PSIX up 26.5%, Takeover(?) Message Board

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Technology Stocks : PSIX up 26.5%, Takeover(?)

PSIX 63.06

-4.1%

Dec 12 3:59 PM EST

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To: MadManMike who wrote (4666)	8/24/1999 10:50:00 PM
From: giantswin	Read Replies (1) of 5650

Folks, I agree from a shareholders point of view today you have to look at this deal and say hooray...Upon closer inspection...How do the pieces fit??/ and don't say it's ecommerce stupid. 1. TNSI. When you do a trace route to their site you see they are a uunet customer. I suppose this will change. they also violate some basic design principals with their site. Too many graphics looks horrible. I suppose PSI can fix this. 2. Bill S talks about acquisitions and ususally does one's that add facilities to PSIX's portfolio. TNS has an all leased network. They lease facilities from many carriers. Their primary business is transaction processing and Point of sale stuff conducted over x.25 networks. Where is the value in this? The relationship with the merchant banks?? if so, why not by cybercash instead??? 3. Perhaps I am missing something. Perhaps there is a hidden jewel with TNS's portfolio. I don't see it and would love to hear someone's feedback other than "this deal is good" Why is it good? How does this accelerate PSIX's strategy??? TNS also specializes in telephone billing and calling card fraud control. how does this fit into psi's mission??? TNS's system is a closed network Not an open network like the internet...once again...where's the fit??? Take a really close look. This deal is a head scratcher to me. The only asset i see is the international financial networks and facilities TNS has built. Most of this is on leased facilities however and not on their owned network. I know, I have sold them lots of leased facilities before. I am not arguing that I think TNS is a good company. It is. I just doubt how this fits into PSI's long term plan.

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