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

To: Jill who wrote (983)	12/11/1999 1:02:00 PM
From: Apollo	Read Replies (2) \| Respond to of 1817

Hi everybody......follow up on Exds..... Spoke with Investor Relations last night.....IR was generally not very helpful, but did get handed off to someone who seemed to be in charge. She indicated that EXDS believes it's the only pure play in web hosting for Ecommerce, and that they expect not only to grow with the market, but to grow their market share. Their PSR is about 22 or so, and they expect annual revenue growth of about 100% with the present market share. While I called EXDS a King, using standard terminology for the market leader in a segment that seems to be a royalty play, Bruce Brown tells me they may be a godzilla. Still hoping this thread or the other G&K thread will make clear what exactly a godzilla is, and how exactly it is different from gorilla, and king. I understand godzilla is a blend of the two. Hope Teflon, Bruce Brown and Mike Buckley will expand on this if they have time. Apollo