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Technology Stocks : XLA or SCF from Mass. to Burmuda

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To: gringodoc who wrote (512)5/16/2000 5:48:00 PM
From: sws2001  Read Replies (1) of 1116
 
Again, Byron anti-XLA shoddy report

Byron has stated numerous assumptions and allegations concerning Mirror-Image, Vik and XLA. I just feel that his reporting is erroneous and stated with mis-facts.

"Cisco Systems which is only marginally involved in the field, has held up the best, with its shares dropping only 10 percent in recent month"

Reality CSCO is down 25% from yearly High 80 (mar 27) to Low 58 on (may 10). The fact that Byron is wrong on a basic number implies that the rest of his more detailed analysis maybe in error.

Byron states that "Network Appliance is a competitor in the space". This is absolutely wrong. NTAP sells caching devices which Mirror-Images interfaces with. This shows he has little knowledge and understanding about the content delivery space.

Note, I own CSCO, NTAP and XLA.

In conclusion, I find it difficult to separate the truth, assumptions, lies in the Byron article. His writing is not correct, doesn't show sources , comes to wish-dream conclusions and is wrong on basic facts not related to Mirror-Image/XLA.

XLA Long and Strong
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