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: kvogel who wrote (26735)	11/2/1998 9:32:00 AM
From: Bobby G.	Read Replies (1) \| Respond to of 36349

Karl - Thanks for posting the Chucks responses. I was impressed that Mr. Strauch took as much time as he did to thoroughly answer your questions. Also, Mr. McBrayer's last line in his answer was interesting. Meanwhile, Monday's IBD has an aricle about phone vs. cable modems. Here are some excerpts: "The race between cable tv and phone service companies to sell faster Internaet links to consumers is shifting into high gear as both camps rev up for the debut of industry-standard computer modems. The new cable and phone modems will be sold at retail stores and built into PCs starting earlyl next year. But if cable firms and phone companies don't quickly upgrade their systems to handle the new modems, electronics retailers could be turned off." "In about a year the rivalry between phone companies and cable firms should be in full swing . . . . Both camps aim to sell their retail modem models for less than $250 by late '99. Cable modem service now goes for about $40/month whith high speed phone lines about $15 higher." Holland Wood, broadband product marketing manager at Intel says: "You're going to see a pretty good kick by the (phone companies)." It talks about Dell hooking up with AtHome Corp and then says, "Compaq also is working closely with cable firms and phone cos. 'We think getting more Internet badwidth to homes will spur some added growth in the computer industry,' said Fred Von Oldenburg, Compaq's broadband strategy mgr." "Though cable and phone firms are upgrading their systems, it might be three years or so before the new high-speed modems can be used widely, analysts say." "One fifth of the cable systems in the US will be upgraded to high-speed networks by year end. But unless new gear is installed those systems won't work with new modems supporting the new cable modem standard." "Phone companies are looking at many of the same issues as the cable guys. To offer high-speed modem services, they must install new gear in central offices that route phone calls through neighborhoods. Led by US West Inc., a few phone comapnies started rolling out ADSL in late '97. US West has rolled out DSL services in 40 markets in its 14-state region. Bell Atlantic Corpo. and Ameritech Corp. also have rolled out limited DSL services. But phone companies will have to adapt networks to a technology called universal ADSL." A chart shows that the number of ADSL and cable modem internet access subscribers is expected to skyrocket. It preducts ADSL about 4 million ADSL subscribers by '00 and 12 million by '05. For Cable it predicts about 1.5 million by '00 and 5 million by '05.

To: kvogel who wrote (26735)	11/2/1998 11:56:00 AM
From: Quan Nguyen	Read Replies (1) \| Respond to of 36349

Kvogel, you are right, PAIR is moving up on Monday. PAIR just passed 9 1/8. Quan Nguyen Go PAIR