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: Jay Mowery who wrote (29696)	4/7/1999 12:03:00 AM
From: NW Bronco Fan	Respond to of 36349

Jay, I think PAIR's missing by a penny in the past was acceptable by PAIR, but not this Q. It seems PAIR so many times in the last several quarters was just ready to bust to the upside with any sign of strength in their earnings. They never did show that strength and the stock kept bleeding to where it is now. I think for the near term stock price action, the big miss last Q was a good thing, but only if the hit or better yet, beat their estimate this Q. (Look at the open option interest in the $10 calls. Alot more activity than there's been for several months.) Had they hit their estimate of 16 cents or come in at 15 cents last Q before the warning, this thing would probably still be a $9 stock. If they don't hit their earnings this Q, then the stock is probably dead meat for another few Q's. But hitting or beating their estimate brings back some momentum players and in this market, they could ride that for a while and maybe get a contract or 2 along the way.

To: Jay Mowery who wrote (29696)	4/7/1999 12:25:00 AM
From: Bobby G.	Read Replies (1) \| Respond to of 36349

Hiya Jay, DSL fever heats up with new deals By CNET News.com Staff April 6, 1999, 5:50 p.m. PT roundup The buzz about digital subscriber lines, or DSL, is getting louder as yet another local carrier gears up for a public offering. Rhythms NetConnections priced above its expected range, reflecting continued investor interest in everything broadband. NorthPoint Communications, another upstart data carrier, will get access to Frontier's high-speed pipes in a new investment deal. Rhythms prices IPO above expected range The nationwide high-speed Net access provider prices its initial public offering above the expected range, a sign of strong demand once shares begin trading tomorrow. NorthPoint grabs Frontier investment The high-speed Internet access provider will announce an investment from Frontier, a national telecom carrier, tomorrow. The deal will give NorthPoint access to Frontier's fiber optic network. New bill could level DSL playing field update A proposed bill in California aims to level the competitive playing field for upstart data firms looking for an edge in the lucrative high-speed DSL market. Hope the PAIRthreaders are hangin' in there. Bobby G, emerging--momentarily--from lurk mode