SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : XLA or SCF from Mass. to Burmuda -- Ignore unavailable to you. Want to Upgrade?


To: gringodoc who wrote (512)5/16/2000 5:48:00 PM
From: sws2001  Read Replies (1) | Respond to 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



To: gringodoc who wrote (512)5/22/2000 7:44:00 AM
From: gringodoc  Respond to of 1116
 
Washington Post on Markman and XLA:

washingtonpost.com

Online Columnist Picks a Hot Stock and Rides Along

By Howard Kurtz
Washington Post Staff Writer
Sunday, May 21, 2000; Page A09

Even by the sky's-the-limit standards of the Internet age, the financial takeoff of a little-known Cayman Islands-based company called Xcelera.com was nothing short of remarkable.