Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: NW Bronco Fan who wrote (25971)	9/4/1998 4:46:00 PM
From: Chicago	Read Replies (2) \| Respond to of 36349

NW Bronco Fan, From my understanding... The "contract" with Rockwell that you are referring to is as follows: Since the agreement, Rockwell has been paying Pairgain ~$2m/qtr until the end of 1998. Beginning in 1999 Pairgain will start receiving royalties from sales of Rockwell ADSL modems based on Pairgain's Falcon chipset. The quarterly payments will go away, but the revenue stream from the royalties should more than make up the difference. Best Regards, Chicago

To: NW Bronco Fan who wrote (25971)	9/5/1998 12:28:00 AM
From: Rainmaker	Respond to of 36349

NW Bronco Fan, I can only add to Chicago's comments to each of the following with: <The bigger influence must be the uncertainty about the 2 RFPs outstanding and what percent of business PAIR gets.> The MMs and market does not like uncertainty. <...Rockwell relationship...> PAIR currently enjoys a $2M per quarter royalty from Rockwell to continue development, testing, and rollout of a modem using the Falcon chip. This will end 4Q 98 and transition to a more lucrative licensing program. <...no news...> Yes, PAIR PR has done a very poor job with news announcements. At a bare minimum, they could have cut and pasted from their newsletter.