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Technology Stocks : Exodus Communications, Inc. (EXDS)
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To: S.C. Barnard who wrote (1318)10/2/1999 12:47:00 AM
From: LLCoolG  Read Replies (3) of 3664
 
Exodus will not implode, if it ever does, for a very long time in investment years.

Everybody seems to be a short after the fact. Amazing how so many longs feel pain during corrections, but shorts on here never seem to feel any pain during runs, because they always seem to cover at those times.

Only a complete idiot would short Exodus here. They have the market segment by the short hairs. Intel is a manufacturer, a chip maker. They do not have construction anf acility management expertise. Wal-Mart is great at selling goods. I have not seen Wal-Mart in the business of construction or facility management.

For more proof, go look at Intel's job postings. I would bet a large sum of money they are looking for "construction managers" to oversee constuction of capital facilities, which will be used for their own purposes. Now they are going to compete with Exodus, who has been doing this for quite some time and much more successfully than anyone else?

This is a nice dip to buy on. It may go back to 50-60 if we have a big corection, but everyone knows this blows way through the old highs sometime in the next few months. No brainer here.

My boat is already loaded from last year and this May, when the last correction hit. Even at 50, I don't care because I'd still have a nice return.

If the Internet usage goes up, EXDS stock will track it, at least for the next full year or so. Even a drastic change in the landscape would take that long to manifest itself enough to change this fact.

Jim Rome rules.

Late.

G
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