Exodus Communications, Inc. (EXDS) Message Board

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Technology Stocks : Exodus Communications, Inc. (EXDS)

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To: DD™ who wrote ()	9/21/1999 9:50:00 PM
From: Rupert	Read Replies (2) of 3664

Nice coverage of EXDS in Smartmoney where we are one of their "Seven Bold Net Bets": smartmoney.com and here's the specific write up about EXDS: smartmoney.com Extract: "We last wrote about Exodus in December 1998 [in SmartMoney magazine] ("A Place at the Table"), when it was having trouble getting its newly public stock off the ground. Not anymore: Since dropping to $4.14 last fall, Exodus soared to $82.75 as of Aug. 27. Overpriced? Many would say so, especially when you consider that Exodus had a net loss of $21 million on revenue of $43 million in the June quarter. However, hosting Web sites around the world could lead to another level of revenue for the company as it moves from being simply a bank vault for Web sites into a strategic partner for companies that need to extend the reach of their sites overseas, notes John Ryan of San Francisco networking consultancy RHK. If Exodus can build those sorts of services on top of its data centers, then the return on all its depreciated floor space and server computers could be somewhere north of the 19% gross margins it currently offers. For that reason, it appears Exodus could be at the beginning of its growth, not the end." Cool.

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