PSIX up 26.5%, Takeover(?) Message Board

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

PSIX 59.46

-2.7%

Dec 5 9:30 AM EST

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To: Randy Tidd who wrote (1964)	2/6/1998 9:22:00 AM
From: Teknvstr	Read Replies (2) of 5650

Randy, <<Actually, the revenue projections should run something like $240 in 1998, 480 in 1999, and 900 in 2000. Bill has publicly stated an objective as 100% revenue growth each year for the next three years.>> I think these numbers are easily achievable, as bandwidth increases will not be nominal, but exponential in the next 2 years. Everybody from Intel to Cisco to Microsoft are getting held up by the bottleneck in bandwidth availability right now. For example Intel can make chips that do 400 mghz in power supply. But it doesn't matter how fast your processor is if the max you can get out of the pipes is 128 kbps. So when the big boys get held up, bandwidth access becomes everybody's mission critical. PSI Net is well positioned to handle more bandwidth intensive technologies. That is why I'm comfortable with management's own projections. The other thing is that these guys (management) have been around for a long time (by technology standards). I think they've learned alot, and we will get the benefit of that from here forward. Of course, what got us into this discussion in the first place, is putting a valuation on the company...Because of the exponentially increasing demand/service nature of this business...this stock is tremendously UNDERvalued here, and that is what makes a takeover a real possibility. I was simply observing that IIXC made such a good deal with PSI, that somebody may try to get 2 for the price of 1 (buy IIXC and PSI). Just my thoughts....Tek

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