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

To: 100cfm who wrote (12864)	12/16/1999 7:36:00 AM
From: Apollo	Read Replies (2) \| Respond to of 54805

Good thoughts related to debt and profits on Exodus Century...... I'm out of my league on this stuff, but I would say that much of their debt is related to the cost of erecting the expensive data centers; I would think that at some point, the cost of starting up slows down, and the data centers will have been paid off, with future revenues going more towards earnings. I guess it goes to Lindy's philosophy of not investing until the company is profitable. But goes against those here and on eWorld who don't want to miss the early run-up while capturing market share. Apollo

To: 100cfm who wrote (12864)	12/16/1999 9:45:00 AM
From: Mike Buckley	Respond to of 54805

I hope everyone seriously interested in Exodus as an investment will look closely at the very important stuff 100 just posted. The critical issues about cash flow, the possibility of the need to increase debt or dilute equity to fund future growth, and the quality of the balance sheet are all issues I raised when I finally got around to responding to Stan's great write-up. 100 took the time to dig into the numbers, showing that some leaders in royalty games have more risk than others. --Mike Buckley