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Technology Stocks : Exodus Communications, Inc. (EXDS)

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To: Sir Auric Goldfinger who wrote (2316)7/12/2000 9:55:27 AM
From: Shaw  Read Replies (3) of 3664
 
Auric, I don't think your factoring the future value of Exodus's franchise, which now with this mornings acquisition announcement talks, could lead to significant grow in platform and system size. These high tech server platforms have cyber real estate value. Future value of these platforms is increasing as more and more uses are found for these platforms. In a recent news release Exodus talked about a relationship with a company that would be using Exodus's entire platform and system to access and make use of unused computing power on computers through out the world, to further the available computing power to business and science. Exodus's business may not be as sexy as the optical fiber end of the high tech interconnectivity build out, but none the less, market share in Exodus's niche represents, ownership in valueable high tech real estate. The value will increase as technology finds more uses for the platform and system. Also as I have said before earnings in this business model are recurring, which are the type of earnings best suited for caring debt. Also the growing size of Exodus's server platform and system will offer many customers enhancement dynamics to their business, that come with the size, depth and breadth, and sophistication of Exodus's overall operation.
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