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Technology Stocks : Exodus Communications, Inc. (EXDS) -- Ignore unavailable to you. Want to Upgrade?

To: ragerette who wrote (2004)	3/6/2000 11:22:00 PM
From: Original Mad Dog	Read Replies (1) \| Respond to of 3664

Ragerette, also, do the negative earnings bother anyone but me? Apparently you missed out on the free lobotomies being handed out over the past couple of years by this market. Repeat after me: "Profits are bad, revenue growth is good, profits are really bad when they get in the way of revenue growth, stocks with profits are bad because investors won't keep bidding them up unless profits grow, which is a lot harder than making revenues grow, profits are bad, revenues are good . . . . " Losing money on every sale and making it up on volume is what investors crave right now, and EXDS is getting real good at that as they build the infrastructure for a business that may very well be worth $100B or more when the haze lifts. How do you think this stock will fair after the split? It will fare just fine, although that may not seem fair for a company which makes no profits. Typically if the overall tech sector is doing ok you will see a nice run into the split, but this split is a ways off so you may see a pullback in there someplace. Don't forget that 90 days ago this stock was selling for the same price but one split ago. That's a lot of ground to cover in three months, at this market cap level especially, so a pullback on overall market weakness is to be expected sometime, probably in April or May. That will be a great buying opp in my opinion, and the June split may mean that the buying opp will be short lived. Good luck to you. MAD DOG