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


To: Las Vegas Lou who wrote (27108)11/16/1998 11:09:00 PM
From: Rainmaker  Respond to of 36349
 
LV Lou, if you could, stop by the CNXT booth and inquire about their new modems (or terminal adapters which is the correct term) they plan to release in the next six months to one year. Some of the techies may not know the guts, only performance, so you may have to check with a few reps. Possible questions/queries:

1) inquire into the combo analog modem/ADSL adapters for PCs. See who may be providing them with ADSL technology besides PAIR. Marketshare between/among the various vendors

2) Be candid that you own PAIR and am curious about their future relationship

3) Their plans to release the modems based on the Falcon chip

4) Their plans to sell to the telecos

5) Possible relationships with PC makers or the likes of an Intel

6) Beta testing results

7) See if they have a demo unit on display or trial (likely at such shows since seeing is believing)

8) General market direction for CNXT

I'm sure others on this board can come up with a few others if you would be so kind as to inquire.

Thanks and good luck.



To: Las Vegas Lou who wrote (27108)11/16/1998 11:45:00 PM
From: FISHERMAN  Read Replies (1) | Respond to of 36349
 
Las Vegas Lou...stop at the PAIR booth and ask if their 1999 earnings are really going to be flat to down? Also, why do some analysts say
competition will drop off in Qtr1 1999? Thanks.