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Technology Stocks : Exodus Communications, Inc. (EXDS)

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To: William F. Wager, Jr. who wrote (1362)10/9/1999 8:36:00 AM
From: Richard Tauber  Read Replies (2) of 3664
 
Just got finished reading the Baron's article. By the way, where can one get a preview of upcoming Baron articles?

As you reported, the article was very negative for Exodus. I certainly hope that Ellen Hancock has her forces and admirers lined up on Monday to defend Exodus and critique Ms. Einhorn's relentless attack. The last line "This company is a disaster waiting to happen." says it all.

As a long term holder of Exodus, I believe in the company and its prospects. I know that some on the board believe that Exodus is a prime candidate to be bought out by a company like Quest. I think that it can prosper along with all the new guys on the block. We are the leader at this time. Ellen Hancock didn't get where she is by running a company with a flawed business model.

The article points to reporters going to the sites and their lack of security. This has also been reported previously and discussed on this board. I have to believe that the company has addressed this issue.

Richard

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