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

To: T-Lo Greens who wrote (25744)	8/29/1998 10:57:00 PM
From: Bobby G.	Read Replies (1) \| Respond to of 36349

Tony, Just be thankful it (the pep talk) wasn't televised on CNBC. <g> BG

To: T-Lo Greens who wrote (25744)	8/30/1998 5:28:00 PM
From: Rainmaker	Respond to of 36349

Take the PEP TALK info from Yahoo with a grain of salt, maybe two. Pair has been shifting towards system integration for their clients since last year when they began to de-emphasize HDSL and T1/E1 products in the US (their total revenues from this segment has declined from 75% in 2H '97 to the current 65%; plan is to have around 50% of their revenues from this COMMODITY beginning 1Q '99). This market shift has been in place for over a year. They will continue to win contracts in this area, and will likely maintain 70% to 75% of the market share. The revenue percentage shift will come from growth in other areas (other area include HDSL deployment internationally as they consider this a separate segment for accounting purposes). These messages are consistent with what has been talked about in the CCs following earnings announcements and the analyst reports.