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

To: David Nelson who wrote (25893)	9/3/1998 3:47:00 PM
From: Bill	Read Replies (1) \| Respond to of 36349

How about using their $200 mil to pick up a growth company in cable modem area? (I think I suggested this about six months ago.)

To: David Nelson who wrote (25893)	9/3/1998 3:51:00 PM
From: Greg Thornton	Read Replies (2) \| Respond to of 36349

David, Why is it that you only come around when the stock is down to rub our noses in it? Where were you in June when the stock was $20? What has changed since then? They missed their quarter by 1 penny. They have $200 million in the bank. Their growth has flattened, for now, but they are still making money, putting away $10 million per quarter. And they are still regarded as an attractive acquisition. They have well regarded technology, and I would think that the worst thing that could happen now is that Charlie would accept an offer for something like $15 per share (a double from current prices), which is significantly less than he could have gotten 6 months ago. On the other hand, I think that they will continue to hold a significant portion of the HDSL market, and they can look forward to some portion of whatever ADSL market there might be in the near future. I think that I speak for many here when I say that we would appreciate your input more if it was more constructive. Thanks for listening, Greg

To: David Nelson who wrote (25893)	9/3/1998 5:00:00 PM
From: hal jordan	Read Replies (1) \| Respond to of 36349

PAIR was over a $100 a share. I was referring to the time before the stock split, roughly 2 years ago. Growth is coming from new released products pg-plus I think its called. I think HDSL has found its bottom and will not decline further. Growth will come from ADSL in the future. Yes, there are many companies competing. And nobody knows xDSL technology better than PAIR. At the worst, I believe they are an attractive acquisition target. Look at the market cap, then look at money in the bank and continued profits. Still a pretty good ROI for the right company. Hal

To: David Nelson who wrote (25893)	9/3/1998 10:19:00 PM
From: Graham Dellaire	Read Replies (1) \| Respond to of 36349

Name more than one besides Pair that makes a profit. Yadda, Yadda, Yadda right back at ya buddy. G.