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Technology Stocks : PSIX up 26.5%, Takeover(?) -- Ignore unavailable to you. Want to Upgrade?

To: 10K a day who wrote (5287)	11/12/2000 7:29:08 PM
From: James F. Hopkins	Read Replies (1) \| Respond to of 5650

Jack; I like B2B better , but mostly because it's so beat down. I'm only in PSIX as an asset play , ditto with WCOM . I'm Doing B2B with the BHH basket ( holders ) . I really don't care to pick individual stocks but get weak when I see a fire sale. I have no hopes for them to get back to any new highs for a long long time, like this one I'll be happy if she makes $5 in 2 years , I think I see $30 in WCOM's parts. B2B don't have a lot of overhead and the clients they target are companies that need to cut expenses and that's just what B2B can do for them. It's like B2B lets them consolidate operations and outsourse a lot of stuff cheaper than they can do it. So I see a future for B2B that the dot coms never had. It came on rather fast and a lot of players jumped in it , and a lot of em may not be able to hold on, but if just two or three out of the basket do make it they will make it big enough that holding the basket will pay off. Stay away from SOX stocks until February , however INTC will likely do a bounce tomorrow. She has some good news coming out in the morn. Jim

To: 10K a day who wrote (5287)	11/12/2000 9:59:26 PM
From: James F. Hopkins	Respond to of 5650

Jack; I wanted to add this but missed the window like I said it's an assest play for me. psinet.com She "OWNS" over a million miles of high quality OC12 cable, and has over 850 ( POPS ) Somebody is trying to steal the company, and assests, chances are the management taht walked got an under the table payoff to help set it up. Heck To build or replace this kind of backbone would take an easy 30 Billion. Jim PS UUnet is owned by WCOM uu.net & uu.net & uu.net & uu.net ----------- Simply put the MCI (uunet ) backbone IS HUGE...