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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?


To: RedCrystal who wrote (2363)8/8/1999 2:44:00 AM
From: steve harmon - analyst  Respond to of 4337
 
psix - i have been a fan of their growth internationally more than anything, and the ixc fiber deal which they've already converted to common stock

to me psinet seems to be in that dangerous middle ground between an isp and a full-service voice/data carrier at this point

i think it may take a lot more capital to continue to move ahead independently

gross margins and cash flow to the right buyer would change the equation

so it's either a facilities play for a buyer or psinet starts acquiring more isps and networks globally

i could see a france telecom, bt or dt finding some value in psinet's assets

bt still hasn't recovered from losing mci

bt + sprint + psinet may make a global rival to at&t and mci worldcom