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To: Boplicity who wrote (49)11/15/1999 10:57:00 PM
From: allen menglin chen  Read Replies (1) | Respond to of 178
 
ASP market to hit $22.7 billion by 2003 (from 1999's 2.7 bil)

by: cak165 (34/M) 11/15/1999 4:36 pm EST
Msg: 812 of 816
According to GartnerGroup/Dataquest (Stamford, Conn.), the ASP market will hit $2.7 billion during 1999 and $22.7 billion by 2003, a on e-year compound annual growth rate of 91%.

Breakway will rock soon....

Chuck
messages.yahoo.com



To: Boplicity who wrote (49)11/16/1999 11:39:00 PM
From: allen menglin chen  Read Replies (2) | Respond to of 178
 
ASP sector is hot! Sees estimate up 32% in 2000! BWAY would be a good buy early tomorrow!

News Bloomberg.com
quote.bloomberg.com

Exodus Sees $600 Mln Rev in 2000, Up 32% From Previous Estimate
San Francisco, California, Nov. 16 (Bloomberg) -- Exodus
Communications Inc., which maintains computers that run corporate
Web sites, estimates it will have revenue of about $600 million
next year, a 32 percent increase from previous estimates.

The Santa Clara-based company has been guiding analyst
estimates up since the end of the third quarter, and now expects
2001 revenue between $1 billion and $1.3 billion, Chief Executive
Ellen Hancock said in an interview at the Bloomberg Internet
Conference in San Francisco. The company also plans to add 15
data centers world wide next year, five more than it had
previously planned.
``The demand is awesome,' Chief Executive Ellen Hancock
told investors at the Bloomberg Internet conference in San
Francisco. ``We've not seen any slow down at all in terms of
demand.'

Exodus, which had $52.7 million in revenue last year, has
benefited as more companies like Johnson & Johnson and Inktomi
Corp. house their Web site computers in Exodus' data center.
Exodus has been spending to build more of the centers, as well as
offer security, consulting and other services to its customers as
big competitors such as Intel Corp. and AT&T Corp. enter the
market.

Exodus will have 22 data sites housed in 1.5 million square
feet of space by the end of this year, and plans to continue
expanding nationally and internationally to cities such as
Austin, Texas, and Frankfurt, Germany, Hancock said. The 15 new
centers planned for next year will add 2 million square feet.

The Santa Clara, California-based company will also add at
least 50 sales people in the next two quarters, Hancock said.

The company also began a $4.5 million advertising campaign
to position itself as the leader in its market against
competitors such as Global Crossing Ltd. The company now wins
about 75 percent to 85 percent of its bids.

Exodus shares rose 10 1/8 to 103 in late trading