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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (1426)	3/7/2000 8:21:00 AM
From: Yamakita	Respond to of 1817

"EXDS has been RAISING prices, which is either stupid, or a testimony to its position and confidence within its segment." Maybe neither; EXDS has adding a helluva lot of value-added services in the past Q. I think the price increase, as Ellen said, simply reflects the much higher level of service/choices they offer their customers. EXDS has such a huge headstart on the competition that it seems highly unlikely that anyone, including Intel and Dell, will catch them anytime soon, if ever. The whole sector is expanding so rapidly though, that there is plenty of room for those players, and more. But Exodus will continue to take the primo accounts. These guys will be printing money in about two years, hence today's evaluation. All IMO.