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To: ram_s who wrote (23539)	1/8/2001 3:14:34 PM
From: Czechsinthemail	Read Replies (1) \| Respond to of 118717

ram, Thanks for your comments on INAP, and I appreciate the concern. I agree that it is important to be very risk conscious, and it is certainly possible that INAP could sell off in a negative environment for Internet-related tech companies. I have a fairly modest position, picked up the shares I'm holding below 6, and I've traded some to reduce the effective cost basis further. I think INAP qualifies as a real company, but it has the disadvantage of running earnings deficits as it builds out its network. On the other hand, the company held a mid-Dec conference call in which their guidance was for stronger revenues, improving margins and accelerated profitability while accelerating R&D. More importantly, INAP indicated they had sufficient capital to finance the expansion to profitability without external capital. Here is a link to Morgan Stanley's report following the CC. It is a multi-part post, so check out the following posts as well. messages.yahoo.com