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Strategies & Market Trends : Steve's Channelling Thread

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To: pompsander who wrote (18450)	6/21/2001 11:37:52 AM
From: Zeev Hed	Read Replies (2) of 30051

Pomp, I think that migration from an Exodus site to another, is more complex that moving shipments from one trucker to another. Such migration would involve reinvesting all the investment that as gone in establishing such a hosting relationship. EXDS does not provide just "server" farms. What you say, will however impact enlisting new customers. That is why the assumptions of reduced growth are in place. Right here, the real BV of this company according to my calculations is $1/share (taking out about $1.7 B in "intangibles", some of which are not really that intangible, like the $200 MM of "credits" with Global crossing). Sure there is a risk of going down the drain, but technically, with volume of some 60 MM, i think we are witnessing a flush. I just added here at $1.29, reducing my cost to $1.43, and think that am going to be OK on this one. Now, where do we get back on the bu$$? Zeev

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