Piffer OT - And Other Assorted Nuts Message Board

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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Jorj X Mckie who wrote (48804)	8/15/2000 10:49:00 PM
From: Lizzie Tudor	Read Replies (3) of 63513

What is your opinion of EXDS? OK they used to do internet hosting services. I don't know if thats what they still do, but if it is, I don't like it. The enterprise back-end area is morphing into an outsourced proposition too (see electroneconomy.com ), and as I say there are some arba/cmrc clones that are outsourced. Then the usix's of the world too. My biased opinion is that your arba/cmrc or webm/electroneconomy business is much more stategically important than what you would host on exodus. In other words, exodus is like usix with no core technology - and when the core tech companies want to do hosting, which they do, they will kill the no value add players. This is a ways out though. I don't know what will happen in the next 6 mos because outsourced hosting is a solid business now. I also think Ellen Hancock is one of the best CEOs around. Vaugue enough for you? I'm practicing my analyst-speak

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