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Technology Stocks : e.spire Communications (ESPI)

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To: Marshall who wrote (365)	7/23/1999 9:26:00 AM
From: Frank A. Coluccio	of 471

Marshall, I agree with your observation about the role of the mainframe in this space, especially where the high end transaction processing applications are concerned. In this regard, I see a potential for a super aggregator of lower order hosting services, in this case the lower order ones being supported at the pinnacle by a mainframe operator. Before you know it, we'll be back to the old Seventies-ish IBM mainframe teleprocessing model, again, only this time through the proxy of an intermediate hosting site, and without the tapes. smile Regards, Frank Coluccio

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