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

To: BWAC who wrote (30042)	4/12/1999 2:59:00 PM
From: paulbk	Read Replies (1) \| Respond to of 36349

BWAC, Those are the questions that are stumping everybody these days. This morning I was watching WSTL thinking I would get back in when it came down closer to where I sold it last at 5.25. Before I knew it it was at 11 3/16. I had the opportunity to buy all I wanted at around 7 but I felt sure it would fall back so when it broke above 7 I let it go. I feel sorry for those that bought COVD at the high of 121 but who can say it won't be 150 tomorrow? Trying to avoid chasing stocks is looking like a liability now but I'll keep doing it even if I miss some of these things until I understand the situation better, best,p.b.

To: BWAC who wrote (30042)	4/12/1999 3:01:00 PM
From: John Stichnoth	Read Replies (1) \| Respond to of 36349

BWAC: Can someone tell me... 1. Different types of DSL. What are PAIR's CLEC/ILEC adsl deployments compared with the others? 2. Revenue and earnings momentum. (I posted a comparison with awre within the last week, on this thread). 3. Visibility of future earnings. 4. Losing BA preferred provider status. I doubt we'll see any dramatic change until pair's equipment gets qualified in more places, and a recognition of growth starts to occur. PAIR's still getting hurt from its earlier success with hdsl, ironically, giving it poor quarter-to-quarter comparisons in the last year. BTW, I'm still long PAIR, as I expect that momentum from here should turn positive, and might run up sharply, quickly if something happens. And, I'm not just betting on a takeover! JMO, JS

To: BWAC who wrote (30042)	4/12/1999 6:32:00 PM
From: matt gray	Respond to of 36349

Sanity will prevail, it always does. In light of the recent bizarre trading behavior, number of false starts, and bogus bloomberg reports etc, many are staying clear of the stock until more evidence is presented. Look at the bloomberg debacle. It suggests that alot of folks are lined up to buy. Baring any overall market meltdown, some clear evidence of success will light this stock up... the conference call will determine where we go from here. IMHO the train will pull out of the station in 7 trading hours.