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

To: William F. Wager, Jr. who wrote (775)	7/16/1999 1:02:00 AM
From: SteveG	Respond to of 3664

<..Q1 2000 Exodus will turn profitable, according to the analysts...> Not quite - she said (that ANALYSTS have said - this is Safe-Harbor-speak) that they will go ebitda positive in 2000 (different models vary in the Q they anticipate ebitda +) and she was pretty emphatic (to clueless Matheson) that ebitda is the metric the street is watching (they are also watching revenue growth). No models that I've seen have them earnings positive in 2000 (yet). Ellen has a LOT of respect on the street - what she says, take to the bank. IMO, they will handily beat the ebitda and revenue expectations, and my "guess" is they will get to ebitda positive sooner than analysts are projecting. After the call, analysts will raise estimates and target prices (trust that Braverman would NOT have stuck his neck out aggressively initiating this close to CC if he wasn't pretty sure from guidance and tire-kicking that they'd beat estimates), and we'll be on our way to upper 100s (conservatively). [All IMO - do your OWN due diligence!]