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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: Ed K who wrote (22472)	3/31/1999 8:11:00 PM
From: Waldeen	Respond to of 90042

Yes, Ed. I've been thinking this logic makes sense for some time too. But actually, if I had to guess on a takeover for PAIR.... would guess what no-one else has?..... AOL. AOL has to have xDSL to stay competitive with the so-called cable modem power house ATHM/T/ECIT, which IMO is starting to look like a broadband monopoly. Guess it doesn't matter if AOL buys out PAIR. AOL is going to push xDSL demand so fast, PAIR wins either way, long term, IMO. Waldeen

To: Ed K who wrote (22472)	3/31/1999 8:19:00 PM
From: Sosmartinov	Read Replies (1) \| Respond to of 90042

Re: BRCM and Pair, I'm no technician but if they are parallel technologies wouldn't BRCM (which I hold and think is going to be great) defocus by getting involved in PAIR or is their some integration possible that I don't understand...