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

To: iceburg who wrote (24008)	6/2/1998 7:09:00 PM
From: Bosco	Read Replies (1) \| Respond to of 36349

Dear iceburg - I appreciate your response; however, I don't know if I'd agree with your premises and thus conclusion. First, for the past year, it ve been discussed many times in this thread, xDSL and HDSL are two different animals. 2nd, PAIR is the dominant player of HDSL, not xDSL. 3rd, PAIR's xDSL implementations, AFAIK, cover RADSL, SDSL and ADSL, but none are in rollout mode. Neither is PAIR's competitors, for that matter. Finally, I am not a technie, so I don't know enough about FON's implementation. While the PR did mention the bypassing [my wording] of DSL, ATM is the backbone, while the DSL (including H) is the last mile technologies, so I don't know ATM is competing technology. So, again, right now, at least for me, as I am rather thick, I don't see what is the basis of comparison between PAIR and the FON's PR. I mean, if indeed this new technology is causing PAIR to cave, AWRE, ADTN, WSTL or even ASND should cave at least as much, if not more. Rather, I tend to accept Vlad's suggestion for now - that FON's PR is more a coincidence. But thanks rgds Bosco