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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: LTK007 who wrote (5558)	6/3/1998 1:54:00 AM
From: Phil Jacobson	Read Replies (1) \| Respond to of 29382

No problem Max, glad I could help. The Sprint announcement about their ION technology may be getting blamed for what happened to PAIR today but I think all it did was kick PAIR's stock price into the future by a few weeks IMO. Remember, it's not your home as far as the RBOCs are concerned. It's theirs and they don't like trespassers. BTW, on the surface Sprint's stuff looked like BS to me also. MCI did a similar announcement bundling years of so-called confidential technology development under a single umbrella called "Vault". It was all just PR - they just took a bunch of things they were doing anyway and brainstormed how it could all work together someday. The Sprint stuff sounds eerily familiar...except this time they've got big partners, Bellcore and Cisco. No matter, those guys are familiar with the value of PR. If it is real, the real hardcore Sprint ION stuff (avoidance of ADSL) won't see the light of day in anything other than large corporate accounts for years to come even if it is implemented...and those customers need bigger pipes anyway. The ION stuff for smaller customers still needed a transmission vehicle and DSL was mentioned as one of the platforms it supports. Replacement of DSL for SOHO and residential wouldn't be for years and years. So there shouldn't have been any impact on PAIR from the Sprint thing at all. Yet it still dropped 15%. Oh well, don't pull out your 28.8 modem yet... Phil