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Technology Stocks : Verio (VRIO) -- Ignore unavailable to you. Want to Upgrade?

To: lazarre who wrote (509)	6/15/1999 9:37:00 AM
From: Dale Baker	Respond to of 676

I am up well ahead of that thanks in part to VRIO and other Internuts. I did take some profits along the way and kept my position small so I haven't given it all back. I have never followed PSIX. With VRIO and AOL I don't follow the other ISP's much, just because I don't have room in my portfolio.

To: lazarre who wrote (509)	6/15/1999 9:53:00 AM
From: jan m.	Respond to of 676

I had a lengthy conversation with IR a few days ago--VRIO is guiding analysts to be EBIDA positive by the 4th quarter of this year. I asked about the Microsoft deal, and was told, not to expect much from that to hit the bottom line, it involves upgrading existing tool's--if I understood it right, I have a hard time with some of the technology terms. I asked about the free internet issue--doesn't seem to be much of a concern, e-commerce demand is increasing and business customers are looking for more than free access. IR feels comfortable that VRIO will meet the earnings expectations presented at the recent investor conference. The days of earnings don't matter for internet stocks are over. That's all I can think of now. Jan