Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: hal jordan who wrote (28367)	2/3/1999 10:41:00 PM
From: Daniel G. DeBusschere	Respond to of 36349

The Ascend TNT was put together a couple of years ago by engineers who where still trying to spell DS-3. Now, they understand OC-192 and their talent far outstrips current product offerings. But they have market share, direct sales relationships, and new products in the pipeline. PAIR has a small window of opportunity to get its own foot in the door. I am long in PAIR because I believe they have a shot. But they better start selling soon.

To: hal jordan who wrote (28367)	2/3/1999 11:05:00 PM
From: Rainmaker	Read Replies (1) \| Respond to of 36349

Hal, so in plain English, let me see if I'm reading this correctly: Avidia has a higher port density and employs state-of-the art technology. This is consistent with what management has been telling us in the CCs and in the (few) press releases. In fact, Pascoe has indicated that PAIR has the highest port density of any access concentrator currently on the market. This bodes well from the standpoint that a single unit from PAIR can do more than what several units from a competitor can. This will save shelf space; reduces power consumption; and allows for other expansion at the central office, including more DSL lines. Do you know if the Ascend unit is based on CAP or DMT? Avidia is a DMT DSLAM that can be configured to accommodate CAP, as well as HDSL, fiber, and private LANs/WANs using a reconfigured Ethernet card (read this way - for home networking). Pretty impressive stuff IMHO. Pascoe, start selling!