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Strategies & Market Trends : Gorilla Game Investing in the eWorld
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To: Teflon who wrote (1418)3/7/2000 7:43:00 AM
From: Apollo  Read Replies (1) of 1817
 
EXDS

Hi Tef:

I think EXDS is Dell-like, in that it has so far been out-executing the competition. Growth will come from the industry explosion in E-commerce, and from the ability of EXDS management to out-execute.

EXDS has been RAISING prices, which is either stupid, or a testimony to its position and confidence within its segment.

Read below, and let me know your thoughts:

Exodus Overview
Post # 12458
Message 12230572

Exodus Revenues history, and projected?1997-2000
Post # 12768
Message 12281266

Exodus CC, 1/27/00
Post # 16632
Message 12701259
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