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To: polarisnh who wrote (29883)	1/10/1998 1:51:00 PM
From: Glenn D. Rudolph	Respond to of 61433

Off-topic: What is Xylan going do for the next year IYHO? I feel confident in a decent upside move in XLAN in 98. I wrote in the money naked puts for XYLN. They are mostly switching which is needed for bandwidth. What jach is getting at (IMO) is even though there appears to be a local loop solution that can provide high-speed and wide bandwidth solution in ADSL there appears to be a bottleneck with the carriers that will not allow this technology to take off in the short-term. I feel that ADSL has a significant future but I see the carriers being an interim barrier. I also believe the carriers will start to deploy a lot more high speed bandwidth. Not quickly enough for xDSL to make a go in 98. Enough for 99. Cascade will do very well with this deployment. It seems NN is losing market share in WAN ATM but many would disagree with me. Glenn