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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (12457)12/9/1999 1:41:00 AM
From: Sam Johnson  Read Replies (1) of 54805
 
Apollo, great report on Exodus. I've been vaguely interested in them for awhile but never looked too closely. Now I'm much more interested. Thanks for:

1) Demonstrating that GG metrics can be applied to an internet co. Nice point about a king in a tornado - great short-to-medium term prospects, but watch them closely and hold them lightly.
2) Giving a great template for anyone else thinking of doing GG analysis to present to the list. You've raised the bar for the rest of us.
3) Making me salivate over this stat:

"Management estimates that Exodus currently handles one-fourth of all Internet traffic."

Wow...I'm still trying to get my mind around that line.

Sam
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