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To: Dale Knipschield who wrote (15366)	8/24/1998 1:49:00 PM
From: Andrew Vance	Read Replies (3) \| Respond to of 17305

AV--I never thought ASMLF would drop that low but you have a good entry price. you cannot time things perfectly. I am proof of this. PAIR-what a mystery for me. I see the use for their products, have seen the products in use, and see a wide market for their products. I am still holding onto my shares. Andrew

To: Dale Knipschield who wrote (15366)	8/24/1998 1:49:00 PM
From: Czechsinthemail	Respond to of 17305

Knip, I've also noted the decline in ASMLF. My concern has been the possible impact of a weak yen that might favor Canon and Nikon. I've been told ASMLF has the best products, but if you have a long down cycle before significant orders come in that advantage may disappear. ASMLF may offer the better value here, but I've felt more comfortable with CYMI because of my uncertainties around the competition with the Japanese companies. Baird

To: Dale Knipschield who wrote (15366)	9/3/1998 10:16:00 PM
From: John Liu	Read Replies (1) \| Respond to of 17305

Surprised after being away from Pairgain for around a year to see it at around $7 now. Their earnings predictions although not rising too much in the near future is still rising though. When I left around half a year ago the main question was weither HDSL was still relavent? Has that question been answered? Will be checking the main Pairgain thread but what is the feeling of why Pairgain has dropped so much? Thanks, John