Ravi,
Based on your logic, then I suppose we can expect Microsoft, Hewlett-Packard, and Sun Microsystems to also begin competing with EXDS? They are all strong technology companies who must know how to run data centers to support their R&D activities, no? They also have lots of cash and great marketing.
All of these companies have facilities people on board to run their own facilities, just like every town has a janitor-type guy fixing fuses and cleaning toilets in their own City Hall. Exodus started in this game buildingdata centers, gathering expertise in construction management, the data center market, and building customer relationships within that context. Intel has not. Intel subcontracts much of their facility design and construction management for their new facilities. Intel manages these subcontracts based on a projected ROI based on internal cost accounting, not external. That is the major factual difference you either fail to understand, or choose to ignore. Exodus manages these subcontracts into external ROR, cash flow, and growth.
McDonald's does a great job getting fryers installed to make hash browns. I certainly don't see them competing with Con Agra in the potato production or R&D business. Your comparison of Intel and Exodus is flawed at the root, as I am sure both companies would tell you if you took the time to ask.
Get real.
G |
