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

To: Rupert who wrote (1207)9/8/1999 9:29:00 AM
From: Rupert  Respond to of 3664
 
More overvalued news from EXDS: "FOX News and FOX Sports Now Being Hosted At Exodus' New York Area Internet Data Center"

news.excite.com

Good luck to all :)



To: Rupert who wrote (1207)9/8/1999 10:17:00 AM
From: MulhollandDrive  Read Replies (1) | Respond to of 3664
 
Rupert,

I don't consider EXDS "overvalued".

I believe in the efficient market, so whatever "value" the market assigns to EXDS is currently what it is "worth".

EXDS is obviously demanding a premium for it's growth potential and if that should change the stock price will reflect it.

Good investing to you.

bp



To: Rupert who wrote (1207)9/8/1999 12:39:00 PM
From: Brasco One  Read Replies (1) | Respond to of 3664
 
i suggest cashing in few shares and flying into san jose to check out Above's facility.



To: Rupert who wrote (1207)11/9/1999 10:54:00 PM
From: The Other Analyst  Read Replies (1) | Respond to of 3664
 
You talked about how EXDS could have $1 billion of revenues. With a market cap approaching $8 billion, the market has long since assumed more than $1 billion of revenues. If you knew $1 billion was where it would level off, you could short it with comfort, seems to me.

What is EXDS going to show for operating profit as a % of revenues in about say 5 years? Is it realistic to think of 10% or 20% margins? Or is that too optimistic?


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