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


To: Bill who wrote (25481)8/22/1998 10:16:00 AM
From: Gary Korn  Read Replies (1) | Respond to of 36349
 
Pair would be a great fit for Alcatel IMO. It's been discussed here a few times during the past several months. Alcatel has a great desire to gain RBOC share in the US, one of its weakest global markets. That's why they bought Sprint's equipment business and DSC. Pair would give them market leadership in HDSL to go along with their own ADSL products.

Bill,

Okay then. We've got:

(1) a fit (thanks for your analysis);

(2) the same cast of French pre-merger buyers that were buyers before Alcatel bought DSC; and

(3) an analyst some time ago (can't recall the name) who said that PAIR was a real acquisition candidate.

What would be a fair price for PAIR?

Gary Korn