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To: Dale Knipschield who wrote (23838)5/29/1998 1:37:00 PM
From: invest04  Read Replies (1) | Respond to of 36349
 
Dale... I also agree...think I'll wait for the 14's...



To: Dale Knipschield who wrote (23838)5/29/1998 1:54:00 PM
From: Jay Mowery  Respond to of 36349
 
Dale & Stephen,
ALLRRRRIIGHHHHTTTTTTTT!!!!!!!!!!!!!
Now I feel it's fairly safe to stick my hand up out of the foxhole!
The A-Team is here!!
WELCOME!!!!!!!!!
I'm still here and I refuse to give up on this Stock!!!
Glad to see YA'll back even if I am almost a year older and obviously NOT WISER!!!!!
Just gotta make money with PAIR!!!
Your buddy,
Jay
PS. Dale ya gotta explain this new equipment to me! I ain't learned SH*T about the equipment since you took off buddy!!!



To: Dale Knipschield who wrote (23838)5/29/1998 3:34:00 PM
From: Bobby G.  Respond to of 36349
 
Knip -

Welcome back. I've been reading this PAIR thread for over a year (although only "officially" joined SI recently). I always looked forward to and valued your posts. Like Jay always said, you made this complicated stuff easy to understand.

When you get a moment, I'd (and I'm sure others) would be interested in your take on some of PAIR's recent announcements and developments.

Here's some news on the ADSL and Cable Modem front:

Cable and ADSL Modem IC Sales to Triple in 1998 Says The Information Network

NEW TRIPOLI, Pa.--(BUSINESS WIRE)--May 29, 1998--Shipments of ICs for Cable and ADSL modems will increase from $34.7 million in 1997 to $103.2 million in 1998, according to the report High-Speed Modems: Products, Directions, Markets, recently published by The Information Network, a New Tripoli, PA-based market research company.

''Although the V.90 standard for 56K modems has now been established, growth will be overshadowed by the utilization of cable and ADSL modems for Internet connection,'' notes Dr. Robert N. Castellano, President of The Information Network. ''Nevertheless, 56K analog modems will far outsell digital in 1998.''

In 1998, 26.4 million V.90 modems will be sold in North America, while only 640,000 cable modems and 730,000 ADSL modems will be sold. Shipments of ISDN modems (terminal adapters) will reach 683,000 in 1998, but stall as availability of cable and ASDL modems becomes more widespread.

As a comparison, V.90 modems are capable of 56 Kbps (56,000 bits per second) while ADSL modems offer speeds of 6 Mbps (6 million bits per second) upstream and 640 Kbps downstream. Cable modems are also capable of 6 Mbps upstream and 768 Mbps downstream. ISDN has only a 2X speed advantage over V.90.

IC manufacturers are keeping pace with changing modem technologies. Companies such as Analog Devices (NYSE:ADI - news), Broadcom (NASDAQ:BRCM - news), Cirrus Logic (NASDAQ:CRUS - news), GlobeSpan, Lucent (NYSE:LU - news), Motorola (NYSE: MOT - news), and Texas Instruments (NYSE:TXN - news) will ship $1.7 billion worth of modem chipsets in 1998.

The Information Network is a leading consulting and market research company addressing the semiconductor, computer, and telecommunications industries.
------------------------------------------------------------------------
Contact:

The Information Network
Dr. Robert N. Castellano, 610/285-4548
Web - theinformationnet.com
E-mail - tin@theinformationnet.com



To: Dale Knipschield who wrote (23838)5/29/1998 9:48:00 PM
From: Joe Pirate  Respond to of 36349
 
The ole' PAIR gang is coming out of zee closet.. Where is
<NO EVIL EYE PHIL> ? Time to wake up the beast via email..

The troops are coming here to make some mullah $$$ and drive
the sharks away.. The SHORTS "BE SHAKIN" in dere booties...

Nasdaq down, PAIR holding.. $14 bones ? What would
Bill and Monika do with PAIR ? Maybe an option strategy ?

Bill may just sell CALLS to Monika's house, and Monika may just sell PUTS (PUT-zits-in-here baby.. for short)...and then go LONG AND DEEP.. more more more... Where do the LEAPS fit in ? hee hee

Pirate