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

To: Curtis Gruber who wrote (1553)11/21/1997 10:19:00 AM
From: Sandie  Respond to of 5650
 
Let me suggest another inhibitor to PSINet's immediate acquisition:

Because the RBOCs are precluded from providing inter-LATA services, they are barred from owning ISP facilities. Today, I believe the RBOCs simply brand an ISP service and lease facilities from Gridnet, GTE, etc.

If you believe that it is only a matter of time before the RBOCs can enter the LD market (many have petitioned in recent months wthout success), one of them will jump on a PSINet in order to catch up to MCI, Sprint, GTE and ATT.



To: Curtis Gruber who wrote (1553)11/22/1997 1:57:00 AM
From: Michael Kim  Read Replies (2) | Respond to of 5650
 
Yo Curtis, read about your PSIX buy. As you may recall I had been thinking about it as well, and thought that if one wanted to roll the dice, the odds seemed better with PSIX than ICGX/NETC.

Been watching on the sidelines. I've got more open positions underwater right now than I normally should. As I unload, I'll be thinking about picking up some PSIX shares...

Under 7 - it's a screaming buy.

MK


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