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To: astyanax who wrote (64)	3/19/2000 6:41:00 PM
From: Glenn Petersen	Respond to of 246

I have to ruefully admit that I have been on the sidelines as it relates to the ASPs (I didn't have you bookmarked early enough). I am convinced, however, that online storage is going to be a hot niche this year. I think that the STOR offering will be well received. They are building an infrastructure that is going to be expensive to duplicate. Capital costs are a significant barrier to entry in this niche. Additionally, SkyDesk, Inc., the owner of @backup filed their S-1 on March 10, 2000 and was quickly followed by Driveway, which filed on March 14, 2000. Driveway, which claims to have over 3 million subscribers, looks like it is going to be initially valued at approximately $500 million. OTGS tripled on its first day, though it has since fallen back by about a third. Critical Path recently acquired docSpace for approximately $275 million. I will make sure that I check with you before starting another thread. :)