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

To: margin_man who wrote (27064)	11/12/1998 11:36:00 AM
From: Daniel G. DeBusschere	Read Replies (2) \| Respond to of 36349

Pair is positioned to profit from the DSL era - I am long on Pair because they are vertically integrated on DSL products (chips to systems) and they have an established distribution with a hard to break into good ole boy market consisting of the RBOCs and GTE. I don't like the position of the merchant chip suppliers in this market because the xDSL application area is moving too fast. Successful companies will be those that can control or influence the system buyer in my opinion. This is the only way margins can be kept respectable. So if Pair management does not blow it, then they should do very well.