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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: Teflon who wrote (877)	12/7/1999 9:57:00 PM
From: Apollo	Read Replies (1) \| Respond to of 1817

Thanx Tef...... I haven't had a chance to follow the eWorld thread much due to a lack of time and full-time obligations elsewhere. So I missed your prior reference to EXDS. I am working on some DD, and hope to post by the weekend a full-blown report. From what I can tell, it is a royalty play, a Prince with Attitude at a minimum, and appears to be in the tornado. My interest in EXDS started in June when I saw the original Forrester report that indicated E-commerce would skyrocket from $80 billion in '99 to $1.4 trillion in '03. I posted such on the G & K thread then, and took a starter stake in EXDS a few months ago. Following the G & K Personal Portfolio Survey, I obligated myself to pitching in a little by taking on some company or other that was lightly held by the G & K threadsters (71 portfolios), from which we could all learn something new. Hence, EXDS. EXDS finished up today, +$20/share...... Apollo

To: Teflon who wrote (877)	12/8/1999 3:07:00 AM
From: Seeker of Truth	Read Replies (2) \| Respond to of 1817

Exodus was probably the first to get into the web site hosting business, but that looks like something that's relatively easy to do, not so difficult as building a huge piece of reliable software. Intel has announced that they will be entering this field in a big way. It's a natural for IBM. They can sell themselves some of their main frames and do it. This gives them a captive market for some hardware, always a nice feature. They are advertising all over the place that they are the internet business facilitators; surely they will be in this business in a big way. I don't see much stickiness here. If I don't like the local IBM people's performance I can switch to Intel or EXDS. All this may not stop it from tripling in this month. In this market anything can happen,eh. But it doesn't look like a gorilla. JMHO.