PSIX up 26.5%, Takeover(?) Message Board

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

PSIX 52.15

+1.3%

Nov 21 3:59 PM EST

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To: neko who started this subject	1/29/2001 9:21:19 PM
From: rpalladin	Read Replies (1) of 5650

Thanks to this board for decent info. I'd like to add my 2 cents to the mix. I have been in the telecom business for over 20 yrs and I can tell you what P6 has in place is a lucrative target for anyone wanting in on the on going telecom revolution. Some P6 assets are: -Own a wide band world wide network with OC-192 speeds in major metro areas -pops in 200 of the worlds major financial cities -major ISP with award winning service -1,000,000 sq ft of hosting facilities built -Significant technical talent that can be leveraged -In depth consulting services -over $1B in revs and growing IMHO If a company were to try and replicate the above assets it would take from 2-3 years and over $5B. Subtracting P6 debt it still leaves about $2B or about $17 per share just for the assets. Good will, customer base and technical talent adds another 1B IMO and you have a company that should be trading in the mid 20s not the mid 2s. Granted P6 does not have the capital to complete its data hosting centers but, as Jay has pointed out, they do have enough cash to take them into 2002. In that time they should fill the 1M sq feet of hosting space, shed losing divisions, cut costs and turn positive EBITDA. If they can raise capital via the sale of assets or a strategic partner then the future is even brighter. I see P6 as high risk but the risk/reward ratio is heavily biased towards the reward side. Finally the trading activity of friday and especially today is indicative of strong accumulation in the low to mid 2s. It has been my expierence that this type of pattern often leads to significant upturns in the near future. IMHO we break 3 and may go through 4 in the next few trading days.

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