Sn'way, THANK YOU for link to your earlier informative EXDS posts. Still have DD but mgt est that EXDS is processing 25% of all internet traffic amazes me. Your post mentions 30% of web hosting traffic run by competitors. Do you have any more granular %'s buy company?
Clearly EXDS has enviable lead over other web hosting co's like DIGX, DRTN & NAVI. QWST and LVLT do mention co-location services but also focus on providing ASP offerings themselves. Web hosting is an offering obviously not a "pure" play like EXDS but they worry me much more than a DIGX. What are your thoughts re QWST & LVLT in particular?
Agree EXDS qualifies as a king. As they keep building data centers they build revenue...even a constant psr would assure a tidy appreciation in stock price. I read a blurb (from Telephony?) profiling Ellen Hancock and was favorably impressed. She said her biggest concern is not having enough data centers. And the huge % of wins does not give her pause to rest on her laurels; she said that the high win % means they are not in enough deals. She came across like she had plenty of Andy Grove-like "healthy paranoia."
In fact I saved it into a word doc...I can't find the original link, so will post below.
Cover Story December 20, 1999
Ten To Watch
You may not have heard of these people before,but you will--again and again--in
the months to come
Holding a list at 10 entries might be enough for David Letterman, but Telephony
had to start counting on its fingers and toes when it came time to name this
year's Ten to Watch. That's because, in addition to the prominent new faces
looking to make waves in the industry next year, there are as many more that
promise great things in 2000, but who already have been making headlines for
years.
Our solution? Two lists instead of one. The first Ten to Watch, the industry's
rising stars, are relative newcomers to Telephony's pages and are proving
themselves as industry visionaries. The second list, Ten More to Watch, all are
well-known industry veterans, but because these execs continue to push the
boundaries in forging new companies and markets, they get their own list.
A brief explanation of our methodology: Ten to Watch candidates had to hold a
top position at a service provider organization--no vendors allowed. Candidates
were not eligible for this year's list if they appeared in a previous Ten to Watch
issue.
As for this year's list of the industry's rising stars, there are about as many new
service provider categories represented here as there are new faces. Integrated
communications provider, applications service provider--these are terms that may
have been around a year ago, but that have only recently been embraced by
companies such as CenturyTel and Qwest Cyber.Solutions.
It's not to say that these rising stars haven't been around the block several times
already. Anne Bingaman, for example, worked with the Department of Justice
before eventually landing at dba Communications. Ellen Hancock had a 29-year
career at IBM and held a top post at Apple Computer prior to becoming president
and CEO of Exodus. Many of our nominees worked for several years at
established telcos: Qwest Cyber.Solutions' John Charters hails from U S West,
and both MGC Communications' Rolla Huff and Arbinet's Rachelle Rees
McCarthy spent time at AT&T.
But now is their time to shine, and they all promise to do plenty of that well into
the new millennium.
--Michael Hanley
<snip>
Want to know Ellen Hancock's biggest fear for Exodus Communications? That
it's not losing enough bids to host other people's data. "We win most of the bids
we put out," says Hancock, Exodus' president and CEO. "That tells me we're not
trying for enough contracts."
Not that Exodus' customers or stockholders are complaining. The data
competitive local exchange carrier and complex Web hosting company has just
announced its third stock split of 1999--its first year as a public company.
Exodus just posted third quarter revenues that were up 59% over the previous
quarter and up 367% over third quarter 1998.
The company also has been on a building binge. Exodus currently has 15
Internet data centers and plans to build four more, totaling approximately 1.5
million square feet of capacity.
And Exodus' energy is reflected in the woman at its helm. Hancock spent 29
years at IBM, becoming senior vice president of its network hardware division
before leaving in 1995 to become chief operating officer of National
Semiconductor. She swapped that post for that of chief technical officer at Apple
Computer in 1996, then moved to Exodus in 1998.
The company started out hosting data and services for Internet solutions
companies. Then the Web went ballistic and e-commerce became a household
word. Now Exodus' client list reads like a game plan for dot-com domination:
eBay, Nordstrom, Lycos, Yahoo!, NBC, Fox News and Sports, USA Today.
But the future may lie in corporations as consumers--of Web-hosted software
applications. Exodus has no intention of becoming an application service provider
(ASP), but it will happily provide the back-end services for ASPs such as Corio
and Oracle Business Online.
"The person who's producing the next release knows best what's in it and can do
the best job of dealing with the customer," Hancock says.
Is she worried by the entry of large interexchange carriers to the data-hosting
market? Not a bit. "We're not demand-constrained," Hancock says. "I try not to
be ignorant of the fact that Intel is big and building data centers and so is AT&T
and so is Qwest [Communications]. That's all fine--but I'm still worried about not
having enough data centers."
--Brian Quinton
www.internettelephony.com
¸1999 Intertec Publishing Corp., a PRIMEDIA company
All Rights Reserved. |
