PSINET bei $2,5 Kursziel $20! Dounwgraded???????? - 500 Beiträge pro Seite

[lonesome loser]

PSINet Inc. Cut to `Buy` at Kaufman Bros.
11/6/00 6:36:00 AM
Source: Bloomberg News

Princeton, New Jersey, Nov. 6 (Bloomberg Data) -- PSINet Inc. (PSIX US) was downgraded to ``buy`` from ``strong buy`` by analyst Vik Grover at Kaufman Bros. The target price was cut to $20 from $57 per share.


PSIX Stand 6.11.2000 bei $2,5.

Das ist wieder ein Analystenhammer cut to buy, weil es nur noch 800% bis zum Kursziel sind?????
Es sind und bleiben Eierköppe.

[lonesome loser]

Übrigens war der Kurs am 9.8.2000 mit Kursziel $57 bei um die $15 gestanden, das sind gerade mal 400%. Da wurden PSIX vom Kaufmann mit "strong buy" bewertet.

Was soll man dazu sagen?

[web2000]

was regst du dich darüber auf,das war der positivste Analystenreport von allen die ich gelesen hatte nach den Zahlen, und das downgrade spiegelt nur die Enttäuschung und gestiegenen Risiken wieder.

>....We recommend long-term investors (i.e., 2001-focused investors, not investors focused on the close of trading
each day) double-down on
their positions in PSIX, noting (1) that the company has several months of liquidity even in a worst case scenario,
giving management time
to decide whether to go it alone or hit the bid of a large telco; (2) that recent downgrades and massive selling
pressure may turn into strong
buying interest if/when sentiment on the name and the communications sector changes; and (3) that the company
has significant non-core
assets available for sale that could help it meet its 2001 funding gap.
Given these circumstances, we would purchase PSIX’s equity and debt at current levels. To reflect the increased
risk of the
story, we are lowering our rating on PSIX to BUY from STRONG BUY. We are cutting our year-end 2001 price
target to $20
from $57, which represents an enterprise value of $7.6 billion, or 5.0x 2001E total revenues and 7.3x 2001E
“core” revenues
(excludes all consulting). We think this valuation, which uses an estimated WACC of 17% and no public/private
market
discount, is a very realistic price tag for the last independent global commercial facilities-based ISP around. PSIX is
a key piece
of the Internet, the communications mechanism of the future – there’s a lot of value down here.....<
(aus Kaufman report 11/06/00`)

zum Vergleich ,Merryl Lynch errechnet ein Asset Value nach Abzug aller Schulden von minus172 Mio.USD oder -0,91USD per share.
>....Based on our assessment of a negative current value for
PSI’s shares, uncertainties in realizing full value for PSI
Net’s individual businesses, and the potential for
continuing shortfalls in near-term operating results, we
believe common shareholders face significant risk holding
PSI shares until valuation and operating visibility improve....<
(aus Merryl L.report 11/03/00`)

es sind "Analysten"!!

schönen Abend noch
regards
steve

[HansErmer]

Guten Morgen,
kann mir jemand das wichtigste übersetzen, wäre sehr nett.
Danke für die Mühe.
Hans

[lonesome loser]

Hallo Steve

Wo sind denn die Risiken bei PSIX grösser als beim Stand von $15 vor 3 monaten? Seit dem haben die 600% verloren! Eine solche Entwicklung sehe ich für die Zukunf nicht, dann schon eher in die andere Richtung.
Die Logik der Analys werde ich nie kapieren.

mfG

[web2000]

@lonesome loser:
1.Du kannst, Gott sei gedankt, maximal 100% verlieren.

2.Risiken:PSINet hat dieses Jahr das 4.mal seine eigenen Gewinnprognosen(Ebitda)gesenkt.Noch am 15.September ,das heißt 2 Wochen vor Beendigung des 3.Quartals stellte, man für`s FY01`zwischen 200-250Mio.USD und für das 2.Halbjahr 00`zwischen 5 und 15 Mio.USD positives Ebitda-ergebnis in Aussicht.Desweiteren betonte man überhaupt keine Probleme zu sehen ca.600 Mio.USD ,durch den Verkauf strategisch unwichtiger Unternehmensteile,zu beschaffen um den Geschäftsplan 2001 zu erfüllen.

Nur ein paar Wochen später,am 2.Nov., hört sich das alles ganz anders an ,nicht nur das man das 3.Quartal sowohl beim Umsatz als auch beim Ebitda unter seinen eigenen Erwartungen blieb nein selbst die Einschätzung für das 4.Quartal und sicher auch das FY01`muß nach unten revidiert werden.Mittlerweile muss man sogar Unternehmensteile verkaufen die noch vor ein paar Wochen als unverzichtbar galten um ein Full-service angebot zu haben(XPDR)und wenn man sich die Abschreibungsakrobatik anschaut, erwartet man selbst ,nur einen Bruchteil seines Investements zurück.

Ich will nicht bestreiten das das 3.Quartal oft als schwierig gilt aber warum hat man dann nicht am 15.September ,betont konservative Erwartungen angegeben(viel schlimmer als der Kursrutsch damals,hätte es nicht kommen können)die man definitiv auch hätte erfüllen können.2Wochen vor Quartalsende!!!!!

Dieses ständige Mißmanagement ,die Kündigungen von hochrangigen Mitarbeitern aus dem direkten Umfeld von CEO Schrader und der peinliche Auftritt beim Conference Call(" Ich denke wir befinden uns am Anfang einer Rezession")haben nicht nur das letzte bischen Vertrauen verspielt sondern die gesamte Firma in Frage gestellt.

Wenn!! PSINet es schafft 600 Mio.USD durch den Verkauf von Asset`s zu beschaffen ,ist nur das Fiscaljahr 2001 abgesichert(laut ihren eigenen Prognosen, die ja nicht sehr zuverlässig sind).Man hat noch mehrere andere Möglichkeiten so zum Beispiel den Verkauf(und dann mieten)ihrer Immobilien oder ein strategischer Investor, um ihren enormen Kapitalbedarf zu decken ,aber dann muss die Earnings-Maschine von alleine laufen oder "Chapter 11".

Fazit:
-entweder ein Wunder passiert und PSINet schafft den Turnaround(ich habe schon Turnaroundwunder erlebt z.B. bei Apple im Sommer 97 kurz vor der Rückkehr von Steve Jobs und die Analysten schon den Nachruf geschrieben hatten,allerdings nicht zu vergleichen mit Schrader)
-PSINet erhält ein Übernahmeangebot (das Schrader nicht ausschlagen kann???)
oder aber "Chapter 11"

ich schätze das spiegelt so ungefähr die momentane Situation wieder.

alles IMHO
regards
steve

[lonesome loser]

@Steve

Deine Einschätzung in Ehren, doch wo nimmt dann der "Fachmann" von den Kaufmann Brüdern, bei der wohl gleichen Informationslage, die Zuversicht her, ein 12 Mon. Kursziel von $20 aufzurufen? Braucht der einen neuen Job?

wenn die Aktie nochmal 50% ablosen sollte, ist sie mehr als ein
Übernahmekandidat, oder bei der nächsten, auch nur annähernd positiven
Meldung, geht der Kurs durch die Decke.

nur meine Meinung

[unreal2]

sehe ich auch so und habe habe mir mal welche ins Depot gelegt.
Leider mit 3.60 Euro etwas zu früh gekauft. Der jetzige Kurs ist
ist jedenfalls vollkommen unterbewertet.

[Bullin]

Hey an alle die PSI haben

Ich bin schon am Verzweifeln,hab mir die ins Depot gelegt bei 12,70 Euro.Nun sind sie bei knapp 3 Euro wo soll das noch hinführn?Warum fällt die so ins Bodenlose??
Wer weiss mehr?Bekomme ich mein Geld nochmal?


Grüsse an Alle PSI

[roppi]

Hi Bullin, danke für die Grüße

diese aktie ist blöder wie blöd, dummer wie dumm, ein richtiger bullshit, weiß nicht ob ich dich trösten kann, habe die selbe um 23,5 eingekauft, natürlich nach einer empfehlung von den sog. analysten. noch dazu eine höhere summe, naja nimm’s gelassen geld ist ja nicht alles. die grundregel - investiere nur so viel, daß du bei einem verlust nicht in bedrängnis kommst - kennst du ja

vielleicht kommt sie noch einmal ...wer weiß, ja wer weiß mehr??????

[lonesome loser]

PSINet retains Goldman Sachs, may sell company

ASHBURN, Va., Nov 16 (Reuters) - PSINet Inc. <PSIX.O>, an Internet technology services company, said on Thursday it hired Goldman Sachs & Co. to advise it on alliances or a possible sale of the company.

PSINet has formed a special committee to review the alternatives to enhancing shareholder value and coordinating the engagement of Goldman Sachs, one of Wall Street`s premier investment banks.

PSINet`s shares have traded as high as $60-15/16 on March 9, but the stock has fallen on hard times as its quarterly losses mounted. The stock was halted on the Nasdaq at $1-3/4.

"With our valuable fiber and hosting center assets, our newly organized management team, and the assistance of Goldman Sachs in helping us through our current financial challenges, we believe that we are well positioned to move forward in executing on our business plan," Chairman and Chief Executive William Schrader said in a statement.

PSINet said on Nov. 2 that it had third-quarter revenues of $352.5 million compared with $140.6 million in last year`s quarter. However, the company reported a third-quarter net loss of $1.38 billion for the third quarter, including a $666 million loss from disposal of discontinued operations.

((New York newsroom, 212 859-1700, fax [phone], or [e-mail]))

REUTERS

Rtr 12:43 11-16-00

[lonesome loser]

PSIX - PSInet announced today that the company has retained Goldman Sachs to assist PSINet as its financial advisor. PSINet says Goldman Sachs would assist the company in finding ways for improving shareholder value, which could include a strategic alliance or sale of all or part of PSINet.

PSINet also said they have formed a special comittee chaired by an independent director, Ralph J. Swett, to review all of the alternatives with Goldman Sachs.

William L. Schrader, chairman and chief executive officer of PSINet, said that "With our valuable fiber and hosting center assets, our newly organized management team, and the assistance of Goldman Sachs in helping us through our current financial challenges, we believe that we are well positioned to move forward in executing on our business plan."

Furthermore, Schrader says, they "remain committed to maximizing shareholder value and believe that a review of all our options as we move forward is appropriate".

[lonesome loser]

PSINet bonds move higher on Goldman Sachs hire
Fri Nov 17 06:19:00 EST 2000

LONDON, Nov 17 (Reuters) - Bonds issued by U.S. internet
technology services company PSINet Inc moved higher
following its decision Thursday to hire Goldman Sachs to advise
on alliances or a possible sale, traders said on Friday.
PSINet`s 11 percent euro bonds due in August 2009
tracked the company`s dollar bonds three points
higher to 37 percent of face value on Friday morning on the
news.
The company`s bond and share prices have both fallen sharply
this year. Traders said the bonds were trading at 60 percent of
face value a month ago, but have been hit by consistently
disappointing earnings results.
PSINet reported a third-quarter net loss of $1.38 billion
including a $666 million loss from disposal of discontinued
operations on November 2.
The company said on Thursday it had formed a special
committee to review options for enhancing shareholder value and
coordinate the engagement of Goldman Sachs.
Traders said although the news offered a glimmer of hope for
the company, they expected profit-taking to cap any further
gains until a more substantial announcement on PSINet`s future
emerged.


Rtr 06:19 11-17-00

[lonesome loser]

PSINET the Internet SuperCarrier...

http://messages.yahoo.com/bbs?.mm=FN&action=m&board=4687048&…

ganz interessate Lektüre.

[lonesome loser]

Interview mit William Schrader

PSINet: Don`t Count It Out
(11/20/00, 4:05 p.m. ET) By Kate Gerwig, tele.com
PSINet Inc. is fighting a strong headwind these days. At a time when a lot of carriers face financial difficulties, PSINet co-founder, chairman, and chief executive Bill Schrader is girding for battle -- fending off doomsayers on Wall Street while trying to come up with the cash to keep his company going.

By way of background, PSINet (stock: PSIX) stock took a nosedive earlier this month when the company announced third-quarter earnings that included a $1.4 billion loss and projected low earnings in the fourth quarter. Wall Street responded with lowered ratings and questions about how long the ISP can remain independent.

PSINet, Ashburn, Va., went into fix-it mode, with promises to slow its aggressive build-out of data centers and fiber that are supposed to turn it into an Internet "supercarrier." PSINet also plans to sell off some non-core assets, including e-business consulting company Xpedior Inc., and pieces of IT consulting company Metamore Worldwide Inc., both of which it only acquired in June.

While Bill Schrader said the company isn`t for sale, the company announced Thursday it will work with Goldman, Sachs & Co. to consider strategic alliances or the possible sale of all or some of PSINet. It also said that a bank has made a margin call on 11.4 million shares of Schrader`s PSINet stock. After acquiring 74 companies in the last few years, critics charge the company with expanding too fast and into branching areas not related to its core bandwidth and access services for enterprise, wholesale, and dial-up customers.

Schrader has been busy rallying employees, shareholders, suppliers, and customers, while he contends with several class-action suits filed on behalf of shareholders. Schrader talked with tele.com about his fight to convince investors and analysts that his company is only in a slow patch and not just another gasping dot-com, while, at the same time, also keep his company running.

tele.com: Is PSINet for sale after remaining independent for 10 years?

Schrader: PSINet is not on the block. We have fiduciary obligations to treat a serious offer seriously, but we are not for sale. It`s a very messy market out there, and we have a lot of assets. Unlike most of our competition, our assets are bought and paid for and working. Our competition is still building and trying to catch up with us in the middle of what I consider to be a serious recession. What we have to do is stop building. Apparently Wall Street doesn`t understand our current inventory of fiber and hosting centers and they`re worried we won`t be able to maintain our growth.

tele.com: Do you have enough cash on hand to operate?

Schrader: If we maintained our growth rates from the plan we had already announced to the street, we would need more cash next year. If we don`t maintain that plan-and we`ve slowed it down-if we can slow capital expenditure for fiber and hosting centers, which we have done, we`ll be OK. Wall Street went a little overboard, and lumped us in with companies that are so near being out of cash that they thought we were the same. But at end of the third quarter, we had $1 billion in cash.

tele.com: What about your debt-to-equity ratio? Do you plan to get that down?

Schrader: Right now all Wall Street cares about is survival for us. Capital markets are closed to almost everybody. We`ll handle our capital very differently than when capital markets are open. If we slow our growth rate down because we want to only focus on high margin opportunities, then we start producing cash, and the world changes. We don`t manage our company to the whims of Wall Street, but we do manage it so we have a proper balance sheet for stability.

tele.com: What will you sell off? What`s not core?

Schrader: There are some components of Metamore Worldwide and Xpedior that we always planned to sell off. Hindsight is 20/20, and in retrospect, the market went down considerably, so it`s not worth as much as when we bought it. That was our $1 billion write-off for Metamore/Xpedior. Their entire industry dropped in value. Xpedior is doing a turnaround just like everybody else, and yes, it`s one of the ones we might sell off. We declared it a discontinued operation, and we hired an investment banker to assist us.

tele.com: Where does the build-out of your Pan-European network stand?

Schrader: It`s nearly complete. We have so much bandwidth over there, we won`t have to mess with it for several years.

tele.com: Would you say Wall Street misread or over-reacted to PSINet`s situation?

Schrader: Yes. They`ve listened to one thing only, and that is our need for cash. Given the environment, let`s be realistic. All telecom companies are trading at a 52-week low. Some big ones are trading at an all-time low, as are we. The technology sector in general is seeing a recession. Under all circumstances, those things would look scary. When Wall Street gets scared, it responds by reducing prices.

The second thing is, other than the recession, the election and petrol prices and disturbances in the Middle East, all make Wall Street nervous, as they should. It makes me nervous. It`s why we`re being very cautious. As are some companies who didn`t have a billion at the end of the third quarter -- and they might not make it.

[lonesome loser]

November 20, 2000

PSINet Wins With Oracle

But the beleaguered ISP is up for sale.

By Joseph C. Panettieri, Sm@rt Partner

The storm is intensifying, but PSINet does see at least one ray of light on the horizon. The company`s Consulting Solutions division recently became an Oracle Authorized Application Provider, as well as a partner in Oracle`s iHost initiative, Sm@rt Partner has learned.

The Oracle deal comes at a critical time for PSINet. Faced with mounting financial losses, the ISP put itself up for sale last week. The news came only a few weeks after PSINet overhauled its business, shook up its management ranks and announced plans to sell its stake in Xpedior.

PSINet was "exclusively selected into the Oracle program since no other ASP can claim quite the same combination of infrastructure and expertise," according to a message from PSINet to selected industry watchers, which was viewed by Sm@rt Partner. "We own it all: the network, the hosting, the consulting, and the application maintenance and support."

PSINet hopes the Oracle deal will brighten its outlook on Wall Street. According to the PSINet communiqué: "This growing partnership, under the terms of a recent agreement, enables us to offer Oracle applications on a standalone basis or as part of a complete package."

These so-called "Enterprise Value Chain" packages also support applications from Baan, Great Plains, J.D. Edwards, PeopleSoft and SAP.

[lonesome loser]

wenn das mal keine Übernahme wert ist? was dann?

Roberston Stevens July 2000

Data Center Space Update
After discussion with the company, we currently estimate that PSINet will have approximately 1.6 million gross square feet of data center space built by EOY 2000. This figure represents an approximately 20% decline from the company’s originally announced accelerated expansion plans, but still a more than sixfold increase compared to the space in place at the beginning of this year. Of the 1.6 million square feet of deployed space, we estimate approximately 1.15 million will be “facilitized”, i.e., fully equipped with the hosting and network infrastructure needed to accommodate customers – cages, racks, cabling, etc. Figure 3 Below gives our estimate of the locations and square footage of PSINet’s hosting space, as recently revised. Figure 3. PSI Net Data Center Rollout Plan

PSINet Inc.
Hosting Centers In Service and Total Square Feet Deployed

Location Phase 1 Status
1 Amsterdam 15,000 Open
2 Switzerland 10,000 Open
3 London 1 113,000 Open
4 Herndon 23,000 Open
5 Los Angeles 27,000 Open
6 New York City 15,000 Open
7 Canada 5,000 Open
8 Tokyo 42,000 Open
250,000
9 Toronto Open
10 Atlanta Open
11 Dallas Open 2H00
12 Berlin Open 2H00
13 Geneva Open 2H00
14 Seoul Open 2H00
15 Paris 1 Open 2H00
16 Miami Open 2H00
17 Buenos Aires Open 2H00
18 Hong Kong Open 2H00
19 Sydney Open 2H00
20 Boston Open 2H00
Los Angeles Phase 2 Open 2H00
Toronto Phase 2 Open 2H00
Amsterdam Phase 2 Open 2H00
900,000

In-Service Sq. Ft. 1,150,000 EOY 2000
Gross Sq. Ft. Deployed 1,600,000 EOY 2000

[lonesome loser]

PSINET: Europe`s largest hosting centre set to make Berlin an Internet
capital; PSINet set to capitalise on growing demands for Internet hosting
services through investment in worldwide building programme

NOV 27, 2000, M2 Communications - Geneva -- The largest and most modern
Internet hosting centre to date is currently being built in the Deutschlandhaus
in Berlin through an investment of over US $107.2 million (EUR127.8 million) by
Internet Super Carrier, PSINet. The completion of the first construction phase
is being celebrated following the removal of the entire core of the historical
building on schedule. The Berlin hosting centre is one of 12 that the company
has built so far as part of its worldwide programme of investment totalling over
US $3.4 billion (EUR4 billion).

PSINet`s new Internet hosting centre in Berlin is expected to open in the first
half of 2001, following the entire reconstruction of the building and
installation of the technology. Once opened the five storey Internet-Hotel will
provide space for over 30,000 Internet-servers in an area of over 14,000sq.m. In
an around-the-clock operation, 150 staff will provide companies with a secure
and reliable Internet service 7 days a week. Once operational, this hosting
centre will make Berlin one of the most important Internet hubs world-wide
through the connection to PSINet`s fibre network, which is one of the largest
global networks of its type and connects to 500 other large international
networks.

"We chose Berlin due to its central location and the emerging market
opportunities in Central and Eastern Europe and we are convinced that Berlin
will develop into the German Internet-Valley", said Harry Hobbs, President of
PSINet Europe. "The Berlin hosting centre is part of our Billion-US-Dollar
investment programme for building 20 new Web hosting centres world-wide. We want
to become the leading providers on the world market of so-called Application
Services for e-commerce, which according to studies will reach a volume of over
US $5 billion (EUR5.9 billion) in the coming year."

PSINet will offer Collocation, Managed Hosting Services and ASP services to
medium and large sized businesses, in Germany and across Europe, from its
facilities in Berlin. Services for the creation and running of internal company
communications networks, regardless of location, through the Internet (such as
Intranet and Virtual Private Networks), security solutions as well as
IP-Videoconferencing and IP-Telephony will also be available.

PSINet has played an important role in the commercial development of the
Internet since its inception in the eighties. As well as its Data Centres, the
pioneering company also boasts a global fibre network, which offers an average
availability of over 99.99%.

[lonesome loser]

Das ganze nochmal in deutsch.

Größtes Internet-Hotel von PSINet in Europa entsteht in Berlin

Source PSINet
Date 2000-11-17
Product
Resume Richtfest für 250 Millionen-DM-Projekt

Einer der wichtigsten Internet-Knotenpunkte weltweit

Berlin – 17. November 2000 – Das größte und modernste Internet-Hotel Europas entsteht derzeit im Deutschlandhaus in Berlin-Charlottenburg. Der Internet Super Carrier PSINet investiert dort rund 250 Millionen DM. Der erste Bauabschnitt wurde heute termingerecht nach der vollständigen Entkernung des historischen Gebäudes mit einem Richtfest abgeschlossen. Das Berliner Internet-Hotel ist eines von 12 Data-Centern, die das Unternehmen bisher weltweit im Rahmen eines Investititionsprogramms in Höhe von 8 Milliarden DM errichtet hat.

PSINet geht davon aus, daß der komplette Umbau und die technische Ausrüstung wie geplant in der ersten Hälfte des kommenden Jahres vollständig abgeschlossen sein wird. Das fünfstöckige Internet-Hotel wird dann auf einer Fläche von mehr als 14.000 Quadratmetern Platz für 30.000 Internet-Rechner bieten. Im Rund-um-die-Uhr-Betrieb an sieben Tagen in der Woche werden 150 Mitarbeiter Unternehmen mit einem sicheren und zuverlässigen Internetservice versorgen. Berlin wird durch den Anschluß an das PSINet eigene Glasfasernetz, das zu den größten globalen Netzen seiner Art zählt, und die Verbindung mit 500 weiteren großen internationalen Netzwerken zu einem der wichtigsten Internet-Knotenpunkte weltweit.

„Wir haben uns aufgrund der zentralen Lage und den sich abzeichnenden Marktchancen in Mittel- und Osteuropa für den Standort Berlin entschlossen und sind davon überzeugt, daß sich Berlin zu dem Internet-Valley in Deutschland entwickeln wird,“ betonte Aman Khan, CEO PSINet Germany heute vor der Presse im Deutschlandhaus. „Das Berliner Internet-Hotel ist Teil unseres Milliarden-US-Dollar Investitionsprogramms in den weltweiten Aufbau von 20 neuen Webhosting-Zentren. Wir wollen der führende Anbieter auf dem Weltmarkt sogenannter Application Services für den elektronischen Handel werden, der im kommenden Jahr nach Studien schon ein Volumen von etwa 12 Milliarden DM erreichen wird.“

Über das Berliner Internet-Hotel wird PSINet sogenannte Collocation, Web Hosting und ASP (Application Services Providing) Services für mittlere und große Unternehmen bereitstellen. Daneben werden Dienste für Aufbau und Betrieb unternehmensinterner standortübergreifender Kommunikationsnetze über das Internet (wie Intranet und Virtual Private Networks), Sicherheitslösungen sowie IP-Videokonferenzen und IP-Telephonie angeboten.

PSINet hat seit den Anfängen in den achtziger Jahren am kommerziellen Aufbau des Internet mitgewirkt. Das Pionierunternehmen stützt sich dabei neben seinen Datenzentren auf ein weltumspannendes Glasfasernetz, das eine durchschnittliche Verfügbarkeit von über 99,99 Prozent bietet.
PSINet betreibt eine weltweite Infrastruktur für den sicheren und stabilen Betrieb von Hochleistungsanwendungen für den elektronischen Handel (E﷓Commerce) der nächsten Generation. Der Internet Super Carrier bietet weltweit zuverlässige, sichere und sehr schnelle Dienste für Internet, Intranet, Extranet und Web-Hosting für derzeit 102.000 Kunden. Mit dem neuesten Dienst, PSINet eConferencing, werden erstmals Videokonferenzen in hoher Bildqualität über das Internet möglich. An über 900 Zugangspunkten in mehr als 150 Ländern finden Kunden den direkten Anschluss an das durchgehend selbstverwaltete Glasfasernetz von PSINet, auch über fortschrittliche Techniken wie WLL und xDSL. In 28 Ländern ist PSINet mit eigenen Büros vertreten. Neben der technischen Infrastruktur baut PSINet auch seine Marktpräsenz durch eigene Expansion und gezielte Firmenübernahmen weiter aus. In den 20 größten Telekommunikationsmärkten der Welt rangiert PSINet unter den jeweils führenden Internet-Carriern. Für das Jahr 2000 werden Einnahmen in Höhe von 1 Mrd. US-Dollar erwartet, 1999 waren es 600 Millionen. Die Zentrale für Europa ist in Genf angesiedelt. In Deutschland bietet die PSINet Germany GmbH u.a. Application-Service-Providing-Dienste für E﷓Commerce an. PSINet errichtet in Berlin derzeit das größte Internet Data Center Europas.
Zusätzliche Informationen zu PSINet sind auf den Websites www.psinet.de und www.psi.com verfügbar.

gibt es hier nochmal eine 1000% Chance für die nachsten 2-3 Jahre? Sieht ganz danach aus...

[lonesome loser]

PSIX

PROFILED 12-01-00 AT $1.25

90 DAY TARGET ALERT OF $5.18

mehr unter:

http://www.momentumtraders.net/

[lonesome loser]

Wednesday December 6, 2000 15:55 ET


UKs Orange Taps PSINet To Nix Prepaid Wireless Vouchers 12/06/00

LONDON, ENGLAND, 2000 DEC 6 (Newsbytes) -- By Sylvia Dennis, Newsbytes.
Orange, one of the UK`s four wireless carriers, has announced it is nixing its
prepay paper voucher system in favor of a magnetic "swipe card" system for use
at wireless retailers and other outlets across the UK.

The wireless carrier is tapping PSINet Transaction Solutions, a division of
PSINet, the Internet service provider, for the facility, which it says will make
prepayments on users` wireless accounts more secure, as well as making life
easier for users generally.

PSINet Transaction Solutions is processing all the transactions and will manage
settlement and reconciliation services for Orange, making life easier for the
wireless carrier.

Perhaps more importantly for Orange Just Talk prepaid wireless users, however,
the new swipe card system will allows them to purchase airtime at Orange shops
and approved retail outlets, using the outlet`s existing point-of-sale (POS)
infrastructure, with their own personal card.

This, the carrier says, eliminates much of the inconvenience that has existed
for both customers and retailers with the current paper vouchers system.

Richard Brennan, commercial director for Orange`s UK operations, said that
pre-pay is now the fastest growth area in the mobile market, and that, by early
in the New Year, the swipe card system should be operational in more than 16,000
outlets across the UK.

To sign up for the service, Just Talk users need to collect a swipe card from
any relevant outlet and can then register between one and five cards to their
mobile number.

The carrier says that having the option of registering multiple swipe cards to
one mobile number allows family members to have a card to top up, for example,
their kids` mobile account, or for where more than one person uses a Just Talk
phone.

Customers can still choose how to fund their account, either in cash or
credit/debit card, so the privacy element is still there, Newsbytes notes.

In fact, one of the problems of prepaid mobiles which police have complained
about in recent times - namely the lack of a need to register a handset - can
still be retained, as users could, in theory, at least, register one or more of
their swipe cards under a false name.

From Orange`s perspective, of course, it is only the mobile number that needs to
be registered to the swipe card. The card can actually be in any name the user
chooses.

Orange is not completely doing away with paper vouchers just yet, so users don`t
have to resort to subterfuge to retain their anonymity. It expects that some
outlets, such as newsagents, for example, without a POS system, will continue
with the paper system for the time being.

Orange`s Web site is at http://www.orange.co.uk .

PSInet`s Web site is at http://www.psi.com .

Reported by Newsbytes.com, http://www.newsbytes.com .

13:12 CST c2000 copyright Post-Newsweek Business Information, Inc.

[lonesome loser]

Startups können Spezialangebote von PSINet jetzt günstig kennen lernen

Source PSINet
Date 2000-12-12
Product
Resume Diener ohne Risiko

Berlin/Schwalbach/München --- nn.Monat.2000 --- Der Internet Super Carrier PSINet hat gerade Richtfest für sein neuestes Hosting-Zentrum in Berlin gefeiert. Hier werden nächstes Jahr 30.000 Server stehen und Kundenanwendungen beherbergen. Besonders für Startups sind diese Mietdiener interessant, denn neue Unternehmen haben meist Besseres zu tun, als sich um ihre IT-Ausstattung zu kümmern. Doch so wie man Strom und Wasser heutzutage fertig geliefert bekommt, liefert PSINet auch IT-Dienste. Der Nutzer bezahlt einen festen Betrag und muss sich weiter um nichts kümmern.

Jetzt bietet PSINet die Gelegenheit, diese Dienste besonders günstig kennen zu lernen. Bis zum Ende des Jahres gelten folgende Angebote:

Collocation fix 20 GB:
· Der Kunde bezahlt für 1 Monat und bekommt 3 Monate Service
· Bis zum Ende des zweiten Monats kann er kündigen, und der Vertrag endet nach 3 Monaten.
· Kündigt er nicht, dann beginnt ein normaler 12 oder 24 Monatsvertrag.

Dedicated Hosting:
· Der Kunde bezahlt nur die halbe Intallationsgebühr.
· Er bekommt 3 zusätzliche Domains inklusive
· Er bekommt 5 Fernzugänge (64 Kbit) inklusive

Das Angebot gilt für alle Dedicated-Hosting-Pakete


PSINet ist der Internet Super Carrier mit Sitz in Ashburn, Virginia, USA, und einer Europazentrale in Genf, Schweiz, der eine weltweite Infrastruktur für E﷓Commerce betreibt. Über 100%-ige Tochtergesellschaften wird ein Vollsortiment an B2B-Internetdiensten angeboten. Der Fokus liegt dabei auf Webhosting, E﷓Commerce Lösungen, Voice over IP, Virtual Privat Networks und Intranet/Extranets. PSINet sorgt in mehr als 900 Großstädten in 29 Ländern für einen direkten Internetzugang. Im letzten Jahr ist PSINet vor allem durch Zukäufe von Internet Service Providern um weit über 100 Prozent gewachsen. In Deutschland bietet die PSINet Germany GmbH u.a. Application Service Providing-Dienste für E﷓Commerce an. PSINet errichtet in Berlin derzeit das größte Internet Data Center Europas. Zusätzliche Informationen zu PSINet sind auf den Websites www.psi.com und www.psinet.de verfügbar.
Kontakt für Leseranfragen: 0800 46 77 466
Ansprechpartner für die Presse:
PSINet Germany GmbH Fleishman Hillard Germany GmbH

[lonesome loser]

http://www.psinet.de/html/press/index.htm

für eine Firma, die vor dem bankrott steht? ist noch
einiges an Aktivitäten im Gange. Im Extremfall ein
klarer Übernahme Kanditat, dann sind locker 10Euro drin.

[mannik]

Hallo zusammen,

auf den ersten Blick sieht Psinet doch gar nicht schlecht aus. Wieso fällt die Aktie dann wie ein Stein ???

Wenn die wirklich Cash in Höhe von 1 Mrd. $ haben sollten sind die nächsten Monate auch gesichert.

Der Markt ist langfristig nicht unspannend. Wo seht ihr die grundsätzlichen Probleme bei der Aktie ?

Damit nicht jeder mit dem Research immer wieder von vorne anfangen muss, werde ich in den nächsten Tagen mal ein Research-Center für PsiNet bei www.myResearch.de erstellen. Dann sind die wichtigsten Infos übersichtlich an einem Punkt. Wäre schön, wenn der ein oder andere Experte beim Aufbau mithilft.

Gruss,
Mannik

[lonesome loser]

Insiderkäufe bei Psinet, da ist was im Busch....


http://host.wallstreetcity.com/wsc2/Corporate_Snapshot.html?…

[seriousguy]

seht euch mal das ask an kurz nach 15:30 in Frankfurt !!!


...das war bei etwa 6.5Euro
da hätte einer was gewußt......vielleicht kommt da noch was *fggg*

see ya
serious

[Aktionärin]

1:46PM · 1 3/16 Change
-3/16 (-13.64%)
so sieht`s aus auf yahoo...

[lonesome loser]

das ist noch gar nicht so lange her. Ich frage mich immer wieder was diese Analysten eigentlich den ganzen Tag analysieren?
vom 22.8.

PSINET: Fairer Wert bei 32 Dollar
Deutliche Kursgewinne könne die Aktien des Internet Service Provider PSINET Inc. (Nasdaq: PSIX) verzeichnen. Der Titel gewinnt am Montag 10,5 Prozent auf 17,8 Dollar.

In den vergangenen Wochen notierte der Wert trotz hervorragender Quartalszahlen in der Nähe seines 52-Wochen-Tiefs. Analysten mehrerer führender Investmentgesellschaften zeigen sich für den Titel optimistisch. So sieht das Investmenthaus Morgan Stanley Dean Witter den fairen Wert von PSINET bei 32 Dollar – was etwa einem 100prozentigen Aufschlag auf den aktuelle Aktienkurs entspricht.

So sei das Unternehmen aufgrund der Investitionen in den vergangenen Monaten in einer starken internationalen Position. Demnach sollten sich die Übernahmen in näherer Zukunft auszahlen, und machen Aktie für Anleger sehr attraktiv.

[mannik]

Hallo nochmal,

ich habe den Eindruck, ihr alle schreibt PsiNet schon ab.

Wo seht ihr denn ausser der vieleicht anstehenden Liquiditätslücke das Problem ?

Die Übernahmen wurden soviel ich weiss in Aktien bezahlt, also kein Problem und Data Center boomen zur Zeit wie wild. Hört sich doch alles nicht schlecht an oder ???

Gruss,
Mannik

[Beenie]

@mannik

Na klar ist Psinet in einem Bereich tätig, der enormes Wachstumspotential hat. Psinet gibt es aber schon seit längerer Zeit, Vermochte es aber bisher nicht, mit diesem Potential Geld zu verdienen.
Solange bei Psinet die Schulden ebenso dynamisch wachsen wie Psinet selber, wird sich wohl an der Börse nichts positiveres ereignen als dieses Trauerspiel.
Ich persönlich hoffe (die Hoffnung ist geblieben!), dass die enormen Investitionen und die damit verbundenen Schulden sich auch mal auszahlen werden.
Ich kann mir nämlich nichts dafür kaufen, daß Psinet eine so tolle Firma ist; bzw. wäre wenn da nicht dieses kleine lächerliche Problem einer "vielleicht anstehenden Liquiditätslücke" wäre.
Versteh mich nicht falsch, auch ich glaube (oder besser hoffe), daß wir bald wieder bessere Zeiten erleben werden. Ich denke hierfür sind aber zwei - drei Dinge vonnöten:
1. Es muss sich erst mal ein Ende der Internet-Talfahrt an den Börsen abzeichnen;
2. Quasi eine Flurbereinigung, die auch dazu führen könnte, dass PSIX übernommen wird.
3. Die schönste Sache aber wäre, dass Psinet im Februar mal mit ein paar netten Neuigkeiten aufwartet: Gute Zahlen z.B.!

So long

Beenie

[mannik]

Hi Beenie,

danke für deine Einschätzung.

PsiNet scheint bei der aktuellen Bewertung so eine Art Optionsschein zu sein.

Mit einer Marktkap von ca 100 Mio $ bewegen die Werte um die 3,6 Mrd $, also Hebel 36. Nicht schlecht.

Wenn das Geld nur in DataCenter geflossen ist, braucht man sich glaube ich keine Sorgen zu machen. Zur Not wird ein DataCenter verkauft und die Liquidität ist wieder eine Weile gesichert.
Ich habe gesehen, dass die eine Menge Firmen übernommen haben. Ich hoffe, nur durch Aktientausch.

Gibt es Übernahmen, die in Cash bezahlt wurden ???

Gruss,
Mannik

[lonesome loser]

PSIX has a Value of $2.6 per share!

Stock Analysis of PSINet

Thank you for requesting an analysis of PSINet from VectorVest ProGraphics. The ticker symbol for PSINet is PSIX. PSIX is traded on the NASDAQ and options are available on this stock.

PRICE: PSIX closed on 12/21/2000 at $0.75 per share.

VALUE: PSIX has a Value of $2.6 per share. Value is the foundation of the VectorVest system. It is a measure of what a stock is currently worth. Value is based upon earnings, earnings growth rate, dividend payments, dividend growth rate, and financial performance. Current interest and inflation rates also play an important role in the computation of Value. When interest and/or inflation rates decrease, Value goes up. When interest rates and inflation increase, Value goes down. Sooner or later a stock`s Price and Value always converge.

RV (Relative Value): PSIX has an RV of 1.23. On a scale of 0.00 to 2.00, an RV of 1.23 is very good. RV reflects the long-term price appreciation potential of the stock compared to an alternative investment in AAA Corporate Bonds. Stocks with RV ratings above 1.00 have attractive upside potential. A stock will have an RV greater than 1.00 when its Value is greater than Price, and its Relative Safety (see below) and forecasted earnings growth rate are above average. In some cases, however, a stock`s RV will be above 1.00 even though its Value is well below Price. This happens when a stock has an exemplary record of financial performance and an above average earnings growth rate. In this case, the stock is currently selling at a premium, and the investor is banking on future earnings growth to drive the stock`s price higher. This information is very useful not only in knowing whether or not a stock has favorable price appreciation potential, but it also solves the riddle of whether to buy high growth, high P/E, or low growth, low P/E stocks. We believe that RV ratings above 1.00 are required to consistently achieve above average capital gains in the stock market.

RS (Relative Safety): PSIX has an RS rating of 0.49. On a scale of 0.00 to 2.00, an RS of 0.49 is very poor. VectorVest looks at safety from the viewpoint of an equity investor (one who is buying stock of a company) rather than that of a purchaser of debt (one who is lending money to the company). From this perspective, consistency of financial and operating performance, stock price appreciation history, and price volatility are the key factors used in the evaluation of Relative Safety (RS). Debt to equity ratio, capitalization, sales volume, business longevity and other factors are also considered, but to a lesser degree.
VectorVest favors steady, predictable performers. All stocks are rated on a scale of 0.00 to 2.00. A stock with an RS greater than 1.00 is safer and more predictable than the average of all stocks. A stock with an RS less than 1.00 is less predictable and riskier than the average stock.


RT (Relative Timing): PSIX has an RT rating of 0.01. On a scale of 0.00 to 2.00, an RT of 0.01 is very poor. RT is a fast, responsive, short-term price trend indicator. It analyzes the direction, magnitude, and dynamics of a stock`s price behavior over the last 13 weeks; then reflects and projects the short-term price performance of the stock. Once a stock`s Price has established a strong trend, it is expected to continue that trend for the short-term. If the trend dissipates, RT will gravitate towards 1.00. Should the price change dramatically, RT will notice the crucial turning point. When warranted, it will explode from a Price low and dive from a Price high.
All stocks are rated on a scale of 0.00 to 2.00. If RT is above 1.00,the stock`s Price is in an uptrend. Below 1.00, the stock`s Price is in a downtrend.


VST-Vector (VST): PSIX has a VST-Vector rating of 0.68. On a scale of 0.00 to 2.00, an VST of 0.68 is poor. VST-Vector solves the dilemma of balancing Value, Safety and Timing. Stocks with high RV values often have low RS values, or stocks with low RV and RS values have high RT`s. How can we find the stocks with the best combinations of Value, Safety, and Timing?
The classic vector formula (square root of the sum of the squares) handles this problem. It combines a set of forces into a single indicator for ranking every stock in the VectorVest database. Stocks with the highest VST-Vector have the best combinations of Value, Safety and Timing. These are the ones to own for above average capital application.


GRT (Growth Rate): PSIX has a GRT of -12 % per year. This is very poor. GRT stands for forecasted Earnings Growth Rate in percent per year. GRT is updated each week for every stock. Watch GRT trends very carefully. If the GRT trend is up, the stock`s Price will likely rise. If the GRT trend is down, the stock`s Price will increase more slowly, cease to increase, or subsequently fall.

Recommendation (REC): PSIX has a Sell recommendation. REC reflects the cumulative effect of all the VectorVest parameters working together. These parameters are designed to help investors buy safe, undervalued stocks which are rising in price, and to avoid or sell risky, overvalued stocks which are falling in price.
VectorVest is tuned to give an "H" or "B" signal when a stock`s price is approximately 10% above a recent low, and an "S" signal when the stock`s price is approximately 10% below a recent high. High RV, RS stocks are favored toward receiving "B" REC`s, and sheltered from receiving "S" RECs.


STOP-PRICE: PSIX has a Stop-Price of 3.12 per share. This is 2.37 or 316.0 % above its current closing Price. VectorVest analyzes over 7,400 stocks each day for Value, Safety and Timing, and calculates a Stop-Price for each stock. These Stop-Prices are based upon 13 week moving averages of closing prices, and are fine-tuned according to each stock`s fundamentals.
In the VectorVest system, a stock gets a "B" or an "H" recommendation if its price is above its Stop-Price, and an "S" recommendation if its price is below its Stop-Price.


DIV (Dividend): PSIX does not pay a dividend. VectorVest focuses on annual, regular, cash dividends indicated by the most recent disbursement. Special distributions, one-time payments, stock dividends, etc., generally are not included in Dividend (DIV).

DY (Dividend Yield): PSIX has a DY of 0 percent. This is below the current market average of 1.1 %. DY equals 100 x (DIV/PRICE), and is expressed as a percentage.

EY (Earnings Yield): PSIX has an EY of -99%. This is below the current market average of 3.83%. EY equals 100 x (EARNINGS PER SHARE/PRICE), and is expressed as a percentage.

EPS (Earnings Per Share): PSIX has an EPS of $-0.74 per share. EPS stands for leading 12 months Earnings Per Share. VectorVest determines this forecast from a combination of recent earnings performance and traditional fiscal and/or calendar year earnings forecasts.

P/E (Price to Earnings Ratio): PSIX has a P/E ratio of -1.01. This ratio is computed daily based upon Price and EPS. P/E = Price/EPS.

GPE (Growth to P/E Ratio): PSIX has a GPE of -11.88. This ratio suggests that PSIX is overvalued. Growth to P/E ratio is a popular measure of stock valuation which compares Earnings Growth Rate (GRT) to Price Earnings ratio (P/E). A stock is considered to be undervalued when GPE is greater than 1.00, and vice-versa. VectorVest believes that RV is a much better indicator of long-term value. The RV of 1.23 for PSIX is very good.

DS (Dividend Safety): PSIX has a DS of 0. On a scale of 0 to 99, a DS of 0 is poor. DS is defined as the assurance that regular cash dividends will be declared and paid at current or at higher rates for the foreseeable future. Stocks with DS values above 50 on a scale of 0 to 99 are above average in safety.

RISK (Dividend Risk): PSIX does not pay a dividend. All stocks in the VectorVest system that pay dividends are classified as having Low, Medium or High Dividend Risk (RISK). Stocks with DS values above 50 are above average in safety. These stocks are classified as having LOW or MEDIUM RISK. Stocks with DS values below 50 are below average in safety and are classified as having HIGH Risk.

DG (Dividend Growth): PSIX has a DG of 0 percent per year. Dividend Growth is a subtle yet important indicator of a company`s historical financial performance and the board`s current outlook on the future use of funds.

YSG-VECTOR (Yield-Safety-Growth Vector): PSIX has a YSG-Vector of 0. On a scale of 0.00 to 2.00, a YSG-Vector rating of 0 is very poor. VectorVest combines Dividend YIELD, SAFETY and GROWTH into a single parameter. YSG-Vector allows direct comparison of all dividend paying stocks. Stocks with the highest YSG-Vector values have the best combinations of Dividend Yield, Safety and Growth. These are the stocks to buy for above average current income and long-term growth.

VOL(100)s: PSIX traded 12318700 shares on 12/21/2000.

AVG VOL(100)s: PSIX has an Average Volume of 10279800. Average Volume is 50 day moving average of daily volume as computed by VectorVest.


% VOL: PSIX had a Volume change of 19.8% from its 50 day moving average volume.

OPEN: PSIX opened trading at $0.92 per share on 12/21/2000.

HIGH: PSIX traded at a high of $0.97 per share on 12/21/2000.

LOW: PSIX traded at a low of $0.67 per share on 12/21/2000.

CLOSE: PSIX Closed trading at $0.75 per share on 12/21/2000.

% PRC: PSIX showed a Price change of -17.2% from the prior day`s closing price.

INDUSTRY: PSIX has been assigned to the Internet (Svc Provider) Group. VectorVest classifies stocks into over 190 Industry Groups and 50 Business Sectors.

PSIX has well below average safety with well above average upside potential. It reflects a stock which is likely to give well above average, inconsistent returns over the long term.

[cajumar]

Bei diesen VectorVest-Analysen wäre ich vorsichtig. Die haben auch immer schönen "Value" für Razorfish berechnet. Das Problem ist wahrscheinlich, daß die Zahlen nicht aktuell sind.Dennoch sind mit PSIX natürlich hohe Gewinne möglich ( Turnaround, Übernahme ).

[lonesome loser]

Judge whacks suits against PSINet


By Associated Press
Last Update: 10:48 AM ET Dec 23, 2000


ALEXANDRIA, Va. (AP) -- A federal judge has dismissed 14 of 15 class-action lawsuits accusing PSINet Inc., an Internet service provider for businesses, of securities fraud.

The plaintiffs had claimed the company misled investors about its financial strength.

But U.S. District Judge Leonie M. Brinkema she saw no evidence of deception and dismissed all but one lawsuit.

The only lawsuit allowed to go forward is one filed by former shareholders of Metamor Worldwide Inc., a consulting firm that PSINet (PSIX: news, msgs) purchased back in March in a $2 billion stock transaction.

Those shareholders allege that Metamor may not have agreed to the acquisition if they had received a complete portrayal of PSINet`s financial performance.


ist doch schon mal was.

[lonesome loser]

Schrader Created PSINet, But Can He Hold Onto It?

• Business
• Washtech.com


IndustryWatch Pages Select an Industry Biotechnology Defense Energy Financial Services Food Hospitality Insurance Internet Legal Media Pharmaceuticals Retail Telecommunications Transportation


By Dina ElBoghdady
Washington Post Staff Writer
Monday, December 25, 2000; Page E01


Around this time last year, it was a good bet that William L. Schrader would be one of the last men standing with an independent company among the Washington area`s Internet community.


Operating under the radar of telecommunications giants such as AT&T Corp., Schrader created PSINet Inc. in 1989. The fortunes of PSINet, one of the nation`s first commercial Internet service providers, catapulted the New York native to a place of regional and national prominence in the late 1990s. When 2000 dawned, Schrader appeared to have wholly arrived, with a fortune valued at more than $600 million and his company`s name on a professional football stadium in Baltimore.


What a difference a year makes.


In 2001, the prospect of the 48-year-old entrepreneur being forced out of the company he created, or having to let go of its reins, is real and tangible. This coming year will either see a remarkable comeback for Schrader, or a limp denouement to an incredible reign as Washington`s true Internet trailblazer.


With PSINet posting $1.38 billion in losses and another $3.4 billion in debts, Wall Street has run out of patience and the company`s board is looking for a buyer or a strategic money-making alliance to dig itself out of the hole.


PSINet, under Schrader`s leadership, has become a poster child for the rise and fall of the Internet sector, when Internet mania drove dot-coms – and the companies that support them, such as PSINet – to breath-taking valuations. Now, it all seems like a binge, and the hangover is acute.


For his part, Schrader is as confident as ever. He sees a brighter future for PSINet, possibly with him at the helm. By this time next year, "I`ll be chairman and CEO [of PSINet] if the company has not been sold," Schrader predicted.


Wall Street analysts offer a more glum scenario. Schrader, they say, is whistling past the graveyard. Recently, he lost his stake in the company when a bank seized his shares as collateral for a $25 million personal loan.


As for his company, they openly wonder who would want to buy it and inherit its whopping debts – no matter how attractive its dazzling array of assets.


With PSINet`s stock teetering around the $1 range, Schrader said his company suffers from a "recession" that has been eight or nine months in the making, although Wall Street brushed off the warnings and "laughed at me" for suggesting an impending crisis.


"I am prepared for it," Schrader said of the downturn. "We stopped spending money and everyone criticized us for it. We`ve got enough inventory to last us through end of recession, either one year or two years. We have the people, the products and a customer base all over the world. . . . I`m glad we saw the recession coming."


Schrader`s assessment is not universally shared among the company`s many constituencies.


Through a string of acquisitions, including 75 in the past 2½ years, PSINet has pieced together 1 million miles of fiber-optic cable to haul Internet traffic at high speed through 28 countries, 90 major U.S. metropolitan areas and 25 of the world`s largest telecommunications markets. The buying spree is in part to blame for the company`s debts.


Indeed, against the wishes of Wall Street, PSINet overextended itself by expanding into different areas of business and far-flung locations all over the globe, analysts said.


The company began selling Internet access to corporations, a lucrative proposition, while continuing to build its fiber-optic network.


Then it branched into consulting and also began building multimillion-dollar Web hosting centers – compounds that house high-end computers that run Web sites.


While PSINet still has, as of Sept. 30, $667 million in cash, it also has burned through $1 billion in the past two quarters.


The ideal scenario is to sell the company now to a strong buyer who can make good on PSINet`s existing debt, said Tom Watts, an analyst with Merrill Lynch Global Securities. But because the value of the assets is less than the total value of the debt, Watts said, not many potential buyers would go for the whole package.


"The potential buyers we talked to say: `Why buy now?`‚" Watts said. "Why not wait and buy the assets when it`s in bankruptcy?"


Carving out parts of the company to sell separately is an option. Sprint is shopping around for a Web hosting firm and could turn to PSINet, some analysts said.


Even so, Schrader missed a window of opportunity by turning away potential buyers over the years, said Dan Renouard, an analyst with Robert W. Baird & Co. Money has dried up for telecommunications carriers in the immediate future as they cope with a downturn in the market.


Meantime, Wall Street`s confidence in Schrader and his management team stands at an all-time low, Renouard said. On about half a dozen occasions, PSINet has backtracked on guidance it offered analysts. The company has missed Wall Street`s expectations for the past three quarters.


"We don`t have any reason to trust them," Renouard said. "How many times are we supposed to take that kind of a signal and have any confidence in the company going forward?"


Schrader has written off the pessimists on Wall Street and in the press, saying he will defy the odds. While analysts got swept away in the dot-com frenzy, boosting valuations to unsustainable heights, Schrader said he has always kept a steady course.


"I have never shared in the giddiness," Schrader said. "I was never like that and I don`t think there were many people inside PSINet who were."


Even his detractors acknowledge Schrader is a visionary who foresaw the commercial potential of the Internet despite the naysayers, and went on to boost PSINet from underdog status to stardom before financial woes set in.


A biologist by training, Schrader was a driving force behind a $100 million supercomputer center at his alma mater, Cornell University, and led NYSERNet, a nonprofit that created one of the country`s first regional Internet networks and served university, corporate and government communities in New York state.


Some PSINet employees and former colleagues describe Schrader as a plain-spoken, shoot-from-the-hip kind of guy, who`s as quick to compliment his workers as he is to criticize.


Despite his company`s past fortunes, Schrader is not an ostentatious man wrapped up in conspicuous consumption, they say. But he is known for Schrader trademarks, such as sipping a dozen Diet Cokes a day, a collection of fun toys and a knack for inspiring loyalty from his employees, many of whom are rooting for him.


"He`s a very unpretentious guy," said Brian Muys, a former PSINet employee and a Schrader supporter. "He had at least one samurai sword in his office, an ever-present box of Cuban cigars, a baseball and a baseball mitt. He would shoot the breeze about any of these things."


On occasion, Muys will drop Schrader a note. When Muys wrote to Schrader last month, he was simply writing to wish him and the company well through a tough time.


"We`re fine and we will get [through] this very nicely," Schrader responded by e-mail.


"The fact that no one believes me is not new."


© 2000 The Washington Post Company

[lonesome loser]

Ein Interview von Schrader vom Feb. 2000

William Schrader
PSINet Better Positioned Than Huge Telecom Rivals? It`s No Mere Pipe Dream

By Brian Caulfield
PSInet CEO William Schrader hopes to feast on the carcasses of his humongous telecom competitors—if they don`t devour him first. n The 48-year-old PSINet founder is certainly not shy about expressing his views. And arguably, he has earned the right to say what he thinks. Schrader co-founded one of the first commercial ISPs in 1985—an outfit called NyserNet. He started the company that became PSINet in 1989, and in 1995 took it public. As other publicly held ISPs like Uunet, Netcom, and, most recently, Concentric Network merged with larger companies, PSINet remained stubbornly independent. PSINet and Schrader took some heat for their iconoclastic ways, but Schrader may have the last laugh: As of this writing, PSINet`s shares were valued at more than $3.5 billion.

While the big carriers—MCIWorldCom, Cable & Wireless, AT&T, and Nextlink Communications—build and buy integrated voice and data businesses on a global scale, Schrader has been sprinting toward a global Internet pure-play, acquiring more than 50 ISPs in more than 22 countries over the past two years. That hypergrowth strategy has produced mounting losses—fueled in part by the company`s junk bond offering—alongside rapidly growing revenues, which reached $369 million for the nine months ending last September, up from $165.7 million in the same period a year ago.

And Schrader has no plans to slow down. Late last year PSINet unveiled what it calls its Internet Super Carrier strategy, buying up additional undersea and land-based fiber and satellite capacity in the United States and abroad, and announcing plans to build 21 new data centers around the world by the end of 2000, with plans for about 60 new ones over time.

Far from believing those who predict a "bandwidth glut," Schrader sees the Internet creating an insatiable demand for network-based services among businesses, ISPs, and telecommunications providers.

Meanwhile, Schrader says he`s undaunted by his vastly larger competitors, referring to them as "former dominant carriers," "carcasses," or "dinosaurs."

Bold words. But Schrader`s experience gives him, if anything, a right to be outspoken. He`s seen the Internet revolution, and he`s not afraid to sketch out a vision of what the telephone company (if you could still call it that) of 2010 will look like. Odds are he`s right, regardless of whether his company will make it there.

Internet World: You have been quoted as saying that in the future it will be tough to distinguish an Internet service provider from a phone company. Do you think the phone companies might have some advantages, since they`ve got large numbers of customers and a reputation for reasonable service?

William Schrader: I think telephone companies have many advantages. One you did not mention is cash. They have the ability to raise a lot of cash, and sometimes they have a lot of cash. Like AT&T—they can take their entire value today for their shareholders and trade it for tomorrowland. We look like tomorrowland. So when one of those big guys is willing to trade all of their future for us, then we will sell our company to them.

In the meantime, PSINet is driving the network all around the globe, the hosting center process around the globe—the product line, and the delivery system, and the brand name, and the customer support centers, and everything that is needed to support the customers all around the globe. We have made the leap to global peering and global transit, so we will connect to anyone anywhere and deliver their traffic around the globe, and that is the Internet super carrier. So any telephone company that thinks they can do something less than that is probably going to get consumed by the other telephone companies that have to do what they are doing. So it is just a matter of time now until there are five Internet super carriers, or four, or six. There probably won`t be 30.

But they [telephone companies] have a lot of advantages, and we don`t underestimate the telephone companies. That doesn`t mean to say for a minute that I think any of them are going to survive this. There is no FDC—former dominant carrier—out there that can survive the Internet in the early stages of the 21st century. All of them must become Internet companies. If they do not, they will die.

IW: A lot of these companies have pursued the strategy of adapting to the Internet by acquiring Internet companies`

Schrader: GTE first tried to build their own; they failed. So they bought BBN Planet, and most of the good people left, and they were so late to the game that they had to sell their company to another former dominant carrier who had just come off the process of buying another. So Bell Atlantic bought Nynex, and then Bell Atlantis bought...you didn`t catch that...

IW: You mean Bell Atlantic...

Schrader:...Bell Atlantis, sinking into the sea. Then they bought GTE. If you take big dinosaurs and merge them together, you get a very big carcass at the end of the season. So that`s what they`re doing. There is no question the Internet is driving them to this, no question at all. So do I think they have an advantage? Sure. Do they know how to use it? Sure. They are abusive, they have no innovation, they have never been able to innovate any product the customer actually buys, and they can`t compete with anyone on a fair basis. They have to rely on regulation to defend themselves. So I would say their entire culture, their entire infrastructure, is obsolete, and it won`t take long for this to become evident to the Wall Street guys, and the markets will show it. But I have a strong opinion here.

IW: Why hasn`t PSINet been acquired by a voice carrier?

Schrader: Well, when GTE came to BBN and offered them $650 million, they sold. We`re trading at a little over $3.25 billion. So need I say any more? When WorldCom bought MFS, MFS had just acquired Uunet for $2 billion. And we are trading at a little over three and a quarter. I think what is obvious is that our upside is much higher in the future than the current price, and we will see how it goes. Now, as long as we don`t run out of cash, as long as we maintain our growth pace, as long as we meet the Street`s expectations—so far, Wall Street has rewarded us by handing us $3 billion in cash in the last two years to conduct our business plan the way we have outlined.

IW: There has been a lot of hype about application service providers that provide complex systems like Baan, SAP, or Oracle. What`s your take? Do you think these can really work?

Schrader: Baan, SAP, and Oracle are three classic examples where systems integrators are already being brought into the big businesses, not to the middle and small businesses, but to the big businesses. It is an outsourced process [already]. So in those environments, the systems integrator who is an ASP now has instead of a one-times-revenue multiple, well now they`re an ASP, and they get Internet multiples. I wouldn`t get hung up on the fact they say they are an ASP instead of a systems integrator. What are they doing? Well, the same thing they always did.

What about something else—where you take Oracle to a small company that (a) doesn`t need Oracle and (b) can`t set it up if they thought they would need it? I don`t think that is going to sell. [Let`s take] a middle-sized company that has just stepped into the phase where they need Oracle or SAP or Baan. What are you going to do? Well, are they going to consider outsourcing? And it may be they`re going to an outsourcer who has serviced them in the past, which would be a systems integration house. It may be some new startup company. My guess is if they were to be successful, they would go to the guys who have a lot of experience, rather than guys who just go out and say we`ve got a big computer here where we`re going to host an application, and you guys have to figure out how use it.

Another application service provider environment is for infrastructure, and that is where we are already playing. So the outsourcing of certain messaging features like e-mail and voice mail and such things that people need around the globe, those things will be outsourced, and they are relatively simple—but very important to businesses. So you can`t drop those packets on the floor. It has to be fault-tolerant and absolutely secure.

IW: Why would a corporation need e-mail service from a company that owns its own backbone when consumers, for example, seem to have done fine with companies that don`t own their own facilities?

Schrader: Interesting question, but the slant of it is the reverse of what you expect. The reason that AOL, MindSpring, EarthLink, and WebTV are the leaders in the United States is none of them own their own backbones. All of them have outsourced to PSINet and others. Why have they done well? Because they have outsourced to a company with its own backbone—precisely because we provide them better service at a better price than they could have done on their own. The financials show it. The numbers don`t lie. So in the consumer space, it works; now in the corporate space, why wouldn`t it work? Well, you can`t bring the AOL/MindSpring/EarthLink/ WebTV model to the corporate space, because corporations will not allow someone else`s domain name to be representing them and their sales force in the marketplace.

IW: Of course, Critical Path or a number of other companies would be able to offer private-label e-mail service, even though they don`t operate what could be described as a backbone...

Schrader: Same thing we are talking about. A Critical Path or a Software.com do exactly that. So they are private label, and they are running on our servers, on our hosting centers, on our backbone and our modems, and it is more reliable than having it done inside of their own company. That is where we are going to play in the ASP space, and that is already fully deployed and functioning.

IW: So you`d be partners with e-mail outsourcers?

Schrader: We do Software.com so far.

IW: So then instead of being an ASP yourselves, you`d provide support to an ASP or systems integrator?

Schrader: All the above. We will be an ASP. We will supply services to value-added resellers [VARs] and other ASPs and systems integration houses that want to become [ASPs]. In fact, why would we stop at teaching a VAR how to sell our commercial products? Why not set them up as a virtual ISP? You might think of EarthLink, WebTV, and the rest as virtual ISPs. We sort of invented that industry back in the mid-`90s, and because of that we now have hundreds of telephone companies and other ISPs who have outsourced all of their facilities to us—Cincinnati Bell, Nextlink, and a number of others who do not want us to mention their names. Their Internet service is PSINet.

IW: What`s your take on the proliferation of free ISPs? With free ISPs becoming more popular, do you think this will put any kind of pressure on the prices you can charge on the wholesale level?

Schrader: Whenever a new business model emerges that has the potential of lasting, it puts pressure on every aspect [of a service]. The quality of the service, the price of the service, the delivery pace. Everything. On the other hand, PSINet currently supplies service to most of the top free-service companies in the United States. Therefore, if some of our [customers who are] virtual and other ISPs are being pressured by the new free-service guys, it doesn`t matter to us if the end user, the customer, goes to XYZ or XYZ Prime.

We have not seen any pressure to reduce the pricing in the normal dial-up space. I think that is driven by AOL`s increase in prices. At the same time, we are reducing our own costs by owning our own dark fiber around the world, by reducing the cost per square foot by building 1.5 million square feet of hosting centers in the top 20 cities in the world. So we have got our costs down below the telephone companies` costs, so if we keep our revenues at the same level, that spells margin improvement.

IW: You`ve been in this business for more than 15 years. What do you think it will look like in 10 years?

Schrader: In 10 years there will be no such thing as a telephone company. My guess is, within four of five years 80 percent of all voice traffic will be on the Internet. Eighty percent. In 10 years, the type of media that you are looking at, and the type of equipment that you are viewing it through, is so different than what you can imagine today that it will justify the investment being made in fiber plant around the world.

There is no fiber glut, is what I just said. So having a house with two telephone lines, each able to carry 64 Kbps, will be a joke—as funny as it is today to say most homes will have televisions and a multimedia storage device with terabits of data sitting in the kitchen that is called a VCR. The same thing will happen, only it won`t be terabits, it will be pedabits, and it will be fed over the Net. It won`t be on tapes. There won`t be any way you can exist in business on earth without having an Internet connection, without having a Web presence. It`s like trying to be in business without a telephone, a TV, a fax machine, or an Internet connection. It will be impossible in two years, so the Internet super carriers, of which PSINet intends to be one, or will be owned by one, will be operating in multiple countries using multiple currencies and in multiple languages, and providing those services to business-to-business and business-to-consumer markets.

[lonesome loser]

SAN FRANCISCO - Last week, industry insiders pegged U.S. telecommunications giant Sprint Corp. as a likely bidder for embattled Web infrastructure company PSINet Inc.

Now, they say, another bidder may be on the scene: Cable & Wireless plc. And, speaking on condition of anonymity, at least one source within the British telecom says an offer may soon be on the table. The deal would provide Cable & Wireless with the Web hosting business it wants, as well as a foothold in the U.S. Internet backbone services market.

Ashburn, Va.-based PSINet said in early November it had hired Goldman, Sachs & Co. to shop itself to potential buyers, following a high-profile acquisition failure that led to a dramatic decline in the company`s fortunes. PSINet has valued its business at $2 billion to $4 billion, excluding its consulting arm.

Spokesmen from Cable & Wireless and PSINet declined to comment, although PSINet spokesman Doug Baj said the company expects to make an announcement about a potential sale some time in January.

The deal "makes a lot of sense from a lot of perspectives," said Peter J. Decaprio, an analyst with Thomas Weisel Partners llc of San Francisco. "Cable & Wireless has got a huge European franchise ... but it has always been blunted in efforts to penetrate the U.S. market. Hosting makes a lot of sense when you own your backbone."

Skeptics say a deal with Cable & Wireless is unlikely because it has all the network it needs and is satisfied with its customer base. Also, a merger of the two companies could face regulatory issues, since both are among the biggest carriers.

A deal between PSINet and Sprint would also likely face tough regulatory scrutiny, something the Westwood, Kan.-based phone giant may not want to stomach. It is still recovering from the demise of its planned merger with MCI WorldCom Inc. at the hands of federal agencies.

Nevertheless, both Sprint and Cable & Wireless do have choices. Two other Web hosting companies with distressed financials - Data Return Corp. of Irving, Texas, and Digital Island Inc. of San Francisco - also are prime targets.

PSINet`s troubles began last summer when the acquisition-hungry company paid $2 billion in stock for Metamor Worldwide Inc. of Houston. As part of the deal, it also took an 80% stake in Xpedior Inc., a Chicago Web consulting company. The deal was supposed to earn as much as $1 billion in revenues, but instead has cost the company millions of dollars.

Now, PSINet says it will have to take a $663 million loss by selling the unit. The man responsible for the deal, President and Chief Operating Officer Harold Willis, was forced to quit in November when the company told investors of the loss.

With a market capitalization one-quarter of its book value and its shares trading under $1, PSINet is a cheap buy. Whoever buys the company, however, must contend with PSINet`s financial crisis.

When Willis quit, the company issued a bleak earnings report indicating it had lost $1.38 billion, or $7.34 a share, in the third quarter and warned that fourth-quarter earnings would also be lower than previously thought. PSINet has about $1 billion in cash and $3.6 billion in debt.

Bond holders will play a key role in approving any buyout because the loan covenants state that if PSINet sells any assets, it has 180 days to use the money to pay off bonds at $101 per note. That price reflects a nominal premium over what the bondholders originally paid. The company would have to reinvest the assets in a similar business if that price is not met.

PSINet`s management team "hasn`t really had a record of demonstrating good operating performance," Decaprio said. "So if you are a bondholder and they sell an asset and they plow the money back in, that is like the worst outcome."

[lonesome loser]

aus dem Yahooboard...


From the PSIX webpage, this
by: comebackkidsof2001 12/28/00 4:26 am
Msg: 135923 of 135927

is a good endorsement of PSIX in comparison to the competiton:

That`s the big lesson to come out of this year`s 2000 North American ISP survey, which was conducted with Extelligent, a market research firm. As part of our carrier survey (see “The 2000 North American Carrier Survey,” August 2000), Network Magazine asked over 1,000 readers about their Internet access experiences with leading ISPs.

Readers were surveyed in eight categories: network reliability, network performance, customer support, timeliness of installation and repair, security, remote access, price, and breadth of service (see table). They ranked each category on a scale of 1 (not at all important) to 5 (very important). ISPs needed at least 30 responses to qualify (see “Survey Methodology,”).

High-quality Internet access might be the core requirement for selecting a provider, but it certainly isn`t the only service that network professionals are after. Content hosting, Web caching, and application outsourcing are also key features. Therefore, we also asked our readers to rate their ISPs on enhanced services.

When the dust settled, 10 providers met our requirement of 30 responses. These included the big three-AT&T, MCI WorldCom/UUNET, and Sprint. In addition were two major ISPs, PSINet and Verio, and RBOCs Qwest/US West and SBC. Bell Atlantic/GTE (now Genuity) falls into both the major ISP and RBOC camps. Absent from the list was Cable & Wireless (C&W). The company wasn`t included in the survey due to a coding error. However, 10 participants did cite C&W as their ISP. Complete ratings of C&W and other global ISPs will be available in the upcoming survey of global carriers and ISPs.

And the winner? PSINet took overall top honors, earning 76.85 points out of 100. Sprint came in second (75.90), followed by AT&T (75.42), and then MCI WorldCom/ UUNET (75.24). Scores took a slight dive for Qwest/US West, which came in fifth (72.69), followed by Bell Atlantic/GTE (72.29), SBC (69.02), and Verio (67.03).

Top honors?? Now with a few management changes, this ship will be sailing fine again.

[lonesome loser]

Psinet to purchase Amarata
by: myhart50 12/28/00 7:59 am
Msg: 135940 of 135954

http://cnnfn.cnn.com/2000/12/27/emerging_markets/bna_summary…

Psinet to purchase Amarata

Internet service provider Psinet announced to purchase Argentine online gift store Amarata for an undisclosed amount, La Nacion (Argentina) reported.

Under the agreement, Psinet will provide technological infrastructure and incubation services to Amarata, which in turn will advise Psinet clients on how to implement online sales strategies.

According to Psinet Argentina CEO Patricio Seoane, a survey among local Psinet clients found that most were hesitant to implement e-business solutions. Acquiring Amarata was a way to incorporate Internet-savvy entrepreneurs, who would be more convincing than just a sales team, Seoane explained.

Francisco Okecki and Juan Lanusse founded Amarata (formerly Pampashop) in 1999. In December that year the site raised $500,000 in its first round from investors including Patagon founder Wenceslao Casares, through his VC fund Penguin.

Amarata scheduled regional expansion into Brazil and Mexico for April 2000, but when the Nasdaq fell the company was forced to shelve plans and reduce staff.

To stay afloat, the site signed a deal with Argentine brick-and-mortar gift shop Champagne, through which Amarata became Champagne`s online channel. This increased the site`s customer base and allowed it to reach breakeven in November, Okecki said. During the November-December period corporate gift sales revenue alone should reach $100,000, he added.

Psinet provides IP-based Internet access, Internet security and Web hosting services, e-commerce solutions and voice, fax and video applications to clients in Brazil, Mexico, Central America and the Southern Cone. It reported a third-quarter net loss of $1.4 billion on revenues of $352.5 million.

In Argentina, Psinet has acquired the local ISPs Interserver, Argentina On Line, SSD Net, Netsystem and Powernet

[robotnicze]

Hallo wer kann mir das in Deutsch übersetzen was das für
Psinet bedeutet.Und ob hier überhaupt noch Kurspotential
besteht.Habe schon langsam den Glauben an positives verloren.

[Goldnase1]

Ich habe beobachtet das PSINET zu Paketen von 8000 Stück eingekauft wird.

Das geht schon seit Tagen vor und nach den Feiertagen.

weiß nicht ob das ein Zeichen ist???

Gruß goldnase

[lonesome loser]

W.Schrader: "Despite the decade-old bull market, the internet is still getting off the ground." ..."Business visionaries know the internet is still the biggest value play"

The Big E-Picture (Winter2001)

http://www.psinet.com/ebus/

[lonesome loser]

""Very Undervalued" PSINet Could Soon Have Suitors Calling"


Bullish Reasons:
Many analysts feel the stock is an opportunistic buy because they believe the entity is a takeover target. In addition, the security`s low levels may attract an array of suitors, such as Broadwing, Qwest Communications and Deutsche Telecom, looking to gain exposure in the company`s specialized areas. Moreover, the firm`s total assets are worth approximately $7 billion, or about 233% more than the stock`s current value, according to Sven Monberg, special situations analyst at Starr Securities.

[lonesome loser]

Die goldenen Zeiten von Psinet kommen erst...

Bye-bye, free ISPs
January 03, 2001 12:00 AM PT


There`s no such thing as a free lunch and pretty soon there may be no such thing as a free Internet service provider.

You have to admit that when the first free ISPs appeared, you at least thought about canceling your America Online (AOL) account.


Of course there are drawbacks to the freebies. You have to use a dial-up connection (something that now seems so 1997) and your connection speeds top out at about 56 kps. Remember when a 56K modem was seen as the next Holy Grail of the Internet?


Well … what a difference a little time and lot of market punishment can do. In under a year, companies that offer free Internet services have gone from being the high school football captain to that kid who hung out with the school janitor. Some of the stock prices of these firms are so low you can now get four shares for the cost of a latte.


The start of the year is a prime time for resolutions and predictions, so here it goes: By this time a year from now the free ISP market will be dead -- not just the companies that offer the service, but the concept itself.


There will probably be one or two hangers-on, still trying to make a go of it, but free Internet access has one foot on the proverbial banana peel and is about to fall into the Rio Grande Gorge.


Want evidence? Look at what the current players are up to.


NetZero (NZRO) just sent an email to its free customers saying that from now on they will get 40 hours of usage a month for free. Anything above that and they start paying for connection time. The company estimates it has 6 million service users.


NetZero`s main competitor, Juno Online Services (JWEB), which has close to 4 million free- and fee-based subscribers, has launched a series of restrictions on heavy free-service users, including a connection hierarchy whereby paying customers get better access to the Juno network.


In late December, Kmart`s (KM) BlueLight.com announced it would limit free Internet access to 25 hours a month and that in the future it may only give free service to people who purchase something from the company.


There`s even more trouble behind the scenes. BlueLight began suffering service failures in early December because Spinway, the company that provided service to BlueLight, closed its doors. BlueLight got control of some of Spinway`s assets, but then got into a scuffle with service provider Genuity (GENU), which claimed Spinway owed it $8.7 million.


As a result, Genuity cut off its connection with BlueLight, which had to go to PSINet (PSIX) to get the online capacity it needed to keep the free service running.


It`s not so difficult to see how this is all going to play out. The technical problems are becoming greater to manage, and with the advertising dollars that largely support free Internet access drying up, the ISPs` operational prices have to be getting too high to keep the service running. Their only remaining option is to charge consumers.


These free ISPs are also going to have trouble competing with the high-speed connections that everyone wants now. Think back to that 56K modem. Just a few years ago, people drooled over getting one of those. Today that same modem is standard in just about every new computer and many people don`t use it, instead favoring a DSL or cable modem, warts and all.


Free is great, but it can`t last forever. If someone isn`t paying for something, can you really expect a company to keep offering that product? Maybe the whole thing will start all over again when enough people sign up for DSL. We can only hope

[lonesome loser]

`eNaugural` to be Webcast by TVWorldwide.com Live from the National Press Club

eNaugural Ball to Highlight High-Tech Community and Offer Interactive
Participation Worldwide in Webcast via www.enaugural.com,
Beginning 9:30 PM EST, January 20

CHANTILLY, Va., Jan. 3 /PRNewswire/ -- TVWorldwide.com, a fast-growing web-based global TV network and streaming video service provider, announced today that it has been selected to webcast the first live inaugural ball, known as the "eNaugural.com Ball" with special "webcapting(TM)" technology to offer captioned video streaming for the disabled. The event`s webcast, scheduled after the inauguration of President-elect George W. Bush, Saturday, January 20 beginning at 9:30 PM EST at Washington D.C.`s National Press Club Ballroom Complex will offer three full hours of event coverage including interviews with key attendees, behind-the-scenes features of the day`s inauguration highlights, live entertainment coverage and interactivity with eNaugural participants around the world by chat, e-mail and phone. Apollo 11 Astronaut Buzz Aldrin will serve as Honorary Master of Ceremonies and the event will be anchored by tech and political commentator Mark Bisnow. Live entertainment will include J. Geils with the Gerry Beaudin Jazz trio and other bands. Those with disabilities will be able to join in the fun thanks to the webcapted(TM) streaming video, a process developed in concert with TVWorldwide.com`s Abletv.net channel, the first global Internet televsion channel for disabled. The webcast will also utilize the 360-degree camera and lens technology of BeHere Corporation, the leading provider of 360-degree Internet video technology. With iVideo, eNaugural participants will have control of the entire 360-degree scene. Sponsors of this event include Sharespace, cvent.com, and Party DC Events. Portions of the proceeds from the event will benefit digital divide charities.

"We`re getting a huge response to this first-ever event and tech community party-goers will enjoy multiple thematic entertainment experiences," stated Rich Shea of organizer Events of Purpose LLC. "The eNaugural will offer a dotcom perspective for the tech community while offering TVWorldwide.com`s webcast interactivity for the entire world to participate, not just Washington`s elite."

"We`re pleased to be selected by Events of Purpose for this historical first in streaming video," stated Dave Gardy, Chairman and CEO of TVWorldwide.com. "The webcapting feature will make the eNaugural accessible for those with disabilities and the 360 degree feature will give every on-line participant a customized view of the eNaugural activities while our reporting team provides up-to-the-minute coverage."

The event will be compressed and archived for viewing later in both 360 degree and conventional video format. Participants should have the free Real Player installed prior to the event and should log on by 9:00 PM on the 20th. Questions can be directed to 703-961-9250 before and during the event. The event will be archived at www.enaugural.com and www.tvworldwide.com for later viewing. In addition to its role as a streaming video applications service provider, TVWorldwide.com is developing a network of video channels that is an affiliation of community-based Internet television stations, each underwritten by a strategic partner, "aimcasting(SM)" to targeted B2B and special interest demographic audiences worldwide. TVWorldwide.com is currently working with a variety of clients and strategic partners to research the latest in live and archived state-of-the art video streaming content applications. TVWorldwide.com recently received first round financing from PSINet Ventures, Ltd., the wholly-owned corporate unit of PSINet, Inc. (Nasdaq: PSIX)

[lonesome loser]

Pela segunda vez consecutiva, a PSINet recebeu o prêmio INFO de melhor provedor corporativo do Brasil.

Psinet ist die Nummer1 in Brasil unter den Service Providern 2000!

[lonesome loser]

Die Analysten sind sich mal wieder uneinig, erst überschlagen sie sich mit Rekordkurszielen vor 1 Jahr, jetzt sehen sie den Bankrott der Firma. Ich glaube nicht das Schrader dafür 11Jahre geackert hat, da wird noch eine Bombe platzen. Dann kommen die Analys wieder aus ihren Löchern und überschlagen sich wieder mit Kommentaren zu den Zukunftaussichten der Firma usw. usw...

vom 4.1.2001

The question is whether it`s too late for either scenario. Most analysts now say that an all-out buy is unlikely because companies such as Sprint and Cable & Wireless would be foolish to buy a company saddled with nearly $3.6 billion in junk bonds. Instead, acquirers could simply wait to buy PSINet assets in a bankruptcy fire sale.

"The value of the [company`s] assets is less than the value of the total debt," said Tom Watts, an analyst with Merrill Lynch & Co. in New York. "That means it is going to be difficult for an acquirer to come in and assume all the debt and get a good deal."

There is, however, at least one contrarian on Wall Street. Vik Grover, an analyst with New York investment bank Kaufman Brothers LP, said PSINet`s vast network of data centers is a huge asset that should not be discounted.

As Grover sees it, weakness in the Web hosting market benefits PSINet because no new companies are coming on the scene to compete. In addition, prices for transmitting data are declining, while Wall Street has grown wary of companies asking for more money to build networking infrastructure.

"The people that are already established with the networks are going to be huge companies if they can survive this meltdown," Grover said. "I don`t think [PSInet] is going bankrupt. This company has got a lot of assets underlying it. I think they will sell those that are non-core to meet their funding gap and really focus on the Web hosting market."

PSINet also could prolong its life by turning to an increasingly common funding arrangement in the telecommunications industry known as sale-lease back financing, Grover said. Under this approach, the company would sell some of its data centers at sub-market cost to real estate trust funds, which in turn would then lease them back to PSINet at a discount. Such a move helps the seller gain liquidity on its assets.

"In the big scheme of telecom, this company has a tremendous positioning," Grover said. "The real estate value outweighs all the risks at the end of the day. I think the cup is actually half full rather than half empty."

Robert Leahy, a PSINet spokesman, declined to comment on suggestions the company may be headed for bankruptcy. The company will announce a divestiture plan when it releases fourth-quarter financial statements in February, he said.

[lonesome loser]

aus dem Yahoo-Board, ganz interessante Zahlen...


According to an article in today`s Barron`s, the burn out rate for psix to run out of cash is 172.5 months (that is about 14.5 years). They are sitting right now with 842M in cash.Out of 280 internet companies related, psix rank #258 (being #280 the best in relation to the burn out rate). We rank better than Amazon, Digex, Genuity, ExciteAtHome, Earthlink and a lot more).Of the 280, only four have more cash than us: CMGI (1,583M),GENU (1583M),
COVD (913M), and AMZN (900M).

Compare them to psix in relation to market cap and price per share:
CMGI, cap 1,855M, last 4 1/2
GENU, cap 1,006M, last 4 15/16
AMZN, cap 5272M, last 14 9/16
COVD, cap 303M, last 1 1/2

PSIX, cap 138M, last 1 1/32

Numbers don`t lie. psix is too way undervalued. Hold on to your shares.

[lonesome loser]

aktueller Report von Merrill Lynch...

Investment Highlights:
o We remain bearish on sector fundamentals near-term, but believe we will
approach the bottom during Q1. We recommend aggressive investors build
positions in the strongest names over the coming quarter.
o On the fundamental side, we expect slower growth in the first half of 2001,
with revenue accelerating in the second half. The slow-down derives from
(1) Dot.com fallout, (2) Anticipated decreases in enterprise IT spending.
o We expect the stock market to anticipate the upturn, with stock prices
bottoming Q1 or early Q2.
o Picking the bottom is difficult. Announcement of company expectations for
2001, which should come out with Q4 2000 earnings, should be the last shoe
to drop. After that, we expect the strongest companies to recover first.
o On a valuation basis, the sector trades at average multiples of only 3.0x
2001E revenues and 2.4x 2004E EBITDA.
o For Q4, we project average revenue growth of 14%, down from the 20% in
Q3 and 49% in Q2 (all numbers exclude PSINet). We expect most of the
slowing to result from flat or declining dot.com revenues. We will watch
growth in enterprise revenues closely. Q3 saw strong enterprise growth
with Exodus at 51% sequentially and Digex at 45%.
o For gross margin negative companies, Digital Island, Genuity, Savvis, and
NaviSite, we expect reduced gross margin losses. InterNAP and Metricom
gross margin losses should increase as they continue their business
expansion.
o On the path to profitability, we expect reduced EBITDA losses at many of
our companies: Data Return, Digex, Interliant, PSINet, and USIX.
Akamai, Globix, and Genuity should continue experience higher EBITDA
losses. Genuity will see EBITDA losses peak in Q4 2000 while AKAM and
GBIX should see losses peaking in 2001. Exodus is the only EBITDA
positive name in our space.

Bottom Approaching
We remain bearish on sector fundamentals near-term, but
believe we will approach the bottom during Q1. We
recommend aggressive investors build positions in the
strongest names over the coming quarter.

Stock Prices Should Bottom in Q1
2001
On the fundamental side, we expect slower growth in the
first half of 2001, with revenue accelerating in the second
half. The slow-down derives from (1) Dot.com fallout, (2)
Anticipated decreases in enterprise IT spending. IT
spending can be closely correlated with GDP growth.
Bruce Steinberg, the ML Chief Economist, expects GDP
growth to slow to 3% in 2001 versus the 5% in 2000. We
feel this slowing will adversely impact IT spending in
2001as well. The bright side is that even though Steinberg
believes that the first half of 2001 will be slow, GDP
growth is expected to pick up in the second half to above
3.5% projected. This belief reinforces our thesis that the
IIS sector bottoming will most probably occur in Q1 or
early Q2 as visibility improves and dot.com dependency
issues evaporate.
We expect the stock market to anticipate the upturn, with
stock prices bottoming Q1 or early Q2.
Picking the bottom is difficult. Announcement of
company expectations for 2001, which should come out
with Q4 2000 earnings, should be the last shoe to drop.
After that, we expect the strongest companies to recover
first.
On a valuation basis, the sector trades at average multiples
of only 3.0x 2001E revenues and 2.4x 2004E EBITDA.

Q4 Outlook Represents Sharp
Slowing in Growth
For Q4, we project average revenue growth of 14%, down
from the 20% in Q3 and 49% in Q2 (all numbers exclude
PSINet). We expect most of the slowing to result from flat
or declining dot.com revenues. We will watch growth in
enterprise revenues closely. Q3 saw strong enterprise
growth with Exodus at 51% sequentially and Digex at
45%.
For gross margin negative companies, Digital Island,
Genuity, Savvis, and NaviSite, we expect reduced gross
margin losses. InterNAP and Metricom gross margin
losses should increase as they continue their business
expansion.
On the path to profitability, we expect reduced EBITDA
losses at many of our companies: Data Return, Digex,
Interliant, PSINet, and USIX. Akamai, Globix, and
Genuity should continue to experience rising EBITDA
losses. Genuity will see EBITDA losses peak in Q4 2000
while AKAM and GBIX should see losses peaking in
2001. A number of companies appear on track to meet the
EBITDA breakeven mark with existing cash, but funding
gaps remain for others. Funding gaps are most acute for
PSINet, Savvis, and Metricom.

Ride the Leaders into the Upturn
When the upturn in our sector occurs, we think the sector
leaders with strong operating results should appreciate
sharply: Exodus, Digex, Data Return, Interliant, and
Genuity. These companies could see stock price pressure
in the near-term but should be substantially higher in 12
months.
In other names, we believe investors can see substantial
upside, particularly given current single-digit stock prices.
But, 1-3 quarters may be necessary to resolve business
uncertainties.

[web2000]

"number`s don`t lie"

ich will niemanden die Illusionen rauben ,aber diese Zahlen von Barrons beziehen sich nur auf das opperative Geschäft und PSIX hat mit Sicherheit keine 842 Mio.cash mehr zur Verfügung.Denn Psix verbrennt weitaus mehr als 160 Mio.per Quartal.Alleine
75,4 Mio.an Zinszahlungen per Quartal werden fällig.
Weiterhin hat man viele Verträge für Glasfaserkapazitäten,
Equipment ,Bauleistungen etc.die weiterhin erfüllt werden müssen ,über mehrere Jahre. Alleine für das 4. Quartal(Oktober-Dezember 00`) werden Zahlungen von über 400 Mio.USD fällig.

"However, the Company still believes that its capital expenditures in 2000 will be greater than those in 1999. For the nine months ended September 30, 2000, total capital expenditures were $1,289.9 million, of which $990.5 million was in cash. For the year ending December 31, 2000, the Company expects its capital expenditures will be approximately $1.5 billion, subject to available capital resources."

". As previously announced during September 2000, we determined that our capital requirements under our business plan for fiscal year 2001 are greater than available resources."

(aus 10-Q filing für 3.Q.2000)

Barron`s bezieht sich nur auf das reine Geschäft ohne Investitionen und Schuldenzahlungen .Soviel dazu.

Ein anderes Problem ist Psinets Kerngeschäft :Ende Juni 102.000 Business acounts,Ende September 97.000,Ende Dezember...?


Allerdings glaube ich nicht das PSInet`s letzte Stunde schon geschlagen hat.Ich rechne damit das sie zumindest bis Ende 2001 durchhalten könnnen ,durch schon erwähnte Verkäufe etc.allerdings ist ein Bärenmarkt nicht gerade ein guter Zeitpunkt um Preise zu verhandeln.

Meine Frage ist wieviel Einfluss hat Schrader noch ,nachdem er seine Anteile los ist.Wieviel vom Geschäft bleibt noch übrig und wieviel Befugnisse hat"Goldmann Sachs".??

Im Februar wird alles beantwortet werden.


viel Glück

steve

[lonesome loser]

`eNaugural` to be Webcast by TVWorldwide.com Live from the National Press Club
Jump to first matched term

eNaugural Ball to Highlight High-Tech Community and Offer Interactive
Participation Worldwide in Webcast via www.enaugural.com,
Beginning 9:30 PM EST, January 20

CHANTILLY, Va., Jan. 3 /PRNewswire/ -- TVWorldwide.com, a fast-growing web-based global TV network and streaming video service provider, announced today that it has been selected to webcast the first live inaugural ball, known as the "eNaugural.com Ball" with special "webcapting(TM)" technology to offer captioned video streaming for the disabled. The event`s webcast, scheduled after the inauguration of President-elect George W. Bush, Saturday, January 20 beginning at 9:30 PM EST at Washington D.C.`s National Press Club Ballroom Complex will offer three full hours of event coverage including interviews with key attendees, behind-the-scenes features of the day`s inauguration highlights, live entertainment coverage and interactivity with eNaugural participants around the world by chat, e-mail and phone. Apollo 11 Astronaut Buzz Aldrin will serve as Honorary Master of Ceremonies and the event will be anchored by tech and political commentator Mark Bisnow. Live entertainment will include J. Geils with the Gerry Beaudin Jazz trio and other bands. Those with disabilities will be able to join in the fun thanks to the webcapted(TM) streaming video, a process developed in concert with TVWorldwide.com`s Abletv.net channel, the first global Internet televsion channel for disabled. The webcast will also utilize the 360-degree camera and lens technology of BeHere Corporation, the leading provider of 360-degree Internet video technology. With iVideo, eNaugural participants will have control of the entire 360-degree scene. Sponsors of this event include Sharespace, cvent.com, and Party DC Events. Portions of the proceeds from the event will benefit digital divide charities.

"We`re getting a huge response to this first-ever event and tech community party-goers will enjoy multiple thematic entertainment experiences," stated Rich Shea of organizer Events of Purpose LLC. "The eNaugural will offer a dotcom perspective for the tech community while offering TVWorldwide.com`s webcast interactivity for the entire world to participate, not just Washington`s elite."

"We`re pleased to be selected by Events of Purpose for this historical first in streaming video," stated Dave Gardy, Chairman and CEO of TVWorldwide.com. "The webcapting feature will make the eNaugural accessible for those with disabilities and the 360 degree feature will give every on-line participant a customized view of the eNaugural activities while our reporting team provides up-to-the-minute coverage."

The event will be compressed and archived for viewing later in both 360 degree and conventional video format. Participants should have the free Real Player installed prior to the event and should log on by 9:00 PM on the 20th. Questions can be directed to 703-961-9250 before and during the event. The event will be archived at www.enaugural.com and www.tvworldwide.com for later viewing. In addition to its role as a streaming video applications service provider, TVWorldwide.com is developing a network of video channels that is an affiliation of community-based Internet television stations, each underwritten by a strategic partner, "aimcasting(SM)" to targeted B2B and special interest demographic audiences worldwide. TVWorldwide.com is currently working with a variety of clients and strategic partners to research the latest in live and archived state-of-the art video streaming content applications. TVWorldwide.com recently received first round financing from PSINet Ventures, Ltd., the wholly-owned corporate unit of PSINet, Inc. (Nasdaq: PSIX)

[Beenie]

Neue Partnerschaft:

"PSINet Teams With Reshare Corporation to Deliver First Comprehensive Channel Conflict Solution for Channel-Dependent Companies


MINNEAPOLIS, Jan 8, 2001 (BUSINESS WIRE) --

Partnership to Serve Emerging $300 Billion Market Opportunity

PSINet (Nasdaq: PSIX), The Internet Super Carrier, today announced a three-year
strategic partnership with Reshare Corporation to offer Reshare`s patent-pending
Channel Preservation(TM) Technology (CPT) to its clients that face channel
conflict issues as they develop eBusiness strategies. In return, PSINet will
become the preferred vendor for web hosting and CPT(TM) application development
for all of Reshare`s future clientele.

Channel conflict usually occurs when a channel-dependent manufacturing company
chooses to sell its products directly to consumers over the Internet,
circumventing their traditional distribution and retail partners. Reshare`s CPT
technology solves these issues by enabling manufacturers to sell direct and
still preserve their channel relationships and agreements. CPT apportions
profits in an online environment in exactly the same way they are allocated in
the bricks and mortar world.

Reshare technology is based on a patent-pending business model that enables any
product to be sold on the Internet by requiring the consumer to identify the
retailer they normally buy from. The retailer, distributor and all those in the
distribution channel then receive the same remuneration as if the sale had
occurred in the retail store. If the consumer has not purchased the product
before or has no allegiance to a specific retailer, Reshare technology chooses
the closest retailer to the consumer and then credits the retailer with the
sale.

A study by Forrester Research indicates that manufacturers that rely on
distributors have been latecomers to eCommerce because no company has solved
what 66% of manufacturers cite as the core issue: selling directly to consumers
online while keeping distributors happy. As the first-mover to resolve the core
barriers these industries face, Reshare and PSINet are well positioned to
capitalize on what Forrester estimates to be a $300 billion dollar market
opportunity.

"We are delighted to have Reshare as a strategic partner," said John Scanlon,
president of PSINet`s U.S. Midwest Region. "Reshare`s innovative approach to
channel preservation as well as its deep understanding of important vertical
markets will provide us with a new area of expertise in the eBusiness solutions
PSINet develops for its clients."

"The partnership is a very unique opportunity for us to work collaboratively
with one of the world`s top providers of eBusiness strategies and solutions,"
said Adam G. Southam, Reshare`s CEO. "Through PSINet, we gain enormous resources
to develop true end-to-end eBusiness solutions for large channel-dependent
industries and companies that will help them sell directly on line and still
preserve their critical channel relationships."

Reshare Corporation is a specialized provider of e-commerce technology and
marketing services headquartered in Eden Prairie, MN. Reshare has developed the
industry`s only complete solution to channel conflict, which includes
patent-pending technologies and processes. Its products include Channel
Preservation Technology (CPT), which enables channel-dependent companies to sell
directly to consumers via the Internet. Profits made from these purchases are
apportioned to channel partners by CPT using a financial model similar to the
one used for traditional purchases. CPT also links new customers with
appropriate channel partners, ensuring an ever-growing customer base and revenue
stream. A number of enhancement products for CPT are also available. In addition
to its technology portfolio, Reshare is a full-service consulting and marketing
services company, providing specific capabilities in Internet strategy, web
design, implementation and creative services."
(Quelle:http://quotes.freerealtime.com/rt/frt/N?symbol=PSIX&art=C200…

Die posititven Nachrichten häufen sich. Psix läuft gegen den Trend seid ein paar Tagen sehr gut. Sollte doch noch Hoffnung bestehen?
Wie sieht es mit den Zahlen im Februar aus? Wann kommen die?

Gruß Beenie

[hollodeck]

Na` lonesomer loser heut machst du deinem Namen aber keine Ehre.

mfg Hollo

[lonesome loser]

...hab schon seit einer Woche Probleme mit meinem Identität,
kann aber ganz gut damit leben.

mfG

[lonesome loser]

Tuesday January 9, 6:54 am Eastern Time
Press Release
SOURCE: TVWorldwide.com
PostNewsweek Tech Media Group Selects TVWorldwide.com to Video Stream Events for 2001
CHANTILLY, Va., Jan. 9 /PRNewswire/ -- PostNewsweek Tech Media Group has selected TVWorldwide.com, a fast-growing Internet streaming video application service provider and web-based global TV network to produce, and video stream the 2001 FOSE Show (March 20-21 at the Washington Convention Center) and 36 other events throughout the next year.

``We`re pleased to have a partner like TVWorldwide.com in this innovative initiative,`` said Alec Dann, VP Internet for Post Newsweek Tech Media Group. ``TVWorldwide.com offers proven expertise in live webcasting and streaming video. Most importantly, the staff at TVWorldwide.com understands how to marry video content with the Web to create a valuable experience for our viewers.``

``PostNewsweek Tech Media Group is out in front with a streaming video strategy for its tech events that is unprecedented in the IT industry,`` according to Dave Gardy, Chairman and CEO of TVWorldwide.com. ``By extending the reach of their popular events to the web, they can offer archived coverage for viewing by a larger audience, in addition to live webcasting from the floor of mega-events such as FOSE.``

The two companies previously worked together to produce seminar events with a creative approach that allowed viewers to watch the speaker in archived streaming video while simultaneously viewing the speaker`s presentation slides in an adjacent Web window. Similar interactive techniques are planned for the live webcast of FOSE, including daily coverage from an interview stage at the show that will be integrated with reporting from exhibitors` booths. This groundbreaking strategy will provide unique sponsorship and advertising opportunities.

TVWorldwide.com is currently working with a variety of clients and strategic partners on the latest in live and archived state-of-the-art video streaming content applications. The company was recently selected to webcast Washington D.C.`s high-tech Inaugural Ball, the ``eNaugural.com Ball,`` live from the National Press Club Ballroom on January 20. The TVWorldwide.com network is an affiliation of community-based Internet TV channels, each underwritten by a strategic partner, ``aimcasting`` to targeted b2b and professional special interest audiences worldwide. TVWorldwide.com worked with one of its first aimcast channels, AbleTV.net, to pioneer live and archived video streaming with closed captioning and audio description to aid in web site accessibility for the disabled. With this advance, AbleTV.net received its charter sponsorship from Microsoft Corporation. TVWorldwide.com recently received first round financing from PSINet Ventures, Ltd., the wholly owned corporate unit of PSINet, Inc. (Nasdaq: PSIX - news).

PostNewsweek Tech Media Group, based in the Washington, DC area, is the leading media company in the government technology sector. They publish Government Computer News, Government Computer News State & Local, Washington Technology and Washington Techway as well as a variety of websites focusing on the government IT market where investments will exceed $100 billion this year.

[goldii]

Was ist den da los, PSI-Net wo soll da senden ???

[Beenie]

Wo die senden weiss ich auch nicht!!

Hoffentlich wird das aber so schnell nicht enden. 38 Tageslinie durchbrochen, durchweg positive Nachrichten in den letzten Wochen etc. Kann wirklich nur hoffen, dass PSIX sich jetzt nachhaltig erholt.

Beenie

[armin00]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[web2000]

nur damits bunter wird.

@armin:
die Antwort wüsste PSINet auch zu gern.Niemand kann im Moment sagen wo die Reise hingeht,außer vielleicht Ernst&Young?.Wenn du einen Totalverlust nicht ausschliest und das Risiko handeln kannst, könnte !!!enormes Kurspotential vorhanden sein ,bei einer einsetzenden Bieterschlacht um PSINet.

as always your choice

steve

[Beenie]

Es ist zwar schön zu sehen, was hier gerade passiert, aber verstehen kann ich es nicht wirklich:

-Ist da gerade jemand dabei PSIX peu a peu zu kaufen?
-Wird der Firma jetzt auch an der Börse der Wert zugemessen, den sie angeblich haben soll?
-Sorgen die guten Nachrichten der letzten Zeit zusammen mit den guten Aussichten für Psinets Geschäftsfelder zu dem anstieg?

Könnte mir jemand freundlicherweise eine Einschätzung dazu geben.

Beenie

[lonesome loser]

Die Gerüchteküche prodelt, Umstrukturierung der Firma, ein Austausch des Management, eine Total.-oder Teilübernahme der Firma oder angemessene Q4 Zahlen, alle positiven Nachrichten in eine der Richtungen werden den Kurz explodieren lassen.

mfG

[lonesome loser]

live dabei...

http://toplist.island.com/toplist/bookv.jsp?stock=PSIX

[hollodeck]

http://quotes.nasdaq.com/Quote.dll?page=charting&mode=basics…
http://www.psinet.com

http://toplist.island.com/toplist/bookv.jsp?stock=PSIX
Danke lonesome loser
kannte ich noch nicht



Last Sale: $ 2.0938

Total Shares Outstanding: 191,240,000
Market Cap: $ 400,418,312



Anmerkung:
Biotechs usw. dürften langsam ausbrennen!
es werden neue Favoriten gesucht

Das bei PSINET ist kein Einzelfall!
Diese komplette Branche dürfte sich deutlich erholen.

@armin00
Wer das Risiko nicht scheut (Totalverlust) --> rein
Mit dem "Spielgeld" sowieso

mfg Hollo

[lonesome loser]

Thursday, January 11, 2001

PSIX continues surge
--10:17 am - By Tomi Kilgore
PSINet (PSIX: news, msgs) is charging $1, or 48 percent higher, to $3.09. Volume is already 11.5 million shares, compared to the full-day average of roughly 6 million. On Wednesday, shares of the Internet services provider surged 42 percent on volume of 19.5 million shares. A company spokesperson said there has been no news released by the company, and was not aware of any analyst comments that may account for the sudden surge of interest in the shares.

Das war hoffentlich erst der Anfang, in 3 Wochen von .75 auf 3 ist schon eine reife Leistung, bin leider schon vor 6 Wochen mit 2.6 eingestiegen. Wenn jetzt noch ne gute Meldung kommt, dann aber festhalten...

[armin00]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[lonesome loser]

eben ham`se auch was gemerkt...

Mysteriöser Kursanstieg bei PSINet


Einen auffälligen Kursanstieg verzeichnen heute die Aktien des eBusiness Providers PSINet. Schon zum zweiten Mal in Folge steigt der Wert deutlich über 30% an. Gestern betrug der Kursanstieg 35%, während der Wert heute 39% auf 2,9 Dollar ansteigt.

Eine plausible Erklärung für diesen Kursverlauf scheint nicht zu existieren. Es gibt weder neue Nachrichten, noch haben sich in den letzen Tagen die Analysten die Aktie vorgenommen. Verwunderlich ist ebenfalls, daß das Handelsvolumen mit ca. 30 Mio. Stückdeutlich über dem Tagesdurchschnitt von 9 Mio. Aktien liegt.

Auch der Unternehmenssprecher kann sich den mysteriösen Anstieg nicht erklären. Aber vielleicht weiß er ja mehr, als er zugibt, denn ganz ohne Grund verdoppelt sich selten eine Aktie innnerhalb von zwei Tagen.

Quelle: Finance Online 11.01.2001 19:04

ziemlich volatil heute , Spanne zwischen 1.9 und 3.1 in USA,
da wird auch ganz schön rumgezockt, da geht wohl vielen Shorties die Muffe. Die haben den Kurs die letzten Wochen so niedergedrückt.

[Beenie]

@Steve

"eben ham`se auch was gemerkt..."

Netter Satz! Vor allem bringts der echt auf den Punkt.
Wenn ich meinen Chart richitg interpretiere (auch mein Depot sagt mir, daß es so ist), dann steigt PSIX nicht erst seit zwei Tagen. Sehr interessant ist aber wirklich, daß scheinbar erst heute davon richtig Notiz genommen wird. Ich könnte mir echt vorstellen, daß da richtig was im Busch ist, und die Leute, die so ganz heimlich die gesamten letzten zwei Wochen gekauft haben, wesentlich mehr wissen als wir. Schön wärs ja, wenn irgendwann mal die Hammernews kommen.
Aber auch da sollte man wohl nicht in Hektik verfallen, sondern den Weg nach oben in Ruhe genießen, so er denn kommt (der Anstieg).

Viel Spaß

Beenie

[Beenie]

Sorry, ich meinte nicht @Steve sondern @Lonesome loser

[web2000]

angeblich will man TNS-Tochter verkaufen (die ist EBITDA positiv und hat PSINet über 720 Mio.gekostet)

Story:
http://quicken.webcrawler.com/investments/news_center/articl…


TNS:http://www.psinet.com/transactionsolutions/index.html



regards
steve

[lonesome loser]

Die Analys melden sich wieder...

Dow Jones News Service ~ January 11, 2001 ~ 3:47 pm EST
Vik Grover, an analyst with Kaufman Brothers, noted that PSINet has
hired Ernst & Young to perform an internal review of its operations. He
said he expects that review to be finished this month.

With the internal review complete, he said, PSINet "will meet their funding
gap and announce divestitures" and a revised business plan, probably on
Feb. 22, when the company is scheduled to meet with analysts.

Grover said he expects PSINet`s shares to reach $20 by year-end.

-By Michael Buettner, Dow Jones Newswires, 804-698-7385

[e-mail]

[goldii]

Ist ja ein Wahnsinn wie PSI-Net steigt

Wie sind die Aussichten aus steigende Kurse 10 od.20 Eu.

Noch einsteigen ????

goldi

[lonesome loser]

BINGOOO findet sichere Unterkunft bei PSINet

Source PSINet
Date 2001-01-10
Product
Resume Die Suchagenten der Meta-Meta-Suchmaschine schwärmen von Amsterdam aus ins Internet

Berlin/Schwalbach/München --- 10. Januar 2001 --- Der Server des Such-, Vergleichs- und Kommunikationsbrowsers von BINGOOO steht im PSINet-Hosting-Centre in Amsterdam. Das Startup-Unternehmen hat ihn einschließlich Wartung von PSINet gemietet und hat so überschaubare Kosten für seine IT-Infrastruktur. So kann sich BINGOOO voll auf seine eigentliche Aufgabe konzentrieren.

Das Meta-Meta-Suchtool BINGOOO – Firma und Produkt haben den gleichen Namen - sucht bei allgemeinen Begriffen parallel in mehreren Suchmaschinen im Web. Darüber hinaus liefern 189themenspezifische Suchagenten Informationen zu gezielten Anfragen. Die Agenten recherchieren jeweils in ausgewählten Top-Quellen und präsentieren die Ergebnisse nicht als Links, sondern als aussagekräftige Daten, systematisiert in Tabellen. BINGOOO bietet zudem zahlreiche Spezialfunktionen: Newsticker, Messenger, MP3-Downloader, Web-Tour-Guide, Shopping-Tool mit Preisvergleich sowie den integrierten Webbrowser. Sie führen den User zehnmal schneller zum Ziel, als jede konventionelle Web-Suche und geben ihm die Möglichkeit, alle Ergebnisse effizient weiterzuverarbeiten. Mit der Update-Version BINGOOO 1.0.4 bietet die kostenlose Software jetzt auch Instant Messenging und den Empfang von Internet-TV und –Hörfunk als zusätzlichen Service.

Die Suchsystematik beruht auf der Vorabauswahl von Kategorien und Agenten. Kategorien sind übergeordnete Themenbereiche, Agenten sind Suchprogramme für Bereiche innerhalb der Kategorien. Die Agenten durchsuchen mehrere Quellen gleichzeitig und beziehen Live-Informationen ein, da sie direkt auf aktuellen Webseiten zugreifen.

Unter der Kategorie Nachrichten liefert BINGOOO in der Funktion eines Meta-Newstickers aktuelle Nachrichten aus der Tagespresse. Die Newsticker-Funktion wird durch den einfachen Startbefehl ausgelöst, ohne vorher einen Suchbegriff ins Eingabefeld einzugeben. Der User kann jedoch ebenso nach einem spezifischen Suchbegriff suchen. Die Funktion des Newsticker ist auch in andere Kategorien integriert. Für Bereiche, die auf Aktualität angewiesen sind, wie Staumeldungen oder Abflugpläne, hat BINGOOO die Funktion des automatischen Online-Check eingerichtet.

BINGOOO vereinigt in der Kategorie „Einkaufen“ die Top-Adressen des eCommerce. Die Agenten recherchieren für bestimmte Warengruppen oder Einkaufsformen. Der Agent „Auktionen“ stellt aktuelle Gebote verschiedener Internet-Auktionen für ein spezifisches Suchobjekt zum Vergleich gegenüber. Der User kann sich über das Browser-Fenster in eine laufende Auktion einschalten und mitbieten.

Preisvergleich ist bei BINGOOO eine Standardfunktion. Alle gefundenen Shopping-Angebote werde in einer Tabelle mit Preisangaben dargestellt. Durch den Zugriff auf mehrere Quellen stellt BINGOOO die Angebote verschiedener virtueller Shops direkt nebeneinander. Bei einigen Agenten kann eine maximale Preisvorstellung eingegeben werden.

Unter der Kategorie „Web-Touren“ schlägt BINGOOO eine Auswahl interessanter Links zu verschiedenen Themen und Interessensgebieten vor. Hier geht es einmal nicht um ein Vergleichen der Ergebnisse, sondern um Empfehlungen für weiterführende Recherchen.

BINGOOO nutzt den jeweils vorhandenen Internet-Browser. Der User kann Ergebnistabelle und aufgerufene Webseiten gleichzeitig im Browserfenster sehen. Wenn eine bestimmte Information in der Ergebnistabelle angeklickt wird, erscheint die entsprechende Internetseite im Vorschaufenster des Browsers. Der User kann in den Ergebnissen blättern und bequem eine Seite nach der anderen betrachten.

PSINet betreibt eine weltweite Infrastruktur für den sicheren und stabilen Betrieb von Hochleistungsanwendungen für den elektronischen Handel (E﷓Commerce) der nächsten Generation. Der Internet Super Carrier bietet weltweit zuverlässige, sichere und sehr schnelle Dienste für Internet, Intranet, Extranet und Web-Hosting für derzeit 102.000 Kunden. Mit dem neuesten Dienst, PSINet eConferencing, werden erstmals Videokonferenzen in hoher Bildqualität über das Internet möglich. An über 900 Zugangspunkten in mehr als 150 Ländern finden Kunden den direkten Anschluss an das durchgehend selbstverwaltete Glasfasernetz von PSINet, auch über fortschrittliche Techniken wie WLL und xDSL. In 28 Ländern ist PSINet mit eigenen Büros vertreten. Neben der technischen Infrastruktur baut PSINet auch seine Marktpräsenz durch eigene Expansion und gezielte Firmenübernahmen weiter aus. In den 20 größten Telekommunikationsmärkten der Welt rangiert PSINet unter den jeweils führenden Internet-Carriern. Für das Jahr 2000 werden Einnahmen in Höhe von 1 Mrd. US-Dollar erwartet, 1999 waren es 600 Millionen. Die Zentrale für Europa ist in Genf angesiedelt. In Deutschland bietet die PSINet Germany GmbH u.a. Application-Service-Providing-Dienste für E﷓Commerce an. PSINet errichtet in Berlin derzeit das größte Internet Data Center Europas. www.psi.com und www.psinet.de verfügbar.
Kontakt für Leseranfragen: 0800 46 77 466
Ansprechpartner für die Presse:
PSINet Germany GmbH Fleishman Hillard Germany GmbH
Christiane London Telefon: 089 / 96 287-200 Enno Pigge Telefon: [phone]
Carl-Zeiss-Ring 21 Telefax: 089 / 96 20 94 25 Hanauer Landstraße 182c Telefax: 069 / 43 03 73
85737 Ismaning E﷓Mail: [e-mail] 60314 Frankfurt E-Mail: [e-mail]

[hollodeck]

Ist schon der Wahnsinn!!!!
Ich meine die Umsätze!!!!!


Da geht schon noch was!
Ich würde sagen, weiter Kaufen.
Könnte zweistellig werden (Jedoch mit Fragezeichen)

ich bin kein Spezialist, aber trotzdem
Charttechnisch liegt bei PSINET der nächste Widerstand doch bei 5 Dollar. Oder?
After Hours Price $ 2.875
(Wäre doch `ne schöne Rendite)


Möchte hier auf:
Primus Telecom verweisen!
@armin00
@goldii
das wäre was um das Risiko zu streuen.

Grüße
-HD-


P.S.
Biotech`s laufen noch immer. Gut hab mich geirrt.
Aber wie lange noch?

[Beenie]

Hallo,

ich habe noch was interessantes entdeckt:

http://host.wallstreetcity.com/wsc2/Vickers_Insider_Trading.…

Auf dieser Seite werden Käufe und Verkäufe von Insidern angezeigt. Dort kann man sehen, daß Schrader wohl an seine eigenen positiven Aussagen glaubt (Wobei Glaube alleine natürlich nicht ausreicht). Er hat am 1.01.01 seinen Bestand an Aktien wieder aufgestockt, nachdem die Banken bei fallenden Kursen sein Depot etwas gelichtet haben.
Daraus hoffe ich, schließen zu können, daß Schrader zumindest nicht negative Überraschungen bereit hält. (Auch heißt dies nicht, daß Psinet ebensolche negative News produzieren kann).
Schön wäre es doch wirklich, wenn sich das Abwarten gelohnt hätte. Ich denke mal, wer Kurse von weit unter 1 $ bzw. € überstanden hat, ohne die Nerven zu verlieren, der wird wohl auch bei einer leichten Erholung, wie wir sie momentan sehen, nicht gleich verkaufen.

Ciao
Beenie

[Friedl Manfred]

PSI-Net

Wann kommen die nächsten Zahlen ?
Nachdem am 1.11.2000 katástrophale Zahlen kommen, wie ist das 4. Quartal verlaufen.
Kann man daraus schließen, daß die nächsten Zahlen am 1. Feb. 2001 kommen ?
Wenn ja, was ist da noch in der Pipeline !!
Ist der Kursanstieg von 1 Euro auf 2,85 Euro fundamental untermauert, oder spielen da welche verrückt ?
Ich selbst habe Durchschnittskurs 4,56 Euro bei einer rie´ßgen Menge, die eigentlich nicht vertretbar ist.

Wo setzten wir einen STOP ! Oder ist das Selbstmord !

[Beenie]

@Friedl

wenn ich richtig informiert bin, ist wohl am 22.02.01 ein Analystentreffen miit Psix, dort wird wohl einiges zu neuen Strategien etc. ausgesagt. Wann allerdings die offiziellen Zahlen kommen, weiß ich auch nicht. Die Zahlen waren aber für Mitte Februar angekündigt (wie übrigens auch die oben genannte Strategie-verkündung)

MfG

Beenie

[lonesome loser]

Aus den Erfahrungen anderer lernen - Tipps von PSINet, wie ein Fehlstart wie bei FAZ online zu vermeiden wäre

Berlin/ München --- 10 .Januar 2001 --- Bei der Fußballeuropameisterschaft im vergangenen Jahr hat der Internet Super Carrier PSINet gezeigt, wie man eine Website bei weltweit 150 Millionen Zugriffen täglich am Laufen hält. Aman Khan, der Geschäftsführer von PSINet Deutschland erklärt: "Es reicht nicht, interessante Inhalte einfach online zu stellen. Sie müssen auch erreichbar sein! Wer ein neues Internetangebot startet, sollte auf einen Partner mit Erfahrung und einer gut ausgebauten Infrastruktur setzen. In unserem eigenen, selbstverwalteten Glasfasernetz haben wir die volle Kontrolle und können entsprechende Bandbreite bereitstellen. Die weltweit verteilten Hosting-Zentren sind mehrfach abgesichert und stellen eine Verfügbarkeit rund um die Uhr sicher. Wir managen Web-basierte Anwendungen, Informationen und Lösungen von Unternehmen, die auf deren Verfügbarkeit zwingend angewiesen sind, und entsprechend zuverlässig und sicher müssen unsere Dienste sein. Die permanente Überwachung durch unser Fachpersonal sorgt zudem dafür, dass Probleme frühzeitig erkannt und umgehend beseitigt werden."

PSINet betreibt eine weltweite Infrastruktur für den sicheren und stabilen Betrieb von Hoch-leistungsanwendungen für den elektronischen Handel (E-Commerce) der nächsten Generation. Der Internet Super Carrier bietet weltweit zuverlässige, sichere und sehr schnelle Dienste für Internet, Intranet, Extranet und Web-Hosting für derzeit 102.000 Kunden. Mit dem neuesten Dienst, PSINet eConferencing, werden erstmals Videokonferenzen in hoher Bildqualität über das Internet möglich. An über 900 Zugangspunkten in mehr als 150 Ländern finden Kunden den direkten Anschluss an das durchgehend selbstverwaltete Glasfasernetz von PSINet, auch über fortschrittliche Techniken wie WLL und xDSL. In 28 Ländern ist PSINet mit eigenen Büros vertreten. Neben der technischen Infrastruktur baut PSINet auch seine Marktpräsenz durch eigene Expansion und gezielte Firmenüber-nahmen weiter aus.

In den 20 größten Telekommunikationsmärkten der Welt rangiert PSINet unter den jeweils führenden Internet-Carriern. Für das Jahr 2000 werden Einnahmen in Höhe von 1 Mrd. US-Dollar erwartet, 1999 waren es 600 Millionen. Die Zentrale für Europa ist in Genf angesiedelt. In Deutschland bietet die PSINet Germany GmbH u.a. Application-Service-Providing-Dienste für E-Commerce an. PSINet errichtet in Berlin derzeit das größte Internet Data Center Europas.

Zusätzliche Informationen zu PSINet finden Sie unter www.psinet.de und www.psi.com

[lonesome loser]

DRITTGRÖßTES UNTERNEHMEN
Derzeit ist die Deutsche Telekom gemessen an der Marktkapitalisierung mit 251,6 Milliarden Dollar (rund 510 Milliarden Mark) das drittgrößte Unternehmen der Branche. Mit 387,5 Milliarden Dollar größer Wert ist nach den Daten von Reuters 3000 zur Zeit die japanische Mobilfunkfirma NTT DoCoMo, gefolgt von Vodafone AirTouch (ohne Mannesmann) mit 286,4 Milliarden Dollar. Telefonica liegt mit knapp 94 Milliarden Dollar auf Rang zwölf.

Wie das in New York erscheinende “Wall Street Journal” weiter berichtete, ist die Telekom offenbar an den US-Firmen Qwest Communications sowie Global Crossing und PSINet interessiert. Die Telekom wollte auch dazu am Mittwoch keinen Kommentar abgeben. Die Marktkapitalisierung von Qwest beträgt gegenwärtig rund 34,6 Milliarden Dollar. Der US-Ferngesprächsanbieter hatte im vergangenen Jahr die Telefongesellschaft US West übernommen. PSINet bietet internetbasierte Kommunikationsdienstleistungen an und kommt auf eine Marktkapitalisierung von sechs Milliarden Dollar.

Global Crossing hat einen Börsenwert von 35,4 Milliarden Dollar. Das Unternehmen offeriert mit weltweiten Unterwasserkabel-Netzwerken Dienstleistungen für große Ferngesprächanbieter und will zudem durch sein Glasfaserkabelnetz zum ersten globalen Internet-Service-Provider aufsteigen. 1999 hatte Global Crossing für zehn Milliarden Dollar den amerikanischen Orts- und Ferngesprächeanbieter Frontier sowie für 950 Millionen Pfund (rund drei Milliarden Mark) die Telekomsparte der früheren Vodafone-Mutter Racal Electronic erworben.

[web2000]

@lonesome looser

würdest du bitte Datum und Quellen angeben zu deinem Artikel,wenn du dir mal die Zahlen anschaust würdest du sicher bemerken das sie nicht aktuell sind (ich schätze mal von Mai/Juni 20000).oder ein Druckfehler?




schönen sonntag

steve

[lonesome loser]

...mit dem Datum hast Du nicht ganz unrecht, doch die Übernahmegerüchte und das gegenseitige Interesse der genannten Firmen, sind immer noch brandaktuell.

mfG

[hollodeck]

http://host.wallstreetcity.com/wsc2/Vickers_Insider_Trading.…


@lonesome loser

...mit dem Datum nicht ganz unrecht...

ich glaub web2000 meite primär die Zahlen!
Die Marktkapitalisierungen,
z.B. der Wert von PSINET ist doch wohl seit dem Bericht spürbar noch unten gegangen.

http://quotes.nasdaq.com/quote.dll?page=full&mode=basics&sym…

Last Sale: $ 2.7813

52 week high: $ 60.938
52 week low: $ 0.625

Total Shares Outstanding: 191,240,000
Market Cap: $ 531,895,812

von 6 Mrd. Dollar auf 0.5 Mrd Dollar!

mfg
-HD-

[lonesome loser]

..schon klar, aber die akute Übernahmephantasie bleibt.

[lonesome loser]

...ein nicht gerade billiger "Spass" doch ziemlich werbewirksam. Die Baltimore Ravens und ihr "PSINET-Stadium"
,die Sportliche Seite von Psinet.
Football die Sportart schlechthin in USA.

http://www.ravenszone.net/

[lonesome loser]

The Washington Post

Weathering the Tech Shakeout -- Study Suggests Washington (DC) Will Endure Downturn Well

By Ellen McCarthy and Nicholas Johnston Washington Post Staff Writers Tuesday, January 16, 2001

Despite the continuing stream of layoffs and financial hardships at Washington area technology companies, a new study suggests that the local tech economy could weather the shakeout better than most others around the country.

The study by the Brookings Institution Center on Urban and Metropolitan Policy -- to be released Wednesday -- suggests that the Washington area`s technology sector is concentrated in industries that have solid prospects for growth: telecommunications, software, biotechnology, Internet service and database production.

Such specialties are predicted to fare better than those dominating tech economies in places such as San Francisco, San Jose, Boston, New York, Seattle and Austin, which have higher concentrations of dot-coms, Internet content companies and computer hardware makers, all of which have much dimmer prospects for 2001, economists and industry observers say.

...

One important factor in predicting the strength of a city`s new economy is the level of stability in its more established businesses, said Joseph Cortright, a professor at the Institute of Portland Metropolitan Studies at Portland State University in Oregon and one of the authors of the Brookings study.

...

Companies that develop software systems for large corporations will be a sector to watch, according to Mark Vitner, an economist with First Union in Charlotte. He sees solid growth in the coming year with software companies that help manage and streamline business processes, which includes local businesses such as Manugistics Group Inc. in Rockville, WebMethods Inc. of Fairfax and MicroStrategy Inc. of Vienna. And companies that provide Internet infrastructure for businesses, such as Web hosting firm Digex Inc. of Beltsville, District-based network management company Opnet Technologies Inc. and others, are also poised for growth, he said.

"We`re just beginning to see how we can put the Internet to use to make business more efficient," Vitner said.

Though several local software and Internet companies fell on hard financial times in 2000, most notably MicroStrategy, USinternetworking Inc. in Annapolis and Ashburn`s PSINet Inc., these infrastructure companies should recover from the current downturn, said David Hilal, director of technology research at Friedman, Billings Ramsey Group Inc., an Arlington financial services firm.

"The services and products they provide are not expendable for the most part," he said. "When things have to get cut because of budget constraints, they are the last to go."

On the other hand, the telecommunications industry, a core component of the local tech economy that was battered by investors last year, may not have felt the worst of the downturn. The landscape will be altered by bankruptcies, failures and bargain-basement acquisitions, before a smaller number of market leaders emerge, and establish telecom as a major economic force, Hilal said.

But overall, the Washington area is well-positioned for future growth. "Businesses that market their products or services directly to the consumer are going downhill, and that`s not the basis of most D.C. firms," Hilal said.

© 2001 The Washington Post

[armin00]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[lonesome loser]

der Laden gehört PSINET und hat die letzten 4Wochen ein recht gute Performance hingelegt.


Tuesday January 16, 7:02 am Eastern Time
Press Release
Xpedior Announces Strategic Alliance with Hewlett Packard
Agreement Calls for Joint Solution Development, Shared Consulting Resources and Strategic Marketing Campaign
CHICAGO--(BUSINESS WIRE)--Jan. 16, 2001--Xpedior Incorporated (NASDAQ: XPDR - news) a leading eBusiness Solutions provider to global 2000 companies and emerging digital businesses, today announced that it has signed a strategic alliance agreement with Hewlett-Packard Company. The agreement enables Xpedior and HP consultants to work together on projects and designates Xpedior and HP as preferred deployment providers for BroadVision(TM) (NASDQ: BVSN) solutions.

HP plans to invest capital and technical resources into the Xpedior relationship to develop and market a BroadVision core solution for the retail industry. HP has previously made significant investments in BroadVision technology, and plans to leverage Xpedior`s proven expertise deploying and integrating BroadVision solutions.

``The demand for BroadVision technology has never been higher. As a major provider with a growing market share to Fortune 500 companies, we will rely on Xpedior to help these organizations install and integrate the solutions. Right now, our sales force is the throttle, and we are looking for Xpedior to provide the gas,`` said Nigel Ball, HP`s vice president of e-business development.

``Xpedior is tremendously excited about this new relationship. We estimate that it will drive new revenue for Xpedior as the significant new business opportunities generated with HP`s sales force are realized. We also expect this relationship to create significant opportunities to showcase our integration and implementation expertise,`` said Vince Verna, Xpedior`s Chief Operating Officer.

Other strategic initiatives of the partnership may include activities involving mobile solutions, emerging markets, trading communities and ASP solutions.

A marketing campaign between Xpedior and HP focusing on e-commerce initiatives has already begun.

ABOUT XPEDIOR

Xpedior Incorporated provides innovative, comprehensive eBusiness solutions for Global 2000 companies, government, and emerging digital businesses. Xpedior helps its clients imagine new eBusiness capabilities, and then delivers the reliable, scalable, end-to-end solutions needed to bring them rapidly to market. The company, headquartered in Chicago, has offices located in the United States, Europe, and Australia. Visit Xpedior at www.xpedior.com or call 1-877-XPEDIOR.

[lonesome loser]

eine Meinung aus dem Yahoo-Board:

Somebody has got to step up to the plate and reaffirm the reason we have all invested in this stock. There is too much panic, despair, and shrinkage to our collective net worth to sit by silently as we are assaulted by the market and the flow of bad news coming from our investment. So here goes; THE BULL ARGUMENT:

Any Bull argument for PSIX has to begin with its crown jewel: WEB HOSTING: For P6 web hosting was a shining bright spot in Q3 eclipsed by the nuclear explosion of Xpedior and Consulting.

Here are the numbers: 3Q00 Web hosting revenue came in at $38 million, versus $31 million in 2Q00, posting 24% Q/Q growth. Average annual new contract value for U.S. managed Web service accounts during the quarter was $354,000 (This is about $50,000 greater than the industry average.), an increase of 46% over 2Q00. Currently the company has 10 data centers with 700,000 square feet of hosting center space, bringing on roughly 350,000 square feet of space in the quarter. PSINet still plans to have 14 data centers and 1,000,000 square feet of hosting space by YE00. Keep in mind that the $354,000 contracts, mentioned above. are based on monthly recurring revenue and do not include onetime fees from professional services, consulting, or installation. We are talking about a solid year to year revenue stream.

The Great Land Grab! Get it while you can!

Forester Research forecasts the Web-hosting market at $20 Billion in 2004 and Gartner Data Quest forecasts a $24 Billion market. To corner that market a company needs a running start now, because once clients are signed up to a hosting company, they are unlikely to defect. Currently, the client churn rate in the industry is just 2%, and the reason for this low turnover is that no company wants to fuck with the smooth running of its data storage, communication, and transfer base which is housed and managed in a hosting center by highly skilled, trained IT technicians.

The bottom line is that by 2004, new competition to the hosting business will probably be shut out because its hard time pry customers away from competition, and by 2004 the land grab will be fairly complete. Players wanting a stake in the Web Hosting business need to act NOW.

The leaders in the industry are Exodus which acquired global center.. DIGX, which is backed by WCOM, and VRIO which is backed by NTT.

EXDS trades at 22.6 x revenues and has a debt to equity ratio of 2.51.
DIGX trades at 18.52 x revs. and has d/e of .03.
PSIX trades at .43 x revs of its total business with a d/e ratio of 1.99.
PSIX trades at just 3.8 its Web Hosting Revenues alone excluding other services. Mind you this revenue saw 300% growth YOY. Furthermore, remember hosting Centers will go EBITDA positive approximately 15 months after completion.

PSIX is undervalued, no question about it. Any well financed player behind in the game is better off swallowing PSIX in FEB / MARCH. By doing so, they immediately enter the ring to become a market leader for Web Hosting and stand a chance to be the CISCO / INTEL / ORCL of web hosting, that is, a market leader with positive cash flow. PSIX offers any acquirer a positive international HEAD START and a solid, in-place, pre-developed business plan to roll out a formidable web hosting business. This is unquestionably worth, in my mind, $15-$22 a share, minimum.

As for the future, it is OUTSOURCING. Even Oracle, the data giant, outsources its web hosting and management (to EXDS). As noted in Motley Fool, "Companies, big and small, do not have the personnel expertise or physical space required to serve their own growing data needs. Data storage devices and Internet servers require a level of attention that not even a technology behemoth like Oracle takes care of in-house.

[lonesome loser]

Thursday January 18, 2:00 am Eastern Time
Press Release
SOURCE: Neoteny, Co., Ltd.
Tie-Up Between Singaporean and Japanese Leading Edge Technology Firms
Neoteny Links Up with Top Singaporean Research Lab
SINGAPORE, Jan. 18 /PRNewswire/ -- Neoteny, Co., Ltd., Japan`s leading early stage technology investment firm (Head Office: Akasaka, Tokyo; President: Joichi Ito) and Kent Ridge Digital Labs (KRDL), one of Asia`s leading software research institutes, signed a Memorandum of Understanding today on setting up a strategic alliance to bring new high-tech start-ups to market. This alliance will focus primarily on market acceleration of their respective spin-offs in each other`s market.

With this arrangement, Neoteny will also be able to leverage KRDL`s intellectual property (IP) bank of technologies and in turn, KRDL spin-offs will have easier access into the Japanese market. KRDL start-up projects can now be incubated in Neoteny, leveraging on Neoteny`s business and expert network, with reciprocal arrangements in Singapore for Neoteny start-ups. KRDL in Singapore thus becomes Neoteny`s first step in building an international network of high quality investment partners.

KRDL and Neoteny will promote further collaboration in both government and venture communities. Both parties will facilitate information exchange and gain access to each other`s expertise through regular reciprocal visits and seminars, thus building an exchange platform for industry and market information, and business opportunities.

Says Mr. Joichi Ito, President of Neoteny, ``Unlike many business models and market driven investment and development firms, KRDL and Neoteny believe that technology and the fundamental value created by research and development is our core business. KRDL`s broad access to the research communities of China, India and South East Asia, combined with Neoteny`s ability to build businesses in the large yet difficult to penetrate Japanese market is a perfect match.``

Several start-ups are currently being evaluated for this market acceleration program in Japan. The first to be selected are TrustCopy, a start-up from KRDL that enables secure document delivery, printing with authenticity, security, non-repudiation and confidentiality and Logismatic, another KRDL start-up, which has developed a suite of e-fulfillment software and web-hosted applications for supply chain management.

Dr. Juzar Motiwalla, KRDL CEO said, ``KRDL and Neoteny have common mindset and pro-entrepreneur approaches in embracing adventure and risk. This is a mutually beneficial relationship building on each other`s strengths in technology, industry focus, links to venture capital companies and geographical positioning.``

About Kent Ridge Digital Labs (KRDL)

Formed in early 1998 as a result of the merger of two leading information technology (IT) research institutes in Singapore, KRDL has quickly established itself as one of the most dynamic software labs in Asia. Since its formation, it was directly responsible for over 10 spin-offs founded by its staff utilizing KRDL technologies. These companies have attracted investments of S$85 million in total. KRDL has clearly demonstrated the synergy to turn creative ideas into commercial realities. Its team of 250 research scientists from all over the world is geared to dedicating their talents to creating successful businesses.

Additional information on KRDL is available at http://www.krdl.org.sg/.

About Neoteny

Neoteny was founded in 1997 and became a stock company in December 1999, with investments from the oldest US venture firm, Whitney & Co, based in Connecticut and from the Internet Super Carrier, PSINet Inc. (Nasdaq: PSIX - news), based in Herndon, Virginia. It has a mission to build, develop and operate start-up Internet businesses in Japan. Since January 2000, Neoteny has invested in and developed a portfolio of 12 leading Internet-related businesses in emerging market sectors. In addition to stand-alone companies, Neoteny works with leading blue-chip Japanese corporations, assisting these corporations in leveraging their assets to create new opportunities and to maximize their value in an Internet environment. To achieve its tasks of incubation and development of new ideas, Neoteny has assembled a team of 40 business professionals in Japan with diverse backgrounds.

Additional information on Neoteny is available at http://www.neoteny.com/.

SOURCE: Neoteny, Co., Ltd.

[lonesome loser]

nochmal ein paar Fakten über das zukünftige Datacenter von Psinet in Berlin:


Deutschlandhaus am Theodor-Heuss-Platz vollständig umgebaut - Platz für 30000 Server - Kosten: 250 Millionen Mark

In Berlin eröffnet im Frühjahr 2001 das größte europäische "Internethotel", das auf Servern die Datenbestände von Webseiten beherbergt. Bauherr des "Data Centers" ist die Firma PSINet, nach eigenen Angaben der weltweit führende Internetservice-Provider. Die 1989 in den USA gegründete Firma realisiert 2000 weltweit mit 4500 Mitarbeitern einen Umsatz von einer Milliarde US-Dollar. Am Freitag feierten die deutsche Tochtergesellschaft Richtfest in dem umgebauten früheren Deutschlandhaus am Theodor-Heuss-Platz.
"Aufgrund der zentralen Lage und der Marktchancen in Mittel- und Osteuropa haben wir uns für den Standort Berlin entschieden. Wir sind sicher, dass sich Berlin zum Internet-Valley in Deutschland entwickelt", sagte der Geschäftsführer von PSINet-Deutschland, Aman Khan. Das Berliner Internethotel sei Teil des weltweiten Investitionsprogramms in den Aufbau von 20 Daten-Zentren. Die größte Investition in Höhe von 250 Millionen Mark steckt die Firma in das Berliner Projekt.

Firmensitz des Berliner Zentrums wird der 1930 errichtete Stahlskelettbau des Architekten Heinrich Mendelsohn, das in den 30er-Jahren ein Kaffeehaus mit 1000 Plätzen und eine legendäre Dachterasse für Sonnenbäder beherbergte. Während der Nazizeit sendete von dort der Reichsrundfunk, nach dem Krieg zogen SFB und Deutsche Welle ein. Für die High-Tech-Nutzung wurde das Gebäude vollständig entkernt und die Decken mit 480 Tonnen Stahl verstärkt. 30 Kilometer Kabel verlegten die Bauleute, das gesamte Grundstück wurde nachträglich unterkellert, um 15 Diesel-Notstromaggregate und Pumpen unterzubringen.

Das Dach wurde mit sieben 17,5 Tonnen schweren Kühlanlagen bestückt. Auf insgesamt 14 000 Quadratmetern Fläche können bis zu 30 000 Webserver untergebracht werden. 150 Informatiker arbeiten dort rund um die Uhr. "Wir sprechen vor allem mittelständige und große Firmen an, die Server für ihre Webseiten in unseren staubfreien und notstromgesicherten Räumen abstellen wollen", sagt der technische Leiter des Zentrums Sven Westphal. Neben der Beherberung der Server im "Internet Hotel" übernehmen die Fachkräfte von PSINet die Betreuung und Pflege der abgelegten Daten.

[lonesome loser]

Die Branche boomt.
Überall werden neue Datenbunker errichtet. Branchenführer Exodus beabsichtigt, zusätzlich zu seinen weltweit 22 Zentren 14 weitere einzurichten. Die British Telecom hat 20 neue Webfarmen in Planung, Cat erröffnete innerhalb eines Jahres sechs Anlagen in Europa. Der Internet Super Carrier PSINET will in den nächsten 3 Jahren 60 Anlagen erstellen, und der Chiphersteller Intel stampfte jüngst in Washington eine Webfarm für 8000 Rechner aus dem Boden. Kosten knapp 300 Millionen Mark.
Lohnend sind solche Investitionen natürlich nur, wenn auch satte Gewinne winken. Markforschungsinstitute sagen ein Massives Wachstum der Datenzentren voraus: In Deutschland allein von nur 700 Millionen Mark Marktpotenzial im vergangenen Jahr auf 6 Millarden Mark in 2003. Weltweit, schätzt das US-Institut Forrester Research, werden die Umsätze auf 15 Millarden Dollar klettern!

[web2000]

Oh lonesome ,wo beziehst du nur deine "News" her ???

60 Hosting center???sei nicht sauer, aber ich konnte nicht widerstehen.


regards
steve

[lonesome loser]

...wenn das stimmt, dann können wir uns alle anschnallen!
Aus dem Yahoo-Board:

PSINet w/ IBM, Microsoft & NASA

>PSINet "Special Project" Deal with software Tycoons Microsoft and IBM, and
>Aeronautic Specialists NASA
>CNBC-Undercover Dept.
>
>RICHMOND - In a private and secretive meeting(further details not to be the
>subject of other press/news releases), PSINet Inc. (PSIX) Chairman and CEO
>announced Sunday Afternoon in a meeting with David N. Kunkel, Vice
>Chmn./Exec, VP; Lawrence E. Hyatt, Exec. VP/CFO; Kathleen B. Horne, Sr.
>VP/Counsel/Secy that PSI Net has been assigned on a special project by new
>affiliates Microsoft, IBM, and NASA, and has received funding from these
>three affiliates totaling the amount of 1 billion dollars to complete the
>project. Also, in an effort too promote focus on the project, Microsoft,
>IBM, and Nasa have all agreed to combine funds and pay off all of PSI Net`s
>debt. Steven A. Ballmer, Pres./CEO of Microsoft Inc said, "Although I
>cannot
>disclose any details of the project, PSI Net was chosen because of talent
>they have exhibited and the impression they have presented upon us in the
>past. They are clearly the most logical choice."
>Louis V. Gerstner Jr., Chmn./CEO of IBM stated, "The project we have funded
>PSI Net to undertake, if successful, will revolutionize American`s every
>day
>lives. We will go down in history." The only details disclosed was that the
>project`s completion date and unveiling is set for Dec. 1 2001.
>Top Analyst and renowned stock market expert Warren Buffet said, "I expect
>the share price will be in the 20$ range by the end of January. I expect to
>see it hit 60$ by December, and if the project is successful, we will see
>upwards of 100$ by January 2002 if there isn`t a split.
>"We have been assigned a project that will change our everyday lives once
>complete. PSI Net has all optimism that the project will be completed
>successfully, and by the estimated completion date. PSI Net is going to see
>great things coming their way all this year" -William L. Schrader,
>Chmn./CEO
>PSINET INC, [phone]; 44983 Knoll Square; Ashburn, VA 20147.

>http://messages.yahoo.com/bbs?.mm=FN&action=m&board=4687048&…

[goldii]

Stimmt das ???? bin unsicher wegen einem nachkauf.

[web2000]

ist ein Fake ,allerdings ein guter mit satirischen Ansatz.
David Kunkel hat bereits im Juni letzten Jahres gekündigt und ist auch nicht mehr auf der Psinet Website zu finden.

http://www.psinet.com/profile/srmgm.html

den Text hab ich vorige Woche schon mal gelesen ,lustig ist er allemal.Microsoft und IBM bezahlt PSINet`s Schulden. Halleluja.




steve

[lonesome loser]

..schade.

[web2000]

>...Investment Highlights:
 We are re-establishing Q4 and 2001 estimates
for PSIX.
 Following Q3’s implosion, management
announced intentions to put company up for
sale.
 However, given current valuations and the
state of PSI’s operations, we expect a turn-around
emphasis – e.g., stretching cash and
on normalizing operations – to be the most
likely near-term course.
 We estimate PSI can stretch cash for
3-4 quarters, but its $3.6B debt load creates a
cumulative, longer-term funding need in
excess of $1B.
 Based on this heavy debt load and ongoing
execution risks, we maintain our Neutral
rating.
Fundamental Highlights:
 In Q4, we look for 2% decline in sequential
revenue to $344M.
 Projected Q4 EBITDA loss of ($14.2 M) is
approximately in line with last quarter.
 For ’01, we’ve modeled mid-single digit
sequential revenue growth, along with
gradual, but steady margin improvement........<

(aus Merryl L.report vom 17.01.2001)

[web2000]

>.....4Q00. Based on expected softness in its Internet access, carrier access, TNS
e-commerce, and consulting
businesses, we expect PSINet to report weak fourth quarter results.
n Corporate and Carrier Customers. We expect PSINet to lose 2,000 net corporate
accounts in 4Q00, decreasing the
total count to 95,000 and indicating growth of (2)% sequentially and 4% annually. The
company should also record
600,000 new carrier accounts, driving the total balance 25% sequentially and almost
300% annually to 3.0 million.
n $365 Million of Revenue. Including revenue from the recently acquired Metamor
consulting business, we expect
PSINet to generate total revenue growth of 3% sequentially and 97% annually to $365
million in the fourth quarter.
Excluding revenue from Metamor, we expect PSINet’s core businesses to generate
revenue of $262 million, up 4% from
$252 million in the third quarter.
n Revenue by Segment. We expect revenue to be broken out as follows: $109 million
from Internet access (30% of
revenue); $102 million from consulting solutions (28% of total revenue); $55 million from
wholesale services (15% of
revenue); $49 million from Web hosting (14% of revenue); and $49 million from
e-commerce transaction processing
(14% of revenue).
n EBITDA and EPS. We expect PSINet to generate an EBITDA loss of roughly $4
million due to an aggressive hosting
center build out as well as weakness across its business lines. We expect an EPS loss of
$1.05........<

(aus Jefferies&Co. report vom 9.01.2001)

Zahlen kommen am 20.01. oder 22.01.(widersprüchliche Angaben).

OT:schöner Zock letzte Woche ,anyway.

steve

[web2000]

FEBRUAR natürlich,sorry.

[lonesome loser]

PSINet`s Mexico Fiber Optic Network Almost Ready To Go

MONDAY, JANUARY 22, 2001 5:34:00 PM EST
MEXICO CITY, Jan 22, 2001 (Reforma/Infolatina via COMTEX) -- U.S.-based PSINet`s fiber optic network in Mexico will be up and running within several months, according to PSINet International top executive Harry Hobbs. The network will extend from Reynosa, through Monterrey, Queretaro, Monterrey, Guadalajara and Mexico City, providing high-speed Internet access -- 2.4 gigabytes per second through 40 gigabytes per second -- to corporate clients. PSINet has acquired 23 companies in Latin America in just 18 months. The company offers services including but not limited to network hosting, dedicated networks, web hosting and individual Internet access.

Copyright 2001 Infolatina, all rights reserved.

[lonesome loser]

PSINET: PSINet connects easyEverything
by: easir (M/b) 01/23/01 08:06 am EST

JAN 23, 2001, M2 Communications - LONDON -- PSINet, the Internet Super Carrier and owner of one of the world`s most advanced IP network backbones, has signed a rolling contract with easyEverything to supply connectivity to over 20 Internet cafes worldwide. At the opening of easyEverything`s Manchester cafe today, PSINet`s UK Director of Strategy and Marketing, Malcolm Johnston, said the deal was proof that PSINet "builds trusting relationships that exceed customers expectations for worldwide custom-built solutions."

Maximising the speed and cost advantages of its own private high speed backbone, PSINet runs redundant circuits up to 8Mb from its PoPs to most easyEverything sites. The whole 170MB operation is managed by a suite of network management tools including Micromuse`s Netcool, HP OpenView and Highlighter, an SLA measurement tool, from three management centres in London, Atlanta and Amsterdam. easyEverything estimates that the network will see more than a terabyte of data passing over it each week: enough data to build a pile of A4 paper twice the height of Mount Everest.

easyEverything`s Technical Operations Manager, Jon Smith said: "this is one of the biggest private networks in Europe and leads the way in global circuit delivery." Commenting on the scale of data traffic available to the company, he continued: "Someone sitting at an easyEverything terminal can watch a live webcam video transmission, download a book, run a couple of pay-per-click Microsoft applications, surf and talk on the phone - all at the same time."

To provide this level of data throughput is possible only because PSINet owns its own fibre backbone and does not have to pay costly peering agreements with other carriers and telecommunications companies. "This is a complex and wide-reaching project for both companies" said Johnston. Since the two companies started negotiations more than two years ago, much has changed, on both the business and technology landscapes. "We`ve both learned a great deal in that time and I feel confident that we will continue to offer easyEverything`s customers the best online experience imaginable

[FML]

@ lonesome loser
Kannst du mir erklären.was da mit PSINET abgeht ?????
Alles steigt nur unsere Aktie dümpelt vor sich her,b.z.w
fällt und fällt und fällt.
Dat macht ja nun keinen Spass!!
cu FML

[Friedl Manfred]

Guten Tag, die Gemeinde,

heute abend wurde mein letzte Woche vorausgesagtes Kursziel von 2 US$ erreicht !
Habe heute wieder nachgekauft. Hoffentlich ist das ein gutes Ohmen. Wenn alle Aktien steigen, dann fällt garaniert Pe schieß Net !!!
Ab morgen muß es wieder nach oben gehen.

[hollodeck]

@lonesomer loser
sitzte gerade im easyEverything / München
dachte eigentlich easyEverything is ne Tochter von PSINET
(schließlich steht da überall PSInet drauf)
und jetzt der Vertag.
Ist wohl doch keine 100% Tochtergesellschaft.

easyEverything sehe ich zwar nicht als supertolles Geschäftskonzept an. In diesen Cafe`s dürfte wohl nur das Geld den Besitzer wechseln. Das easyEverything wirklich Geld verdient, glaube ich nicht. Ist aber für PSInet eigentlich egal, da die nach übertragener Datenmenge bezahlt werden dürften.
Als das Cafe in München eröffnet wurde, war es wirklich ein Geheimtip!
Die Datenübertragungsrate war am Anfang wirklich sensationell, inzwischen dürfte die Übertragungsrate jedoch gedrosselt werden. (Die übertragene Datenmenge war wohl doch ein bisschen zu hoch, die Rechnung für easyEverything ebenfalls, und jetzt die Drosselung.
Jetzt warte ich in diesem Cybercafe manchmal genausolange wie bei einem stinknormalen analogen/ISDN Modem. ARGHHH...)


@fml
eigentlich ganz einfach:
zuerst steigt und steigt PSInet
dann pfeiffen selbst die Spatzen von Dächern: PSInet kaufen
dann konnte PSInet doch wohl nur noch fallen
(es gibt nochwievor größere Risiken)
sollten die 2$ halten, und es sofort wieder nach oben gehen, werden wir mit PSInet wieder Spass haben,
sollte PSInet jedoch einen Boden finden, und dann anfangen rumzudümpeln..
dann dürfte es bis zum nächsten xx% Tagesgewinn wohl wieder einige Zeit dauern.
Hollo

[lonesome loser]

die Gerüchteküche brodelt, hier ein Rumour aus USA:

"Apparently, one of PSIX products they are working on is internet security. Regualar internet security used by banking sites and other secure sites is 128 bit encryption. Rumour has it that PSIX has developed a security encryption site equivalent to 3200 bits of encryption. Also, they are offering a competition including a monetary reward for anyone who can crack their system. I bet my bottom dollar, this has something to do with this run-up. And, if this rumour comes to reality, this stock is going to explode."

[lonesome loser]

..dazu noch einen Link von der Psinet Homepage:

http://www.psinet.com/security/datasheets/managedservicessec…

[FML]

@ll!!
An dieser Stelle einfach mal ein Dankeschön an lonsome loser
für seine ausgesprochen fundierten Recherchen und die Bemühungen
dieses Board mit Infos zu versorgen.
cu and very special thank