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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: JSB who wrote (16849)	3/4/1999 9:20:00 AM
From: Dale Baker	Respond to of 122087

Have to disagree with you on VRIO (I'm long). If each business spends $500/month on Internet services from VRIO, that's $42 million right there. VRIO is like a company building networks of shopping malls in the 1970's. Takes a lot of money up front, but then you are the place the world is coming to when they want to shop. And all the merchants people buy from are your clients. VRIO may be good for a few points on the pullback to close the gap eventually. But this is not a scam long-term.

To: JSB who wrote (16849)	3/4/1999 9:24:00 AM
From: profit_guy	Respond to of 122087

<<<VRIO>>> Re: shorting VRIO. IMO there may be a very short window to short, if at all, but in the long term, you will get fried. Even though this Internet play is losing money (like most), they are the largest business ISP in the world. Then yesterday on the MSN Investor site, there was an article on how 4 of the 6 Baby Bells are sending them their business and now AOL is doing the same. This could be another VRSN, CMGI, NSOL - who knows. BTW, MCI/Worldcom has a 15% stake in them. Watch the upgrades come soon. pg investor.msn.com biz.yahoo.com