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Technology Stocks : PSINet, Inc.(PSIX) -- Ignore unavailable to you. Want to Upgrade?

To: Sy Eisenfeld who wrote (49)	9/22/1999 8:50:00 AM
From: Richard Chow	Read Replies (1) \| Respond to of 54

Sy: What puzzles me are the following: 1). P6 is supposed to be in the business ISP market for fatter margins (end consumer ISP is practically a giveaway business nowadays). It's unclear to me that all these foreign acquisitions adhere to that principle. 2). P6 is forced into the co-location and ASP businesses but they are already glutted with the likes of Exodus, AboveNet, Corio, US Internetworking etc. Seems to be late for the party. So in the end, P6 is left with infrastructure (POPS) assets. But then it can't be as big as QWST. So WHAT IS P6's UNIQUE COMPETITIVE VALUE?