Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elroy who wrote (1618)	12/14/1997 9:29:00 AM
From: Richard Makowiec	Respond to of 5650

Just a thought...the old "Supply & Demand" scenario. BBN is gone, DIGX is gone, Netcom is gone (almost), CSRV is gone (almost too)...perhaps PSIX should have good support at the $200-250 cap range due to this. Market entry cheap? Probably would be cheaper if there were more to choose from. I really don't see an rboc coming in for PSIX, but what's everyone thing about a foreign concern "eyeing" them out? I guess it would seem likely. That or a domestic co. with a very large cap themselves, then it would be easier to justify absorbing PSIX -via- using their high priced paper. Anyway, we all have different opinions on what price it could fetch. Mine is about $10-11. unfortunately I don't think Schrader would sell for that. It may trade to that on the next rumor though! In other words, I'll be really surprised if it penetrates $ 5 1/2 or even tests it again. If it does, it may offer a good second purchase for me. I hope it does not though, many here holding shares at higher prices...better to run before stumbling again! PS: Netcom had no backbone and rev. was primarily from con acounts...the street seemed to heavily discount them for this (In their cap). It seems that the CEO was not able to sway feelings that Netcom could win at the $19.99 game, Netcom was always the odd-man-out in the eyes of street valuations (12 months prior to Oct/97 anyway). Have a nice day, Rich

To: Elroy who wrote (1618)	12/14/1997 1:20:00 PM
From: blankmind	Read Replies (1) \| Respond to of 5650

psix provides access throughout the world, and the focus of psix is not the consumer but business. you need to keep in mind psix just recently made acquisitions in france, canada and switzerland. psix also has access to internet backbone via ixc communications. if you view recent acquisitions, those with a global presence have a higher p/e than those in one country. the question is whether psix can pull off and integrate their latest acquisitions with their current global positons? simply psix has more pops, backbone presence, and world wide presence. revenue alone does not produce a stock price.