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Microcap & Penny Stocks : XSNI - X-Stream Network -- Ignore unavailable to you. Want to Upgrade?


To: Jeffrey D who wrote (1107)6/10/1999 10:13:00 AM
From: donkeyman  Read Replies (1) | Respond to of 3519
 
Jeff:--AOL, have not got the guts to try and crush a British Internet company that 1st. offered Free Internet to the U.K.--if they tried that stunt they don't know the British people very well, AOL might be the one to fell the crash in a back-lash.!!! The only hope AOL has with competition in the U.K. is start spending some of there Billions and buy them out, I'm not even sure if that would also bring on a back-lash against AOL.!!



To: Jeffrey D who wrote (1107)6/10/1999 10:42:00 AM
From: Jacalyn Deaner  Respond to of 3519
 
Jeff, I agree with your post; my position is positive, nothing in the XSNI strategy has changed, and it is a FORCE; competition is good to keep a company on the ball - I just don't care for the lack of public response, cloak and dagger type operations.

They (the competition) are jumping on the bandwagon, I just want XSNI to lead the parade. They still have huge contracts with US corporations and they are marching ahead. Regardless of where we end up - #1, a buy out for the whole operation by any competition for the network, customer base, etc. already established, etc. we shall still make a sizable profit, just a matter of the waiting term involved.

This is just my opinion, and will remain alert and post; meantime, today I have got to get some yardwork done and surf inbetween. The market is exciting and invigorating and it is just great to be able to participate and think.

Let's everyone make money and enjoy it all in good health. :) Jacalyn



To: Jeffrey D who wrote (1107)6/10/1999 11:28:00 AM
From: Glenn Petersen  Read Replies (1) | Respond to of 3519
 
A lot of good posts this morning, including the one from Dale. I am in complete agreement with your observation that the biggest threat to the free ISPs is a change in the regulatory environment. I would also suggest that some sort of change is inevitable; European governments, already concerned that Internet development in their countries badly lags the U.S., are going to be inclined to do everything they can to encourage use in their countries.

While the entry of DELL, MSN and others does validate the free ISP concept, the economic model for the European ISPs is going to have to evolve into one that is more advertising and value added based. While they have not yet decided on a definitive strategy, Business Week is reporting in this week's edition that AOL is thinking about going with a two tier service in Europe, one which would be a free service and the second that would include all of the normal "bells and whistles." To their credit, XSNI seems to be adding the "bells and whistles." JD's home page is a good example. (JD, are you a "bell" or a "whistle"?)

Your observations on branding and customer loyalty are also right on the head. I feel that second tier ISPs can survive in the competitive market that is developing in Europe, but will only do so if they remain imaginative and flexible. XSNI appears to be reasonably nimble. XSNI also has the advantage of having achieved a certain critical mass and they can build on that if they can successfully develop and promote their service.

Which brings us back to the "mystery meat" issue. Development and promotion need to be funded and as of yet we have no hard evidence that XSNI is going to be in a position to build on their success to date. It is absolutely amazing that the company has done nothing to disseminate any hard data. Hopefully, that will change over the next couple of weeks. XSNI has a short window of opportunity to position themselves as a long term player in Europe. A quick and successful financing, and the disclosures that go with it, will go a long way toward making that happen.

I think that most of us posting on this board are aware of the risks associated with this stock. The level of my investment in this stock is not going to make or break me. If nothing else, it has provided the intellectual stimulation that comes from watching a market (free European ISPs) evolve at the speed of light.

Sorry for the ramble.