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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: IQBAL LATIF who wrote (18208)	4/29/1998 2:59:00 AM
From: studdog	Read Replies (1) \| Respond to of 50167

Since I have gained so much from this thread I would like to contribute something. I was lucky enough to attend H&Q's conference for one day. I saw several presentations and talked to everyone I could who looked like they knew something. Of all the companies I learned anything about, Xylan appeared to have the most potential. They appear to be the only company around who is beating CSCO for switching deals. Take a look at the thread: Subject 4215 My runner-up was PRLS, they just announced a deal with Rockwell to produce embedded chips and they seem to have a nice strategy to assure revenue stream in a growing segment without a lot of competition. Finally take a look at H&Q itself (HQ) Dan Case is pretty confident about the company's prospects and emphasized enough times that they want to stay "unmerged" that it will take a very high price to get them.