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

To: David Nelson who wrote (21854)	3/19/1998 11:50:00 AM
From: DWCraig	Read Replies (1) \| Respond to of 36349

Well, you may be right, but 7.8% in one day isn't exactly a yawn.

To: David Nelson who wrote (21854)	3/19/1998 11:51:00 AM
From: Doug Bean	Respond to of 36349

HEY DAVE! If it's so bad ,,, get out now. Go find a good one and good luck to you i hope you make a ton.. somewhere else. gee , you had it figured out just right and all of us missed it. CRDoug

To: David Nelson who wrote (21854)	3/19/1998 11:53:00 AM
From: Rick Smith	Read Replies (1) \| Respond to of 36349

David: I wish I had time to type this whole damned report. And by the time I answer all of the questions, I may have. <G> But The report also outlines the fact that the RBOC's will have to upgrade, presumably using PAIR equipment in order to provide this new technology. What I'm seeing are companies like IBM and the others, pushing this faster technology to the forefront. The RBOC's will HAVE to respond. And it is here that PAIR will make it's biggest money. The full terms of the ROK deal have not yet been disclosed and I would be suprised to find that the only benefit PAIR will get is $1/chip. Specifically from the report: "Rockwell will be the exclusive channel for PAIR chips, although PAIR will independently develop and markey ADSL systems. As part of this announcement, the two companies will jointly develop product enhancements for both computer and central site modems." Good Luck to All. R..

To: David Nelson who wrote (21854)	3/19/1998 1:22:00 PM
From: bronco2	Read Replies (3) \| Respond to of 36349

David, I have read every post on pair for the last 12 months and I understand your frustration with pairgain stock price performance during the past 8 months. Especially while other non-revenue producing companies stock prices sky rocket. But I do believe that pair needed to go with a mainstream modem chip distributor/vendor to get their falcon chip into the hands of as many user's as possible. The royalty price seems low, but maybe thats normal for this type deal (I just don't know). Maybe others on this thread could comment. Again people keep lumping pair with all the other adsl vendors out there without remembering that the PG-FLEX product revenues will start kicking in the second half of the year. Also, several analyst have implied/stated in the past that the FLEX product revenue could rival the HDSL revenue streams of the past. Long and hangin on...............