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

To: Dale Knipschield who wrote (27525)12/8/1998 2:41:00 AM
From: Daniel G. DeBusschere  Read Replies (1) | Respond to of 36349
 
LU and Nortel have HDSL advantage only if the RBOCs get their act in gear. The betting is that the CLECs will deploy HDSL2 gear to undercut RBOC T1 prices and they will buy from PAIR and not LU and Nortel who will not want to sell to them and piss off their core markets. I am betting on PAIR to get more than its share of the HDSL2 market and that should be plenty to boost the value of the stock.



To: Dale Knipschield who wrote (27525)12/8/1998 9:13:00 AM
From: Dad of The Rock  Respond to of 36349
 
Thanks for your thoughts.



To: Dale Knipschield who wrote (27525)12/8/1998 8:11:00 PM
From: john p. carney  Respond to of 36349
 
<IMHO, PAIR has squandered several opportunities to move up to the next level as a telecom equip. mfgr.>

Unfortunately, I agree. That's what I meant by "Pairs management resting on their laurels". The management of this company had a great product at a great time but had no vision or direction except for enriching themselves with cheap options. A real shame.

John


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