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

To: Winston Lee who wrote (1189)	9/4/1999 3:05:00 PM
From: DOUG H	Read Replies (2) \| Respond to of 3664

Winston, I don't understand the concern you and OX express regarding the companies guidance on revenues. Last qtr. revs. were $42.5M. Up 41% from previous qtr. They are guiding down to $75M for next qtr. from $80m. That's still an increase of $32.5M or nearly 75%!!!!!!! For a company that for the last 6 qtrs has averaged a 44.2% sequential revenue growth, why would you be concerned that the next qtr is coming in at 75% growth instead of nearly 100%. If anything thing this stock would Fly on that news. When TheOX first posted about this piece of news the stock was trading at $74ish, we see where it closed. If I were'nt already loaded up I'd be buying more,SOON! I'm just a newbie with a lot to learn. Help me see where I'm wrong. Have a great weekend to all!!! <<Watch out on Tuesday - EXDS could take a hit. I've been looking for reentry point>>>>

To: Winston Lee who wrote (1189)	9/4/1999 3:35:00 PM
From: Rupert	Read Replies (1) \| Respond to of 3664

> "Watch out on Tuesday - EXDS could take a hit." Earnings expectations are already so high here that I'd actually welcome some guidance from management. We already know this is a volatile stock. But the booming web hosting/services sector, coupled with the continuing strong qtr-over-qtr revenue growth from this company, makes EXDS IMHO a great aggressive bet going into 2000. I especially like how this general hosting sector is starting to grow new specialised branches targeted at particular customer needs, such as e-mail outsourcing, application service provision (ASP), etc, and how EXDS is working with custmomers/partners in each of these (e.g. CPTH in e-mail, privately held Corio in ASP), etc. Of course we'll be watching what the competition is up to, especially the telecos who get it (QWST with its CyberCenters, FRO/GBLX, and maybe ABOV/MFNX) and the others (INTC, USIX, etc)...but so far I like EXDS's first mover, fast mover, gorilla status in this area. Good luck to all.