Psinet-Rocket-III - 500 Beiträge pro Seite

[Linda B.]

Hallo ilRokoko, hallo Keiner, hallo "sich sorgender" LTT,

ich liege keineswegs im Koma, wenngleich auch dies nach dem rapiden Kursabfall nicht verwunderlich gewesen wäre. Ich war geschäftlich unterwegs! Dies hat aber dem Kurs offensichtlich gut getan! Das andere Problem: Bis ich endlich den Link zum "neues Thema beginnen" fand! Nun gut!
Let`s begin!

Der Kurs wird derzeit wieder hochgepuscht, durch Gerüchte von einem bevorstehenden Splitting! Das wirkt bekanntlich wie ein Käufermagnet.

Die andere Sache: Die strategische Zusammenarbeit mit CIENA. Das könnte wirklich die zukünftige Lösung für allerlei Probleme sein.



"PSINet Names CIENA Strategic Supplier of Intelligent Optical Networking Solutions for Global Network Expansion; ISP Using CIENA`s Long- and Short-Haul Systems For Network Upgrades
LINTHICUM, Md.--(BUSINESS WIRE)--April 5, 2000--CIENA Corporation (Nasdaq: CIEN) today announced that PSINet (Nasdaq: PSIX), the Internet Super Carrier, has named CIENA a strategic supplier of intelligent optical networking solutions for expanding PSINet`s global IP-optimized backbone network.
PSINet and CIENA have signed a three-year supply agreement for CIENA`s MultiWave CoreStream(TM) and MultiWave Metro(TM) intelligent optical transport systems.

Supporting PSINet`s network upgrades announced last year, CIENA will supply the long-haul and short-haul systems for expanding backbone network capacity in Europe and North America for continued IP traffic growth.

"PSINet will use CIENA`s technology to scale our backbone network up to two terabits per second over each fiber pair, enabling us to provide sufficient capacity for our customers` bandwidth-intensive applications," said Mark Fedor, vice president of engineering at PSINet. "The density of CIENA`s products create significant cost savings on power and space in our points of presence, and their customer support services around the world are very nimble. Their ability to immediately deliver and support a carrier-class solution that meets growing capacity needs down the road were key criteria in our decision to name CIENA a strategic supplier of optical solutions."

"PSINet is recognized worldwide as a forerunner in the Internet data communications market - a carrier that has focused on building its network for the next generation of business applications," said Patrick Nettles, CIENA`s president and chief executive officer. "We are pleased that PSINet has identified CIENA`s optical networking solutions as a key element in the future of data networking and as a critical part of its network expansion."

CIENA`s MultiWave CoreStream is the industry`s first optical transport platform scalable to a capacity of approximately two terabits per second over a single fiber pair. MultiWave Metro is the industry`s leading intelligent optical transport system for metropolitan area networks.

MultiWave Metro`s ability to support a variety of survivable network topologies simultaneously will provide PSINet ring, mesh and point-to-point logical connectivity for transporting IP traffic. In addition, MultiWave Metro`s scalable architecture allows more easily managed network growth in frequently unpredictable metropolitan networks.

CIENA`s optical transport solutions are a key element of CIENA LightWorks(TM), a comprehensive blueprint for building intelligent optical networks. With this next-generation architecture, CIENA enables carriers around the world to rapidly transition to dramatically simpler yet higher capacity networks while achieving greatly reduced equipment and operating costs.

CIENA`s recently unveiled LightWorks Toolkit(TM) provides a suite of silicon-, optics- and software-based technologies to help carriers build and deliver differentiating dynamic optical services."


Herzliche Grüße von der
psinettigen Linda

[LongTermTom]

Hi Linda !
Da bin ich aber echt erleichert, dass es Dir gut geht.

Hier ein paar News aus WO.

Die PSI AG wird ihre Beteiligung am eBusiness-Spezialisten UBIS von 66 Prozent auf 75
Prozent erhöhen.

Außerdem sollen die Bereiche eBusiness und Internet durch zusätzliche Investitionen und
Akquisitionen weiter ausgebaut werden. Finanziert werden sollen die Pläne aus einer
Kapitalerhöhung um 1.167.184,78 Euro.

Die jungen Aktien sollen im Bezugsverhältnis 20:1 zu einen günstigen Bezugspreis, der
durch das Bankenkonsortium festgelegt wird, angeboten werden. ...weiter

Die Aktie schloss am Mittwoch bei 30,00 Euro.


PSI AG PSI verstaerkt Engagement
bei Internet-Loesungen Erhoehung
des Anteils an der UBIS GmbH und
Kapitalerhoehung geplant


PSI AG: Ad hoc-Mitteilung gemäß
Paragraph 15 WpHG

PSI verstärkt Engagement bei Internet-Lösungen
Erhöhung des
Anteils an der UBIS GmbH und Kapitalerhöhung
geplant

Der PSI-Konzern wird seine Wachstumsstrategie auch
im Jahr 2000
fortsetzen. Im Mittelpunkt dieser Strategie steht der
zügige weitere
Ausbau des LeistungsangebInternet. Dazu wird PSI die
Beteiligung am eBusiness-Spezialisten
UBIS von 66% auf 75% erhöhen sowie die Bedeutung
von eBusiness und
Internet für den Konzern durch weitere Investitionen und
Akquisitionen stärken.

Hierzu wird PSI eine Kapitalerhöhung um 1.167.184,78
Euro aus
genehmigtem Kapital durchführen. Die jungen Aktien
werden den
Aktionären im Bezugsverhältnis 20:1 zu einem noch
festzulegenden
günstigen Bezugspreis durch das Bankenkonsortium
angeboten.

Ihr Ansprechpartner:

PSI AG Karsten Pierschke Manager Investor Relations
Dircksenstraße 42-44 10178 Berlin

Tel. [phone]
Fax [phone]
eMail: [e-mail]



21:16 5.04,
© wallstreet-online

Man darf gespannt sein....

Der erleichterte
LTT

[Keiner]

Hallo zusammen,

schön, daß Du wieder da bist Linda. Das neue Board "muckt" wohl noch
ein wenig. Ich wollte Dir auf Deine mail antworten, ging aber nicht.
Inzwischen ist übrigens Completel an die Börse gegangen. Ich habe noch
nicht gekauft, da mir die Aktie zu teuer vorkommt, beobachten werde ich jedoch.

Hallo LTT, hast Du evt. eine Meldung zur PSI AG erwischt?
Zu PSINet habe ich auch keine News, bin aber wie immer zuversichtlich

Viele Grüße
Keiner

[ilrokoko]

hallo linda,keiner, ltt etc

hab mich mit dem schreiben lange zeit zurückgehalten,jedoch immer schön gelesen und mich gefreut,dass jetzt noch mehr psinetler dazugestossen sind.wir haben immer noch unsere psix,obwohl es doch dumm war, diese nicht zu 60 zu verkaufen ,wie letztes mal alles davongerauscht,zum glück sieht der markt wieder erholter aus.und hebt unsere aktien schnell auf mindestens ihr altes hoch.
bin zu pleite ,um momentan an einer neuemission überhaupt teilzunehmen.


gruss rokoko

[Linda B.]

Hallo alle zusammen,

heute sieht es ja leider wieder düster aus. Wie immer bricht Psinet ein, wenn eine Kapitalerhöhung angesagt ist. Aber als Trostpflästerchen sei hier das komplette Research von yahoo hinterlegt. Dort ist die Rubrik Empfehlungen doch durchaus ermutigend: http://biz.yahoo.com/z/a/p/psix.html

Übrigens meine ich, dass in der Gerüchteküche von einer Dezimierung der Schuldenlast über die Erwartung hinaus gesprochen wird. Bei earning whispers fand ich leider nichts. Ich dachte eigentlich, dass ich es von dort hätte, aber....!

Also Kopf hoch!
Linda

[Keiner]

Hallo zusammen,

Kopf hoch ist gut. Ich sollte mich endlich mal an meine eigenen Empfehlungen halten und Stop-Loss Kurse einhalten ;-( Da ich aber
selbst bei dem Kurs noch dick im plus bin kann ich es wahrscheinlich
eher mit einigen Galgenhomur hinnehmen als die Leute die bei 60 $ gekauft haben. Aber für die Rente ist PSINet immer noch gut...

Gruß
Keiner

[LongTermTom]

Ups,
ich Idiot.
Da habe ich wohl wieder nur die Haelfte gelesen.
Peinlich, peinlich.
Jetzt bin ich ganz rot im Gesicht. :O

Der vor Scham erroetete
LTT

[LongTermTom]

So, jetzt aber wieder was zum richtigen Thema.

Tuesday April 11, 10:31 am Eastern Time
Company Press Release
SOURCE: InteliData Technologies Corp.
PSINet and InteliData to Launch Internet Banking Services in the Global Market
Companies Will First Serve Banks in the UK and Ireland
RESTON, Va., April 11 /PRNewswire/ -- PSINet through its Transaction Services division (Nasdaq: PSIX - news), and InteliData (Nasdaq: INTD - news), a leader in Internet banking and bill payment technology, today announced plans to expand the web hosting and access services they currently offer to U.S. banks, and will provide complete eCommerce platform solutions to banks worldwide.

(Photo: NewsCom: http://www.newscom.com/cgi-bin/prnh/20000113/INTDLOGO )
InteliData and PSINet will expand their relationship onto PSINet`s global IP network and provide remote banking applications and value-added online services and products through partnerships with other online companies. Current turnkey services include web hosting, web site development, electronic commerce, Internet access and private IP networks. All web servers can be maintained on site with the customers` own servers or within any PSINet global hosting center located around the world.

The Internet banking services initially will be offered to several financial organizations in the U.K. and Ireland, then expanded elsewhere in Europe. PSINet already operates IBM systems in the U.K., serving banks in the UK and Ireland. The InteliData Interpose system will be installed on this system, and used to provide complete eBanking services. In the U.S., the PSINet currently provides web server hosting, Internet access and gateway access to proprietary networks for three major U.S. banks, utilizing the InteliData software solution. These U.S. banks are National City Bank of Cleveland; First Hawaiian/Bank of West, Honolulu; and Old Kent Bank, Grand Rapids, MI.

``PSINet has web hosting capability in 20 countries, and the ability to provide Internet banking services in many of those countries,`` explained Steve Dalrymple, vice president of Internet Banking at PSINet. ``By expanding our current relationship with InteliData, combining their proprietary software and our expertise in transaction-oriented services running on PSINet`s global Internet network, we`re combining services and tools that the international financial marketplace needs.``

InteliData President and CEO Al Dominick agrees that the international banking market, especially in Europe, is ready for the banking services that InteliData and PSINet can provide.

``InteliData has a long history of delivering online banking and payment technologies to the financial marketplace,`` Dominick said. ``We have a decade- long track record of delivering electronic banking systems with unparalleled flexibility, reliability and scalability in the United States, and expanding our relationship to focus on the international market is the next logical step.``

PSINet`s Internet banking will give banks` customers a way to access their accounts anywhere, anytime. As an applications service provider (ASP), PSINet`s Internet banking gives banks and non-banks the ability to integrate additional value-added products and services to offer to their customers. PSINet`s Internet banking will help banks retain current customers, and attract new consumer and small business financial accounts, by providing them with Internet applications and web-based tools that their customers demand.

``We are excited about the partner prospects presented by global Internet growth in the banking industry,`` said William Opet, president of PSINet Transaction Services. ``Our companies` combined capabilities can raise online banking services to another level, delivering fast, secure, one-stop banking and shopping to an Internet-hungry public that knows no borders.``


Gruss
LTT

[Linda B.]

Die Amis spinnen! Cool down, kann ich da nur sagen!

Fürsorglicher Ltt, klasse recherchiert! So eine Sachorientierung ist die einzige Anwort auf die Nasdaq-Schaukelbewegung!

Keiner, hast du auch bei 33.- eingekauft resp. bei 19?

Gruß an alle!
Linda

[Keiner]

Hallo zusammen,

Linda, ich habe zu 22.50 (Mark) vor Split gekauft. Aber ich ärgere mich, dass ich nicht mal zwischendurch verkauft habe
Ich kann es zwar nicht begründen aber morgen geht es aufwärts...

Gruß
Keiner

[Linda B.]

Hallo Keiner,

absoluter Volltreffer. Psinet ist heute bei meinen US-Werten der einzige Lichtblick. GLBX ist ein einziges Trauerspiel. Aber so geht es immer mal wieder mit solchen Werten.

Ich bin durchaus zuversichtlich, dass der Boden erreicht ist. Wenn die Firmenpolitik stimmt, wird es wieder rapide aufwärts gehen.

Gruß
Linda

[LongTermTom]

Thursday April 13, 11:00 am Eastern Time
Company Press Release
SOURCE: PSINet Inc.
PSINet to Provide Gratis1.com, a Free ISP, Internet Access in Latin America
HERNDON, Va., April 13 /PRNewswire/ -- PSINet Inc. (Nasdaq: PSIX - news), the Internet Super Carrier, today announced a two-year agreement to provide wholesale Internet connectivity to Gratis1, Inc., a leading provider of free Internet access service in Latin America.

Under the agreement, PSINet will provide dial-up connectivity and port services over its global network to Gratis1`s free unlimited Internet access service in Latin America. Access is available to Gratis1.com users in Argentina, Mexico and Brazil, and will soon arrive to Chile and Uruguay before being extended to other Latin American markets.

``In two months, PSINet Latin America has become the leading provider of wholesale Internet access for `freeserve` companies, having signed five major agreements with providers in Brazil and Argentina,`` said Philippe Kuperman, president of PSINet Latin America. ``The deal with Gratis1 is unique for PSINet in that it will provide Internet access in the region`s major markets, leveraging our strengths, and confirming that our regional strategy is correct. Freeserve will accelerate Internet penetration and telco deregulation in the fastest growing Internet market in the world.``

Gratis1.com Powered by StarMedia offers Latin American users a complete Internet experience free of charge, without any subscription or computer purchase requirements. The ``all-in-one`` Internet solution includes unlimited access to the Web; StarMedia premium content featuring community services, news, auctions, and free email accounts; a Personal Navigator feature that allows the user to open and browse multiple Web pages simultaneously, and to receive relevant and personalized information and advertisements; and an extensive customer service network to address inquiries.

``Gratis1.com is committed to offering our customers high quality free Internet access to the widest Latin American audience possible,`` said Alejandro Cosentino, CEO of Gratis1, Inc. ``PSINet is building one of the most powerful Internet and hosting services in the region. We selected PSINet based on their ability to deliver quick and quality Internet access services on a pan-regional basis.``

PSINet is currently present in six countries in Latin America, with operations in Argentina, Brazil, Chile, Mexico, Panama, and Uruguay. The company has acquired twenty Internet service providers in Latin America in the past ten months.

Gratis1 Inc, is a company formed by StarMedia Network, Chase Capital Partners, Flatiron Partners, CMGI Inc. and 1stUp.com, leading companies in the Internet Industry in Latin America and worldwide, who associated to create a panregional service of free and unlimited access to Internet, without a registration or subscription fee, nor any requirement for purchase of computer products.

Ein schoenes Wochenende wuenscht
LTT

[Linda B.]

Hallo LTT, hallo Keiner, hallo ilRokoko,

der Schlusskurs von Psinet stimmt mich doch durchaus positiv. Ein Lichtblick in meinem Depot. Forza Psix!

Ltt, Danke für Deine Recherche! Jede gute Nachricht hilft den Blick nach vorne zu richten.

Gruß an alle PsinetianerInnen und Nasdaq-Gebeutelten!
Linda

[ilrokoko]

hallo linda,keiner,ltt ....

hab geade was von psinet beim herumstöbern gefunden.

gruss rokoko

quelle:http://www.psinet.de/psinet/direktlinks/presse_A.7.2_index.h… prophezeit, daß bei ihrer für EURO 2000 eingerichteten Website über 150 Millionen "Hits" pro Tag eingehen werden.

WEBSITE EURO 2000 WIRD VORAUSSICHTLICH ON-LINE-REKORD BRECHEN
München, 11.1.2000

EURO 2000 wird zur beliebtesten Website der Welt werden. Internet-Gigant PSINet erwartet im Laufe des nächsten Sommers über 150 Millionen "Hits" pro Tag, wenn Fussballfans in ganz Europa On-line-Updates zum Fortschritt ihrer jeweiligen Nationalelf abrufen werden. Zum Vergleich: Bei den Weltmeisterschaften 98 in Frankreich gingen 70 Millionen "Hits" ein, bei der EURO 96™ lediglich eine Million. In den letzten Jahren ist der Internet-Gebrauch in Europa schlagartig angestiegen und weist keinerlei Anzeichen einer Abschwächung auf. Deshalb wird PSINet die Website EURO 2000™ erstellen, damit gewährleistet ist, dass der erwarteten phänomenalen Nachfrage auch entsprochen werden kann.

PSINet kündigte heute ihre finanzielle Trägerschaft in der Höhe von mehreren Millionen Euro für die Fussball-Europameisterschaften 2000 an, die diesen Sommer von der UEFA in den Niederlanden und Belgien veranstaltet werden. Es ist das erste Mal, dass ein Anbieter von Internet-Lösungen Hauptsponsor einer bedeutenden Fussballmeisterschaft wird. Dies zeigt die enorme Geschwindigkeit auf, mit der sich elektronische Kommunikationswege entwickeln. Mit PSINet tritt somit ein neuer Name neben die traditionelleren Sponsoren wie MasterCard, Coca Cola, Philips und McDonald`s.

Als global führendes Unternehmen für kommerzielle Internet-Lösungen verfügt PSINet über ein hochmodernes, weltweites Hochgeschwindigkeits-Netzwerk, das für einen erstklassigen Transport von Internet-Daten optimiert wurde. Zusätzlich hat PSINet ein Hosting Center in den Docklands von London im Werte von £30 Millionen errichtet. Dieses Center dient ausschliess-lich der Unterbringung der Infrastruktur, die für das Betreiben von Hunderten von führenden Websites erforderlich ist. Diese gehosteten Websites gehören typischerweise global tätigen Kunden.

"Wir glauben, dass PSINet der perfekte Partner für die EURO 2000ä ist, da wir schon öfters bewiesen haben, dass wir erstklassige Dienstleistungen an ein zahlenmäßig riesiges Publikum liefern können", erklärt PSINets European Marketing Director, Robert Offley. "Wir freuen uns darüber, dass dank unserer hochmodernen Technologie Millionen von Fussballanhängern in ganz Europa in der Lage sein werden, das Glück ihrer Nationalelf rund um die Uhr mitverfolgen zu können."

Harry Hobbs, PSINets European President, kommentierte: "Wir investieren und unterstützen die Fussball-Europameisterschaften, weil wir der Ansicht sind, dass Fussball wie kein anderer Sport für Interesse, Spannung und Bekanntheit sorgt."


Weitere Informationen:

PSINet Germany GmbH
Carl-Zeiss-Ring 21
85737 Ismaning
Tel.: [phone]
Fax: [phone]
E-Mail: [e-mail]
Web: http://www.psi.net

[Linda B.]

Rokoko,

das hört sich ja nur gut an, oder? Psinet drängt im europäischen Markt immer aggressiver nach vorne. Man sieht das auch an Werbungen und dem Sponsoring. Neulich war eine Internet-Cebit, die Psinet mitgesponsert hat. Diese Gestaltung der Web-Seite passt da nur zu gut ins Bild.

Mehr davon!
Linda

[Linda B.]

Hallo PsinetianerInnen,

hier sind nochmal zwei strong-buy-Empfehlungen

No. 1
>PSINet Inc. Reiterated `Strong Buy` at Wasserstein Perella
By Lindsey Mackay
Princeton, New Jersey, April 14 (Bloomberg Data) -- PSINet Inc. (PSIX
US) was reiterated ``strong buy`` by analyst William B. Klein at Wasserstein
Perella Securities. The 12-month target price is $100.00 per share.<

No. 2
>PSINet Inc. Reiterated `Strong Buy` at Kaufman Bros.
By Sybil Carlson
Princeton, New Jersey, April 13 (Bloomberg Data) -- PSINet Inc. (PSIX
US) was reiterated ``strong buy`` by analyst Vik Grover at Kaufman Bros. The price target is $84.<

Und hier die aktuellste Nachricht:

>PSINet Announces IP-Based Automatic Teller Machine Maintenance
Solution

@tmLink Pairs Software and Global Network to Monitor NCR Terminals

HERNDON, Va., April 19 /PRNewswire/ -- PSINet`s Transaction Services
division (Nasdaq: PSIX), today announced that it will provide dial-up IP
services for @tmLink, an Automatic Teller Machine (ATM) management software,
which when linked to ATMs, allows remote monitoring and administration of the
ATMs.

Designed for the dial-up ATM market, @tmLink will allow ATMs to receive
downloaded graphics through a web server, as well as send maintenance messages
via e-mail, back to the terminal`s caretaker, when the machine is low in cash
or out of paper. Using the Internet, these maintenance messages can be sent
to a personal computer, fax machine or mobile phone.

Strategic Software Solutions Ltd, in Scotland, designed the proprietary
software for use in MCD and LCD ATMs made by NCR Corporation. @tmLink`s
e-mail messages will be sent over PSINet`s Internet-optimized global IP

network. @tmLink is the first marriage of the Transaction Services division`s
ATM services with PSINet`s global IP technology.
"This service is a great example of how we can integrate our existing ATM
services with IP technology," said Ron Moore, PSINet vice president-ATM
Technologies. "Transaction Network Services lead the industry in providing
innovative, cost-effective dial-up ATM services; now, as PSINet`s Transaction
Services division, we`re moving at a rapid pace to integrate IP-based
services."

Alex Ogilvie, director of Strategic Software Solutions, said PSINet is
"appropriate and focused" to handle messages for this low-use dial-up ATM
market, because of its knowledge of the ATM industry, global coverage, easy
access and reliability.
"With the addition of @tmLink, an ATM owner or lessee gains the ability to
instantly distribute advertising text and graphic messages to geographically
diverse locations," commented Ogilvie. "And our solution is so easy to
understand and use, the need for technical knowledge or additional
technological investment is negligible."
"This is a value-added service that we`re sure our customers will desire,"
said Neal Schwartz, Vice President, Convenience Banking for Retail Locations,

at NCR. "Having the online ability to easily add advertising messages is a
revenue-earning proposition. Coupled with need-prompted reporting of an ATM`s
operational status, @tmLink will truly make the MCD the smart choice for a
large number of machines deployed in small retail sites."

Detailed information on @tmLink including registration and pricing
information can be found on www.atmowners.net.

About Strategic Software Solutions Ltd (www.stratsw.co.uk)

Strategic Software Solutions Ltd based in Alloa, Scotland, provide
products and development services for the ATM and Self Service marketplace. A
full company profile is available on www.stratsw.co.uk.

About NCR Corporation (www.ncr.com)

NCR Corporation (NYSE: NCR) is in the business of transforming
transactions into relationships. NCR is a recognized world leader in data
warehousing solutions, ATMs, point-of-sale, high performance scanners, and
support services for retail, financial, and national accounts markets. NCR`s
business solutions are built on the foundation of the company`s long-
established industry knowledge and consulting expertise, value-adding
software, global customer support services, a complete line of consumable and
media products, and world-leading hardware technology. More information about
NCR and its products may be found on the World Wide Web at www.ncr.com.

About PSINet (www.psinet.com)

Headquartered in Herndon, VA, PSINet is an Internet Super Carrier offering
global eCommerce infrastructure and a full suite of retail and wholesale
Internet services through wholly-owned PSINet subsidiaries. Services are
provided on PSINet-owned and -operated fiber, satellite, Web hosting and
switching facilities providing direct access in more than 800 metropolitan
areas in 28 countries on five continents. PSINet information may be obtained
by e-mail at [e-mail], by accessing the Web site at www.psinet.com or by
calling in the U.S., 800-799-0676.

PSINet Transaction Services, headquartered in Reston, Virginia, is a
wholly-owned PSINet subsidiary that provides data communications services for
transaction-oriented applications. Additional company information is available
on the PSINet web site at www.psi.com/tnsi.

SOURCE PSINet
-0- 04/19/2000
/CONTACT: Regina Boyd of PSINet, 703-453-8516 or [e-mail]/
/Web site: http://www.stratsw.co.uk/
/Web site: http://www.ncr.com/
/Web site: http://www.atmowners.net/
/Web site: http://www.psinet.com

http://www.psi.com/tnsi/
(PSIX)

CO: PSINet; Strategic Software Solutions Ltd; NCR Corporation;

Transaction Network Services, Inc.
ST: Virginia, Scotland
IN: FIN CPR
SU: PDT
-0- Apr/19/2000 9:59
EOS (PRN) Apr/19/2000 09:59 85

-0- (PRN) Apr/19/2000 10:14<


Der Einkaufanlass, oder?

Gruß an alle
Linda

[LongTermTom]

Na das sieht doch alles nach wie vor sehr gut aus mit PSIX.
Ich frage mich nur, warum sich der Kurs immer so verdammt schwer tut.
Letztes Jahr brauchte man schon viel Geduld und in diesem wird es wohl auch nicht anders sein, aber Geduld soll sich ja auszahlen.....

Schoene Feiertage wuenscht
LTT
...und trinkt nicht so viel....

[LongTermTom]

Ein paar News.


Monday April 24, 1:40 pm Eastern Time
TRADE IDEA-Chase calls Internet bonds "strong buy"
NEW YORK, April 24 (Reuters) - Following a recent selloff, bonds issued by Internet companies represent a ``strong buy`` for high-yield, or junk, bond investors seeking total return and stable current income, Chase Securities Inc. said in a report dated April 18.

Chase specifically recommended overweighting debt from Internet/Data companies, specifically Exodus Communications Inc. (NasdaqNM:EXDS - news), Globix Corp. (NasdaqNM:GBIX - news), PSINet Inc. (NasdaqNM:PSIX - news) and Verio Inc. (NasdaqNM:VRIO - news).

``In our opinion, strong growth prospects, combined with recent market technicals, have created a number of opportunities to purchase Internet/data bonds, which we believe will outperform the overall market,`` Chase said.

Chase said four factors powered the Internet/data sector higher in 1999: (1) rapid growth in e-commerce; (2) positive fundamentals including triple-digit revenue growth, ``impressive`` gross margins and limited ``churn``; (3) rapid consolidation activity, and (4) strong equity valuations.

These factors, Chase said, should continue to propel the sector forward in 2000.

First, e-commerce and its potential ``is the single biggest factor driving the demand for high-speed networks and Web hosting services`` in telecommuniations. Recent announcements by leading automobile and aerospace firms to develop e-commerce infrastructure and on-line trading exchanges likely foreshadow similar activity in other industries.

That, Chase said, should contribute to compound annual growth in the Web hosting market of 87 percent through 2003, an ``extremely promising`` number for the best bonds in the sector.

Second, Internet/data fundamentals are the best of any telecom segment.

Chase said Exodus, Globix, PSINet and Verio posted revenue growth in their 1999 fiscal years of 64 to 357 percent, and should see compound annual growth of 50 to 100 percent through 2003. At the same time, Chase said such Web hosting companies should expand their already high margins yet suffer little churn, sometimes below 2 percent. ``Churn`` measures a company`s ability to retain customers.

Third, the sector`s wave of acquisition activity should continue. That activity, Chase said, ``adds strong speculative appeal to (Globix, PSINet and Verio) and their existing debt.`` Exodus, with a higher market capitalisation, is a less likely target, Chase said.

And finally, Chase said soaring stock valuations -- a combined 509 percent in 1999 -- have allowed Exodus, Globix, PSINet and Verio to use stock as currency for a variety of stock swap acquisitions. That allows them to expand their product offerings and enhances the outlook for their debt.

Chase recommended buying Exodus`s 11.25 percent notes due July 2008 and 10.75 percent notes due Dec. 2009, all rated B3 by Moody`s Investors Service and B-minus by Standard & Poor`s. The notes recently yielded 542 and 551 basis points (5.42 to 5.51 percentage points), respectively, more than comparable maturity U.S. Treasuries. The company`s ``strong operating performance and solid positioning`` make rating upgrades in the next 12 to 18 months likely, Chase said.

Chase recommended buying PSINet`s B3/B-minus rated 11 percent senior notes due Aug. 2009, which recently yielded 733 basis points more than Treasuries. Chase expects that spread to narrow 200 to 250 basis points over the next six months.

Chase called Verio`s B3/B-minus rated 11.25 percent senior notes due Dec. 2008, which recently yielded 582 basis points more than Treasuries, a ``compelling investment opportunity`` because of Verio`s ``strong fundamental, strategic and speculative appeal`` and in light of the notes` recent decline.

And finally, Chase also called Globix`s unrated 12.50 percent senior notes due 2010, which recently yielded 830 basis points more than Treasuries, a ``compelling investment opportunity.`` The company, Chase said, enjoys positive event risk over the next 12 to 24 months.

TRADE IDEA reports contain RICs where applicable. To see livequotes, click on the angled brackets < > within the text. To call up charts or perform analysis, point at the RIC and use right mouse click to bring up menu. ** NEWS News for the fixed income market [D] All debt market reports [D-DBT-MF] Government bond news [GVD] Mortgage and asset-backed news [MTG] U.S. corporate news [USC] Credit rating news [AAA] Emerging markets news [EMRG] For guide to all news on Reuters (NEWS - news) ** PRICES/INDICES US Dollar Bond Market Overview <0#USDCOMP> US mortgage-backed 30-year and 15-year overview (USMBS - news) ** To gain access to a full spectrum of broker research reports, try Reuters Broker Research (RBR). For more information, contact your local help desk .

Schade, dass der Kurs nicht volatil genug zum traden ist, sonst wuerde ich so meine Position ein wenig aufstocken koennen.

Der gerne traden wuerdende
LTT

[LongTermTom]

Tuesday April 25, 1:46 pm Eastern Time
Company Press Release
SOURCE: PSINet Inc.

PSINet Ventures Ltd. Invests in Over 50 Firms
Latest Investment in Streampipe.com to Enhance Internet Broadcasting In its Global Data Centers

HERNDON, Va., April 25 /PRNewswire/ -- PSINet Ventures, the wholly owned corporate ventures unit of PSINet Inc. (Nasdaq: PSIX - news), today announced that it has completed more than 50 investments in Internet start-up companies. The $1 billion PSINet fund, made up of an innovative use of PSINet operating services-for-equity approach rather than solely direct cash infusions, today announced funding for Internet Broadcast Provider Streampipe.com. PSINet will work with Streampipe.com to develop and operate Internet Broadcasting Centers in PSINet data centers worldwide delivering services to PSINet`s customers and the Internet.

PSINet venture`s unit has established relationships with companies that have defined new markets such as Internet broadcasting, application services provision, content services, eCommerce and Internet infrastructure. These emerging opportunities have enhanced PSINet`s financial standing and competitive technology and service positions, while accelerating the development of new technology. ``PSINet Ventures is part of our research and development strategy,`` said William L. Schrader, Chairman and CEO of PSINet. ``We are able to assist tomorrow`s Internet technology and marketing leaders in product development and deployment on a global basis while providing our customers the best services and simultaneously minimizing our risk.``

PSINet Ventures has established partnerships -- some of which are expanding beyond the initial agreements -- with several companies now considered leaders in their respective markets. Last winter, the company invested in Internet content delivery provider Akamai Technologies (Nasdaq: AKAM - news). This initial investment has culminated in a strategic relationship whereby the two companies have agreed to work together on the development of new technologies for application delivery. The company has also made an investment in Alexandria, Va.-based wireless paging company Metrocall (Nasdaq: MCLL - news). Subsequently, the companies agreed to establish a joint venture that will offer small/home office (SOHO) customers and middle-market enterprises services that include broadband Internet access, paging, two-way wireless data solutions and e-mail hosting.

Other recent investments in emerging companies include Internet narrowcasting provider tvworldwide.com, Internet IP transport provisioning provider Ennovate Networks, Internet content delivery provider Cidera, Inc., wireless LAN access provider BreezeCOM (Nasdaq: BRZE - news), on-line mutual fund services group Folio, Inc., Internet services company Roku Technologies and e-payment services provider WorldPay, Inc.

``We established PSINet Ventures to support a widely diversified set of entrepreneurial companies sharing the vision of the Internet revolution,`` Schrader added. ``Our key investment goal is to provide research and insight to the future of the Internet marketplace for PSINet through jump starting Internet entrepreneurs in the new economy while providing PSINet shareholders with a reasonable return on investment.``

Gruss
LTT

[LongTermTom]

Wednesday April 26, 6:58 am Eastern Time
Company Press Release
SOURCE: TV Worldwide.com
TVWorldwide.com Receives First Round Investment from PSINet Ventures
Live Video Press Conference Webcast to Discuss Investment, Friday April 28, 2:30 PM EDT at www.tvworldwide.com from TVWorldwide.com Studios in Reston, Va.
RESTON, Va., April 26 /PRNewswire/ -- TVWorldwide.com, a fast-growing web-based global TV network and web video streaming content provider, announced today that it had received a first round services-for-equity and cash investment from PSINet Ventures, Ltd., the wholly-owned corporate ventures unit of PSINet, Inc. (Nasdaq: PSIX - news). Terms of the agreement were not disclosed.

``This investment by PSINet Ventures, solidifies an important strategic alliance as we execute our growth plans,`` commented TVWorldwide.com CEO Dave Gardy, also founder and former Chairman and CEO of TV onthe WEB, Inc. ``PSINet has provided technical support for my streaming video efforts since the early days of live webcasting back in 1996, and its exactly that type of knowledgeable expertise we value in an investor as we expand to serve our client base.``

TVWorldwide.com is developing a network of video channels, currently slated for a late June launch. The network is an affiliation of community-based Internet television stations, each underwritten by a strategic partner, ``aimcasting`` to targeted business to business and special interest demographic audiences worldwide. A full-service video streaming applications solution provider, 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 has worked with one of its first aimcast channels, Abletv.net, to pioneer video streaming with closed captioning and audio description to aid in video streaming accessibility for the disabled. With this advance, Abletv.net recently received its charter sponsorship from Microsoft Corporation.

``We`re very excited about our relationship with TVWorldwide.com and some of the innovative video streaming and webcasting approaches they`re employing,`` stated Ed Frankenberg of PSINet Ventures. ``TVWorldwide.com`s management experience in this arena will prove to be a real asset.`` TVWorldwide.com recently began airing the first live video streaming program about the video streaming industry itself, in a biweekly series called ``TVMainstream``. ``From investors to tech experts, we hope to help build mainstream awareness of Internet streaming fundamentals and the webcasting community itself in the process with our TVMainstream program,`` remarked Gardy.

CONTACT: TV Worldwide.com, 703-406-2031 or 703-716-3067


Macht PSIX jetzt noch "einen auf CMGI" oder wie sehe ich das ?!

Gruss
LTT

[Linda B.]

Hallo LTT, hallo Psinet-Gestresste,

hier eine kleine aber feine Nachricht:

"PSINet Inc. Reiterated `Strong Buy` at Kaufman Bros.
By Lindsey Mackay
Princeton, New Jersey, April 27 (Bloomberg Data) -- PSINet Inc. (PSIX
US) was reiterated ``strong buy`` by analyst Vik Grover at Kaufman Bros.
The price target is $84 per share."

Wenn wir jetzt nochmal kaufen, dann könnte wir die Kohle glatt vervierfachen. Wäre das nichts? Falls wir nicht kaufen können - weil die Kohle aus ist - freuen wir uns einfach am steigenden Kurs. Nach dieser schmerzhaften Talfahrt haben wir es uns verdient!

Herzliche Grüße
von einer zähneknirschenden, noch grimmig schauenden (wird aber bereits von einem Anflug von Lächeln etwas abgemildert)
Linda


Come on LTT!!

[LongTermTom]

Hi Linda !

Nachgekauft habe ich schon.
Nachdem ich meine halbe Position zu ~38E verkaufte, habe ich mittlerweile das Geld wieder zu ~24E investiert.

Chart:
Der MACD hat auch endlich wieder einen Boden gefunden, aber spürbare Kurserholungen werden wohl noch einige Wochen auf sich warten lassen.
(Meine bescheidene Meinung)

Der bescheidene
LTT

[LongTermTom]

Hi Linda !

Nachgekauft habe ich schon.
Nachdem ich meine halbe Position zu ~38E verkaufte, habe ich mittlerweile das Geld wieder zu ~24E investiert.

Chart:
Der MACD hat auch endlich wieder einen Boden gefunden, aber spürbare Kurserholungen werden wohl noch einige Wochen auf sich warten lassen.
(Meine bescheidene Meinung)

Der bescheidene
LTT

[Keiner]

Hallo zusammen,

ich denke auch, dass wir im Augenblick bei PSIX Kaufkurse haben.
Ich habe einen interessanten Internet-Basket gefunden.
http://www.onvista.de/zertifikat/
Ich vermisse zwar Nortel, aber sonst scheinen mir gute Werte enthalten
zu sein. In diesen Zeiten kann man (glaube ich) wenig falsch machen.

Was meint Ihr?

Viele Grüße
Keiner

[LongTermTom]

Hab ich ja schon wieder doppelt gepostet....

Hi KEINER !
(So spaet noch ?)

Dieser Basket kann doch nichts werden - Die haben keine PSIX !!!
*lol*

Nee, sieht wirklich sehr vielversprechend aus, ausser FreeMarkets.

Aber was ist eigentlich Mediaplex fuer ein Wert ?
Die kenne ich noch gar nicht, einer von euch vielleicht ?

Der doppelte
LTT

[Linda B.]

Hallo Keiner, hallo doppelter LTT,

lasst Euch das mal auf der Zunge zergehen: f-ü-n-fu-n-dz-w-a-n-z-i-g ich wiederhole f-ü-n-fu-n-dz-w-a-n-z-i-g Prozentpunkte nach oben. Nur gut! Zucker! Das sind der Worte genug!

Die twentyfive-strahlende Linda

[LongTermTom]

Hi PSIX-Gemeinde !

Habe mich Freitag zu 84E wieder dick mit EXDS eingedeckt,
hatte dann noch Cash ueber und wusste nicht genau wohin damit.
Haette ich doch bloss.........
Meint ihr, dass es am Dienstag einen weiteren Schub gibt ?
Vielleicht erholt sich der Kurs ja doch etwas schneller und erreicht wieder die 200-Tage-Linie, das waeren dann Kurse um die 30E, oder nochmal gute 20%.
Werde jedenfalls mal ein Auge drauf haben.

Anbei noch ein paar News, die wohl auch ein Grund fuer die Steigerung waren.

Friday April 28, 9:15 am Eastern Time
Individual Investor
Metamor Still On Track to Merge with PSINet



Analyst: Will Frankenhoff (4/28/00)


On Thursday morning, Metamor Worldwide (Nasdaq: MMWW - news) reported a 30% jump in first quarter sales to $158.4 million. Revenue at Xpedior (NASDAQ:XPDR - news) grew 83% to $51 million and represented 32% of overall revenue.

But the company lost $0.16 per share, thanks to high operating expenses. Adjusting for charges and goodwill amortization, earnings would have been a loss of $0.04 per share.

The weak results stem from a set of factors: many customers were slow to ramp up spending after Y2K concerns had passed (evidenced by the fact that revenue during the quarter accelerated sequentially from month to month with March being almost 40% ahead of February). Additionally, restrictive French labor laws and currency effects also hit the bottom line.

Lastly, Metamor`s consultants were underutilized in the quarter (65%, well below the company`s historic rate of 75%). However, as the back-log of business continues to build, management is confident that Metamor`s utilization rate will reach the 75% level again in the third quarter of 2000, a fact which will add 400-500 basis points to Metamor`s gross margin, This is important since the gross margin stood at 38.8% in the first quarter, well below average, and management is aiming for a bare minimum gross margin of 40% for FY 2000.

On the Xpedior front: Metamor`s 80% owned eBusines unit reported results for the quarter ended March 31, 2000 in which revenue (as previously stated) grew 83% to $51 million and posted a net loss of $0.06 per share, inline with analyst estimates as the company increased continued its strategy of expanding its revenue base at the expense of profitability in the near term. SG&A expense of $27 million in the quarter represented 53% of total sales.

Metamor`s management struck an upbeat note on the call, emphasizing that the transition to a pure-play IT was complete and that Xpedior`s growth plan was on schedule and should become EBITDA positive in the third quarter. The company expects sales of $700+ million, but that it will lose $0.40-$0.42 ashare in the current fiscal year.

Management also reiterated its intention to complete the merger with PSINet (Nasdaq: PSIX - news), remains extremely bullish towards the opportunities presented by the merger PSINet`s plunging share price has reduced the deal`s value from roughly $1.9 billion, or $45 per share of Metamor, to $607.3 million, or $17.50 per share. As a reminder, Metamor`s 80% stake in Xpedior is worth $630 million, or $18.50, alone.

We remain convinced that Metamor`s shares are undervalued. Whether or not the deal with PSINet proceeds, the shares should rise in the months to come.

Updated April 28, 2000 with MMWW trading at $16.25
Recommended 12/10/99 at $37.31

(Magic 25 is a diversified portfolio of stocks that Individual; Investor believes will outperform the market over the course of the year. In 1999, the Magic 25 portfolio was up 79.3%. On average, the portfolio has risen 31.6% annually.)

Schoenes Wochenende wuenscht der Auge drauf habende
LTT

[Keiner]

Hallo zusammen,

LTT, Du musst nicht bis Dienstag warten, die Amis haben heute nicht frei Bisher schaut´s ganz gut aus, auch für Deine EXDS.

Viele Grüße
Keiner

[LongTermTom]

Hi KEINER !

Nur schade, dass EXDS die 94$ nicht halten konnte, aber der trade hat sich auch so gelohnt.

PSIX hat leider wieder 5,6% abgeben muessen.

Schaun mer mal, was die Woche so bringt.
Gruss
LTT

[LongTermTom]

Tuesday May 2, 2:05 pm Eastern Time
Company Press Release
SOURCE: OmniSky Corporation
OmniSky Announces $75 Million Investment by News Corporation and PSINet
PALO ALTO, Calif., May 2 /PRNewswire/ -- OmniSky Corporation, a leading provider of comprehensive branded wireless Internet services for handheld mobile devices, today announced that it has arranged an additional $75 million in financing, with $60 million coming from News Corporation (NYSE: NWS - news) and $15 million from PSINet Inc. (Nasdaq: PSIX - news). As part of the transaction, News Corporation will appoint one representative to OmniSky`s board. After the transaction closes, News Corporation will hold an approximate 10% stake and PSINet an approximate 2.5% stake in OmniSky.

In a separate press release, OmniSky and News Corporation also announced a joint venture to explore international opportunities for wireless Internet services. The venture will extend OmniSky`s services globally and expand the availability and quality of high-speed wireless Internet access, content and e-commerce.

The closing of the News Corporation financing and joint venture transactions is subject to the receipt of regulatory approvals.

About OmniSky Corporation

OmniSky Corporation is a leading provider of comprehensive branded wireless Internet services that enable subscribers to access and navigate the Internet, send and receive e-mail from their existing accounts, and securely conduct e-commerce over handheld mobile devices. The service features an easy-to-use portal that organizes a wide variety of information by interest area categories such as entertainment, finance, news, shopping, sports, travel and weather. Subscribers have the ability to access content that is optimized for enhanced viewing and performance on handheld mobile devices from approximately 1,000 popular branded content feeds as well as to browse virtually any Web site. AT&T Wireless Services is the premier network provider for the OmniSky service, using its CDPD wireless network, with coverage in major cities across the nation. OmniSky is a privately funded corporation based in Palo Alto, California. In addition to today`s announcements, OmniSky has received financing and support from Aether Systems, Inc. (Nasdaq: AETH - news), 3Com Corporation (Nasdaq: COMS - news) and Sprout Group, Donaldson Lufkin & Jenrette`s venture capital affiliate (NYSE: DLJ - news). The company`s web site is www.omnisky.com .

About News Corporation

News Corporation had total assets as of December 31, 1999 of approximately US$39 billion and total annual revenues of approximately US$14 billion. News Corporation`s diversified global operations in the United States, Canada, continental Europe, the United Kingdom, Australia, Latin America and the Pacific Basin include the production and distribution of motion pictures and television programming; television, satellite and cable broadcasting; the publication of newspapers, magazines and books; the production and distribution of promotional and advertising products and services; the development of digital broadcasting; the development of conditional access and subscriber management systems; and the creation and distribution of popular on-line programming. News Corporation has provided information in this press release regarding News Corporation.

Gruss
LTT

[german]

Da sind sie:PSINet: Umsatzverdoppelung und weitere Verluste
von Redaktion WO  09.05.00 15:18:47
betrifft Aktie: PSINET INC.   904569

Der wachstumsstarke Internet Service Provider PSINet (PSIX) konnte im abgelaufenen Quartal den Umsatz um 113%, auf 222,9 Mio. Dollar gegenüber dem Vorjahreszeitraum steigern. Dabei musste das Unternehmen weitere Verluste in Höhe von Netto 204,2 Mio. Dollar oder $1.35 je Aktie hinnehmen. Damit lag das Minus über den Erwartungen der Analysten von $1.27 je Aktie.

PSINet konnte sein Wachstum insbesondere durch eine aggressive Expansionspolitik stützen. Das Unternehmen übernahm alleine im vergangenen Jahr über 30 Unternehmen. Erst im März wurde mit

[LongTermTom]

...Metamor Worldwide eine weitere Firma aufgekauft.

Der vervollstaendigende
LTT

[LongTermTom]

Wie mir gerade auffiel, gibt es zum "Exoten PSIX" ja schon bald so viele Threads wie zu ADLELONG und Konsorten.

Schade, dass man nicht alle in einem Tread unterkriegt.
Das hilft eigentlich keinem von uns, wenn man sich die Infos in zig
Threads und Foren zusammensuchen muss.

Ist nunmal so Sitte , hier im Board........

Der Sittenwaechter
LTT

[Keiner]

Hallo LTT, alter Nachtschwärmer

das geht mir auch auf den Geist, liegt vielleicht an dem eher "familiären" Ton in "unserem" Thread. Das soll aber so bleiben
Aber auf der anderen Seite freut es einen auch, dass jetzt so langsam
Leute auf eine Aktie aufmerksam werden, die man seit Mai 98 im Depot
hat. Wenn ich daran denke, was man mit traden mit dem Wert hätte verdienen können.

Ich fiebere im Augenblick den Q1-Zahlen von COLT entgegen, die morgen
veröffentlicht werden.

Die Ergebnisse von PSIX wurden ja zum Glück richtig aufgenommen.

in diesem Sinne, uns alle gute Geschäfte
Keiner

[LongTermTom]

Monday May 15, 10:27 am Eastern Time
Company Press Release
H2O Networks Announces Investment Deal With PSINet Ventures Ltd.
PSINet Ventures Invests in Affinity ISP Developers
NEW YORK CITY--(BUSINESS WIRE)--May 15, 2000--H2O Networks today announced an investment from PSINet Ventures Ltd., the wholly owned corporate ventures unit of PSINet Inc. (NASDAQ: PSIX - news). H2O Networks is a leader in providing affinity-based customized, branded ISPs. PSINet will be one of H2O`s preferred providers of Internet services.

Under the agreement, PSINet Ventures will provide a combination of cash and internet services to H2O Networks, enabling the company to expand the range of products and services it will offer its clients. ``Our partnership with PSINet will allow us to provide our clients with additional global hosting, web development and Internet access solutions,`` said Dean Hollander, CEO of H20 Networks. ``PSINet`s commitment helps affirm the value of our distinctive and customized approach to providing global affinity ISP solutions. H2O empowers large organizations and corporations to maximize the functionality of the Internet by creating online (ISP) services that offer content, products and services of more interest to the affinity group subscribers.``

H2O Networks creates a customized Web presence that allows an organization to reach its members more effectively and deliver useful and relevant content. The company develops a branded homepage that delivers information specific to the organization - news, upcoming events and special offers. The solution provides the end user with a comprehensive Internet browsing experience.

``Our goal is to partner with innovative Internet entrepreneurs who share our vision of the Internet revolution and its future,`` says Barry Glauberman, Director of PSINet Ventures Ltd. ``We believe that H2O Networks will have a major impact on the way organizations interact with their constituencies.`` H2O Networks aids in maximizing an organization`s or corporation`s outreach potential by delivering a very unique Internet experience to large memberships through affinity Internet access services and customized home portals. Subscribers have an added value by accessing the Internet through a home portal that delivers information and discounts on products and services that are of specific interest to them.

Affinity groups who offer ISP services can strengthen relationships with existing members and attract new members more effectively than with more traditional methods, such as periodic mailings. Utilizing the power of the Internet for specific member benefits gives these organizations and corporations a new, more effective marketing tool. An H2O-developed browser includes all standard applications found on the Internet, such as chat rooms, email accounts, customized news and customized homepages.

About H2O Networks

H2O Networks (www.h2onetworks.net) is a leader in providing affinity-based customized, branded ISPs. These ISPs will allow for a greater depth of involvement between affinity organizations, corporations and their members. The company was founded in October 1999 and is headquartered in New York.

Hallo KEINER !
Wie waren die Zahlen bei COLT ?

Der fragende
LTT

[Keiner]

Hi LTT,

die Zahlen waren gar nicht schlecht, aber der Kurs ist seitdem
trotzdem auf absuluten Sturzflug, 12monatstief. Echt übel, ich
glaube aber trotzdem an den Wert, die ganze europäische TK-Branche
hat´s getroffen.

Der immer ärmer werdende
Keiner

[Linda B.]

Hallo Ltt, hallo Keiner,

die Durststrecke von psix muss doch langsam vorbei sein. Aber auch bei denanderen Werten sieht es gerade bei mir nicht sonderlich edel aus. Einzigster Lichtblick: Schneider Rundfunkwerke.

Gruß
Linda

[LongTermTom]

Hi, immer aermer werdende, durstige PSIXer !

Hier ein Link zum Finanzbericht.
Nur der Links, weil sowas immer schwer zu posten ist....

http://biz.yahoo.com/fin/20000515/psix/tb.html

Gruss
LTT

[web2000]

wieder mal im Gespräch als takeover Kandidat,es ist ermüdend ständig nur als Übernahmekandidat gehandelt zu werden.(kann allerdings den Preis pushen).Als Langfristinvestor sähe ich PSIX lieber unabhängig,ich hoffe man lässt Psix noch weitere 2 Jahre für "Highspeedgrowth"und wir alle werden es nicht bereuen.

http://www.zdnet.com/intweek/stories/news/0,4164,2568599,00.…

übrigens war gestern um 9:00 Uhr shareholder-meeting,ein Highlight war das man es abgelehnt hat, die Aktienzahl auf über 2 Millarden Stück zu erhöhen was eine Totalverwässerung für uns zur Folge gehabt hätte.Schrader`s Gedanke dabei war, neben aktienfinanzierten Firmenzukäufen, wohl vor allem sich vor fremden Übernahmen zu schützen.wer Lust hat kann ja mal reinschauen.

http://www.psinet.com/ir/2000share.html

see you
steve

[web2000]

was wohl schrader dazu meint?kam gerade über den Ticker

PSINet CEO Says Co. Can`t Remain Independent In Long Haul
Tuesday, May 16, 2000 02:30 PM


Mail this article to a friend


NEW YORK (Dow Jones)--PSINet Inc. (PSIX, news, msgs) Chairman and Chief Executive William Schrader said Tuesday that there`s "no way" the Internet service provider "can remain independent in the long haul.


"If we last a few years, my guess is, we won`t go for a lower price," Schrader said in response to a question following a keynote address at a Bank of America Securities conference here.


Government regulations still prohibit the Baby Bells from acquiring ISPs, he said, but he added that those rules will soon change.


Schrader said he`d like to wait and see what the selling price would be when "all the bidders can be at the table ... remember, I have a lot of shares," he joked.


PSINet, which offers Internet, Web and e-commerce products, operates in 27 countries and serves more than 90,000 companies.


-Janet Whitman, Dow Jones Newswires; 201-938-5248



Quote for referenced ticker symbols: PSIX

© 2000 Dow Jones & Company, Inc. All Rights Reserved.

[Keiner]

Interessant ,

gut, dass ihr weiter am Ball bleibt. Gut auch die 19% + heute.
Vielleicht traue ich mich ja bald mal wieder, mir mein Depot
anzusehen

Gruß
Keiner

[LongTermTom]

Tuesday May 16, 3:33 pm Eastern Time
PSINet says it plans to slow expansion
NEW YORK, May 16 (Reuters) - Internet access provider PSINet Inc (NasdaqNM:PSIX - news) said on Tuesday it planned to slow down its torrid pace of acquiring companies, buying fiber optic cables, and expanding its data hosting centres.

``We can take advantage of investments we made in all three areas,`` Chief Executive William Schrader told an analyst conference.

Schrader, whose company has made 70 acquisitions in the past 26 months, said the company`s growth rate is outpacing the industry. PSINet will slow its acquisition rate in order to integrate its newly acquired properties to focus on organic growth.

Schrader said the company expected to have 1 million square feet of space at its data hosting centres by the end of 2000, with 2 million square feet functional by the end of 2001. He added that demand for the space was still growing, but that PSINet was between 6 months to one year ahead of it.

Schrader also said he expected the company to eventually find a merger partner, but that he planned to remain independent at least until federal regulations were lifted that prevented the regional Bell telephone companies from making a bid for PSINet.

PSINet shares were 4-7/8 higher at 30 in late afternoon trading on the Nasdaq.

Gruss
LTT

[Linda B.]

Hallo LTT, hallo Keiner, hallo ilRokoko,

es ist doch wirklich zum Haare raufen! Blutrot ohne eine freundliche Tendenz. Zumindest dreht der Nasdaq! Das ist ja immerhin ermutigend - aber ansonsten....! Bin derzeit etwas sprachlos!

Gruß
Linda B.

[Linda B.]

Hallo LTT, hallo Keiner, hallo ilRokoko,

meine Sprachlosigkeit hat sich noch keineswegs gelegt. Muss wohl meine Anlagestrategie ändern. Wie geht es denn Euch in dieser Talsohle oder habt Ihr vorgesorgt?

Gruß
Linda B.

[Keiner]

Hallo Linda,

schön, mal wieder von Dir zu hören. Ist aber auch das einzige schöne Ich werde mal in mich gehen und konsequent einhalten, was ich immer
meinen Freunden und Bekannten erzähle: SL einhalten und nachziehen...
Ansonsten glaube ich es geht langsam wieder aufwärts, ich kann es nur
nicht begründen

Viele Grüße
Keiner

[LongTermTom]

Hi PSIXer-Gemeinde !

Ich persoenlich halte derzeit kaum noch Aktien, da fast alle ausgestoppt wurden.

Also lasst uns auf bessere Zeiten warten.

Der wartende
LTT

[web2000]

Empfehlung:PSINet Inc. Rated New `Buy` at Dresdner Kleinwort Benson
By Donna Mcdonald
Princeton, New Jersey, May 31 (Bloomberg Data) -- PSINet Inc. (PSIX US) was rated new ``buy`` in new coverage by analyst Prabhas R. Panigrahi at Dresdner Kleinwort Benson Securities. The 12-month target price is $40.00 per share.

immerhin,damit haben wir jetzt 19 Analysten Empfehlungen zu PSIX

8xstrong buy
8xbuy
3xhold

stay tuned
steve

[web2000]

nun gehts wohl endlich los ,die nächsten Wochen dürften für Psix ziemlich positiv aussehen.Psix bekommt sehr positves Feedback in der neuesten "Barron`s" ausgabe(
LOOK FOR THE SILVER LINING -- COVER STORY
Our fifth annual International Telecommunications Forum finds plenty of hopeful signs in the gloom of unremitting market selloff.)

am 15.06.ist Aktionärsabstimmung für den Merger mit MMWW/XPDR,
und am Markt stehen derzeit alle Ampeln auf grün für eine Rally(Bear-marketrally?who knows).Positive Analystenmeldungen vom Freitag(P.Canelo von Morgan Stanley hat den Cashanteil auf Null reduziert zugunsten seines Aktienanteils),Exodus und Digex gehen auch wieder ab(was sich auch gut für Psix auswirken sollte)
also auf was sollen wir noch warten?,wenn dann jetzt.
Ich jedenfalls bin wieder voll investiert.

Good luck
steve

[web2000]

kleiner Anstoss?





alles wird gut
steve

[LongTermTom]

Hi Steve und alle anderen PSIXer !

In PSIX bin ich nach wie vor investiert, da sie eine meiner letzten Positionen sind, die noch nicht ausgestoppt wurden.
Auch bei Exodus habe ich zu Kursen unter 80E sofort wieder zugeschlagen.

Der Chart von PSIX sieht doch auch recht gut aus.
Wenn der sich abzeichnende Aufwaertskanal nicht wieder nach unten
verlassen wird, werde ich zu Kursen unter 25$ nochmal aufstocken.


Monday June 5, 7:58 am Eastern Time
Company Press Release
SOURCE: PSINet Inc.
PSINet Solicits Waivers From Noteholders Under Existing Indentures
ASHBURN, Va., June 5 /PRNewswire/ -- PSINet Inc. (Nasdaq: PSIX - news) today announced that it is soliciting waivers from registered holders as of June 2, 2000 of its 10% Senior Notes due 2005 and its 11-1/2% Senior Notes due 2008 (collectively, the ``Notes``). The waiver solicitation will expire at 1:00 p.m., New York City time, on June 13, 2000.

The company is seeking waivers of its compliance with the debt incurrence covenants contained in the indentures governing the Notes to the extent that such covenants would prohibit it from incurring the $227 million face amount of 2.94% Convertible Subordinated Notes of Metamor Worldwide, Inc. upon completion of the proposed acquisition of Metamor. The acquisition is being voted upon by the shareholders of both PSINet and Metamor at special meetings to be held by each of the companies on June 15, 2000.

The company is soliciting the waivers to enable it to take advantage of the attractive interest rate and other features of the Metamor Notes as well as to allow the company to otherwise utilize its cash for execution of its business plan. If the company does not obtain the requisite waivers, the Metamor Notes will be satisfied and discharged in connection with the closing of the Metamor acquisition and the Metamor Notes will be redeemed on August 18, 2000 (the first date on which the Metamor Notes could be redeemed) or such other date as the Company and Metamor may agree.

PSINet will pay to each record holder whose Notes have been accepted in the solicitations a waiver payment equal to $5.00 for each $1,000 principal amount of Notes for which a waiver has been accepted, payable as described in the waiver solicitation statement relating to the waiver solicitation.

The detailed terms and conditions of the waiver solicitation are set forth in a waiver solicitation statement, which will be distributed to holders of the Notes. Noteholders can obtain copies of the waiver solicitation statement and related materials from the Information Agent for the waiver solicitation, Mackenzie Partners, at 800-322-2885 (toll free) or 212-929-5500 (collect).

Headquartered in Ashburn, VA, PSINet is an Internet Super Carrier offering global eCommerce infrastructure and a full suite of retail and wholesale Internet services through wholly owned PSINet subsidiaries. Services are provided on PSINet-owned and operated fiber, satellite, Web hosting and switching facilities providing direct access in more than 900 metropolitan areas in 28 countries on five continents.

A registration statement containing a joint proxy statement/prospectus of PSINet Inc. (``PSINet``) and Metamor Worldwide, Inc. (``MWI``) has been filed with, and declared effective by, the Commission. YOU ARE URGED TO READ THE PROXY STATEMENT/PROSPECTUS AND ANY OTHER RELEVANT DOCUMENTS TO BE FILED WITH THE COMMISSION. THE PROXY STATEMENT/PROSPECTUS CONTAINS IMPORTANT INFORMATION THAT YOU SHOULD CONSIDER BEFORE MAKING ANY DECISION REGARDING THE MERGER AND RELATED TRANSACTIONS. You may obtain a free copy of the joint proxy statement/prospectus and other documents filed by PSINet and MWI with the Commission at the Commission`s web site at www.sec.gov. The proxy statement/prospectus and other documents filed with the Commission by PSINet may also be obtained free of charge from PSINet by directing a request to PSINet Inc., 44983 Knoll Square, Ashburn, Virginia 20147, Attn: Corporate Secretary. In addition, the proxy statement/prospectus and other documents filed with the Commission by MWI may be obtained free of charge from MWI by directing a request to Metamor Worldwide, Inc. at 4400 Post Oak Parkway, Suite 1100, Houston, Texas, 77027.


Gruss
LTT

[web2000]

Hi,nochmal.Na das macht doch mal wieder Spaß.
Sorry aber meine Grafikadressen hatten sich geändert deswegen funktioniert es da nicht mehr, aber Hilfe ist in Sicht:



und hier noch was interessantes ,der Streit zwischen PSIX und EXDS liegt zwar schon ein paar Tage zurück aber hier ist mal ein interessanter Artikel dazu.(hey,hier gehts ums Geld verdienen,also" so what?")

http://www.bizjournals.com/washington/stories/2000/06/05/sto…

stay tuned and enjoy
steve

[Keiner]

Hallo zusammen,

das sieht ja wirklich gut aus! Kann mir vielleicht einer kurz den
Inhalt von LTT´s Posting übersetzten. Mein normales Wirtschaftenglisch
ist nicht so schlecht, aber hier verstehe ich nicht viel. Vielen Dank.

Viele Grüße & gute Geschäfte
Keiner

[web2000]

tja ,da haben selbst Muttersprachler Probleme mit,aber in einem anderen Board wurde es gut erklärt ich kopiere es dir mal rein.
by: tradermule
6/5/00 2:52 pm
Msg: 69843 of 69913
From the MMWW recent 10Q:


On August 15, 1997, the Company sold $230 million of 2.94 percent
convertible subordinated notes due 2004. The notes were issued at an original
price of 83.991 percent of the principal amount at maturity. The notes are
convertible into common stock of the Company at a conversion rate of 23.7397
shares per $1,000 note. The notes are redeemable by the Company, in whole or in
part, after August 18, 2000, at a redemption price equal to the original price
of the note plus accrued original issue discount. Net proceeds of approximately
$187.8 million from the sale of the notes were used to repay a portion of the
indebtedness under the Senior Credit Agreement. At March 31, 2000, the face
amount of the notes was $227 million, which reflected a repurchase of $3 million
by the Company in 2000 and the carrying value of the notes was $199.4 million.

--------------------------------------------

To incur more debt, PSIX has to ask pretty please to the note holders for their existing debt (read all about it in the "Risk
Factors" section of PSIX`s SEC filings... risk? what risk?). To encourage them to say yes to the pretty please, they`ll throw in
an extra .5% payable however it says in the waiver solicitation statement.

In Aug of 97, MMWW borrowed $230 million at 2.94% dur 7 years later with the promise that a $1000 note could be
swapped for 23 and change shares of MMWW common stock. If you divide 1000 by 23.7397 you quickly learn they`d be
dumb as darmaah to convert it unless MMWW was trading north of $42 1/8 a share. (I don`t know who bought these or
what DD they did but they sure as hell look like chumps now... LOL).

If they get approval, it`s good if you like to borrow money at 2.9% on a busted convertible (and who the hell wouldn`t????
LOL).

es ist also nur eine Bitte um Psix`s Reserven zu schonen.Ich hoffe es hilft dir,ansonsten (sky is the Limit).

regards
steve

[Keiner]

Danke Steve, dass war schon verständlicher.

8.945.900 gehandelte Stücke heute, und das bei + 18,04%nicht schlecht!

Gruß
Keiner

[LongTermTom]

Tuesday June 6, 6:30 am Eastern Time
Company Press Release
SOURCE: PSINet Inc.
PSINet Opens State-of-the-Art Global eCommerce Internet Hosting Center in Atlanta
Facility Marks Significant Investment in `Silicon Valley of the South`
ASHBURN, Va., and ATLANTA, June 6 /PRNewswire/ -- PSINet Inc. (Nasdaq: PSIX - news), the Internet Super Carrier, today announced that it has opened a new 88,000 square foot global Internet hosting center in Atlanta, Georgia. The $54 million facility will serve as a world class international eCommerce center for businesses in the U.S. Southeast region that wish to offer unsurpassed e-business applications over the Internet. The center is located at 40 Perimeter Center East, Atlanta.

At the close of first quarter 2000, PSINet provided service to more than 98,000 corporate accounts, a 66 percent increase from the previous year, as well as over 360 ISP customers reaching more than 1.3 million end users. The company saw a 35 percent increase in worldwide hosting center revenue in the first quarter of this year.

The Atlanta hosting center holds approximately 1,500 racks of servers. Uniquely, the center has the capability of hosting three times the number of servers per rack over the competition and twice the power density per square foot. The facility provides a suite of web hosting applications including dedicated and shared hosting as well as collocation. The center also offers business-critical managed applications that include eCommerce and multimedia services. With this technology, the Atlanta facility will be uniquely positioned to provide businesses with the most technologically advanced, reliable and secure web hosting services available.

``In response to an explosive demand for eCommerce hosting services, PSINet has accelerated selected portions of its hosting center build-out in key markets worldwide,`` said Harold S. ``Pete`` Wills, president and COO of PSINet. ``The Atlanta center is a state-of-the art facility connected to PSINet-owned fiber, allowing our customers virtually unlimited connections to all corners of the global Internet. The advanced technology also makes it capable of generating twice the revenue of our competitors per square foot. Given Atlanta`s burgeoning growth, international focus and technological development, our investment here is considered highly advantageous.``

The Atlanta center will benefit from PSINet`s advanced eCommerce applications, which include real-time transactions processing in over 160 currencies, store building capability and shopping cart applications. In addition, PSINet will offer a new high-end eCommerce transaction processing application, known as Transaction Link. The service will permit existing and potential dedicated hosting customers to run their own payment server to every major credit and debit card processor through a single Internet connection. The service is scalable through the PSINet network to the customer`s processor of choice, which guarantees sufficient capacity for companies as their sales increase.

In addition, the Atlanta facility will provide multimedia services that provide live and on-demand Internet hosting and streaming for video, audio and animation. Companies of all sizes utilize these services to deliver video and audio streaming, which range from online press conferences to movie previews and MP3 downloads.

Internet connectivity in the Atlanta facility is directly integrated into PSINet`s fiber optic backbone, offering hosting customers 2.4 gigabits worth of bandwidth availability for maximum performance and quick scalability. These high-speed, redundant fiber connections make the facility uniquely capable of serving the needs of the most demanding e-business sites in the world.

Security is provided through various means, including state of the art access control systems, intrusion detection and full-time guard presence, supplemented by other confidential devices. In addition, advanced video systems provide coverage of the entire facility. The center is also equipped with optimal environment controls, including a fully redundant, state-of-the- art heating, ventilation and air conditioning (HVAC) system with fire- suppression systems and humidity controls, keeping PSINet customers up and running 24 hours a day, seven days a week.

The power supply is a unique ``system plus system`` configuration, offering two uninterruptable power sources to each rack of customer equipment based on fail-safe systems including three back-up generators and three separate electrical circuits from a national electric utility supplier. The system is capable of running without municipal power grids.

PSINet expects to have twenty hosting centers operational by the end of 2000 representing over 1.5 million square feet of space. The company currently operates hosting centers in Amsterdam, Atlanta, Herndon (VA), Los Angeles, London, New York City, Neuchatel (Switzerland), Toronto, and Tokyo comprising of approximately 330,000 total square feet of available hosting space with plans to open additional centers in Berlin, Dallas, Geneva and Seoul during the middle of the year. Other facilities expected to open or planned for this year include Boston, Buenos Aires (Argentina), Hong Kong, Miami, Paris, San Paulo (Brazil) and Sydney.

All forthcoming centers will offer corporate Internet access, security, hosting, and electronic commerce solutions to a growing worldwide customer base and will be directly linked with the core PSINet network.


Hier noch Links zu einem Radiointerview, die bei mir aber leider nicht funktionierten.

Tuesday June 6, 2:22 pm Eastern Time
Company Press Release
PSINet COO to Interview On RadioWallStreet.com
PHILADELPHIA--(BUSINESS WIRE)--June 6, 2000--Today, on RadioWallStreet.com, PSINet, Inc. (NASDAQ:PSIX - news) President/COO, Pete Wills, will be interviewed.

This event will be broadcast Tuesday, June 06, 2000 at 2:30 PM ET. The interview will discuss the company`s announcement of a new global Internet hosting center.

To access this RadioWallStreet.com broadcast, investors should go to http://www.radiowallstreet.com It may be necessary for first time visitors to RadioWallStreet.com to go to the site to download and install any necessary audio software. There is no charge to access any event.

If you are viewing this release after the day of the event, go to http://www.radiowallstreet.com/NASApp/RWS/EventPage?ID=22719 .

Questions for this RadioWallStreet.com event may be submitted in advance by e-mailing [e-mail]. Please reference date and time of the interview in the Subject of the e-mail.

About Investor Broadcast Network

Investor Broadcast Network, founded as Vcall in 1997, is the leading webcaster of investor events covering over 1200 public companies. The Company provides compelling investor content direct from companies and experts to more than 450,000 registered users through its Vcall, RadioWallStreet.com and Investor Conference broadcast services.

RadioWallStreet.com provides unique and compelling interviews and roundtable discussions from leading executives and market experts for investors who need real-time analysis and insight direct from today`s newsmakers.


Ganz vergessen habe ich meine Freude zu bekunden, Web2000 wieder bei uns zu haben.

Der erfreute
LTT

[web2000]

Hi,allen. Danke LTT,ist aber wohl zweckmäßiger.Zu den gestrigen meldungen gabs gestern noch ein Interview.
http://www.newsalert.com/bin/story?StoryId=CotX3qc4bmdaWmZq&…

und noch was besonderes:
http://www.accessatlanta.com/partners/ajc/epaper/editions/tu…
ein besonderes Highlight ist Schraders "2 Millarden USD"Umsatzprognose bis Ende des Jahres ,einschließlich der letzten Aquisitionen.(das wäre dann wohl eine knappe vervierfachung).

Übrigens lohnt es sich wohl langsam wieder auch mal ein Auge auf MCI/Worldcom zu haben.Nach den letzten Gerüchten um eine mögliche Ausgliederung von UUNET wegen dem Sprint Deal scheint sich ein Knaller anzubahnen.(kann sich nur noch um Tage handeln bis Klarheit da ist)Unklarheit ist schließlich Gift für jede Aktie.Laut den Berichten würde man UUNET, mit über 50 Millarden bewerten.Wenn wir das mal auf Psix übertragen kämen wir auf ca.10 Mrd.oder 60$je Aktie ohne die 2Mrd.Prophezeiung von oben(also ohne den Merger mit MMWW).
aber das ist nur meine Meinung.
http://www.cnetinvestor.com/newsitem-printer.asp?articleID=8…

leicht überkaufte Situation vom Montag, hoffe bei 29$ist Schluß nach unten.Alles andere sieht sehr gut aus.

regards
steve

[LongTermTom]

Wednesday June 7, 11:58 am Eastern Time
Company Press Release
SOURCE: Viatel, Inc.
PSINET Acquires Pan-European Bandwidth and Colo from Viatel
NEW YORK, June 7 /PRNewswire/ -- Viatel, Inc. (Nasdaq: VYTL - news) -- the builder, owner and operator of Europe`s most advanced fiber-optic, cross-border network -- announced that PSINet (Nasdaq: PSIX - news) has purchased over 14,000 kilometers of dark fiber on its Pan-European Network. The purchase -- which also includes co-location space in over 50 of Viatel`s co-location centers and network points of presence -- extends PSINet`s IP-optimized network reach, capacity and hosting center connectivity throughout Western Europe.

``While PSINet has been providing IP-optimized hosting and e-commerce solutions in Europe for sometime, we`ve continued to look to expand our operations and augment our offerings on the Continent,`` said Harold S. (Pete) Wills, PSINet`s President and Chief Operating Officer. ``High-quality, fiber optic-based capacity and access to ample co-location space were, of course, critical. But we also wanted those assets to be supported by a company that understands our stringent requirements for quality and resiliency.``

``We are delighted to have PSINet as a customer and are pleased to know that our network platform, as well as our support of it, meet the company`s stringent standards for excellence,`` said Michael J. Mahoney, Viatel`s Chairman and Chief Executive Officer.

About PSINet: Headquartered in Ashburn, Virginia, PSINet is an Internet Super Carrier offering global e-commerce infrastructure and a full suite of retail and wholesale Internet services. Services are provided on PSINet owned and operated fiber, satellite, web-hosting and switching facilities, providing direct access in more than 900 metropolitan areas in 28 countries on five continents. PSINet information can be obtained by email at [e-mail] or by accessing the website at http://www.psinet.com.

About Viatel: Viatel, Inc. is an All Distance, All Services(TM) telecommunications provider. The company provides local and long-distance, voice and data, bandwidth and Web-centric solutions to end-users, including corporations, ISPs, ASPs and other carriers in Western Europe and North America.


Viatel`s Global Network consists of:
-- A multi-conduit, continuously-upgradeable, cross-border network in
Western Europe of which over 7,000 route kilometers of the announced
10,400 route kilometers, linking 59 major cities, are fully
constructed. Construction of the remaining 3,400 route kilometers will
be completed by year`s end.
-- Metropolitan networks being built throughout London, Amsterdam, Paris,
Berlin, Frankfurt and Dusseldorf as well as throughout the New York
metropolitan area.
-- High-speed fiber-optic links from New York to Boston, Chicago,
Philadelphia and Washington, D.C.
-- Significant trans-Atlantic capacity, including the fiber pair it will
own and operate on the Yellow Submarine cable that currently is being
constructed by Level 3 Communications and Global Crossing.


Taken together, Viatel will soon be able to link its pan-European, North American, metropolitan and trans-Atlantic fiber network to offer its customers a wide array of voice and data services over a single integrated network.

Also, nachdem ich im letzten Jahr noch so meine Zweifel an PSIX hegte, bin ich mittlerweile hellauf begeistert muss ich sagen.

Gruss
LTT

[Keiner]

Hallo zusammen,

Steve, die Gerüchte über eine evt. Ausgliederung von UUNET von Worldcom (die haben ihren alten Namen wieder eingeführt) habe ich
auch schon vernommen. Worldcom scheint mir sowieso von der Bewertung
her einen Kauf wert zu sein. Der Wert wird IMHO unterschätzt. Was
meint Ihr?

Gruß
Keiner

[LongTermTom]

Nanu ?!


Mittwoch, 07.06.2000, 21:49
WorldCom will sich nicht von UUNet trennen

WorldCom Inc. (Nasdaq: WCOM) hat heute erneut bekräftigt, man werde sich in bezug auf eine Fusion mit Sprint Corp. (NYSE: FON) nicht von der Interneteinheit UUNet trennen. Eher sei man bereit, auf die Fusion zu verzichten. John Sidgmore, Vizepräsident von WorldCom, sagte, er sehe in UUNet das Herzstück der zukünftigen Wachstumsstrategie des Unternehmens. Er zeigte sich zuversichtlich, dass die Verschmelzung mit Sprint trotzdem vollzogen werden könne.

Das amerikanische Justizministerium hatte Zweifel angemeldet, dass die Verschmelzung des zweit- und drittgrößten Langstrecken-Telefonunternehmens mit den wettbewerbsrechtlichen Vorschriften zu vereinbaren sei. Die Europäische Kommission hatte ebenfalls starke Bedenken geäußert.

Wie führende Mitglieder der Regulierungsbehörde verlauten ließen, sei eine Ausgliederung von UUNet geeignet, sich bei den Diskussionen über die Fusion anzunähern.

http://informer2.comdirect.de:9004/de/news/alle/

LTT

[LongTermTom]

Hi Leute !
Heute im EM-Eroeffnungsspiel gab es in hoehe des Mittelkreises
PSINet-Werbung.
Hat das von euch einer gesehen ?

Der sehende
LTT

[LongTermTom]

News.


Tuesday June 13, 3:42 pm Eastern Time
Company Press Release
SOURCE: PSINet Inc.
PSINet Announces Results of Waiver Solicitation
ASHBURN, Va., June 13 /PRNewswire/ -- PSINet Inc. (Nasdaq: PSIX - news) today announced that it had obtained the requisite waivers from holders of its 10% Senior Notes due 2005 and its 111/2% Senior Notes due 2008 (collectively, the ``Notes``). The waivers were obtained pursuant to a waiver solicitation which expired at 1:00 p.m., New York City time today.

The company sought waivers of its compliance with the debt incurrence covenants contained in the indentures governing the Notes to the extent that such covenants would prohibit it from incurring the $227 million face amount at maturity of 2.94% Convertible Subordinated Notes of Metamor Worldwide, Inc. upon completion of the company`s proposed acquisition of Metamor. The acquisition is being voted upon by the shareholders of both PSINet and Metamor at special meetings to be held by each of the companies on June 15, 2000.

Subject to the terms of the waiver solicitation statement, PSINet will pay to each record holder whose Notes were properly tendered and accepted in the solicitation a waiver payment equal to $5.00 for each $1,000 principal amount of Notes for which a waiver has been accepted. These amounts are payable following the completion of the acquisition as described in the waiver solicitation statement.

Headquartered in Ashburn, VA, PSINet is an Internet Super Carrier offering global eCommerce infrastructure and a full suite of retail and wholesale Internet services through wholly owned PSINet subsidiaries. Services are provided on PSINet-owned and operated fiber, satellite, Web hosting and switching facilities providing direct access in more than 900 metropolitan areas in 28 countries on five continents.

A registration statement containing a joint proxy statement/prospectus of PSINet Inc. (``PSINet``) and Metamor Worldwide, Inc. (``MWI``) has been filed with, and declared effective by, the Commission. YOU ARE URGED TO READ THE PROXY STATEMENT/PROSPECTUS AND ANY OTHER RELEVANT DOCUMENTS TO BE FILED WITH THE COMMISSION. THE PROXY STATEMENT/PROSPECTUS CONTAINS IMPORTANT INFORMATION THAT YOU SHOULD CONSIDER BEFORE MAKING ANY DECISION REGARDING THE MERGER AND RELATED TRANSACTIONS. You may obtain a free copy of the joint proxy statement/prospectus and other documents filed by PSINet and MWI with the Commission at the Commission`s web site at www.sec.gov. The proxy statement/prospectus and other documents filed with the Commission by PSINet may also be obtained free of charge from PSINet by directing a request to PSINet Inc., 44983 Knoll Square, Ashburn, Virginia 20147, Attn: Corporate Secretary. In addition, the proxy statement/prospectus and other documents filed with the Commission by MWI may be obtained free of charge from MWI by directing a request to Metamor Worldwide, Inc. at 4400 Post Oak Parkway, Suite 1100, Houston, Texas, 77027.

PSINet and its officers and directors may be deemed to be participants in the solicitation of proxies from its stockholders with respect to the transactions contemplated by the merger agreement and may have an interest either directly or indirectly by virtue of their security holdings or otherwise. Information regarding such officers and directors is included in PSINet`s Definitive Proxy Statement for its 2000 Annual Meeting of Shareholders filed with the Commission on April 7, 2000. This document is available free of charge at the Commission`s web site at http://www.sec.gov and from PSINet at the address set forth above. MWI and its officers and directors may be deemed to be participants in the solicitation of proxies from stockholders of MWI with respect to the transactions contemplated by the merger agreement and may have an interest either directly or indirectly by virtue of their security holdings or otherwise. Information regarding such officers and directors is included in MWI`s Proxy Statement for its 2000 Annual Meeting of Stockholders filed with the Commission on April 18, 2000. This document is available free of charge at the Commission`s web site at http://www.sec.gov and from the MWI at the address set forth above.

The preceding communications contain forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. In particular, statements regarding the PSINet/MWI merger are based on management`s current expectations or beliefs and are subject to a number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. The following factors, among others, could cause actual results to differ materially from those described in the forward-looking statements: inability to obtain or meet conditions imposed for governmental approvals for the merger; failure of the PSINet or MWI stockholders to approve the merger; the risk that the PSINet and MWI businesses will not be integrated successfully; and costs related to the merger. You should also give careful consideration to cautionary statements made in PSINet`s reports filed with the SEC, especially the section entitled ``Forward-Looking Statements`` in the ``Business-Risk Factors`` section of PSINet`s Form 10-K for the fiscal year ended December 31, 1999, and the section entitled ``Special Note Regarding Forward-Looking Statements`` in the joint proxy statement/prospectus of PSINet and MWI.

Der Kurs entwickelt sich sehr gut.
Wenn die 35$-Marke faellt, duerfte der Weg bis 40 oder 45$ frei sein.

Schaun mer mal.
LTT

[web2000]

Heute ist Abstimmungstag für den Merger mit Metamor ,bei den Besitzverhältnissen denke ich ist es nur eine reine Formsache.(MMWW=59%Insider),(PSIX=42%Insider)der größte Teil des Floats bei beiden ist in Händen von institutionellen Anlegern.Warum das der richtige Schritt für Psinet ist wird hoffentlich auch bald den letzten Zweiflern klar.Ich denke das wir nach der Abstimmung bald einige positive Analystenstimmen hören werden.Ein gutes Beispiel dafür,warum siehe Artikel:
http://www.hoovershbn.newsalert.com/bin/story?StoryId=CouCdq…

der Preis für die Aquisition einschließlich des über 80%igen Anteil an Xpedior ,hat sich mittlerweile auf knapp 1,05 Mrd.$ reduziert.(alleine der XPDR-anteil ist 690 Mio.$ wert).Metamor steuert FY00`-700 Mio.$ Umsatz bei ,und ein positives Ebitda ergebnis.Ein erstes Zeichen für die Synergien zwischen den beiden Unternehmen ist in der letzten PR-mitteilung schon zu sehen.
http://biz.yahoo.com/prnews/000614/va_psinet_.html

interessant sind auch die Webseiten :
http://www.metamor.com und http://www.xpedior.com .

charttechnisch mache ich mir keine sorgen aufgrund der geringen Umsätze bei den Downday`s.
Die 29 $ sollten auf jedenfall halten ,der Aufwärtstrend ist intakt, also viel Glück.

OT:bin bei WCOM zum Zuge gekommen ,ich denke egal wie es ausgeht,ob Teile von Sprint verkauft werden oder UUNET ausgegliedert wird, oder der Deal platzt, das es eine Spekulation wert ist.

regards
steve

[web2000]

PSINet Inc. Rated New `Accumulate` at Prudential
By Donna Mcdonald
Princeton, New Jersey, June 15 (Bloomberg Data) -- PSINet Inc. (PSIX US) was rated new ``accumulate`` in new coverage by analyst Michael Turits at Prudential Securities. The 12-month target price is $45.00 per share.

[web2000]

der Merger wurde genehmigt ,Pressekonferenz ist gerade beendet worden.

EOM

[Linda B.]

Hallo beisammen,

bei Psinet tut sich derzeit ja ziemlich viel! Ich bin auch sicher, dass wieder Kaufempfehlungen kommen werden, die sich deutlich über den 45$ bewegen werden.

LTT, ich war bei dem Fußballspiel auch ganz begeistert von der Psinet-Werbung.

Gruß an alle!
Linda

[Linda B.]

Hallo beisammen,

kurz vor dem Wochenende tut sich noch was ecommercemäßiges!

Hier der Link:
http://www.wallstreetonline.de/include/suchen.php3?tid=16015…

Liebe Grüße
Linda

[web2000]

Hi,Psixler!erstmal einen schönen Sonntag allen.

enttäuschender Wochenausklang mit über 6% minus,aber ein vergleichbar geringer Umsatz.Da die meisten hier, ja Longterm-investoren sind also kein Grund um traurig zu sein.Ich sehe PSIX mit über 100US$ auf 12 Monate ziemlich optimistisch aber nicht unrealistisch.
das habe ich beim rumstöbern gefunden:

Kaufmann Brother`s:

PSINET, INC. (PSIX $30 1/8)
RATING: STRONG BUY
PRICE TARGET: $84

MOVING UP THE INTERNET INDUSTRY PARADIGM

•Shareholders of both PSIX and Metamor Worldwide (MMWW $27 5/16, STRONG BUY)
approved the acquisition of MMWW by PSIX yesterday. With the acquisition, MMWW
changed its name to PSINet Consulting Solutions and will consist of three operating units,
PSINet Enterprise Solutions Group, PSINet Global Solutions Group, and PSINet Industry
Solutions Group.

•As a result of the acquisition, PSIX now owns roughly 80% of Xpedior (XPDR $17 3/8), a
provider of Internet and Web page design and implementation. XPDR™s customer base focus
is on Global 2000 companies and emerging Internet businesses. XPDR announced this
morning that PSIX intends to purchase $50 million in convertible preferred stock (convertible
at $37 1/2) to reduce debt and fund the company™s growth. PSIX also hold two seats on
XPDR™s board. The three companies announced that they have been working closely together
for the last three months to introduce their combined services to the customer base. We
anticipate significant revenue synergies from leveraging these assets and believe the integration
of the companies is well under way.

•For the trailing 12 months, PSIX and MMWW had revenues of $673 million and $614 million,
respectively, with revenue growth rates of 110% for PSIX and 54% for MMWW.

•We believe PSIX is moving up the value chain in the Internet carrier space with the acquisition
of MMWW. In our opinion, the acquisition of MMWW and strategic ownership of XPDR will
allow PSIX to offer IT services and e-business solutions and design, in addition to its carrier,
Web hosting, and co-location services.

•By extending the business relationships with its clients and owning its clients™ e-business
platforms, we believe PSIX will strengthen its bonds with their clients. We believe this will
result in reduced customer churn and improved margins and make the new PSIX a leading
provider of high-margin managed Web hosting services. We maintain our STRONG BUY
rating.
Vik Grover, CFA
Communications Services

das offizielle statement zum Merger:

Ashburn, Va. June 16, 2000 - PSINet Inc. (Nasdaq: PSIX), the Internet Super Carrier, today announced that it has completed
the acquisition of Metamor Worldwide (Nasdaq: MMWW). Shareholders for each company approved the agreement in
simultaneous special meetings that took place at 10:00 a.m. U.S. EDT yesterday morning. On March 22, 2000, PSINet
announced a definitive agreement to acquire Metamor Worldwide in exchange for PSINet common shares.

Metamor Worldwide, based in Houston, Texas, is a leading provider of information technology (IT) solutions supporting
enterprise software and systems environments and has clients ranging from Fortune 1000 to middle market businesses. The
company offers IT services including eBusiness solutions, company-wide package software implementation and integration
(such as SAP and Oracle), custom application development and application outsourcing, including web hosting and Internet
network integration.

Effective with the acquisition, PSINet changed the name of Metamor Worldwide, Inc. to PSINet Consulting Solutions, Inc. and
changed the names of its operating units, to the following:

PSINet Enterprise Solutions Group PSINet Global Solutions Group
PSINet Industry Solutions Group

With the Metamor acquisition, PSINet now also owns approximately 80 percent of Xpedior Incorporated (Nasdaq: XPDR), a
provider of innovative Internet and web page design and implementation consulting services. Xpedior is focused on
comprehensive out-bound customer oriented eBusiness solutions for Global 2000 companies and emerging Internet businesses.
PSINet holds two seats on the Xpedior board of directors, and the company operates independently of PSINet.

During the three months prior to closing the transaction, PSINet, Metamor and Xpedior staff worked closely to introduce the
future integrated services to their combined customer bases. PSINet is known for its high quality global fiber network, Internet
access products, global web hosting facilities and managed web hosting services, and
eBusiness transaction solutions. Metamor is noted for its enterprise software and consulting skills and Xpedior for its web
design capability and skills.

Headquartered in Ashburn, Va., PSINet is an Internet Super Carrier offering global eCommerce infrastructure and a full suite
of retail and wholesale Internet services through wholly-owned PSINet subsidiaries. Services are provided on PSINet-owned
and operated fiber, satellite, web hosting and switching facilities providing direct access in more than 900 metropolitan areas in
28 countries on five continents. PSINet information can be obtained by e-mail at [e-mail], by accessing the web site at
www.psinet.com or by calling in the U.S. [phone].


artikel:
http://bart.washtech.com/cgi-bin/udt/WTW.PRINT.STORY?client=…

und noch ein paar eigene Gedanken zu dem prudential rating:
zugegeben, eine ganz simple Vergleichsbewertung zu den 5 Werten was nicht viel bedeuten muß, aber meine Sicht der Unterbewertung von Psix.Verio habe ich mit seiner 5,5 Mrd.offerte von NTT auch noch mit reingenommen.
here we go

Symbol........Marktkap...........Umsatz00‘e........1.Q.00‘........4.Q.99‘.........q.wachstum%........M.kap/Umsatz00‘

EXDS...........21,29..................856,7..................134,1............101,4...............32,3%.......................24,87
VRIO..............5,5....................382,1....................81,1..............73..................11...%.......................14,4
DIGX..............4,3....................170,7....................28.................22..................29..%........................25,4
USIX...............1,9......................97,48..................17,8..............14,66.............21,4%.......................19,5
NAVI..............2,5......................88,0....................14,2................9,7...............54...%.......................28,7

PSIX................4,4.................1111,0...................222,9............185,4...............20,3%........................3,97
(alleine)
PSIX/MMWW.....5,37...............1811,0...................381...............332................14,7%........................2,96

Umsatzzahlen in Mio.$
Marktkap.in Mrd. $,die Zahlen sind nur grob und sollen auch nur einen Anhaltspunkt geben.
In der Kombination der beiden sind keine Kosteneinsparungen und Synergien eingerechnet,Schrader rechnet mit knapp
2 Mrd.$ Umsatz und keiner verlangsamung des Wachstums.
Die Analysten bewerten solche Merger meistens vorsichtig aufgrund der Integrationsrisiken, und warten lieber 1-2
Quartale ab um Ergebnisse zu sehen. Daher ist es wohl positiv zu werten wenn wir nur 3 Hold-ratings haben.
Okey ,ich will keinen langweilen, also mein longterm Ziel 100 $.


Regards
steve

[web2000]

hallo allen!ziemlich still geworden hier.Ich wollte nur die letzten News posten.


PSINet Inc. Reiterated `Hold` at CIBC
By Sybil Carlson
Princeton, New Jersey, June 19 (Bloomberg Data) -- PSINet Inc. (PSIX US) was reiterated ``hold`` by analyst Stephen Murphy at CIBC World Markets.

PSINet Inc. Reiterated `Strong Buy` at Wasserstein Perella
By Lindsey Mackay
Princeton, New Jersey, June 19 (Bloomberg Data) -- PSINet Inc. (PSIX US) was reiterated ``strong buy`` by analyst William B. Klein at Wasserstein Perella Securities. The target price is $65 per share.


Chase H&Q report
_____________________
Company: PSINet, Inc.
Price: 28.06
Recommendation: Buy
Notes: a, f

Date: 6/19/00

Excluding Metamor, EBITDA Losses Could Increase

* PSINet closed its acquisition of Metamor Worldwide, a global IT solutions
provider.

* Management will provide pro forma guidance for 2000 after the company
reports 2Q00 results in August.

* Excluding Metamor, we are comfortable with our current 2000 revenue
estimate, but we are increasing our second quarter EBITDA loss estimate to $14
million from $9 million, as a result of greater-than-expected communications
expenses.

* While we recognize PSINet`s assets and takeout potential, we would not be
buyers of the stock in the near-term until the following issues have been
mitigated:
mounting EBITDA losses,
lack of clarity on future profitability,
uncertainty in the management ranks, and
acquisition integration concerns.

* Our BUY rating represents a long-term approach to PSIX shares.

1999 A 2000 E 2001 E
Q1 EPS $(0.55) $(1.06)A $NA
Q2 EPS (0.50) (0.91) NA
Q3 EPS (0.68) (0.88) NA
Q4 EPS (0.99) (0.89) NA
FY EPS (2.78) (3.90) (2.71)
FY REVS (M) 555 1,074 1,664
CY EPS (2.78) (3.90) (2.71)
CY P/E NM NM NM


FY Ends Dec Current Price $28.06
52-Week Range $15-61 Market Cap (M) $6,454
Shares Out (M) 230


Metamor Acquisition
PSINet closed its acquisition of Metamor Worldwide, a global IT solutions
provider with 4,500 employees (3,700 billable consultants), in over 70 offices
around the globe. PSINet issued 0.9 shares of PSIX stock for each share of
MMWW. The acquisition is being treated as a purchase transaction. Metamor
Worldwide provides IT solutions for back-end legacy systems, such as eBusiness
solutions and system, network, and application integration services. In
addition, through its 80%-owned Xpedior subsidiary, the company offers
solutions for migrating legacy systems to the Web. The acquisition should
allow PSINet to sell Metamor services to its roster of roughly 99,000
corporate customers (almost 95% of whom do not yet have a Web presence),
accelerate Metamor`s global expansion, accelerate new eBusiness and IP
services deployment, facilitate PSINet`s entry into the managed application
services market, and capitalize on the migration of legacy systems to the Web.

Revising Estimates
Our current model does not yet include the impact of Metamor, but we believe
the acquisition will be immediately EBITDA accretive, and could add $360
million and $33 million in revenue and EBITDA in 2000 and $1 billion and $120
million in revenue and EBITDA in 2001. We are comfortable with our current
revenue estimates for PSINet (excluding Metamor), but we are increasing our
second quarter EBITDA loss estimate to $14 million from $9 million as a result
of greater-than-expected expenses associated with data communications and
operations. This downward EBITDA revision represents at least the third
consecutive quarter during which management has increased expectations for
losses.
Conclusion
PSINet, Inc. is one of the few truly independent, publicly-traded global
Internet infrastructure companies. The company services enterprises of all
sizes with access, wholesale connectivity, and hosting and e-commerce services
over its own global network, consisting of roughly 720 POPs worldwide. PSINet
has been an aggressive consolidator of enterprise Internet services companies,
particularly in international markets. Furthermore, the company recently
unveiled its "Internet Super Carrier" strategy, which could spark revenue
growth acceleration. While we recognize PSINet`s assets and takeout potential,
we would not be buyers of the stock in the near-term until the following
issues have been mitigated: mounting EBITDA losses, lack of clarity on future
profitability, uncertainty in the management ranks, and acquisition
integration concerns.

was zum nachdenken:
Forbes artikel über Web-hosting, 3 seiten : http://www.forbes.com/forbes/00/0612/6514230a3.htm

Marktanteile:
http://www.forbes.com/forbes/00/0612/6514230tab1.htm

aus der letzten Pressemitteilung von PSIX in Bezug auf webhosting:

PSINet expects to have twenty hosting centers operational by the end of 2000 representing over 1.5 million square feet of space. The company currently operates hosting centers in Amsterdam, Atlanta, Herndon (VA), Los Angeles, London, New York City, Neuchatel (Switzerland), Toronto, and Tokyo comprising of approximately 330,000 total square feet of available hosting space with plans to open additional centers in Berlin, Dallas, Geneva and Seoul during the middle of the year. Other facilities expected to open or planned for this year include Boston, Buenos Aires (Argentina), Hong Kong, Miami, Paris, San Paulo (Brazil) and Sydney.
All forthcoming centers will offer corporate Internet access, security, hosting, and electronic commerce solutions to a growing worldwide customer base and will be directly linked with the core PSINet network.


Regards
steve

[whitehawk]

sehr schön,da sind ja noch ein paar optimistischere investoren als ich hier am board,danke für die infos steve
habe selbst schon eine weile psinet und denke ich werde wohl investiert bleiben,aber 100$?
schön wärs natürlich.

[web2000]

Hallo Allen !!
Tja zugegeben, klingt 100 $ ziemlich optimistisch (gerade momentan, wo man sich schon über die 40/50 freuen würde)
aber ich bin davon überzeugt.
Psinet in Einzelteilen zerlegt, dürfte momentan am Markt zwischen 11,5-15 Mrd.US$ wert sein, also unter diesem Preis
würde sicherlich kein Übernahmeangebot akzeptabel sein. Ein großes Problem ist sicher ,das wir bis heute immer noch
keinen neuen CFO(Finanzchef) haben ,der den Analysten die Strategie und einzelnen Geschäftsbereiche detailiert darlegt.
In vielen Artikeln ist nur von Psinet dem Netzwerkbetreiber oder ISP die Rede ,andere Bereiche wie Hosting ,Venture Fund,
ebusiness-service , ASP treten darüber in den Hintergrund, bieten jedoch enorme Wachstumschancen.
Aber so ist Börse(nicht rational), gottseidank.
okey ,die letzten News:

PSINet Inc. Reiterated `Buy` at Bear Stearns
By Lindsey Mackay
Princeton, New Jersey, June 20 (Bloomberg Data) -- PSINet Inc. (PSIX US) was reiterated ``buy`` by analyst James H. Henry at Bear, Stearns & Co.

We believe that the market has reacted negatively to PSINet`s acquisition of Metamor for essentially three
reasons. Many thought that PSINet overpaid for Metamor due to the significant premium to the market
price at the time, however when examined on a multiple of enterprise value to revenue basis, this transaction
was not at a premium to previous PSINet acquisitions or similar recent deals involving companies in the
telecom/Internet market. Investors were also put off by the company acquiring an entity with a slower
revenue growth rate than PSINet. While this is true, we note that pro-forma, PSINet continues to expect a
revenue growth rate of greater than 50% and that the transaction provides significant cross selling
opportunities for the combined entity. The third reason that we believe the market didn`t like the Metamor
acquisition was because some investors were anticipating that PSINet would be acquired and this deal made
that outcome infinitely less likely. At the time of the Metamor acquisition, there was a great deal of
anticipation in the marketplace surrounding cash-rich telecom entities such as Deutsche Telecom and NTT
and their respective desires to enter the US marketplace. We continue to like the strategic benefits of the
Metamor deal and think that PSINet has moved to significantly bolster its ability to become a internet
services powerhouse. In addition to the additional revenue that the combined companies will be able to
realize, we see significant cost saving opportunities as well. We feel that PSINet and Metamor have filled
some important holes in their respective product lines enabling them to offer customers a full suite of
services and thus reducing the potential of losing customers by having to involve outside vendors in the
process. Through the Metamor deal, PSINet has also gained a significant amount of personnel in a severely
supply-constrained employment market, especially for the type of high-tech savvy individuals PSINet needs
to help it become a leader in web and application hosting. We feel that the acquisition of Metamor will help
PSINet move towards its goal of becoming the dominant global provider of IP communications services to
enterprises.


wieder mal Übernahmegerede:

Though recent reports have suggested Deutsche Telekom is focused solely on landing one of the regional Bell telephone
companies, Hedberg said his firm would not restrict its explorations. Any company that offers a direct path to business
customers in major markets and carries a strong sales and marketing force is in the universe of possibility, he said. Among the
companies that could fit the bill: Level 3 Communications Inc., a data-transmission company; Ashburn-based PSINet Inc.;
Sprint; WorldCom; AT&T and the Bells. Industry sources say Deutsche Telekom is mulling another run at Qwest, after it
wraps up the US West deal--an account Hedberg would neither confirm nor deny.

"We`re going to review all those types of opportunities," he said.

http://www.washingtonpost.com/cgi-bin/gx.cgi/AppLogic+FTCont…


und zuguterletzt der Börsengang von GTEinternetworking ,der uns mehr in den Focus bringen dürfte:

"The closest pure-play comparison to Genuity is probably PSINet
(Nasdaq: PSIX), which is about the same size, has had a comparable
growth rate, and provides similar services in similar markets. PSINet
lost $204 million last year on $223 million revenue. But the company`s
market value is only $4.2 billion, or five times annual sales. That
compares with Genuity`s $13 billion market cap, or 16 times sales."
http://www.redherring.com/ipo/2000/0626/ipo-ipocritic062600.…


"The company owns a 17,500-mile fiber-optic network, making it the No. 2 provider of Internet backbone service. Network access fees
generate $450 million in annual revenue, second only to WorldCom Inc., with $1.3 billion, and ahead of Sprint Corp., with $400
million, Posey said.
Kinetics Internet Fund manager Steven Tuen, who is leaning toward buying shares in the IPO, said he estimates that the network
alone is worth about $18 a share." entspricht ca.3,5 Mrd.US$ (PSIX 14,000 miles entspräche 2,8 Mrd.US$)

http://www.cnetinvestor.com/newsitem-printer.asp?articleID=…


regards
steve

[web2000]

wen es interessiert ,der IPO-prospect von Genuity(GENU):

http://edgarsearch.ipo.com/fil_submis.asp?iacc=1212021

sollte der Börsengang erfolgreich verlaufen ,dürfte sich das günstig auf PSIX auswirken(IMHO).

Umsatz 1.Q.00` Genu-248 Mio.$ >1.Q.99.+ 58%
...........................PSIX-222 Mio.$.>.......+119,37%

steve

[LongTermTom]

Hi Steve !

Danke, dass Du den Thread weiterfuehrst.
Ich selber konnte nicht viel machen in der letzten Woche, da mein Monitor den Geist aufgegeben hat und der neue leider auf sich warten lies.

Zu WORLDCOM:
Habe heute auf Bloomberg erfahren, dass der Deal mit SPRINT geplatzt ist.
Hat sich aber positiv auf den Kurs ausgewirkt.
SK +5,8%

Und Bei PSIX ist alles im Lot, wenn die 25$-Marke haelt.
Ausserdem mal sehen wie die Maerkte morgen auf A.G. reagieren.

Gruss
LTT

[LongTermTom]

Wednesday June 28, 9:00 am Eastern Time
Press Release
SOURCE: webHancer Corporation

webHancer Corp. forges strategic investment partnerships with Entrust Technologies and PSINet Ventures
Internet leaders cornerstone of US$13 million financing round with leading U.S. and Canadian financers
OTTAWA and SAN JOSE, Calif., June 28 /CNW/ - webHancer Corp., the industry pioneer in end customer-focused Internet performance management solutions, today announced it has formed strategic investment partnerships with Internet leaders Entrust Technologies (Nasdaq: ENTU - news) and PSINet Ventures Ltd. as part of successfully closing US$13 million in venture capital backing from leading U.S. and Canadian investment and industry partners.
The financing round, webHancer`s third, is being led by Boston-based Venture Investment Management Company (VIMAC), working with Toronto-based Jefferson Partners as Canadian co-lead, as well as Skypoint Capital, McLean Watson Capital and Capital Alliance.

Integral participants in this strategic capital infusion are two established Internet players: Entrust Technologies, the global leader in solutions that bring trust to e-businesses, and PSINet Ventures, the wholly owned corporate ventures unit of PSINet Inc. (Nasdaq: PSIX - news), the Global Internet Super Carrier.

"A core component of our strategy in developing the industry`s only offering dedicated to measuring and optimizing the quality of customers` online experience has been to establish relationships with industry leaders whose business models are based on the same commitment to quality," said Bruce Linton, president, webHancer Corp. "We look forward to working with Entrust and PSINet and drawing on their expertise to aid in our development and delivery of the robust, reliable Internet solutions that customers require to support profitable and sustainable e-business programs."

"Like Entrust, webHancer delivers technology critical to building the trusted, optimal Internet infrastructure customers demand in order to conduct safer, more efficient business online," said John Ryan, president and chief executive officer, Entrust Technologies. "In addition to backing webHancer financially, we look forward to working with Bruce and his team to pursue opportunities to integrate our respective technologies."

According to PSINet Ventures vice president Jeffrey Shapard: "PSINet Ventures invests in and partners with companies whose technologies are capable of advancing PSINet`s competitive edge. webHancer delivers the industry`s only offering capable of continuously monitoring and analyzing the quality of customers` actual online experience. webHancer`s solution enables carriers, such as PSINet, to maximize the capabilities of their Internet infrastructures while delivering e-businesses with invaluable intelligence on how actual customers experience their sites to ensure they provide the optimal transactional environment."

PSINet Ventures is also an investor in Jefferson Partners Technology Fund, with PSINet Inc. chairman and chief executive officer William Schrader a member of the VC firm`s strategic advisory board. "Our relationships with established venture capital firms like Jefferson Partners have delivered webHancer significant value by enabling us to attract investment from and forge relationships with leading Internet companies like PSINet," continued Mr. Linton.

About webHancer

Founded in 1999, webHancer is an Application Service Provider (ASP) that delivers Web infrastructure performance monitoring, analysis, and optimization. The company has created the first telecom-class performance data collection and analysis software and services portfolio that captures and transforms the end-to-end Web experience of real customers, dramatically improving the performance of e-business infrastructures to maximize customer quality of experience. Located in Ottawa, Canada and San Jose, Calif., webHancer is online at www.webhancer.com

About Entrust Technologies

Entrust Technologies Inc., is the global leader in solutions that bring trust to e-business relationships by securing business-to-business (B2B), business-to-customer (B2C) and internal enterprise transactions and communications. Entrust Technologies pioneered public-key infrastructure (PKI) and digital certificate solutions that provide security for business transactions and communications over the Internet. Through its innovation, vision and industry-leading security expertise, Entrust Technologies is uniquely positioned to capitalize on the explosive growth of the e-business market. Entrust Technologies Inc. is headquartered in Plano, Texas with worldwide offices and distributors across North America, Asia and Europe. For additional company information please visit www.entrust.com.

LTT

[web2000]

Hallo und ein schönes Wochenende erstmal. Langsam wirds wieder voll hier(über 70 Beiträge).
Viel positives gibt’s im moment kaum zu berichten ,kein neuer CFO,keine durchschlagenden News,
kein Handelsvolumen ,der Verio/NTT-deal wird eventuell gekippt durch US-regierungsbehörden ,Genu-ipo
wohl eher ein Flop , Erwähnung von PSIX in einem Artikel über Amazon(cash-burnrate) aber hey, wir wissen
warum es sich lohnt in Psix investiert zu sein.Bessere Zeiten sind in Sicht ,nicht verzagen.

Das habe ich gefunden ist allerdings ziemlich umfassend:

Goldman Sachs Report
_____________________________________

INVESTMENT SUMMARY & RECOMMENDATION
o We are reiterating our Market Outperform rating for PSINet`s securities. We think the bonds have been oversold at a
spread of 660 bps over comparable Treasuries.

o Though PSINet lowered its guidance for 2000 EBITDA to $35-50 million, we do not think the fundamental story has
changed. The company is rapidly accelerating its network and data center buildout, as well as its salesforce growth, in order
to meet demand. Though the near-term impact should be higher costs, we think the company will quickly leverage its
investments and exit 2000 with a gross margin of over 40%.

o PSINet bonds are currently trading 20 bps tighter than DSL provider Covad, whose senior notes trade 680 bps over
comparable Treasuries. In our opinion, this tight spread highlights the compelling opportunity to buy PSINet`s securities at
cheap prices.

According to our preliminary estimates, in year 2000 PSINet should have approximately 5x Covad`s revenue. In addition,
PSINet should report positive EBITDA more than two years before Covad.

o We think the value of the Web-hosting business model was recently validated by NTT`s acquisition of Verio for $5.5
billion in cash. Based on a $60 per share purchase price, Verio is being acquired at an enterprise value/gross PP&E ratio of
16x and enterprise value/LQA revenue multiple of 20x. PSINet trades at enterprise value/gross PP&E and enterprise
value/LQA revenue multiples of 4x and 7x, respectively.

PSINet`s liquidity remains strong, with over $2 billion of cash on the balance sheet. We estimate this capital should fund
PSINet through 2002.

First Quarter Results For the first quarter of 2000, PSINet reported total revenue of $223 million, slightly better than our
$218 million estimate. First quarter revenue grew 20% sequentially over actual fourth quarter 1999 revenue of $185 million,
and 6% sequentially over pro-forma fourth quarter 1999 revenue of $211 million. The pro-forma result includes a full quarter
of revenue contributions from Transaction Network Services (TNS), which PSINet acquired on November 23, 1999.
Actual results only include revenue generated after November 23. Exclusive of TNS revenue, PSINet`s core revenue grew
8% sequentially, from $165 million to $178 million, 4% better than our estimate.

Revenue was driven by the Web-hosting business, which grew 36% sequentially, from $14.5 million in the fourth quarter
1999 to $19.7 million in the first quarter 2000. Web-hosting now comprises 9% of total revenues, up from 8% in the actual
fourth quarter 1999 and 7% in the pro-forma fourth quarter 1999. Approximately 80% of Web-hosting bookings during the
quarter were for managed services, which represent one of PSINet`s highest margin products. The average annualized
contract value for Web-hosting customers is $123,000. PSINet`s eight operational data centers contain 250,000 sq. ft. of
space generating $80 million in annualized revenues, up from $58 million in the fourth quarter. We expect the Web-hosting
segment to increase as a portion of the overall revenue mix in the future, with managed services continuing to represent a
significant portion of Web-hosting revenues.

PSINet`s wholesale carrier`s carrier business line grew 14% sequentially during the quarter to $50.1 million. During the
quarter, the wholesale business increased its total customer base from 753,000 at year end 1999 to over 1.3 million at the
end of the first quarter. To meet the demand of these new customers, PSINet increased its modem port capacity by adding
550 new primary rate interface (PRI) lines. The carrier`s carrier business was driven by sales to new free ISPs such as
NetZero and AltaVista Free Access, as well as a significant new contract with WebTV.


E-commerce/TNS revenue decreased 3% sequentially on a pro-forma comparison, from $46.1 million to $44.7 million. We
attribute the decrease to seasonality, as the fourth quarter holiday season generates the most transactions.

Internet Access revenue increased 2% sequentially, from $106.5 million to $108.3 million, and continue to represent
approximately 50% of PSINet`s total revenues.

PSINet`s business accounts grew 9% sequentially, from 91,000 at year end 1999 to 98,900 at the end of the first quarter.
The average new contract value for business accounts increased to $7,300 from $7,100. The corporate account retention
rate declined to 75% in the first quarter from 79% in the fourth quarter, which we think is evidence of PSINet churning off
less profitable dial-up Internet Access customers. The retention rate should increase as the company acquires larger
customers who take dedicated access and Web-hosting products.

During the quarter, PSINet`s EBITDA loss was $(15.5) million, wider than our estimate of $(10.9) million, but in- line with
the company`s recent guidance. SG&A as a percentage of revenue was 34%, slightly wider than our 33% estimate. Gross
margin during the first quarter was 26.6%, 50 bps lower than fourth quarter gross margin of 27.1% due to higher network
costs from PSINet`s rapid expansion. PSINet should be able to leverage its network infrastructure in the coming months,
and we expect gross margins to improve to the 40% vicinity by year end 2000.

Sales and marketing costs for the quarter were higher due to larger than expected additions to the sales force; during the
quarter, PSINet added 80 new salespeople, to bring the total sales force to approximately 300 people. Management
indicated that its sales force additions were necessary to address the high demand for data center space. We think its higher
costs should pay off as the company fills the data center space it has coming on-line through the end of 2000.

Over the past two years, PSINet has made over 65 acquisitions and purchased large amounts of fiber for its network. As a
result, the company experienced a number of overlaps and redundancies that it is in the process of terminating. The company
has therefore decided to take a one-time $16.9 million cash charge for restructuring its acquisitions. In addition, the company
is taking a $1.1 million charge for one-time costs related to professional fees for the spin off of its retail business unit,
Inter.net.

PSINet spent $412 million on capital expenditures in the first quarter, ahead of our $270 million estimate because the company accelerated its buildout of data centers. The company opened its Amsterdam and Los Angeles facilities ahead of
schedule during the quarter, and at March 31, eight data centers and 250,000 sq. ft. were operational. Nine additional
centers representing 800,000 sq. ft. are scheduled for completion by year end 2000.

PSINet`s liquidity remains strong, with over $2 billion on the balance sheet at March 31, 2000. Based on our current model,
we expect PSINet to have sufficient funding to complete its buildout and meet its obligations through 2002.


Financial Model
Based on recent discussions with PSINet`s management, we have made adjustments to our model for year 2000 and 2001.
The estimates do not include PSINet`s pending acquisition of Metamor. For the second quarter of 2000, we are raising our
revenue estimate slightly, from $242 million to $248 million, to account for first quarter revenues that were ahead of our
forecast. We are lowering our EBITDA estimate from $2.4 million to $(11.6) million. PSINet plans to incur higher costs
from recent additions to its sales force, as well as the rapid expansion of its data centers. Sales and marketing costs should
also be higher as PSINet is sponsoring the Euro 2000 soccer championships during the second quarter, one of the largest
sporting events in the world.

For year 2000, we are raising our revenue estimate from $1.03 billion to $1.09 billion, and for 2001 from $1.6 billion to
$1.7 billion. We expect the company to generate the additional revenue as it fills its increased data center space. The impact
of the aggressive expansion should be slightly raised SG&A costs. We are therefore lowering our 2000 EBITDA estimate
from $64 million to $35 million, and our 2001 EBITDA estimate from $298 million to $275 million.

(zur Beachtung ,alle Zahlen ohne Metamoraquisition.2.Quartal wird wahrscheinlich am 8.08.00`veröffentlicht.Also ab Mitte August könnten die Analysten ,auf Grund der Pro Forma Statements eine neue Bewertung erstellen)




OT:der Knoten bei WCOM scheint sich ja nun endlich zu lösen, wie ich schon sagte (so oder so).

also bis demnächst,
steve

[LongTermTom]

Goldman Sachs nennt für Aktien von PSINet (Ticker: PSIX) ein 12-Monats-Kursziel von 45 Dollar. Gleichzeitig bekräftigen die zuständigen Analysten ihr "Market Outperform"-Rating für den Titel. Kurs am 6. Juli: 23 1/4 Dollar.


http://de.internet.com/internet_aktien/marktberichte/artike…

Vielleicht hilft das dem Kurs wieder auf die Beine.
LTT

[Linda B.]

Hallo Web2000 und LTT,

die Prognose stimmt doch ziemlich froh. Endlich wieder mal eine realistische Prognose. Habe in der letzten Zeit außer bei der EM kaum was von Psinet wahr genommen.

Wollt Ihr nicht einen neue Thread aufmachen? Schließlich haltet Ihr den derzeitigen am Leben.

Herzliche Grüße
Linda

[web2000]

Hi Linda und alle PSIX`ler,momentan eine ziemlich enttäuschende Vorstellung vom PSInetkurs ,ohne richtigem Volumen seit unserm letzten Hoch Anfang Mai ,einfach nicht genug Interesse da.Eine vernünftige Erklärung dafür habe ich auch nicht auf Lager.Aber da ich PSIX ziemlich übergewichtet habe, werde ich auch nicht mehr nachkaufen.Negativ waren vielleicht einige angemeldete Insiderverkäufe in den letzten paar Wochen (nicht sonderlich viel, aber kein gut gewählter Zeitpunkt),die Unsicherheit in der Branche momentan(wer plant was mit wem?oder....),warum haben wir immer noch keinen CFO ,wie werden die Zahlen??????wieviele dot.com`s(Kunden)stehen noch vor der Pleite?wie sieht`s mit dem Margendruck aus beim Hosting?
Langfristig hat sich nicht`s geändert ,ich will hier keinen Pessimismus verbreiten uns fehlt nur der richtige Kick im Moment.

aber hey ,es gibt auch ein paar Lichtblicke aber die stelle ich schon in den neuen Thread, hoffe auf rege Beteiligung.

Regards
steve