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Technology Stocks : AppliedTheory Corporation (ATHY) -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (1)	4/29/1999 6:28:00 PM
From: Danny Chan	Read Replies (2) \| Respond to of 98

Priced at 16. Any good?

To: Mohan Marette who wrote (1)	4/29/1999 6:34:00 PM
From: Joseph Waligore	Read Replies (1) \| Respond to of 98

Mohan, I am very interested in this company. While the revenue growth has not been spectacular like that EXDS, they say that is because they have had a very small sales force and most sales come through word of mouth. They will use the money from the IPO to build their sales force and that should increase their revenue alot. Their customers are great. (GE, theglobe.com, Kodak, Bell Atlantic) The most important thing about them is their connection to IXC who is deploying the Gemini 2000 network, a coast to coast network. I do not know anything about IXC except they own 34% of ATHY and ATHY would use the Gemini network to expand. So it seems that ATHY lives or dies with IXC. Any thoughts on IXC?