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Technology Stocks : Exodus Communications, Inc. (EXDS) -- Ignore unavailable to you. Want to Upgrade?

To: Bretsky who wrote (734)7/12/1999 4:31:00 PM
From: Jim Furley  Read Replies (1) | Respond to of 3664
 
About all I have found out so far is EXDS is a rocket. I was hoping it was true that Van Wagoner was hot on this one (and maybe they still are) but have been unable to confirm it. I have a lot of respect for Mr. Van Wagoner and his funds. His performance slipped over the last three years during the "crash" of the small caps, but historically he is an excellent stock picker. This year, his funds are kicking butt.

Jim



To: Bretsky who wrote (734)7/12/1999 5:32:00 PM
From: Smitty  Read Replies (1) | Respond to of 3664
 
I first learned of EXDS from the last Fortune magazine. That Monday, a couple of weeks ago, I checked the price -- $90. And that was up significantly from prior days.

So I said, "I'm gonna wait for that stock to come down to $80 or so and then buy some!"

So you know the story, it took off for $140+ and never looked back. I got in at $132. I have good feelings about this one.

Go EXDS go!

Smitty


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