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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (14926)	1/11/2000 2:11:00 PM
From: RocketMan	Read Replies (3) of 54805

re: IBM and other EXDS competitors A month ago you posted the following: 2. Would you agree that the barriers to entry in the web hosting industry are low? ie, anyone can build Internet Data Centers, etc? I think anyone could build one, but who else out there is building them as fast or can manage them like Exodus does? Intel announced over six months ago that they were going to open IDCs. So where the hell is even the first one? Exodus has opened two or three in the ensuing months. Same story with their other competitors. Intel supposedly has an IDC up and running in Santa Clara. I also found an old story about the Intel New York Music Festival in 1998, which was done in combination with Real Networks, Unisys, and -- guess who -- Exodus. In fact, Exodus was the web server hosting company, and Unisys was to use their own IDC in New Jersey. So, if the IDC industry growth is close to a tornado, I find it very surprising that the competition would not be a real concern, especially since there are few if any BTEs and we know that at least Intel and Unisys were playing in this space a couple of years ago.

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