Frank Coluccio Technology Forum - ASAP Message Board

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Technology Stocks : Frank Coluccio Technology Forum - ASAP

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To: Raymond Duray who wrote (186)	11/2/1999 7:43:00 AM
From: GHowe	Read Replies (1) of 1782

Ray, Every day that goes by is another day that competitors can and will come to this space. The real question in my mind is where is the value; in the data center or on the network? Or is it that the network IS the data center? I'm not quite so sure that we're there yet. however the market is valuing the data center guys far more aggressively than the network guys at this time. This seems short sighted to me. Exodus and other have done a wonderful job of gaining a first-to-market advantage, however the money behind the large providers is migrating towards that space in a hurry. While hosting and connectivity will grow strongly over the next few years, IMHO bundling and SLAs could cut into the margins and growth rates of the data center-only players. This in spite of the growing market.

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