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To: steve harmon - analyst who wrote (1563)	5/10/1999 2:17:00 AM
From: Gordon Gekko	Read Replies (1) of 4337

Thoughts on Applied Theory (ATHY)? They appear to be a diamond in the rough considering their rather lackluster IPO debut. $23M in sales and losses that aren't too exorbitant. Who are they most akin to in the marketplace? VRIO, EXDS or ABOV? The only problem I see is that they are too regionally dependent on the New York state community, but they are addressing that issue. Per IPO Central. Long-distance carrier IXC owns about 28% of AppliedTheory, and Grumman Hill Investments another 14%. IXC is building a coast-to-coast network, over which AppliedTheory will reach Internet customers outside New York. Thanks. GG

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