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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (909)	4/26/2000 11:45:00 AM
From: Original Mad Dog	Read Replies (1) \| Respond to of 2850

John, I am a big EXDS fan, but I think the present is time to dip only your toe in the water. While most of the media rant has been that revenue growth declined (to a still-terrific sequential rate IMO), I believe the real problem is the turmoil in the market and the impact that will have on the growth of dot-coms. Those companies are perceived to be EXDS' customers, and if they can't afford to pay the bills, or there is a shakeout and only a smaller number of more powerful players remain, that won't be great news for the hosting business. Having said that, I think the fear is overblown. The Internet will continue to grow powerfully, regardless of the stability of the venture capital market. And as it grows, EXDS will continue to be in the right place at the right time with the right expertise and quality. I would buy some at mid-70s and hold out to see if you can get the rest in the low to mid 60's. The current environment has a way of providing better buying opportunities around every corner. MD