CAN ANYONE READ GG'S MIND ON EXODUS
Considering EXDS just adopted (in a big way) the Mirror Image technology - which GG is very positive on - plus the fact that they are in essence a rather critical backbone to the web - EXDS would appear to fit into the telecosmic mode.
Their description is as follows
"Exodus Communications, Inc. provides Internet system and network management solutions for enterprises with mission-critical Internet operations. The Company's solutions include Internet Data Centers, network services and managed services, which together provide the high performance, scalability and expertise that enterprises need to optimize their Internet operations. Exodus delivers its services from geographically distributed, state-of-the-art Internet Data Centers with uninterruptible power supply and back-up generators, fire suppression, raised floors, HVAC, separate cooling zones, seismically braced racks, around-the-clock operations and high levels of physical security. The Company offers four different sizes of Internet Data Centers. CyberRack (a 19 or 23 inch quarter, half or full rack), CyberCabinet (a 19 or 23 inch full cabinet), Virtual Data Center (a 7x8 foot or customized cage) and ExodusVault (an 8x8 or 8x12 foot or customized vault" source:yahoo finance
EXDS seems almost like a cross between the POWERCOSM AND THE TELECOSM. CAP is 17 billion with sector leadership I believe, and given the markets here, this could be a 100 billion plus company in a few years, i.e. a potential 5 bagger type company.
Anyone have any other good telecosmic candidates at this time? |
