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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Len who wrote (12475)12/9/1999 12:29:00 PM
From: Apollo  Read Replies (2) of 54805
 
Hi Len;

I get Gilder's newsletter, thanx. His belief is that Global Crossing has both the pipes (fiber) and the web hosting centers (thru Frontier), and offer a more complete solution.

Others might postulate that Exodus is more focussed as a pure web-hosting play, and is adding in ASPs, and will continue to dominate their space.

Don't know the answer, but we'll find out for sure.

Stan
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