USRX Message Board - Msg: 761192

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Technology Stocks : USRX

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To: Scrapps who wrote (10075)	2/3/1997 11:13:00 PM
From: Gary J Greenfield	of 18024

TO ALL: Steve Levy held two conference calls today. In the first one before the open of trading he said the news appears negative but the time to market advantage is only one component of the investment thesis in USRX. He added that "we would be buyers of USRX on any pullback related to this announcement, especially because we believe that USRX is likely to be making its own announcements about immediate availability of x2 end to end solutions sometime this week." In the second call, at 5pm EST he was clearly much more confident that the ROK announcement was simply an attempt to steal some thunder from USRX. He said he is very skeptical of this and that he flat out does not believe that ROK and ROK based ISPs will be up and running (if everything goes right) before April. The last comment was relating to pricing. Levy was very happy that ROK would also be premium pricing this product. This is a clear positive for both. Finally,from a technical standpoint,it is critical that USRX reverse and get higher right now. the move below $66 clearly violates support but it might not be terrible if USR gets back up convicingly. Good luck everyone, GG

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