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Technology Stocks : DSL.net (DSLN) -- Ignore unavailable to you. Want to Upgrade?

To: Anthony Tsai who wrote (140)	2/2/2000 9:46:00 AM
From: Bill	Respond to of 169

On the surface, looks like a good report. Beating estimates by 26% is very good, but I'm not sure how it might impact stock price because the company is still in initial ramp mode. Customer counts and lines installed would be a good barometer. Any info on the call?

To: Anthony Tsai who wrote (140)	2/2/2000 12:15:00 PM
From: Bill	Read Replies (1) \| Respond to of 169

FYI, the call was optimistic. All figures as of year end 1999. 155% seq growth in revenues, with 80% from recurring monthly service. 1500 customers already. Service up and operational in 116 cities. Over 400 co-location agreements done, and will be operational in more cities than planned much faster than planned. $285 rev per subscriber per month, far outdistancing larger competitors. Seeing competitors in only 20% of their cities, maintaining first mover advantage. Better cost controls than analysts anticipated.