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

To: craig crawford who wrote (24413)	6/18/1998 4:24:00 PM
From: ratan lal	Respond to of 36349

best time to buy is now....not when it is being hyped.

To: craig crawford who wrote (24413)	6/19/1998 1:22:00 AM
From: Bong Lewis	Read Replies (1) \| Respond to of 36349

craig, nice to see you here. i am too busy to read the SI threads except after work hours. Usually I only scan through useful news and skip most of the panics or overly excite comments for a few points drop or up. I have read most of your comments thought they are very insight. About pair, i bought it at 17 3/4 thought this is the level that I made money twice. Though it's down to 13, I still believe that i could make at least even; otherwise, I could have sold it for loss if I loss faith in it like I did in Quantum last Oct 97. Same with COMS. I used to in and out PAIR since it was 40 and loss money only once not include this time because i dont sell it yet, right? I speculate pair because i thought the worse that pair could go is 15 based on its strong balance sheet and cash flow. I has strong growth records though it has been flat this year. that's why you get what you are paying for right? The reason I keep it because of its promising adsl falcon chip and NT and Rockwell have used its adsl chip. I also speculate that PAIR could be bought by one of them (just guessing). Also, PAIR is not exposed much to ASIA like the semi/semi-equi group. Now, you ask me time to think about buying? at $13 level, i think the downsize risk is low. however, i bought pair (like coms) based on price, not for performance, and for a turnaround situation. Fortunately that i got bay at 23 and sold at 31 few day ago. now, what do you think about pair?

To: craig crawford who wrote (24413)	6/19/1998 8:42:00 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 36349

What's the scoop with PAIR? Down 50% in a 3 months? Pairgain used to be a cult stock on SI, I heard people talking about it wherever I went. I remember all the A$ND bulls hyping it up at 28. Now it seems like most people have forgotten about it or left it for dead. Time to think about buying? Craig, I have 20 in the money naked puts for PAIR. I better do my homework in a hurry to see if I want assignment or to close. Glenn