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Strategies & Market Trends : MOVING NOW!

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Jun 26 5:00 PM EST

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To: nokomis who wrote (5777)	11/2/2000 10:21:15 PM
From: brk	Read Replies (1) of 8046

OK nok.....I was going to leave the investor conference early so that I could get get some cocktails before going to the Sonics game yesterday, but I stayed 'till the bitter end to hear the CFO of INAP speak since I knew you've been pounding the table on this one lately. I know that you are all "traders" on this thread (in fact you probably sold today on the pop up <gg>), but I took notes for you just in case you were interested as an "investor". INAP – CFO Shaun McBride spoke –  90% of all data traffic still resides on private networks due to unreliability and inefficiency of the internet  24 PNAP’s currently deployed (costs roughly 2 mil to deploy one)  Patented software based routing mgmt technology (with loads of patents pending) provides“symmetric routing” to all major backbones at once from a PNAP - drastically increases efficiency  He showed a couple of great case studies regarding this: 1.)won.net (real time gaming site) doubled its # of users in the first month after using a PNAP. Study showed 300% decrease in latency and 1000% decrease in packet loss with PNAP in use. 2.) travelocity.com reported that complaints of lost packets went from 200 per day down to 0-2 per day after PNAP.  8 out of 10 of the largest online brokers use PNAP’s including the Nasdaq  Avg monthly rev per customer is up to about 13k and rising as customers continue to use more bandwidth through PNAPs  Internap pays the major backbone providers for the bandwidth on their pipes, but if the information exchange is between two INAP customers, then they simply route the info through the PNAP and charge both customers without paying a dime to the backbone providers. Essentially, more customers means more “intranet” traffic to drive revenues without any added cost of using the big boys pipes.  Bottom line…..26 months from profitability and enough cash on hand to weather the storm without a deep pocket acquisition. Business model allows for a slow down in deployment of future PNAPs if money gets tight. Awesome technology IMO. I just wish a profitable Q wasn’t 2 years out, but I suppose in the infrastructure arena that 2 years is a relatively short time frame for profitability. I’m currently taking a web/network administration class, so I really could understand the technology much better then if I had heard him speak 6 months ago.

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