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To: BarbaraT who wrote (43272)1/14/1999 12:41:00 PM
From: jopawa  Respond to of 119973
 
XMCM has the juice today.



To: BarbaraT who wrote (43272)1/14/1999 12:41:00 PM
From: JustInTime  Read Replies (1) | Respond to of 119973
 
I think PAIR is moving for the same reason as WSTL, they are both ADSL vendors (PAIR the better of the two IMO), and ADSL is heating up big time.

Long PAIR, AFCI, CIEN, WSTL and more...



To: BarbaraT who wrote (43272)1/14/1999 12:48:00 PM
From: Captain Ed  Respond to of 119973
 
PAIR is up for the same reason that WSTL is up. LU is buying Ascend. Ascend is in the same business (albeit much bigger), than PAIR and WSTL. Thus, the smaller players get the attention, and their stock goes up. Just like when INTC announced much higher earnings than expected the other day, and most of the other chip makers went up in sympathy.

I am only saying that I would rather play WSTL for the reasons stated. However, they are both moving on the LU/Ascend deal.

Ed



To: BarbaraT who wrote (43272)1/14/1999 1:32:00 PM
From: Trumptown  Respond to of 119973
 
PAIR - I think this is why it's moving...saw it last night...

news.com

I think if AOL is going to compete with ATHM cable modems, they need to buy ATHM or get moving on ADSL service...ala PAIR

ADSL advantage is it uses current phone lines...no need to wait for fiber...I think ADSL stuff may have a nice run...

Cheers,
SR