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Technology Stocks : Exodus Communications, Inc. (EXDS)
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To: Frank A. Coluccio who wrote (1232)9/15/1999 2:57:00 AM
From: Rupert  Read Replies (1) of 3664
 
Yes, I got a good chuckle from the AT&T announcement and the unwarranted discount to EXDS stock price that probably resulted from it. AT&T has such a great grasp of the Internet that their Worldnet "technical" support call center won't even accept your call if you are using Windows NT. It's going to take T three years to figure out what to do with its cable acquisitions, and assemble these offerings in a form that makes sense to people. Like the INTC announcement earlier this year, and the QWST announcements (and the announcements from virtually everyone with a piece of cable, a computer and a room with a padlock that they'll be entering the web hosting business) I see this as a great validation of the EXDS business and operational model, and an indication that we are in the right place at the right time with stock in a company which is the market leader in a sector which is being lusted after by every telecomm company on the planet.
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