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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?

To: Ron who wrote (29992)	1/28/2000 2:45:00 PM
From: AlienTech	Read Replies (2) \| Respond to of 43080

So many crazies and so little time to shoot em all.. WHY AT&T and INIT are a good Match by: bbrown9506 1/27/00 6:29 pm Msg: 33341 of 33343 INIT -is a small to midsize ASP. with customers being small to midsize Businesses! ATT-wants to invest up to 250 million this quarter in small to midsize ASP that cater to small to midsize Biz's! INIT---has WWW.APPSONLINE!! possibly the best named and run APS service anywhere! The most apps offered under one roof! ATT-want to run APPS online!!! What better place to start then with APPSonline.com! INIT---has 3 data centers already running...+another slated to open in London UK ATT---wants to Build data centers!!! ala INIT, to build apps online offering! INIT--a top ASP ATT-wants to be a top ASP--so Sign with one is comon sense! A Strong case could be made for AT&T to buy INIT, USIX, ETC.....Taking out undervalued companies with Nice ASSESTS..IE DATA CENTERS, that are up and running! INIT-deals with IBM, CISCO, SUN, MSFT ATT-deals with IBM, CISCO, SUN, MSFT (common threads) All adds up to a possible deal betwwen INIT and ATT, and Hopefully ATT will earmark some of that 250 million this quarter to gold ole INIT!!!! In return INIT hawks ATT products and services!! Long and STRONG with ATT or without! But as you can tell the ASP market is getting HOT!!!!! Everyone wants in..and who has a %5 market share...1 of only three with such a share ..oh yeah INIT!!!! >>> ATT announces the 5 or 6 companies they will invest/manage in next week.. the first one out with the news is worth 20-30% pop.. Maybe USIX? FLNK? VRIO? INIT?