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

To: helkel who wrote (30386)	4/15/1999 8:12:00 AM
From: margin_man	Read Replies (2) \| Respond to of 36349

I still think pair is cheap, So should we say PAIR at high 20's by the end of May?? P.

To: helkel who wrote (30386)	4/15/1999 11:56:00 PM
From: P314159d	Respond to of 36349

SBC won't do huge deployment without another RFP, just like BA ( they dumped WSTL pretty good). So ALA is ok for now but must rewin the business later this year. PAIR still has a chance in that their solution bundles HDSL and HDLS-2 in the same platform. Also, don't underestimate a very profitable business with the CLECs and the small business customer. Here in Chicago, the only DSL ads (on radio) are for Flashcom/Northpoint and COVD/Concentric to business users. AVIDIA competes here quite well. Of course, we'd like to hear the MCI or Sprint win to put the game in the bag. Judging from today we may retrace some, but I think the stock is dead set on breakout(of recent highs) in the next 4-6 weeks. Alot of rotation to the smaller stocks is happening now.