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Technology Stocks : PairGain Technologies -- Ignore unavailable to you. Want to Upgrade?


To: Dharmesh Vyas who wrote (29951)4/8/1999 3:44:00 PM
From: Jay Mowery  Read Replies (2) | Respond to of 36349
 
Dharmesh,
Ok!
Just read your last post!
Confessing to owning PAIR and have written it off!
That's where we differ!
I refuse to write this one off!
It's got the fundamentals and as has been pointed out to me.
The main problem is the lack of growth over the past 6 quarters!
I really want to believe with what Eric pointed out on the Bell/AKA
stuff. PAIR is in the process of turning their business plan around.
It's been extremely painful but I refuse to think that they can't succeed!(This may be why I don't belong in the market).
However with the changes over the past several quarters, I have to believe with their cash position and profitability. They can either make the transition or put themselves in a position to be bought at an acceptable price.
That's about all I know at this point!
Your buddy,
Jay



To: Dharmesh Vyas who wrote (29951)4/12/1999 12:21:00 AM
From: P314159d  Respond to of 36349
 
>> Having a RBOC as a customer brings a lot of credibility.

And a lot of losses, witness WSTL, a company I am all to familiar with.
granted the past few days and the coming weeks can lead to a great rally, but the B/S and losses still mount through 2000 there and BA ain't going to turn it around for profits!