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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (32579)	9/29/2000 3:13:03 PM
From: Apollo	Read Replies (1) of 54805

EXDS.... 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. Sure. Let me study it over the weekend and get back to you. A couple points. I presented EXDS to the Thread last December, and updated the thread thru the Spring of this year. I exited Exodus, despite being the market leader in Web Hosting with excellent execution to date and in spite of what seemed to me to be very good management. I exited because I had decided that EXDS was clearly in a royalty game, because it had no barriers to entry, and because revenue growth was extraordinary but decreasing, from Qtr to Qtr of 40+% to ~ 30%. Moore has said to dump royalty at the first signs of slowing growth. Exodus and Global Crossing tried to do a deal in the Summer, but it fell thru then. I will review the Exodus threads, and some of the recent articles, and try to hear last quarter's conference call. I'll get back to you. best, apollo

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