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Technology Stocks : USinternetworking , USIX -- Ignore unavailable to you. Want to Upgrade?

To: Gerald Walls who wrote (454)	8/10/2000 2:28:46 PM
From: The Gambler	Read Replies (1) \| Respond to of 605

>>Back to USIX, IMHO, it has lost so much value that it should be undervalued given the future outlook of ASP if the projection is right.<< I just come across this article from the fools a minute ago and it is exactly what I was trying to bring across to this board, that wall street doesn't get it!. Here is the link, please read it for yourself if you are interested in: fool.com

To: Gerald Walls who wrote (454)	8/10/2000 2:34:43 PM
From: Sun Tzu	Respond to of 605

Great advice. Also, I think many forget that stocks like USIX are still "concept" stocks. And they remain a concept stock until they build some history and some profits for a while. Consider that this is a new business and is as much a learning experience for the company as it is for its customers. So investors can only speculate about the company. Also, there are many bigger hungrier sharks out there you want a piece of the ASP business. There is no garantee that by the time USIX gets their business model right (if they get it right) and manages to execute that model right (again if), someone with more gun fire will not follow suite and out gun them. This is specially true for fast evolving markets (recent examples include firewalls and ISP companies). Don't get me wrong, I think there is tremendous potential for this company. But until that potential is realized, or at least they can show that they can make money and fence off the competition, that's all there is to it; "potential". And this makes USIX a concept stock. good luck to all, Sun Tzu