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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: rolatzi who wrote (28291)10/14/2000 9:42:55 AM
From: The Phoenix  Read Replies (1) of 436258
 
Rolatzi,

Thanks for the Barron's exerpts. I'm going to have to go grab me a copy. Fwiw I think the writer is wrong about EXDS. EXDS is getting 90%+ of their revenues from large enterprise (not .coms) customers. More and more enterprises - especially the older non tech savvy companies will be looking to companies like EXDS to maintain their websites. I think that is a bad short - especially at these levels. He is also wrong about the plant in place. The can easly generate 10 times in revenue what the writer suggests.

Shorting GE... well... the man has some balls...
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