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Technology Stocks : Exodus Communications, Inc. (EXDS)

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To: visiondf who wrote (795)7/18/1999 7:58:00 PM
From: Robert Rose  Read Replies (2) of 3664
 
visiondf, here's my take:

Size of market cap has a lot to do with it, as it correlates closely with the number of investors in a stock; the larger the market cap, the more investors, and the more investors, the more posters. For example, when cmgi was rising rapidly in 1998, its thread was virtually dead. Now that cmgi has a market cap of 10.4B, however, the thread has picked up considerably.

But size of market cap does not always predict thread traffic. A good example is the gnet thread, which is very active despite the stock's market cap of only 2.16B. In this case, the fact that gnet owns SI, and most of us love SI (or else we wouldn't be posting here <g>), makes for a loyal and verbose cadre of posters on that thread.

Also, some threads are active because the momo crowd is working that stock. These yoyos read threads like Tokyo Joe's and like lemmings, post their drivel on the threads of whatever stock is being pumped or dumped. In all seriousness, I believe exds is too high quality of a company to attract these jerks.

Finally, I do think that it usually takes some time before a stock's performance filters down to the consciousness of the average SI poster. The fact that this thread is quiet does indeed portend well for exds, if the ebay and cmgi threads can be viewed as indicators.

Go exds! I love this stock!
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