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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 (14847)1/10/2000 9:39:00 PM
From: Apollo  Read Replies (1) | Respond to of 54805
 
"EXDS is ROCKIN'"

EXDS $104 1/32; + 16 29/32
MSDW repeats "Strong Buy" today.

Earnings out 1/26; for prior earnings commentary, see:
Exodus Revenues history, and projected?1997-2000
Post # 12768
Message 12281266

EXDS is a King, IMHO. Not a Godzilla in that I cannot find any evidence of the so called Internet Options/Networking effect. Besides that, my gut instinct tells me that Geoffrey Moore hasn't fleshed out the Godzilla concept, but has only scratched the surface. The Godzilla is an idea, but its inner anatomy is uncharted; its physiology unknown.

Stan