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

To: Sun Tzu who wrote (458)	8/10/2000 6:20:55 PM
From: Rupert	Respond to of 605

Sun> Here's a good article about concept stocks that supports the thesis (but doesn't mention USIX): Message 14156464

To: Sun Tzu who wrote (458)	8/12/2000 11:01:49 PM
From: sailboat54	Read Replies (1) \| Respond to of 605

Regarding the competition or future competition, I believe you have hit the nail on the head. It is the "big boys" that are the real threat to USIX. Can USIX grow into a "critical mass" size that allows them to not only survive but to prosper before they are squashed? Squashing the competition is a favorite Ellison tactic that has worked before. I have to believe that this is where the investment risk is in this company. Regarding the debt Rupert: we could see more before we see less if that is what is required for growth. IMHO Steve