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

To: Mr. Big who wrote (45)	5/10/1999 8:57:00 AM
From: wily	Read Replies (2) \| Respond to of 98

To: steve harmon - analyst (1563 ) From: Gordon Gekko Monday, May 10 1999 2:16AM ET Reply # of 1573 Thoughts on Applied Theory (ATHY)? They appear to be a diamond in the rough considering their rather lackluster IPO debut. $23M in sales and losses that aren't too exorbitant. Who are they most akin to in the marketplace? VRIO, EXDS or ABOV? The only problem I see is that they are too regionally dependent on the New York state community, but they are addressing that issue. Per IPO Central. Long-distance carrier IXC owns about 28% of AppliedTheory, and Grumman Hill Investments another 14%. IXC is building a coast-to-coast network, over which AppliedTheory will reach Internet customers outside New York. Thanks. GG Message 9430837 To: Gordon Gekko (1564 ) From: steve harmon - analyst Monday, May 10 1999 2:42AM ET Reply # of 1573 applied theory - sales are strong but more than half comes from two customers, which i take as sign of over-exposure to risk in that area if one of the clients moves on also, applied's strategy relies much on ixc's gemini2000 network buildout which hasn't been built out applied has elements of verio, exodus and abovenet in it and lists all of them as rivals Message 9430993