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Technology Stocks : Exodus Communications, Inc. (EXDS)
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To: ragerette who wrote (2006)3/7/2000 11:44:00 AM
From: Apollo  Read Replies (3) of 3664
 
Rag:

Here are some summaries I have made recently on EXDS.

Be interested in your or other people's opinions.

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
Message 12230572

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

Exodus CC, 1/27/00
Message 12701259
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