Xylan Message Board - Msg: 6018628

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Technology Stocks : Xylan

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To: Keith Sprague who wrote (2742)	10/14/1998 5:34:00 PM
From: Gary Korn	Read Replies (2) of 4135

Xylan conf. call (post 6) Steve Kim: We will continue doing well in Dec. quarter. Will continue to outgrow our competitors. We are encouraged by strong growth of Omnistack. Plus small switch source of revenue. We expect strong continuing growth from direct and VAR business. Expect total OEM revs. to show modest growth. This will again reduce OEM revs. as a percent of our total business. Well on our way to a diversified channel structure which minimizes dependency on any one customer. Top line growth primarily from direct and VAR business in NA and Euro, allowing us to show seq. revenue growth greater than industry. In closing, make one thing clear, xylan committed to maximizing value for shareholders in every possible way. Q&A next.

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