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

To: Rupert who wrote (1509)	10/30/1999 11:13:00 AM
From: Pruguy	Read Replies (1) \| Respond to of 3664

anyone here want to give a tutorial as to how exds and akamai/sandpiper are different/smae and how do they work together.....what has the isld/sanpiper combo done to exds competitive position. Has exds joined forces with either of these 2? Is it concievable tht exds would try to buy isld now? wouldn't that be desirable?

To: Rupert who wrote (1509)	11/1/1999 6:22:00 PM
From: Winston Lee	Read Replies (1) \| Respond to of 3664

<<Nah. I think you're all wrong. I think we're going higher>> I think the TAs are indicating that EXDS will head lower. All the good news are reflected in the stock price ... a little bad news on the inflation/interest rate front or regarding EXDS and this thing will drop. I don't think the market is viewing EXDS as the preeminent leader as it did previously: it is clearly worried about growing competition. Just my 2 cents.