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Technology Stocks : Internap Network Services Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Dave B who wrote (442)	8/9/2002 2:28:03 PM
From: Dave B	Read Replies (1) \| Respond to of 1011

We found out in 1996 that Rob had become an angel investor for Tony and had helped obtain additional funding to get Internap started. A typo; we didn't find out until the company went public that they had gotten together when we were offered (and bought) 1000 shares of "friends and families" shares at the IPO price of $20 (woo-woo, a good investment there! <G>). Dave

To: Dave B who wrote (442)	8/9/2002 3:01:16 PM
From: Czechsinthemail	Respond to of 1011

Dave, You are right in pointing out that optimal routing is the big advantage INAP offers its customers. To the extent that declining bandwidth costs increase Internet usage, the importance of optimal routing grows as a way of resolving Internet congestion. A related benefit is extremely cost-effective redundancy: INAP is a quick and cheap way of accessing virtually all major backbones and providing a quick resolution to problems affecting any one of them. Another less obvious advantage InterNAP offers is intra-PNAP traffic. As more companies sign up for INAP service, the speed of Internet connections between customers gets extremely fast and profitable for INAP. If you look at the customer list, which includes many banks, brokerage firms, exchanges, and large corporate customers, you can get a sense of how much traffic may go through INAP to and from INAP customers. The cost advantages to INAP on this traffic are enormous. This is an underappreciated part of the INAP story that will grow increasingly important as the customer list and traffic flows continue to grow. Baird