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


To: TheOX who wrote (1256)9/16/1999 6:32:00 PM
From: Raymond Duray  Respond to of 3664
 
Hi TheOX,

What do Hickey's turgid, dated and convoluted rantings have to do with Exodus?

Clueless and Rationally Exuberant, Ray



To: TheOX who wrote (1256)9/16/1999 10:50:00 PM
From: Rupert  Respond to of 3664
 
OX - These doom and gloom merchants who love to hype the increasingly boring Y2000 problem have one advantage...if they keep spouting this stuff about 1929 it will be true one day. I guess it is pretty good if you can say you were right once. Even a stopped clock tells the right time twice a day.
Wasn't he saying roughly the same stuff at the beginning of this year too, and thereby helped his readers miss out on some pretty sizable gains.

"..coupled with the building fears of Y2K..". What's his evidence for this? Mass boredom with the whole issue seems to be a bigger problem at the moment. Most TV and print media don't even cover Y2000 anymore because the public is disinterested, and there's basically no disasters caused by Y2000 to report.

I don't know anyone who is stock piling food or thinking of selling their mutual funds and buying gold bars. Most people I know are hoping for a dip so they can buy stocks...and participate in the mother-of-all-tech-rallies starting January 2nd 2000, once everyone realizes that this Millenium bug has been the anti-climax of the...er..Millenium.

Plus I also don't subscribe to this whole DRAM thing as the ultimate metric for the US tech sector. Bandwidth is the thing now, not chips. Silicon is out, light is in. Intel admitted as much in their recent "let's open loads of data centers and host websites" annoucement.

That whole piece read a little like a religious tract, not an economic one IMHO. Was sorta hopin' it would mention EXDS at some point too. ;)

Besides I love my over-valued tech stox! CSCO, EXDS, SWCM, IIJI, COVD, GBLX, QWST, USIX

Rupert E