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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: Glenn who wrote (17895)3/17/1999 12:46:00 AM
From: Tim Luke  Read Replies (2) | Respond to of 90042
 
you are the tech guru and if you like pair that says alot



To: Glenn who wrote (17895)3/17/1999 6:08:00 AM
From: Jeremy G. Browning  Respond to of 90042
 
This is a plagiarized comment from a different board.” Any comments? Just want to make sure that there is not too much positive momentum causing a blinding of cautious skepticism.

“(1) Premiums on options not impressive enough to be a serious takeover target.

(2) A lot more competition than originally thought in all markets PAIR wants actions. I mean too much price competition from small and large
vendors such as NT, LU, CSCO, ALA, etc.

Unfortunately, RBOCs will settle for lesser product but the one that is light on their capital budgets.

PASCOE is powerless until the old guard is gone. Old guard is too conservative.

at $0.50 eps for '99 the fair price is at $9 because PAIR will grow in single digits this year!!