NAVI ipo, opened Friday, i like this company...
here is a post from the TJ thread, i couldn't have said it better (less the grammar) about NAVI, although $100 in a few short weeks i don't see.
To: Kurt_Ruckus (105436 )
From: MikeUSA
Sunday, Oct 24 1999 3:16PM ET
Reply # of 105441
CMGI's NAVI ipo up 150% Friday. Here are the reasons I found why NAVI is such a good buy now.
NAVI's best of breed techologies and strategic partnerships are the key drivers here. Supporting applications
such as e-commerce, streaming,content distribution, imaging, databases, adserving, web reporting, application
rental's are key components of NaviSite. Looking at their strategic partners which include Microsoft Sun
Microsystems,Compaq,Cisco Systems, Oracle, Arrowpoint BMC Software, Cybercash, Engage
Technologies,Open Market,MicroMuse,Veritas, Telemon among others they are positioned to provide best of
breed technologies across the board.
Load balancing, tape backing, database clustering, dedicated fast ethernet port (100 megs a port +!!),encrypted
VPN, router based ACL's, on demand burstable bandwith, built in redundancy, and a key differentiator above
Exodus is that NAVI uses private transit while Exodus uses private peering (this gives you 5 compaines to the
internet and the most efficient manor..i.e UUNET etc) Exodus is limited through their backbone and has limited
content distribution in comparison because it competes with best of breed companies. NaviSites scability,
network, service offerings, service response (2 seconds while Exodus is in the minutes).
NaviSite's application hosting and serving and their ISV program are beyond the competition exponentially.
While Exodus focuses on commodity driven co-location, NaviSite focuses on managed services. I could go on
and on, but their are some key components of NaviSite that set's them apart from the competition. Also, being a
CMGI company with DELL and MicroSoft as minority owners doesn't hurt either.
Now I'm looking at NAVI to trave above the $100 level within a few short weeks. |
