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Technology Stocks : Exodus Communications, Inc. (EXDS)

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To: JakeStraw who wrote (3002)1/3/2001 2:31:00 PM
From: Dave Gore  Read Replies (1) of 3664
 
Jake/All: To be candid, I sold near $22 when the runup was just too fast to hold and when I saw the NAZ stall at +264. I plan to buy back when I assess how the Market will digest the rate cut news tonight after it has time to think about it.

I love EXDS's potential and would only counter your latest info by saying that Morningstar.com and others seems to think that EXDS is extremely well funded. But, yes, their debt load is high right now.

PS-- I am not going to change my opinion on EXDS just because I sold my holdings, but I wanted to disclose my position.
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