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

To: Sir Auric Goldfinger who wrote (2307)	7/11/2000 3:28:47 PM
From: Rupert	Read Replies (1) \| Respond to of 3664

RE: "My insight are the same as one month ago, same as what our affilaite said in BusinessWeek" Typo, three grammatical errors, and Royal We. Plus your usual pretentious nonsense. Not bad for one sentence. Long on EXDS.

To: Sir Auric Goldfinger who wrote (2307)	7/11/2000 4:25:11 PM
From: Shaw	Read Replies (1) \| Respond to of 3664

Auric, meeting debt requirements is obviously key, and I bet Wall St. is most concerned about the viability of Exodus's financial model in here. I think the viability of the trend Exodus is exploiting is as strong as the company says, to me the rest should fall in place, with continued good execution of Exodus's business plan. This stock trades between poles of fear and hope. You may be short, I am long, however, we should both make money as Exodus is pushed and pulled up and down. I am long because of the strength of the underlying industry trend, and my perception that Exodus is executing their business plan well. Also don't forget Exodus's revenues are recurring and growing. Eventually their revenues will translate into steady recurring earnings, just the type of earnings that can handle debt. The future value in this company is in the market share they can grab in here. I think everyone agrees that Exodus has been successful in grabbing market share.