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

To: Charlie Yang who wrote (2123)	3/6/1998 10:06:00 AM
From: Teknvstr	Respond to of 5650

Charlie, Moving traffic "on-net" should favorably impact PSIX's cost of services and facilitate the company's progress towards positive EBITDA and profitability Special situations come about through one or more of the following: new products, increased profit margins, insider buying, tenders and takeovers, mergers, acquisitions and/or divestitures, reorganizations and recapitalizations, hidden assets, new technology, new management, new markets, and unfavorable press. In our opinion, PSIX meets each of these criteria. We estimate that PSIX could benefit by deploying Internet (IP, for Internet protocol) telephony technology to become an alternative provider of telecommunications services to businesses and governmental entities. FINALLY!!! An analyst who understands the story! This guy (Vic Grover is his name) tells the PSIX story better than anybody I've ever seen. I'd encourage everybody to read Charlie's post carefully, and then go and buy more stock.....Tek

To: Charlie Yang who wrote (2123)	3/6/1998 6:37:00 PM
From: wtett	Read Replies (1) \| Respond to of 5650

Thanks for the post. Interesting that both KBRO and FBR talk about $18, but for different reasons. Also interesting that, if I interpreted what I read from the analyst presentation in December and management's interview comments, revenues in 2000 should approach $1 billion and earnings approach $4.00 a share in that year and $6.00 or more in 2001. I hope David or someone will correct me if I misread the info. Maybe the analyst is "hedging" on the conservative side. Back to the shorter term, any guesses on revenues for 1st quarter??? I'll guess $45 million plus, assuming consolidation of iStar for full quarter. If stock trades at only 3 times annualized revenues, should support a price of $10 plus. Anyway, I feel much better above 8 than below.