> "Watch out on Tuesday - EXDS could take a hit."
Earnings expectations are already so high here that I'd actually welcome some guidance from management. We already know this is a volatile stock. But the booming web hosting/services sector, coupled with the continuing strong qtr-over-qtr revenue growth from this company, makes EXDS IMHO a great aggressive bet going into 2000. I especially like how this general hosting sector is starting to grow new specialised branches targeted at particular customer needs, such as e-mail outsourcing, application service provision (ASP), etc, and how EXDS is working with custmomers/partners in each of these (e.g. CPTH in e-mail, privately held Corio in ASP), etc. Of course we'll be watching what the competition is up to, especially the telecos who get it (QWST with its CyberCenters, FRO/GBLX, and maybe ABOV/MFNX) and the others (INTC, USIX, etc)...but so far I like EXDS's first mover, fast mover, gorilla status in this area. Good luck to all. |
