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Technology Stocks : Illuminet - ILUM -- Ignore unavailable to you. Want to Upgrade?

To: ftmp who wrote (26)	10/11/1999 5:06:00 PM
From: Gloria G	Respond to of 58

I'm sure they will be getting more attention, but possibly not until the "quiet period" ends in a few weeks.

To: ftmp who wrote (26)	10/11/1999 5:07:00 PM
From: Srinivasan Balasubramanian	Read Replies (1) \| Respond to of 58

exactly, this is a great buy at these levels, and with MS as the lead underwriter, this will go much higher in the days to come. Saw the CNBC interview, and I would say it was quite positive. Telecom deregulation will drive the usage and importance of SS7. As the competitive landscape tightens in the local and long distance market, companies will be looking for ways to distinguish themselves thro' new value-added services. Also looking at their prospectus, the number messages carried by thier network increased from 150 bln to 250 bln the past six months compared to last yr. And the company also says it may change the way it bills to the no. of messages carried for a customer in the future. Also as of last qtr, I recall the prospectus saying they had around 650+ customers but if the number now is 1000 odd, I can't wait for this qtr report. -Srini