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Technology Stocks : Concentric Network Corporation (CNCX) -- Ignore unavailable to you. Want to Upgrade?

To: Laptev who wrote (62)	4/3/1998 6:21:00 PM
From: Neil Kalton	Respond to of 377

Laptev, With CNCX focusing primarily on businesses with their VPN's, is cable as much of a threat as it is to the consumer ISP's? -nk

To: Laptev who wrote (62)	4/4/1998 3:21:00 AM
From: Gokhan Gezmisoglu	Read Replies (1) \| Respond to of 377

> While CNCX is my ISP, I still think eventually cable will eat their > lunch. Good luck longs! I do not agree. I think you have not heard about xDSL. You can learn more about it at adsl.com. xDSL is being backed up by the industry giants like MSFT, CSCO and INTC. I personally do not see any future for cable modems although they will exist for a while. xDSL is technically superior and much more easier to implement. It seems like CNCX is on top of DSL; biz.yahoo.com I believe this will be much more lucrative than current analog line rates they are getting. CNCX is very well positioned. Wuth its current market cap (even after the rally) and close to 230,000 user base, CNCX is still undervalued compared to ELNK and MSPG. I personally believe everyone of them (CNCX, ELNK and MSPG) will be taken over by phone companies because of their established user base if not for anything else. regards, Gokhan * Disclaimer: The above is not investment advice. I have a long position in CNCX established at an average price of $18. I also have a short position in MSPG as a hedge.