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Strategies & Market Trends : Point and Figure Charting -- Ignore unavailable to you. Want to Upgrade?

To: mph who wrote (10621)	12/2/1998 3:20:00 AM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 34811

mph, P&F on XYLN looks very promising and it looks like it is at a good entry point right now. My understanding is that Tim Luke likes it for an acquisition target. Hard to tell who the groom is, but I don't think that it is LU due to product overlap (INTC is my huckleberry). IBM has an established relationship with XYLN, and I don't think anything will happen without their approval...who knows maybe IBM wants to play with the big boys of networking? <chuckle>. $35 seems like a reasonable target. I saw that you were in MRVC. Certainly P&F doesn't look good. Let's just say that nobody really pays attention to MRVC. To my knowledge they don't play in XYLN's market. I could be wrong, however if they do, it is not a significant role. They also have an optical component business in addition to their networking business. INTC once had and maybe still has a financial stake in MRVC. Don't know if INTC divested themselves of the MRVC holdings or not. I like XYLN. I don't like MRVC. JXM