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Technology Stocks : VersaTel Telecom International NV-(VRSA) -- Ignore unavailable to you. Want to Upgrade?

To: LKO who wrote (4)	7/18/1999 9:39:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 73

LKO I think this is more like a Teleco serving Benelux countries,I have decided to sit this one out which most likely is a contrary indicator of things to come.<g>

To: LKO who wrote (4)	7/23/1999 8:18:00 PM
From: Robert Sheldon	Read Replies (1) \| Respond to of 73

VRSA is a crossbreed. It has big dumb bandwidth (the most advanced network in Europe and is also partnered with GBLX) on the one hand and services (not unlike FROs) on the other. In a sense comparisons to GBLXs strategy keep emerging. While VRSA does not have the critical undersea fiber and construction equipment that makes GBLX so attractive they do have nearly everything else: 1) Important Geographical Coverage. versatel.nl The network rambles over the most densely populated area of Europe. 2) State of the art Fiber networks. While they did not have LU's Allwave installed in the first stages, it looks like they will in the future build-out. For those out there who are not aware of the significance of Allwave it amounts to increasing the bandwidth of a given fiber strand by some 60%. The network will make use of SDH Ring transmission systems with a data transmission capacity of 20 Gigabytes per second (Gbps) per pair of fibers optic strands. No other European network operates at this speed presently. The network can later be expanded by making use of Wave Division Multiplexing (WDM) to achieve a capacity of 160 Gbps. 3) Rapid Growth. 142% revenue growth in Q1 1999.http://www.versatel.nl/english/news/press/19990511.htm 4) Agreements with GBLX. versatel.nl 5) Opportunity to displace existing governmental behemoths. Recent deregulation has lead to a blood bath in telecom rates. Never fear however, with the advanced network VRSA will be the winner because the point is rapidly approaching in which the old line behemoths dare not reduce rates further due to their cost structures. In fact the cost structure VRSA supports is such that they can continue to slash rates and make up for it in volume (one of the few businesses where this really works). It is widely acknowledged that for every 50% cut in rates charged, it will incite demand in excess of 150%. This is what has been supporting the business plans of the likes of QWST, LVLT, & WCOM. 6) An appetite for taking over other companies that can facilitate their business model and services. ISP- versatel.nl Network Services - versatel.nl Telecom Services - versatel.nl Internet co-location and Internet connectivity solutions for high bandwidth and mission critical Internet and E-commerce applications. -http://www.versatel.nl/english/news/press/19990518.htm Services Provider - versatel.nl Internet and data communications - versatel.nl All this just since Nov. of 1998.