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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Junkyardawg who wrote (15045)	3/2/1999 12:56:00 AM
From: FritzV	Read Replies (1) \| Respond to of 90042

Just read this re: XYLN XYLN was just bought, FORE may be next ? Alcatel to Buy Xylan for More Than $1.7 Bln, NY Times Reports Bloomberg News March 1, 1999, 8:27 p.m. PT Calabasas, California, March 1 (Bloomberg) -- Alcatel SA, one of the world's biggest makers of telephone equipment, has agreed to buy Xylan Corp. for more than $1.7 billion in cash, the New York Times reported, citing unidentified executives close to the transaction. Paris-based Alcatel is thought to have been advised by Lehman Brothers, while Morgan Stanley Dean Witter is believed to have advised Xylan. The transaction, expected to be announced tomorrow, would be the second large acquisition in the communications-equipment industry this week, following General Electric Co. Plc's bid for Reltec Corp., the paper said. Xylan shares have risen 22.4 percent since Feb. 23 to 26 15/16 today on speculation the marker of computer-networking equipment may be bought at a premium by a large telephone- equipment maker. (NYT 3/1 www.nytimes.com) ------ Previous

To: Junkyardawg who wrote (15045)	3/2/1999 1:41:00 AM
From: Glenn	Read Replies (1) \| Respond to of 90042

You hit one Dawg. I follow ctxs and have been in and out. If you study them close you will realize they have a monopoly on thin clients using NT. They went to battle with big ms and won already. What they do is allow applications to run on the server as opposed to the client workstation. Just the bitmaps get transferred (that was a slightly misleading statement but in spirit correct). The technology is a big deal for corporate data centers that have to manage the workstations. Imagine updating one server's software vs. hundreds of clients? Also its interesting for slower clients and a very fast server. Saves money there too. CTXS is a winner. Glenn