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Technology Stocks : PSIX up 26.5%, Takeover(?) -- Ignore unavailable to you. Want to Upgrade?

To: David N. Kunkel who wrote (4588)	6/30/1999 11:06:00 PM
From: phil davidson	Respond to of 5650

Thanks a bunch for your perspective. I hope that it is just profit taking and I really hope that whoever did it did it too soon. I've been with PSIX from time to time since the $11 level. I sols too soon a number of times. My take on the company and it's progress is now all positive and I really appreciate the participation of company employees on this thread. My intention is to remain long on this stock. These drops below 45 must be considered buying opportunities. PhilD

To: David N. Kunkel who wrote (4588)	7/1/1999 7:26:00 AM
From: GHowe	Read Replies (1) \| Respond to of 5650

PSIX has had a rather quiet quarter in terms of new announcements, it seems to me, and has been intensely focused on making acquisitions and network buildouts in the "rest of the world" where it does not currently have much presence. I am still anticipating that the company will have its tenth consecutive quarter where it exceeds analysts estimates when it reports Q299, and perhaps we'll all get some color as to management's overall strategy in the conference call. Given that there was substantial interest in the secondary offering at $50.50, I suspect that institutions will be hanging on to every word, IMO.