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

To: Bobby G. who wrote (27062)	11/12/1998 12:13:00 AM
From: Daniel G. DeBusschere	Read Replies (1) \| Respond to of 36349

Conexant (i.e. Rockwell Semi) would be changing their stripes if they acquired PairGain because PairGain makes finished products. But it would make a great move if Conexant wanted to bail out of the merchant chip market and go verticle. This is exactly what I would do if I were Dwight Decker.

To: Bobby G. who wrote (27062)	11/12/1998 10:14:00 AM
From: margin_man	Read Replies (1) \| Respond to of 36349

All, Don't catch PAIR on its way down!! Or you will be stucked with it! It's better to catch it on its way up. P.

To: Bobby G. who wrote (27062)	11/16/1998 1:10:00 AM
From: Rainmaker	Respond to of 36349

Hey, BobbyG. How goes? What I had in mind relates to questions RE the future PAIR/RCK/CNXT relationship. Given that PAIR produces some pretty high-end gear, my guess is some home customers will not select based on a slightly higher price. It is likely that RCK/CNXT will have an ADSL modem product line which includes chipsets from several vendors with varied prices. Lucent has the same thing and it is not uncommon for these big boys to have multiple designs to accommodate home customer needs and budgets. In summary, I do not see PAIR making a BIG entry into the home market. This is extremely competitive and again encroaches into the commodity realm (just look at the current price for an internal 56k modem - $29, geez!).

To: Bobby G. who wrote (27062)	11/16/1998 3:04:00 AM
From: Rainmaker	Respond to of 36349

Some companies may have analog modems and/or ADSL modems to support G.Lite or Full-Scale ADSL. But can they make this claim? Rockwell Semiconductor Systems has entered the market for next-generation consumer modems with a low-power chipset that supports the full range of legacy analog modems and Asymmetric Digital Subscriber Line (ADSL) modems using the industry-standard Discrete Multitone (DMT) ADSL line-code technique. Rockwell's versatile V.90/ADSL combo chipset is also the first with a multitasking architecture that allows it to support simultaneous operations such as concurrent voice and ADSL, concurrent fax and ADSL, or concurrent legacy analog modem and ADSL,. The chipset provides the most comprehensive features set of any ADSL modem chipset to date, including a scaleable architecture that will enable it to support an emerging set of specifications called G.lite that telecos are expected to adopt early next year. G.lite is expected to make it possible for telcos to deploy consumer-oriented, "always-on" 1.5Mbps Internet access services without the need for splitter equipment or wiring changes at the customer premises. Rockwell's V.90/ADSL chipset is the first product to emerge from the company's recently announced joint development relationship with ADSL equipment leader PairGain Technologies Inc. The relationship combines Rockwell's leadership in legacy analog modems and xDSL technology with PairGain's expertise in ADSL processor technology and equipment. Where the heck was PAIR PR on this press release? I had to check Rockwell for this...