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Technology Stocks : Digex (DIGX) - Stock goes off tomorrow at $17 -- Ignore unavailable to you. Want to Upgrade?

To: eugenic1 who wrote (5)	7/31/1999 12:16:00 PM
From: Sam Matz	Respond to of 24

Roger: Someone's made alot of money on this, you are right! They are especially smart IPOing this now since site hosting is such a hot market. Look at what Exodus has done recently and their stock's performance. Interliant (INIT) just IPOed and Monday marks 25 days after their IPO. I own both Exodus and Interliant and am very curious about DIGX. I think we will see some consolidation sooner or later amngst the biggies (there has been some consolidation already amongst the smaller pre-IPO companies being bought out by the larger ones). There is also Akamai which should IPO late this year or early next year. They all try to differentiate themselves from the next, but the root of their business comes down to hosting and services stemmed from hosting (such as development). We shall see what happens.... Sam