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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who wrote (40029)	8/8/2001 2:02:20 PM
From: stockman_scott	Read Replies (1) of 65232

Briefing.com....12:43PM Exodus Comms (EXDS) 2.62 +0.56 (+27.2%): -- Update -- SG Cowen comments on precipitous advance in stock over the past week... with respect to rumor of funding talks with Microsoft, firm thinks it is not out of the question but not likely... Cable and Wireless previously approached EXDS at a much higher price, then decided to purchase much smaller ISLD; firm wouldn't be surprised if C&W was still looking to make an acquisition, and C&W remains the most likely buyer... also thinks IBM could be a potential acquirer... SG Cowen rates stock a Neutral

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