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Technology Stocks : IBM -- Ignore unavailable to you. Want to Upgrade?

To: J R KARY who wrote (3871)	9/22/1998 5:25:00 PM
From: Arrow Hd.	Read Replies (1) \| Respond to of 8218

Anyone review the networking hardware announcements today? Last week these were previewed in a release out of Raleigh and they said that internally developed boxes would replace some of the OEM stuff. COMS had a good report tonight but they were mentioned in this release. XYLN also got hit last week due to these new products but from my review it is not clear which OEM vendor comes up short. I am now long both IBM and XYLN so if any of the technical types have a view it would be appreciated. XYLN is announcing next Monday a machine that combines switch and routing across different technologies so there appears to be a lot of dynamics here. Thanks in advance for any insight.