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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JRH who wrote (14887)	1/11/2000 12:47:00 PM
From: Apollo	Read Replies (2) of 54805

Justin: IBM has little or no position in the Web Hosting segment; EXDS remains the far and away market leader. I believe Global Centers, of Global Crossing fame, is the next closest competitor in terms of the number of internet data centers. Perhaps where IBM and EXDS will cross paths is in the Applications Servicer Provider business, as EXDS adds these to their IDC business. Stan

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