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

To: DownSouth who wrote (22454)	4/9/2000 11:44:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

I have always thought that EXDS does not possess the IPR or BTE required of either a King or a Gorilla. No one has convinced me otherwise. They were certaily "firstest with the mostest", but that does not royalty or primate make. Hi all. Have been out of the country the past week, and wanted to say howdy. Am hopelessly behind with reading the thread and SI. Will be even further behind as I spend some time testifying this week. Oh well. Missed all the fireworks with the NASDAQ this week. When it's all said and done, my portfolio was fairly stable. <g> Couldn't let the EXDS stuff sneak by. My view is that IPR and BTE are low, which are some of the reasons why EXDS is not a gorilla candidate. But the only criteria for Kinghood is to be the dominant market share leader, by 2X, which EXDS is by far. EXDS is a King in my view. Geo. Moore has labeled it a Godzilla, but has not yet substantiated this with evidence. EXDS is risky because of its lack of IPR and BTE. OTOH, we have said here before that royalty plays can be lucrative. Witness Dell, which thru the 1990s had a decent return, without IPR or BTE in boxmaking. EXDS and Dell share at least 2 things in my view: excellent management to date, and superb execution. Looking forward to earnings. Remember, with everyone piling in to EXDS's space, there has been more talk than actual implementation, and EXDS had the cajones to increase prices starting in March......so sure are they of their market dominance in the Web Hosting space, as well as the tremendous growth of this market segment in general. It's been a fun investment for me. And a great learning tool. Best to all, and hope to be back in about a week, Apollo