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Technology Stocks : USinternetworking , USIX

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To: Sun Tzu who wrote (458)8/12/2000 11:01:49 PM
From: sailboat54  Read Replies (1) of 605
 
Regarding the competition or future competition, I believe you have hit the nail on the head. It is the "big boys" that are the real threat to USIX. Can USIX grow into a "critical mass" size that allows them to not only survive but to prosper before they are squashed? Squashing the competition is a favorite Ellison tactic that has worked before. I have to believe that this is where the investment risk is in this company.
Regarding the debt Rupert: we could see more before we see less if that is what is required for growth. IMHO
Steve
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