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Strategies & Market Trends : G&G's Riding Lawnmower thread

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To: MulhollandDrive who wrote (2449)	8/30/2000 1:43:32 PM
From: Lizzie Tudor	Read Replies (2) of 4966

Thanks thats a great post... I'm not sure what to make of it yet - Inap looks like a good investment either way but I kindof doubt this claim, INAP appears to be moving to leapfrog the Exodus distribution channel and is selling directly to next-generation hosting providers such as LoudCloud I don't have any evidence that Loudcloud has a solution that is some sort of major advance... I haven't heard that anyway, just because its a newer company doesn't mean its "next generation" - I have no doubts there are some superior aspects since its a newer company with no legacy but as far as a next generation product in a mktg sense with customer differentiation - I doubt it. If I had to guess I would say exds will dominate loudcloud, but anyway loudcloud is setting up to be a force and they are using inap. I wish inap had a smaller mkt cap, thats my issue with them but the whole sector is like that, still inap is not exactly a name brand... still inap seems like the cheapest a-list company in the space so there you go! These all look like they are going to double or triple to me.

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