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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: Junkyardawg who wrote (17754)	3/16/1999 2:24:00 PM
From: nokomis	Read Replies (1) \| Respond to of 90042

Dawg - am expecting SRNA to move this week (not a day trade)..that's why I bought today. If I wait for market to react, will be too late (you may want to watch it over the next few days/ quiet period just ending). JMO. Cheers, NOK

To: Junkyardawg who wrote (17754)	3/16/1999 2:31:00 PM
From: MARK C.	Respond to of 90042

This is an older article but it is articles like these that came out before the OCT. crash that show to me how undervalued PAIR has become. PAIRGAIN TECHNOLOGIES The copper standard The Red Herring magazine September 1997 Through the early '90s, fiber optics were the height of fashion. The technology was touted as a watershed in electronic capacity that would bulldoze any bandwidth bottleneck. PairGain made its fortune with a cheaper solution. The PairGain pitch flowed easily: "We understand you will be upgrading to fiber optics, but it costs $20,000 per mile to install, and it could take as long as five years to wire a city. Or, we can give you the equivalent capacity for $1,000 per square mile and make your customer happy by Friday." PairGain's T1-speed technology is 24 times faster than ordinary copper wire. Its HDSL technology was developed at Bellcore, but PairGain put it into practice and has profited handsomely. It owns 70 percent of the technology's market share. It's a remarkable turnaround for a company that was teetering on bankruptcy as recently as 1992. "We grew far beyond our expectations," says PairGain CEO Chuck Strauch. "The Internet blew our business wide open." While its revenues have grown, PairGain isn't done yet. There are 2.5 million T1 lines in the United States, and that figure is growing at 30 to 35 percent annually. Additionally, PairGain has added a new product line that Mr. Strauch predicts will be far more important than its T1 upgrade. When the telephone network was deployed, only one or two lines were assigned to each subscriber; now that consumers are demanding several lines into their homes, PairGain has stepped up with technology that adds 24 channels to ordinary phone lines. Certainly the company will find new competition with cable modem and wireless technology -- not the least of which will come from our top private company, Broadcom, which was founded and is managed by founders of PairGain. However, the telcos will need to upgrade the billions of miles of copper wire already in the ground to stay in the game. ORACLE PICTURETEL PairGain Technologies Nasdaq: PAIR CEO: Chuck Strauch Alhambra, California 714/832-9922 Founded: 1988 Employees: 400 Month-end close 16.13 % change 12 months -48.4 Market value (M) 1,218 Forward EPS 0.74 Latest quarter EPS N/A Street expectation 0.17 TRAILING TWELVE MONTHS Revenues (M) 235.6 Rev. growth (%) 83.2 Net income (M) 41.7 5-year EPS growth (%) 74.7 FEATURED LINKS MRSTOCK.COM: Research, technical charts and real-time quotes (for members). UPDATA CAPITAL, INC.: The new standard in IT merger & acquisition performance. CBS MARKETWATCH.COM: The premiere source for financial information on the web. RED HERRING CLICKS: The internet ad network. Promote your web site for free. OUR PARTNERS COPYRIGHT © 1998 RED HERRING COMMUNICATIONS. ALL RIGHTS RESERVED.