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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike 2.0 who wrote (12820)	12/15/1999 9:57:00 AM
From: Mike Buckley	Respond to of 54805

Mike, I have read excellent posts suggesting EXDS is a gorilla in this space thanks to their large # of well-run data centers. I've read nothing that indicates any gorilla potential for Exodus. Have you read the manual? If so, I'd be very interested in your description of the proprietary, open technology and the value chain that makes Exodus a gorilla (remembering of course that without all that stuff Exodus isn't a gorilla.) The number of data centers by itself does not make gorilla candidacy, much less a crowned gorilla. --Mike Buckley