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Technology Stocks : Exodus Communications, Inc. (EXDS)
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To: Rupert who wrote (1207)11/9/1999 10:54:00 PM
From: The Other Analyst  Read Replies (1) of 3664
 
You talked about how EXDS could have $1 billion of revenues. With a market cap approaching $8 billion, the market has long since assumed more than $1 billion of revenues. If you knew $1 billion was where it would level off, you could short it with comfort, seems to me.

What is EXDS going to show for operating profit as a % of revenues in about say 5 years? Is it realistic to think of 10% or 20% margins? Or is that too optimistic?
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