Exodus Communications, Inc. (EXDS) Message Board

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Technology Stocks : Exodus Communications, Inc. (EXDS)

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To: PhantomTrader who wrote (2347)	7/17/2000 2:17:06 PM
From: gizelle otero	Read Replies (1) of 3664

I believe EXDS and GBLX will regret the failure of these talks and may yet get together. The rise in the EXDS share price was predicated in large measure by the synergies that would be created by the combination with Global Center. If EXDS had it in mind to maintain a fixed price offer for GC, they should have established a collar. Apparently, they didn't (shame on them!) and the street established a premium on the deal. However, this in no way establishes a value for Global Center going it alone, for the synergies simply are not there. Instead, the competition between the two will result in a zero sum game, or status quo ante at best. In short, GBLX+EXDS=1+1=3; GBLXv.EXDS=1+1=1. They should get back together. -GZ

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