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Technology Stocks : Exodus Communications, Inc. (EXDS)
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To: DOUG H who wrote (1190)9/4/1999 8:46:00 PM
From: Winston Lee  Read Replies (2) of 3664
 
Hi Doug,

Don't take my post the wrong way - I love EXDS - I invested in it this year trading in and out ... it'll go significantly higher over long-term ... just short-term worries.

The analyst's downward revision was for Q4. From 42.5 million revenues in Q2, if EXDS grew 40% sequentially, by Q4 the revenues would be 83.3 mil. By having the analysts adjust expectations downward to 75.5 mil., this will allow EXDS to beat expectations handily. However, in the short-term, the market may overreact negatively ("slowing growth") just because the uncertainty is there.

Also, I don't set the rules - the market does. I saw what the market did to QCOM, and any high-flyer can be hit over the short-term, even if the strong fundamentals weaken ever so negligibly.

Regards,
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