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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (32427)9/29/2000 3:13:27 AM
From: Bruce Brown  Read Replies (4) of 54805
 
Warning: Royalty Game talk here if I'm allowed, but it relates to gorillas and kings as well.

I seem to remember you did the Hunt report on Exodus. I wonder if you could comment on the announcement to purchase Global Crossing's web hosting unit. That gives Exodus 32 IDCs around the globe and raises their customer base to 3,800.

The consolidation in the space is interesting since your report was written. Worldcom's purchase of Intermedia and now the Exodus purchase of Global Crossing's web hosting unit. Would you say the leaders today are:

Exodus
Worldcom
Intel
Level 3
Qwest
Akami
GTE
AT&T

This growth projection interests me and ties in with what we like to look at on the gorilla game side as who is providing the picks, tools and shovels equipment for the IDCs. The maximum pain threshold for capital spend by the IDC's to equip one with the new generation technology to host and move all of this data at broadband speed hits right at the heart of many of our gorilla and royalty core holdings.

"The U.S. Web-hosting business was worth $1.7 billion US last year, according to research firm International Corp., and is expected by 2004 to grow to a $17.6 billion market."

That's 935% growth and is going to require a lot of data storage/transport equipment, networking equipment and looks healthy.

I was just curious if you had any updated figures on the IDC market share in terms of who holds what slice of the pie.

BB
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