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Technology Stocks : Exodus Communications, Inc. (EXDS)
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To: William F. Wager, Jr. who wrote (571)6/4/1999 3:09:00 AM
From: SteveG  Read Replies (2) of 3664
 
Fwiw, I was the one who asked Ellen the Intel question at the H&Q breakout.

After meetings at that time, I became very confident that EXDS had already made this Q in it's first month. And while most analysts are expecting the $37MM revenue range, conservatively, I can't see them reporting under $40MM, and I suspect it could be a far more substantial blowout. Then again, they may save a lot of this revenue to book into the next Q to ensure they can continue to beat the street - currently, they are barely keeping up with demand, and only see this increasing significantly.

IMO, if you believe the internet is for real, you gotta own each sector's leaders, making EXDS a core holding to be bought on dips (and barring a market meltdown) - ESPECIALLY if we see the 60s again.

...also at these levels, GBIX might also be worth a look going into their Q
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