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Technology Stocks : Exodus Communications, Inc. (EXDS)

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To: Boplicity who wrote (959)7/27/1999 8:41:00 PM
From: Lucinos  Read Replies (1) of 3664
 
I got the same impression before. However, I found out recently that these big high tech companies are approaching the web hosting in a different way. It seems to me that they are targeting a different market segment in the web hosting business other than what EXDS is going for.

Anyway, frankly speaking, EXDS is still a mystery to me. I feel that EXDS is more like a service company than a high tech company. Also, I am still wondering the reason why there is no competition from any of the S&P 500 companies for EXDS (just as you do). However, some of my friends working in the investment business told me that I do not need to worry too much about competition for EXDS for the next two to three years. I hope they are right.

Lucinos
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