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


To: Rainmaker who wrote (26682)10/27/1998 12:22:00 AM
From: sandman  Read Replies (3) | Respond to of 36349
 
Rainmaker,

The Big$ question is whether PAIR can market its DSLAM/concentrator
product (Avidia) correctly. All the indications that I have - this
was one thing missing from their product line. IMO it may have even held back the DSL deployment at USWest etc.

But this may be a killer product if the product sheet is to be
beleived - pairgain.com
I am absolutely impressed by their density etc. and with volume
shipment in Dec '98. This product will add a bundle to PAIRs bottomline.

But the devil is in the details - there are a lot of vendors with
half-cooked DSLAM/concentrator products, PAIR will have to get at
least one solid referral account. I think this product was a long
time coming - but with proper positioning it can position PAIR to
explode and become a wall street darling again.