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


To: Apollo who wrote (933)12/8/1999 11:10:00 PM
From: Teflon  Respond to of 1817
 
Awesome Apollo, no other word to describe the work of art you just landed on our doorsteps.

Thanks, and may we be able to return the favor.
Teflon



To: Apollo who wrote (933)12/9/1999 10:38:00 AM
From: MulhollandDrive  Read Replies (1) | Respond to of 1817
 
Stan, that was exceptional. You may have missed your calling<g>

I really can't think of anything to add except to possibly emphasize the managed services are key, imo, to enhancing growth and revenue stream.

The only question I have is what you term "short term to intermediate" buy. Depending on your answer, I may not agree with that assessment. From my own personal experience, I traded out of EXDS once this year and re-purchased shares, thinking it was a "short term buy", but in hindsite, I would have been much better off to "hold" my initial share allotment and buy into the "dip". I can see holding the stock for several years based on current growth projections (barring of course, competitive encroachment).

bp



To: Apollo who wrote (933)12/9/1999 8:05:00 PM
From: Pruguy  Respond to of 1817
 
As was said before...an exceptional post....can I ask you to do the same for Realnetworks?

Question:
you stated:
Exodus is presently shovelling about 80% of its income back into growing the business. It is expanding, more
than doubling its IDC sq. footage, and increasing its sales staff by 1/3. It has no earnings

What do they do with the other 20%