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Technology Stocks : Exodus Communications, Inc. (EXDS)
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To: The Other Analyst who wrote (1541)12/5/1999 12:59:00 AM
From: Raymond Duray  Read Replies (1) of 3664
 
You, sir, are particularly sharp. As in clueful.

Now just what is your estimation of the take of Net companies as a percentage of legitimate, reported business in 10 years time. I'm on to a figure of 4.5%. Inasmuch as the listers on Chemdex are still selling chemicals, and the net will get about a 2% cut there as intermediaries. Other markets will not be quite so efficient. And some markets will be strictly informational, a la SI and count their revenues 100% toward the total.

Wondering what you had in mind here.

HapiHolidaze, Ray
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