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Technology Stocks : Exodus Communications, Inc. (EXDS)
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To: Pruguy who wrote (619)6/16/1999 9:26:00 AM
From: HeatherN  Read Replies (2) of 3664
 
Pruguy,
Yes I do think that the potential for VRIO is greater than EXDS and have my holdings adjusted accordingly. Although the influence of the AOL will probably not be reflected on this quarter's bottom line, the potential is large. VRIO had 1998 income of approx. 120 million compared to EXDS 52 million. I think that this is such a rapidly changing market that will see much more merger and acquisition activity over the next year. In some ways it feels like a roll of the dice on who will come out on top, thus my dual investment. I do have more in VRIO however.

HeatherN
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