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

To: Sir Auric Goldfinger who wrote (2218)	6/7/2000 10:47:00 PM
From: who cares?	Read Replies (1) \| Respond to of 3664

Other than the Genuity road show is there any other reason(ok besides this BS "traditional summer rally" that should be sold with both fist) that now is the time to get out of EXDS? Why is now the time for the margins to come under pressure? I agree that margins will come under pressure, as this isn't exactly rocket surgery, but why now? CMB

To: Sir Auric Goldfinger who wrote (2218)	6/8/2000 11:14:00 AM
From: Rupert	Read Replies (1) \| Respond to of 3664

Auric> long time readers of this thread are fully aware of the competitive pressure in the web hosting/web management space. It's not news to us. We've discussed this issue various times, and the fact that practically every large high tech company seems to want in on this space, and is willing to throw money at the business. And you know what? Doesn't make me want to sell the stock. All it seems to do is make me feel even more strongly that EXDS is a right-place/right time company. Everyone wants a piece, so I'm betting it's the right pie. > "Sell now before you lose it all" Go to enough message boards and say that, and you'll probably be right once or twice. We certainly could have used you on the MSTR board in early March. Where were you? > "this thread seems unworthy and unappreciative' Oh what a wicked and unappreciative web we weave.