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Technology Stocks : Exodus Communications, Inc. (EXDS)

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To: Tim Luke who wrote (2476)8/15/2000 12:05:39 PM
From: who cares?  Read Replies (4) of 3664
 
exds is teh best stock to own right now....imo this will be 80$ by years end

How many more times will you be posting this before your flock finally catches on?

My own fearless predictions.
You will go on and on about this stock like you know anything at all about it. You will talk all the guru wannabe talk about MM's walking the price up or down, block trades, money flow, etc. You will occasionally make some dummy remark like yesterdays INTC leaving the biz cuz they're scares of EXDS line. Someone with real knowledge of this sector will question you about your dummy remark. You won't understand a thing they say, so you'll ignore it and instead spend your time posting taunts toward your perceived enemies.
If there's earnings coming, you'll be buying right up before the announcement like all dumb money. When the earnings dissappoint or even do what they should but the stock still sells off(cuz it's at such a huge multiple), you'll go quite. Your flock will ask you what about EXDS, what about EXDS. You'll tell them after enough nagging, that you got out at so and so price and they have to make there own decisions, it's not your fault they listened to you. You'll throw a temper tantrum or twelve over some oddball nothingness, and storm off SI, never to return. You'll return and do it all again.

Now for my fearless EXDS predictions.
We get all kind of sheep talk about how it's EBITDA positive, and how the data center that have been around are profitable, we'll be black in Q1 2000, etc.
Someday, if margins hold, growth rates are sustained, etc. EXDS goes into the black. When this happens, people will say, sheeet, we're making friggin 2 cents this quarter and we're a $75 stock, what the hell am I thinking owning this. At the same time margins will slip as competition gets in in a big way(low barrier to entry in this biz since it ain't rocket surgery, just throw some money at it, and you're in) huge growth rates become unsustainable, and the whole things does a big dot.com like implosion. It'll still be a good solid company, but not the crazy growth story that it has been in the past. Basically the stocks best days are well behind it, not out in front, IMO.

CMB
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