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

To: Curtis Gruber who wrote (4643)	8/6/1999 12:40:00 AM
From: Curtis Gruber	Read Replies (2) \| Respond to of 5650

A recent article mentioned UUnet was opening more(7?) Uuhosting data centers in key cities. Anyone know if Psinet and Uunet have data centers in the same international cities, and how they might compare. Ours are seemingly state of the art, 100,000sq feet per floor and 11 floors, at least for the London facility if I remember correctly. With MCI/WCOM behind them, I would think UUnet would have more money to invest in their centers, although I don't think their presence matches our internationally. PSIX foresight couldn't have been more keen as they began acquiring international gems, not only at a bargain price due to conditions at the time, but ones that would firm their market share and at the same time be accretive to earnings. What a difference between PSIX and NETC(underperforming stock, but great message board) management and leadership. David, any idea when you will open the seattle sales branch? regards, cg

To: Curtis Gruber who wrote (4643)	8/6/1999 10:36:00 AM
From: David N. Kunkel	Respond to of 5650

Dear Curtis, Good question. Subtle differences. An IRU is basically an "ownership" interest, although the distinctions between it and a long-term lease are lost in the arcanae of lawyers' definitions of rights in cases of insolvency, etc. Call it what you will, it's a right to use the fiber (or capacity) for 20 years. After that, we have to find something else to replace it. Actual ownership of the fiber allows us not only to go beyond 20 years in term, but allows us to put on the fiber new equipment from time to time, to increase the transmission capacity of the fiber. DWDM and other technologies are constantly being improved. So, it's better to own "dark" fiber, light it with your own equipment, and go for increased performance, IF you (i) have the money, and (ii) expect to be in the business long-term. The markets for this stuff have evolved. When we did the original IRU deal with IXC, we were the first ISP anywhere to do so. We wanted dark fiber, but couldn't get it. Now, we can, so we do. Regards, Dave Kunkel