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Technology Stocks : Buying IPOs on the open market -- Ignore unavailable to you. Want to Upgrade?

To: $Mogul who wrote (2414)	10/6/1999 2:34:00 PM
From: nick stalin	Read Replies (1) \| Respond to of 5529

Mogul... Look what happened to XMSR today. Yesterday it was everybody's dog. Today it is up over +2. DSLN $10 tomorrow.

To: $Mogul who wrote (2414)	10/6/1999 2:35:00 PM
From: Ken Whiteside	Read Replies (1) \| Respond to of 5529

From the Fly on Clic 10/5/99 -- The company acknowledged a $2.5 million order was not booked in the quarters as anticipated, and probably never will be. GSCO & MLCO will have to cut 1999 revenue projections by $500,000. GSCO has a 2:00 conf call with management & investors, after which they will consider restructuring the deal, if necessary. mid-day update

To: $Mogul who wrote (2414)	10/6/1999 2:38:00 PM
From: Ken Whiteside	Read Replies (3) \| Respond to of 5529

History of the DSLN deal from thefly 06/10/99 -- delayed from . 07/16/99 -- It is being called a must own. 07/22/99 -- Management sells well, but some folks think the company should be seeking another round of venture capital - not IPO money. If the demand for Internet stocks remain firm, they should be able to overcome this concern. 08/04/99 -- The deal was postponed. 9/7/99 -- decreased in price from 10.00 - 12.000 to 8.00 - 10.000 09/10/99 -- The biz model is okay, but nothing special. They provide DSL services to small and medium size businesses. 09/30/99 -- Despite changing the lead manager after a failed attempt last August, DBKS is not having a lot of success this time as well. With the downward revision in price and the decent IPO tape, we expect the deal to get done this time. Unfortunately, the issues that plagued them in August still remain. The institutions prefer the companies that supply them with the supplies (e.g. Copper Mountain-CMTN) versus an installation arm, which appears vulnerable to long-term competitor pressures. Once the RBOC's are no longer concerned about cannibalizing their existing high margin business, the price wars will begin. 10/04/99 -- The deal still has room to work. 10/05/00 -- The proposed size was reduced from 9,600,000 to 7,200,000 and the indicated price range was cut from 8-10 to 7.50 to 8.50. 10/5/99 -- decreased in size from 9600000 to 7200000