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

To: Bobby G. who wrote (27491)	12/5/1998 12:38:00 PM
From: Nazbuster	Respond to of 36349

My basic point is that I don't think that ADTN's announcement should have a negative impact on PAIR's stock price. I agree. If anything, it should boost the price. It has been ADTN's price competition which has hurt PAIR and ADTN doesn't have the staying power of PAIR. Margins HAVE to increase for their survival and this is good for PAIR.

To: Bobby G. who wrote (27491)	12/5/1998 9:08:00 PM
From: Daniel G. DeBusschere	Respond to of 36349

I expect the RBOCs are trying to digest the alphabet soup - RBOCs operate with task forces (i.e. committee like groups) to investigate new market opportunities. The incredible menu of xDSL flavors and moving standards along with scores of vendors screwing around with this technology are driving the task forces crazy and they are waiting for things "to settle down" before they make significant capital expenditure recommendations to management. CLECs are quite a bit faster but their buying volume is just ramping. It will take another couple of quarters before the significant moves are made; but, when it does, it will be an avalanche.