Gorilla Game Investing in the eWorld Message Board

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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Teflon who wrote (698)	11/16/1999 1:24:00 PM
From: ratan lal	of 1817

Teflon EXDS was the first to enter the Server hosting biz and garnered many of the major corps. including, I believe, GM, FedEX, AmEX and the list goes on. However a ltttile while back INTC and Worldcom among others announced that they would be investing multi billion dollars to enter this field. So the problem for EXDS is that the cost of entry in this biz is small. The cost of switching is basically nil, since any co. can have a new server transparently located ata different location and even have servers in muliple locations. The main question then remains is can INTC and others IMPLEMENT their biz plan well enough to dethrone EXDS or conversely will EXDS make sure that they stay well enough ahead of others both in terms of reliability and more offerings to keep their clients and get new ones. Remember some time back EBAY had outage and the rumor was that these servers were housed at EXDS. Finally, we have to remember that the worldwide market is exploding and it may be possible for ALL cos. to prosper. This is my humble qualitative analysis. Now we need to put numbers on these and come up with a conclusion. ratan

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