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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: FritzV who wrote (10727)	1/30/1999 9:55:00 PM
From: hal jordan	Respond to of 90042

My 2cents on PAIR: Positives -- Over 200 mil cash in the bank, 0 debt. Trading near historical lows. Avidia system launched in November and probably best system of its type in the world. Expect some Avidia wins to be announced within the next few months; that should run the stock up a few points alone. New CEO comes from NN, a major plus. Only true xDSL player in the black. Strong balance sheet. Negatives -- Over 200 mil cash in the bank earning about 4%; should be used to extend growth, not wallowing in a reserve. Lost HDSL contracts to ADTN in BEL account, may lose others. Prices of core HDSL products slashed dramatically over last year. Avidia up against big gun players like Cisco, Alcatel. The Balance -- Little downside from here based on cash in the bank and potential Avidia wins. If buyout does not materialize, the company still has good investment potential for the long term. Hal