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

To: Emile Vidrine who wrote (25402)8/16/1998 10:35:00 PM
From: helkel  Read Replies (1) | Respond to of 36349
 
INFO from LU conference call that is interesting, although not any guarantee. This was from Q & A at end of cc, from an analyst:

"Q: Speculation exists that Lucent must undertake a large acquisition. How do you react to this sentiment?

A: Acquisitions are a tool for the business strategy for the company. Lucent only looks at acquisition in the context of furthering the business strategies. Dilution is an issue in every acquisition. Lucent's goal is shareholder value, and the company sees itself as a strategic buyer. Lucent is interested how companies and technologies play for the long term

Also, LU has a large presence in china.
i'm just trying to find info to back up any buyout speculation, and hope to piece together the puzzle soon.
later
hk



To: Emile Vidrine who wrote (25402)8/17/1998 12:31:00 PM
From: Henk Kruisbrink  Read Replies (1) | Respond to of 36349
 
PAIR's buyout, my thoughts:

Alcatel already have their own chipset called DynaMiTe, so Falcon
may not be the prime objective they're after.

I think that PAIR's customer base is of more interest of Alcatel.
Think of Alcatel can go into the US Telco's that have relations
with PAIR. I dont't know the exact penetration of Alcatel in the
US, but this is my guess.

HK


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