Exodus Communications, Inc. (EXDS) Message Board

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Technology Stocks : Exodus Communications, Inc. (EXDS)

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To: LLCoolG who wrote (1340)	10/4/1999 6:05:00 PM
From: ravi nair	of 3664

None of the 3 companies you mentioned (HP, Sun and Microsoft) run high-volume production support apps like Intel does. Of the three, HP comes the closest. About construction management - this is where Intel's replication prowess comes into play. Facility Design ceases to be a barrier to entry after the first few, if you are building exactly the same. Granted, Exodus currently has more expertize in the business, but in a short period of time (6 months?), Intel should be there too. I am not saying that Intel will wipe Exodus out. Only that there would be extreme pricing pressure on the latter. McDonalds and Con Agra - the example had no relevance to the discussion. rooted in reality --ravi

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