Exodus Communications, Inc. (EXDS) Message Board

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Technology Stocks : Exodus Communications, Inc. (EXDS)

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To: Tim Luke who wrote (2427)	8/15/2000 12:08:55 AM
From: Mike 2.0	of 3664

exds is in such a powerful position...intc even admited they can't compete with exds and gave up... Tim, I assume you are referring to Intel (and SAP) pulling the plug on Pandesic. As I posted earlier I think that is a red flag for Corio and other ERP-utility ASPs like Qwest Cyber.Center, USIX etc. But did Intel close down its Calif.-based IDC as well? IMHO the Pandesic closure has more direct conclusions about the viability of CRIO, USIX etc. However the more I think of it, it is also true that EXDS' decision long ago to not be in ASP business directly is a very smart one. I would like to see how quickly Intel fills the bandwidth forfeited by Pandesic. AFAIK Pandesic was Intel's IDC's main 'customer'...some people call that 'keritsu'...which is Japanese for 'intercompany sales' ;-)

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