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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (1852)	12/16/1999 1:48:00 PM
From: dwayanu	Read Replies (2) \| Respond to of 10934

Oops.... Yes, read that yesterday, but yours this AM, forgot to connect the two. Re web hosting tornado, not sure how good a royalty game it will turn out to be, awful lot of competitors. EXDS does look like the class act of the pack, but the cost of their buildout means having to value them by EBITDA like a network carrier, with earnings way down the line. Managed services offerings looks like the high margin portion of their business, yet to be seen how far that will grow. - Dway