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Technology Stocks : Verio (VRIO)

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To: TREND1 who wrote (142)	12/18/1998 1:00:00 PM
From: Russ Motter	Read Replies (1) of 676

Hal~Verio is establishing a national network as an ISP and web hoster to small and medium sized companies. I've been trying to do a study comparing it's valuation to Exodus another web hoster and data center operator because IMHO VRIO is fundamentally undervalued in this comparison. VIRO recently acquired HI-WAY TECH. a successful and highly regarded web hoster. Exodus EXDS stock is close to $50 with a market cap of 940M compared to VRIO with a market cap of 755M and yet Verio has 9mo. REV of 84M vs 9mo 32M for EXDS. Both companies are operating in the red as they build their networks, but these two companies will be huge winners in the next decade IMO as the web becomes essential to daily E-commerce operations for most smaller sized companies. Exodus has attracted a larger institutional following promoting their company and signing some recent important alliances. Institutional ownership is 32% compared o VRIO's 12%. With a price to sales ratio of only 3% compared to EXDS 20% VRIO appears to be the better value. If anyone can add to this or feels this comparison is not valid, I certainly would welcome your response.~Russ

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