Exodus Communications, Inc. (EXDS) Message Board

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Technology Stocks : Exodus Communications, Inc. (EXDS)

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To: Winston Lee who wrote (1508)	10/30/1999 9:40:00 AM
From: Rupert	Read Replies (2) of 3664

Nah. I think you're all wrong. I think we're going higher: - the new competitive threats have been fully digested - recent success of some of the second tier hosting stocks (ISLD in particular which has been extraordinary) - EXDS's continuing savvy acquisition of companies related to its core mission - the Internet and internetworking remains basically the main story on Wall Street. - continuing shift in attention from content/e-commerce stocks (EBAY, AMZN) to the infrastructure pure-plays of which EXDS is a leader that has crossed the chasm. Witness: wave after wave of continued mania IPO buying in the networking equipment, cacheing and services sector. If I were a betting man I'd say we'll reach surprising new highs next week. Wait a minute..I am a betting man...1/6 of my non-fund folio is in EXDS :) Personally I don't believe the traders are doing as well as the holders in this market. Every Net stock I have ever sold has gone higher in the end. Frequent trading of these stocks has got to be a highly overrated way of making money. Come 2009 when the Dow is at 40,000 all the holders will be smiling...

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