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

To: Dale Knipschield who wrote (31562)	5/21/1999 12:06:00 AM
From: Larry J.	Respond to of 36349

Dale, when you say wins in ADSL equipment, I assume you are referring to Avidia. Unfortunately, to date no "wins" have been announced, but many are in trials (upwards of 20) and a win with a major LEC is reportedly close. According to a very recent analyst report: "We expect PairGain's initial success to be with independent telephone companies, such as Frontier and CenturyTel, and CLEC's instead of the RBOC's, which by now have chosen their initial suppliers." PG FLEX / PG PLUS shipments, on the other hand are underway to four large carriers - Ameritech, Bell Atlantic, Sprint, and Bell South. I've summarized the 4 most recent brokerage reports available: (sorry for not providing links, I'm being lazy) SG Cowen 5/7/99 post # 31226 Dain Rauscher 5/13/99 # 31247(upgrade ref. only) H&Q 5/14/99 #31440 William Blair 5/17/99 #31442 Good luck / welcome back! Larry