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

To: The Other Analyst who wrote (1543)	11/11/1999 3:44:00 PM
From: MulhollandDrive	Respond to of 3664

>>But I still would like to see someone put numbers on EXDS's potential revenue and income looking out a decade.<< TOA, LOL...I know the market is forward looking, but jeez, that's an eternity in today's environment. As long as EXDS is in the "build-out" phase, I think you'll be hard pressed to find such revenue estimates that would amount to anything more than a "guess". Right now, according to Hancock, they are "supply constrained", add to that something like an 80 percent bid rate, you can make the argument for exponential growth rates. Furthermore, considering the other competitors gearing up, you have to believe that there is plenty of room to "spread the wealth" around. But for now EXDS is the leader, time will tell whether it stays as such, and the share price will reflect the leadership & growth status. I understand your point about shorting, but I don't consider it a tool to even out "volaltility". And I also think it's a dangerous practice to short market leaders on "valuation" models. I think it's safer to short companies that have bad fundamentals and limited growth prospects. Sad to say, there are still quite a few of those around<g> Good investing bp