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


To: helkel who wrote (27912)1/9/1999 3:12:00 AM
From: Larry J.  Read Replies (3) | Respond to of 36349
 
helkel,
OK, I give, I have followed the PAIR thread for well over a year now, as well as been in and out (mostly successful) several times. I recall the old days with the NOE sign off and still can't figure out for the life of me what it refers to. (Please use private mail if you prefer, I feel like I missed the punch line) <gg>.

On the subject of PAIR, I am very confident that PAIR will have its day , and probably sooner rather than later. Signs are clearly pointing to XDSL solutions becoming the bandwidth method of choice (over cable modems). Certainly a percentage of the new (and old) avid P.C. users are going to start screaming for faster connections to the internet (how much did they say that was??) ala DSL solutions. AOL signed up more than 500,000 new users on Christmas day alone, a record!! I would imagine that the bottleneck is going to come into play if it hasn't already done so. I think the RBOCS will be scrambling to get on board after guys like Sprint start capturing the marketshare. The announcement to build rather than lease DSL because they couldn't wait is significant. The market is here, PAIR will figure prominently or become part of an organization that will!

Besides I've got more "opportunity loss" by holding so damn much of this stock that I'll be damned if I move out now only to see it take off (I sold my RDRT in single digits to load on PAIR....ouch).

Also invested heavily in the oil services sector in late Dec., which has been screaming of late. I think it has a long way to go. (My favorites are RIG, DO, FLC, MRL, GLBL, PGO RON, WFT, & SLB).

Regards,
NOE????

Larry