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Technology Stocks : PSIX up 26.5%, Takeover(?)
PSIX 62.95-4.3%Dec 12 9:30 AM EST

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To: neko who started this subject9/4/2000 9:11:53 PM
From: lupaka   of 5650
 
Rick Juarez: Exodus, Digex moving 2 high end svcs like P6
"Moreover, many industry observers wonder how long
physical data center providers, like Exodus and Digex,
will be content sticking with low-end services, from
physical security to bandwidth provisioning. Many
data-center veterans already are pushing upstream.
PSINet, for example, in June invested $50 million in
Xpedior, which is figuring out ways to use its Xpediator
e-business frameworks to supplement PSINet's data
centers.

Others could take an even more aggressive approach.
"It would not be at all surprising to see Exodus acquire
an Internet operations management firm like Chapter 2,"
says Robertson Stephens' Juarez."
zdnet.com
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