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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (3068)	3/14/1999 1:51:00 AM
From: Bernard Levy	Read Replies (1) \| Respond to of 12823

Hi Mike: Thanks for the II link. For the sake of accuracy, I should point however that II has had a rather dismal record in picking tech stocks during the last 2 years. The worst was their special on satellite stocks in June (?) 98, when it was recommending LOR, VSAT, and TRMB, all of which got decimated afterwards. It also had QCOM in its Magic 25 throughout 98, while it went down. This year, it decided to leave it off the list, and guess what? It has been iutperforming most of II's Magic stocks of 99! Actually, the consolidation theme will probably play itself out throughout 99 in the telecom/networking sector. There are lots of small to midsize companies which face a merge or die imperative (AFCI, CIEN, FORE, HLIT, ORTL ...), and there are lots of big European telcos (ALA, ERICY, NOKA, Siemens) which are afraid of being left behind in broadband technologies. Best regards, Bernard Levy

To: MikeM54321 who wrote (3068)	3/14/1999 12:28:00 PM
From: LTK007	Respond to of 12823

Yes I have seen this Phil,and I have decided to play PAIR as an option play,I bought 30 July15 contracts at 3/8 about a week ago as the consensus opinion seems to be that PAIR would go for about 20 dollars at least---I think it is a very conservative way to play this,but the payoff would be substantial. And I have just been picking up a drift that PAIR has been really makng excellent strides in ADSL.But I think the "running out of time factor" might force PAIR to go the takeover route--a lot depends on the new CEO--I have come to believe PairGain,after being a pioneer and then falling back has regrouped and is now a genuinely valuable company based alone on their tech. Good Luck,Max