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


To: Zoro who wrote (1598)12/7/1999 11:55:00 AM
From: MulhollandDrive  Respond to of 3664
 
Zoro,

Still very long EXDS. Haven't sold any shares since last summer. And added on the Barrons buying opportunity<g>

bp



To: Zoro who wrote (1598)12/7/1999 1:32:00 PM
From: William F. Wager, Jr.  Respond to of 3664
 
Hi Masked Man...just another ho-hum day here.<g>



To: Zoro who wrote (1598)12/7/1999 4:14:00 PM
From: Rupert  Read Replies (1) | Respond to of 3664
 
RE: "Anyone out there besides me enjoying the magnificent run of EXDS?"

We're here baby, we're here. Like other EXDS longs, just stunned by this climb.

Spent some time at the weekend driving around the industrial area south of Market Street in San Francisco. Every other building is either an Internet start-up or a new condo development to house the employees of Internet start-ups. Practically every billboard along the freeway is for some .com company or other. More construction going on there than in Kosovo. It really is a goldrush out there, and if EXDS continues to own even a slice of this business, things look very good indeed. These dot.coms are fast growth businesses. The ones that become successful and grow will I think pull EXDS along with them as they demand more co-lo space and more services. And this is only part of EXDS's customer base...don't forget the traditional companies who are throwing money at getting their place on the Net.