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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: steve susko who wrote (67762)	10/25/1999 3:36:00 AM
From: MikeUSA	Respond to of 90042

Good buy CMGI's NAVI ipo going crazy tomorrow.. NAVI's best of breed techologies and strategic partnerships are the key drivers here. Supporting applications such as e-commerce, streaming,content distribution, imaging, databases, adserving, web reporting, application rental's are key components of NaviSite. Looking at their strategic partners which include Microsoft Sun Microsystems,Compaq,Cisco Systems, Oracle, Arrowpoint BMC Software, Cybercash, Engage Technologies,Open Market,MicroMuse,Veritas, Telemon among others they are positioned to provide best of breed technologies across the board. Load balancing, tape backing, database clustering, dedicated fast ethernet port (100 megs a port +!!),encrypted VPN, router based ACL's, on demand burstable bandwith, built in redundancy, and a key differentiator above Exodus is that NAVI uses private transit while Exodus uses private peering (this gives you 5 compaines to the internet and the most efficient manor..i.e UUNET etc) Exodus is limited through their backbone and has limited content distribution in comparison because it competes with best of breed companies. NaviSites scability, network, service offerings, service response (2 seconds while Exodus is in the minutes). NaviSite's application hosting and serving and their ISV program are beyond the competition exponentially. While Exodus focuses on commodity driven co-location, NaviSite focuses on managed services. I could go on and on, but their are some key components of NaviSite that set's them apart from the competition. Also, being a CMGI company with DELL and MicroSoft as minority owners doesn't hurt either.