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Strategies & Market Trends : Value Investing

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To: Don Earl who wrote (14037)	2/27/2002 7:42:40 PM
From: Bob Rudd	Read Replies (1) of 78717

Don INLD: They appear to be doing some 'consolidating' in the web hosting area...buying peices other outfits don't want or that are circling the drain. I don't have much feel for the web hosting business, but get the impression it's not a bastion of prosperity. FCF for YE 8/31/01 - $154mm vs cash on hand of $134...and they're still buying stuff. Is there some sort of inflection point just ahead that I'm completely missing...where they suddenly start throwing off cash instead of burning thru it? Does the web hosting business have substantial entry barriers or sources of competitive advantage...that I'm again just not seeing?

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