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

To: Mohan Marette who wrote (6)	4/29/1999 9:46:00 PM
From: .com	Read Replies (2) \| Respond to of 98

$16 will be a steal for this company. Most of these Internet IPOs price several points above the intended price range. In addition to the typical Internet services that they provide, this company is a major player in the Internet2 project (aka "next generation Internet) which Microsoft just announced a major investment in yesterday. I see they have a new look for their website coming out tomorrow. This company provides many of the same services that Razorfish does (and look how well they have performed this week since their IPO), plus they are heavily involved with Internet2.

To: Mohan Marette who wrote (6)	4/30/1999 6:42:00 AM
From: Joseph Waligore	Read Replies (1) \| Respond to of 98

Mohan, I would buy some at $16 just for the promise of future growth. Looking at the IXC thread, there are lots of clouds over IXC (revenue growth is basically flat, the stock's price hasn't moved that much, aggressively looking to be bought but no one wants to buy them), but their fiber optic network seems really solid. That is what is important for ATHY. If ATHY could grow its revenue, it could do be mini EXDS or ABOV. At least it is in same space and has a shot to be like them. A shot at a great increase in price like EXDS is worth a risk, although it could take some months and people might want to see good news from them of new customers and proof of revenue increases.