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

To: kvogel who wrote (26625)	10/22/1998
From: Rainmaker	Read Replies (1) \| Respond to of 36349

Karl, COMS is the Number 2 data equipment maker behind Cisco. Revenues for 97 were $5.4B. Their ADSL product, although a different solution compared with PAIR, evolved from their LAN/WAN technologies. COMS sell select telecom equipment, so I am not surprised to see they landed this ILEC. If your read the press release, COMS already supplied data equipment to SRT. They likely leveraged their relationship to "break" into the telecom sector. As the bridge between data equipment and telecom equipment manufacturers close, expect more such announcements by "traditional" data equipment makers. This will FORCE companies in respective industries to seek alliances or merge to be able to compete in the consolidating sector. The ultimate bomb will be when the day Cisco announces a win with a major teleco. BTW, COMS was rumored to be a takeover target for LU to compliment the potential ASND buyout. Yesterday, ASND released earnings which beat the estimate by a penny. However, their stock price dropped almost 5 due to questions relating to accounting practices. In general, CLECs, ILECs, and ISPs will be the faster growth customers for telecom equipment makers when compared to RBOCs, T, Sprint, Worldcom, and GTE as competition heats up to provide local, long distance, internet, and data delivery services. Hoping for PAIR to make such an announcement to further help increase the stock price.

To: kvogel who wrote (26625)	12/6/1998 2:32:00 AM
From: Mike McFarland	Read Replies (1) \| Respond to of 36349

A little stream of consciousness, enjoy. kvogel asked if PAIR competes directly with COMS, in the link which kvogel posted I see this... In addition to providing 3Com equipment necessary to bring DSL to commercial as well as residential users, SRT will install a service splitter to ensure consistent phone service while DSL is in use, and a 3Com ADSL modem and a static Internet Protocol (IP) address. SRT's DSL installation fee is $110 and the monthly fee is only $49.95 plus Internet service ($13.95 - $16.95, depending on the provider). So instead everybody goes to g.lite...does pair lead here, or simply a standard which everybody has already adopted, PAIR demonstrating Avidia--maybe they're ahead of coms? ?G.lite is splitterless so cheap to roll out, can reach many consumers within something on the order of five miles distant, so I guess that is why we see COMS and Dell working together, what company did CPQ team up with? I've been flailing around trying to take a few notes of the threads and I see that TXN picked up Amati awhile back...so does that take TXN out of the picture to perhaps have picked up PAIR? I found a few things about ROK...but then they're spinning off CNXT...the semi portion of the business, so doesn't look like they're buying. Hmmm, who is left that might make an aquisition, a company drowning in cash--maybe INTC, that's already been bandied about but maybe not such a bad guess. Intel and MSFT have been looking a little less cozy lately, and with Microsoft leaning toward cable...well, for an alternative it is easy to imagine Java streaming across ADSL into my PC...probably wouldn't even be using windows at that stage, linux? beos? Maybe that doesn't matter as long as I get my Java--Oooh, here's an interesting little company, Graphon...accessing the unix boxes at work with Java, cool. Well lots of cool sounding stuff out there, don't know what the killer app will be so maybe it is premature to be hungry for the bandwidth. My silly guess is PAIR is snapped up...in the last inning of the latest economic cycle there have got to be dozens of cash rich (or at least market cap rich) companies looking for the holy grail to grow their business--I mean everything is pretty, much taken, everything seems to have been commoditized, supplying bandwidth has to be one area that has some great growth prospects. And as far as the internet, selling junk on the web is pretty dull stuff, the network and communities and software (and bandwidth needed to pull it all off) sure seems a lot more interesting for companies to get into--especially for companies with deep pockets like INTC. Applications...besides better communication, better video etc...multiplayer gaming immediately leaps to mind...what about latency on ADSL...and better than my V.90...tracert shows an awful lot of hops...so maybe that is the wrong question. Told you it was stream of consciousness! My guess is Intel buys Pairgain for $20/share in stock. --MM