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

To: The Other Analyst who wrote (1536)	11/10/1999 2:11:00 PM
From: Pruguy	Respond to of 3664

Nice analysis and explanation. You said also, I was also asking about what kind of margins EXDS will sustain. My guess is that MSFT and ORCL should sustain higher margins in the long-term than EXDS. Although what they have now has some real proprietary advantages, I don't see what they have that will allow higher margins after the Internet has matured more in say 10 or so years. I would assume that if they have the type of success many of us and others anticipate, they will broaden their business, so the maturing of the net is not the end of exodus. I would say that the pc market is maturing, but most don't feel microsoft is done growing and branching out. the creative will thrive and this is a very creative company today