StorageNetworks, Inc. (STOR) Message Board

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Technology Stocks : StorageNetworks, Inc. (STOR)

STOR 32.21

0.0%

Feb 3 4:00 PM EST

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To: The Other Analyst who wrote (45)	7/21/2000 9:06:53 PM
From: Rupert	Read Replies (2) of 187

> "Anyone see something I am missing?" Yes. George Gilder. He added it to his closely followed list of "cosm" stocks just before the IPO. I think STOR is currently valued beyond all reason. How much more future growth potential could you possibly stuff into a market cap? It's great that everyone who bought it on the open market on the first day has made money, but I'd be a seller at these levels if I was currently an owner of the stock. Problem with these massive market caps is that the companies can't afford the slightest mis-step. For example, remember how explosive IPO FMKT behaved after it lost a big account soon after it went public. Outsourcing storage on-line makes sense of course, but I wonder if this will become a commodity service that we can play by owning the large web hosters (EXDS, Q, GBLX) that may end up hosting or managing a lot of these services (?).

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