Xylan Message Board - Msg: 6009358

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Technology Stocks : Xylan

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To: Gary Korn who wrote (2643)	10/14/1998 2:17:00 AM
From: jach	Read Replies (2) of 4135

up till now, LU has been playing safe with small acquisitions. LANNET is a little over 100m and LU did get a fairly good deal for the technology company that is based in Tel-Aviv. LANNET current product line is limited compared to xyln, they do have OC3 (155m) ATM but do not currently sem to have ATM OC12 capability. XYLN at this price is a big bargain. In fact most of the networking sector professional people are surprised that xyln took a much heavier hit than most companies in spite of no early warning. Seems like they'll meet their numbers. CS did have a strong qtr and FORE said that they did have strong bookings but was not able to build it in time. Therefore, market demands seem to be quite strong and xyln may even surprise with a much better number. At this price XYLN is a good buy. IMO, downside risk is minimum and upside potetntial is quite good. If xyln release a good earnings and mkt co-operate we can see double from this price point in a few days.

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