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To: the hube who wrote (15803)	11/2/1998 7:19:00 PM
From: Grashopper	Respond to of 17305

I kept my eyes on PAIR and would say you made a pretty good Call!

To: the hube who wrote (15803)	11/3/1998 3:41:00 AM
From: Madharry	Respond to of 17305

WOW!

To: the hube who wrote (15803)	11/3/1998 12:59:00 PM
From: Andrew Vance	Respond to of 17305

AV--Interesting comments on PAIR. And even though I did not see them until just now, I think you deserve a great deal of credit for your observations. PAIR was discussed in today's newsletter and we referred back a few weeks to comments I made. I am in total agreement with you and my comments were based on the very successful US West rollout of DSL and the new Bell Atlantic rollout. As a matter of fact, the DSL rollout by US West is so successful, they are falling prey to an AOL-like infrastructure dilemma. DSL is rolling out much faster than US West can get the critical hardware infrastructure installed. The system is getting bogged down as new subscribers are brought on line and tghe existing infrastructure is getting taxed beyond it present designed capabilities. I still own some $21 PAIR and was buying on its way down with a good capital infusion a few weeks ago in the mid 8s. Speaking of which, for those that thought moi was a Bear and not just an over cautious Bull, the tight profit loss limits kicked in big time today on the likes of ADPT, CIEN, COMS, IRIDF, KLAC, MXIM, PAIR, PRIA, TER, and VECO. Of the group mentioned here, I am getting back into VECO and PAIR and watching the rest to see if they go any lower. Letting profits run but having the lower trigger point limits in place is what this market dictates. Andrew