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

To: visiondf who wrote (795)	7/18/1999 7:58:00 PM
From: Robert Rose	Read Replies (2) \| Respond to of 3664

visiondf, here's my take: Size of market cap has a lot to do with it, as it correlates closely with the number of investors in a stock; the larger the market cap, the more investors, and the more investors, the more posters. For example, when cmgi was rising rapidly in 1998, its thread was virtually dead. Now that cmgi has a market cap of 10.4B, however, the thread has picked up considerably. But size of market cap does not always predict thread traffic. A good example is the gnet thread, which is very active despite the stock's market cap of only 2.16B. In this case, the fact that gnet owns SI, and most of us love SI (or else we wouldn't be posting here <g>), makes for a loyal and verbose cadre of posters on that thread. Also, some threads are active because the momo crowd is working that stock. These yoyos read threads like Tokyo Joe's and like lemmings, post their drivel on the threads of whatever stock is being pumped or dumped. In all seriousness, I believe exds is too high quality of a company to attract these jerks. Finally, I do think that it usually takes some time before a stock's performance filters down to the consciousness of the average SI poster. The fact that this thread is quiet does indeed portend well for exds, if the ebay and cmgi threads can be viewed as indicators. Go exds! I love this stock!

To: visiondf who wrote (795)	7/18/1999 9:40:00 PM
From: Pruguy	Respond to of 3664

That is a good question. I noticed many of the successful companies have very little participation. Let me take a stab at some of the reasons why this is: 1) Mos t do it yourself investors get their information from the media, weather it is traditional or non-traditional. They don't know how to do their own research, only follow the leads of the names they come across as they go down the same paths that all the discounters send their clients when they offer so called free research. This causes that type of investor to miss out on learning about most companies but to follow all the sexy ones. 2)web hosting is not a sexy industry 3) It is an industry that intuitively seems as if it should have very explosive growth, but it is very complicated. I have been here for about 5 months but I never have anything to offer the board because I don't know as much about this industry as I do others that are easier to understand. I am sure there are other reasons, but these at least touch on a little of why this room is very quite.... Actually it has really perked up since the stock went over 120...prior to that it qwould go days without a comment