL chipset market. This report forecasts new DSL lines and xDSL chipset and revenue for the asymmetrical (ADSL, VDSL, RADSL, ADSL-Lite) and symmetrical (HDSL, SDSL and IDSL) markets. Also included is an analysis of the competitive environment and current market players. For information on how ADSL will role out, In-Stat's latest Multimedia report, ''ADSL - The Struggle For Deployment'' No. MM9801IF, by Gerry Kaufhold, details digital telephone activity in eight regions and provides forecasts for ADSL deployments. This report also documents new shipments for three technologies that will precede ADSL: ISDN, S-DSL and ADSL-Lite (C-DSL). And discusses how these approaches to digital telephony will play out. Also included is information about the local telephone infrastructures, as well as forecasts for New Digital Telephone Lines, and a summary of the worldwide market for Digital Telephony End Point Equipment. In-Stat reports ''xDSL Chipset Analysis'' and ''ADSL - The Struggle For Deployment'' are specially priced at $2,995 each, which includes analyst inquiry privileges on the topics covered. To purchase these reports or for information about In-Stat's Communications, Semiconductor, and Computer Services, contact Dennis Ashton at 602/483-4471, email: dennisa@instat.com. In-Stat is a full service, high-technology, market research and information company serving the semiconductor, communications, computer, and multimedia marketplaces. In-Stat is part of Cahners Publishing Co., the largest publisher of specialized business publications in the United States. Visit In-Stat Online at instat.com.

To: joe smith who wrote (20286)	2/6/1998 9:29:00 AM
From: Jay Mowery	Read Replies (1) \| Respond to of 36349

joe, If you sell the puts, you're promising to BUY someone elses stock if it is below the strike price. IE: You sell Feb. 20's at 2 5/8. That's saying, you'll buy the stock for 20.00 if it is below that and the options are exercised. However, of the 20.00 price only 17 3/8 of that money is actually yours! Remember you got PAID 2 5/8 to start. So you are only really spending 17 3/8 of YOUR money. Which is not a bad price for PAIR. If they don't exercise you still POCKET the 2 5/8. If the stock drops back and they are exercised you decrease your basis. Had you done this with your stock you bought at 21 7/8 you would sell your stock at 20.00 + 1 5/8 premium which is 1/4 point loss, but you pocket the put premium of 2 5/8 on the puts you sold! You would have no stock, BUT you would have a 2 3/8 point GAIN overall!! On 1500 shares that's $3562.50 GAIN if I multiplied right. You then wait for a dip and pick up MO PAIR> I hope this is understandable as it's hard for me to type this stuff so it's clear. Best to ya, Jay