PSIX up 26.5%, Takeover(?) Message Board

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

PSIX 77.25

-2.0%

Jan 23 9:30 AM EST

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To: Richard Makowiec who wrote (1649)	12/18/1997 12:46:00 PM
From: Sandie	Read Replies (1) of 5650

Sometimes you've got to navigate a lot of clouds before you reach a silver lining: 1. The loss of a major acquiror? With AT&T's interest in TCG with its heavy cable presence and Armstrong's Hughes DirectTV/DirectPC background, one could make an argument that AT&T's orientation will be towards "bypass" Internet solutions (i.e. cable modems and satellite) thus disqualifying AT&T as a PSINet suitor. 2. Earnings/credibility & an Unforgiving Market PSINet is a chronic earnings disappointer in a market that routinely shoots earnings powerhouses who miss by a couple of cents. Heck, positive earnings are now projected for 1999! That's a lot of dead-time/opportunity cost. 3. Schraeder has clearly foregone short-term earnings for acquisitions But is this strategy borne of a hands-in-the-air exasperation at the difficulty in achieving positive NI, that is to say, a non-strategy or diversion? Or does Schraeder really have a plan? 4. Year-end tax-loss selling 5. Amerindo margin calls

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