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


To: john d who wrote (2861)10/15/1998 1:54:00 PM
From: sam  Read Replies (1) | Respond to of 4135
 
"Xylan is no longer on the hook for 10% sequential growth Q to Q."

I'm not so sure many on the street thought 10% sequential growth Q to Q was likely. In fact, judging from last quarter's stock price drop I'd say many on the Street thought that growth would be minimal going forward due to slowdown w/r/t ala and ibm. That Xyln confirmed growth above 4 to 5% Q to Q (and is doing so well selling dir) I think eased a lot of uncertainty. The real movement in the stock price has yet to come. JMHO



To: john d who wrote (2861)10/15/1998 4:51:00 PM
From: gbh  Respond to of 4135
 
John, very good and well balanced analysis. Thanks.

Gary



To: john d who wrote (2861)10/15/1998 4:52:00 PM
From: garrick le  Read Replies (1) | Respond to of 4135
 
John,

Excellent and objective analysis of Xylan.
Appreciate you sharing this with us.

GL