Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Xylan -- Ignore unavailable to you. Want to Upgrade?

To: drdan who wrote (2627)	10/13/1998 5:09:00 PM
From: gbh	Read Replies (1) \| Respond to of 4135

He did say that other companies are being considered but there is nothing definite yet. Seems to me, their strategy as far as "partnering" going forward, will be determined by how valuable LU feels this technology is. I just can't see LU "giving away the store" to XYLN, when the same technology could be used to enhance their own switch (Lannet). Unfortunately, by the time we find out how binding the qudt/XYLN contract is (probably the earnings CC), it may be too late to react. On a positive note, this software is not rocket science, and I assume another source can be found. But the time spent integrating it into the hardware will have been wasted. Gary

To: drdan who wrote (2627)	10/13/1998 10:43:00 PM
From: EaglePutt	Read Replies (2) \| Respond to of 4135

Intitutional Ownership, Short interest etc; Instutional Ownership(From Investor.com) as of 9/98 =>67.70% (up >5% from previous month) as of 10/98=>73.90% (up >5% from previous month) # of institutions 216 >>On 10/12/98: It was reported that institutional holdings of XYLN have increased by 5% or more. This data is generally updated in Investor monthly. Such an increase is generally considered bullish for a stock because it tends to mean greater price stability and stature.<< Short Interest(from Nasdaq.com) 09/98 10,652,332 1,024,896 10.39 08/98 10,775,839 1,381,158 7.80 07/98 10,365,104 712,203 14.55 06/98 13,594,337 1,044,116 13.02 Key ratios Trailing P/E 17.80 Forward P/E 13.30 Price/Sales 1.74 Price/Book 2.12 Dividend Yield(%) 0.00 Forward PEG 0.20 Fool.com considers a PEG this low a good bet. Looks like there are some good fundamentals here and also maybe a chance at a large short coverage. Regardless of what happens in the next few weeks I think that this is a good stock to hold for the long run.