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: Linda Kaplan who wrote (27020)	11/5/1998 9:50:00 PM
From: MoonBrother	Read Replies (1) \| Respond to of 36349

Here Is BancBoston Robertson Stephens Analyst's Recent Recommendation ----------------------- 09:03am EDT 9-Oct-98 BancBoston Robertson Stephens (Johnson, Paul 212-407-041 PairGain Reports September Quarter In-line With Expectations; ... (Page 2 of 2) ACTION NOW: PairGain is rated Buy. REASONS FOR RECOMMENDATION: We believe there is opportunity for upside surprise in revenues and earnings as the markets for advanced signal processing equipment aimed at traditional telephony applications begin to accelerate. PairGain is leading the market for telephony equipment that can leverage the billions of dollars of investment in copper transmission lines. PairGain's products allow telecom carriers to upgrade existing copper transmission lines to carry high-speed, fiber-optic-quality traffic or increase the number of users supported on the traditional network. By using the PairGain products, telecom carriers can offer customers advanced services without being forced to completely upgrade their entire transmission network. ** PairGain applies very sophisticated signal processing technology and systems level designs (high software content) to build products that enhance the performance capability of the existing investment in copper based transmission systems and to develop and design new telco transmission products for new markets. COMPANY DESCRIPTION: PairGain, headquartered Tustin, CA, is a leading supplier of telephony equipment used by carriers to dramatically increase the performance, productivity and reliability of traditional copper-based, twisted- pair wiring. Extending high-speed digital signals to the "last mile", leveraging the huge investment of existing installed copper wire, the company utilizes a signal processing technique called DSL to achieve high-speeds, fiber-optic quality over standard copper wiring, and increase productivity of the underlying asset base. PairGain is the leading supplier of xDSL-based systems. INVESTMENT RISKS: Among the risks are price competition and that telephone carriers typically move slowly.