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

To: Frank A. Coluccio who wrote (1379)	10/10/1999 12:16:00 PM
From: Pruguy	Respond to of 3664

I don't know, but I will tell you my crystal ball says at some point before wednesday, exodus will trade at 62

To: Frank A. Coluccio who wrote (1379)	10/10/1999 2:33:00 PM
From: pat mudge	Respond to of 3664

I'll go a step further. Some of today's e-nonsense vendors will go forward with untested platforms, fully aware and prepared that they will need to do repairs on the fly. If they don't, then they will lose share, because their competitorss are doing precisely the same thing. Which strategy will win out out in the end? This will depend on the tolerance of the customers in those situations, whose own interlocking platforms [with those of the providers'] are also suspect in many instances. For, they are taking part in the gold rush, too. You are absolutely right. The EXDS engineer I referenced a couple weeks ago said they're testing JNPR's switch in their labs and yet they won't deploy it b/c they've been able to break it more than once. "Until someone's proven it works in a major network, we won't touch it." Clearly they're not a company to put their customers at risk on untested systems. Pat

To: Frank A. Coluccio who wrote (1379)	10/10/1999 3:19:00 PM
From: DOUG H	Respond to of 3664

Frank, It is indeed an interesting commentary on the "current state of affairs" in this exploding, ever changing industry. As the previous post regarding the RFPs submitted to 34 vendors in this space points out, the proposals varied greatly in cost, scope, and scaleabilty. What's an end user to do? As in the example of E-Bay I would be interested in comments from someone like Greg M. who follows E-Bay and can shed some light as to whether the noted problems eminate from EXDS's "flawed business plan" or from rapidly changing demands of the customer itself. Here is a previous post from you to me regarding EXDS's most recent attempt to expand their network. I thought someone might find it useful. Message 11171165 Additionally, another take away from my experience I shared on the other thread is that the sales people bringing ASP/webhosting proposals have much to learn about the product and the real or imagined concerns of the end user. An interesting aside to that is that the company selling the service under their brand name referenced RAID technology, which I believe is a proprietairy product of someone else. (I don't remember who) This leads me to believe the may be acting as "middlemen". Want to solve or negotiate the liability issues with that one? <g> Go Mets!

To: Frank A. Coluccio who wrote (1379)	10/11/1999 7:18:00 AM
From: GHowe	Read Replies (1) \| Respond to of 3664

Exodus has often stated that because they have many of the major Internet-centric customers housed in Exodus data centers, the company would have to grow its enterprise business over the next few quarters and years if the company is to maintain its torrid growth rate (outside of managed services). Your statement that these "first mover" providers often have issues strikes very close to Exodus. Therefore we can assume that as the facilities-based providers come to market that they will have an advantage not only in having the enterprise customer base in place via other services, but also in that they are able to offer SLAs above level 2 or 3 all the way up to the applications level. Without such guarantees, enterprises (particularly larger enterprises) are likely to service its needs internally. I welcome your response, and look forward to hearing from you soon.