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


To: Rupert who wrote (1278)9/23/1999 2:14:00 AM
From: SteveG  Respond to of 3664
 
<..Send 'em a get well soon card. ;)..>

lol

but my point is the potential for a rift with the street (both sides) that can cause cowboy metric targets - which could lead to disappointments. EXDS guides the street VERY carefully - so it has to be careful not to make these people look too bad (by being so far ahead of numbers they guide) that was a large part of todays near end of Q tour as well as last week's bullish comments - even though nobody raised revs as a result, but just expressed confidence (as today) of EXDS beating them.

but next Q we MIGHT see more occurrences of higher (and harder) metric bars to clear.

btw, good information week article. thanks - i missed it in my hard copy this week.