Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : XLA or SCF from Mass. to Burmuda -- Ignore unavailable to you. Want to Upgrade?

To: H James Morris who wrote (595)	7/12/2000 12:28:17 PM
From: UUplink	Read Replies (1) \| Respond to of 1116

I'm not sure why XLA is not "running up". However, it does seem to me that the rumored deal involving EXDS and GLBX whereby EXDS would purchase Global Centers (net hosting operation of GBLX) could be hugely beneficial to XLA. Global Centers and EXDS are the largest web hosting operations and include most of the major corporate accounts. Merging GC into EXDS would enable XLA to avoid the non-compete restrictions in the XLA-EXDS agreement, allowing them to directly market their cache service to a much wider customer base.

To: H James Morris who wrote (595)	7/12/2000 9:00:08 PM
From: sws2001	Read Replies (2) \| Respond to of 1116

Morris and Uplink - I daily read yahoo and ragingbull boards. The talk is that the CAPS should be completed by the end of the year and the ad campaign will start in August. We must remember that Mirror Image was a good year behind AKAM and ISLD. Plus, Mirror Image is deploying large sized systems rather than the thousands of small sized PC servers that its competitors are. I fully understand the frustration that no significant news has been announced. Please remember that this is not the speculative market is was the last two years. A LU or CPQ announcement does not move this stock. Last year the stock would make bigs moves upward. So Longs must wait for the CAP deployment to be finished and customers signed. Obviously a number of major bleeding-edge companies such as LU, CPQ, HWP and EXDS among others feel that Mirror Image has promising technology. The GLBX-EXDS news today is very encouraging. XLA-Mirror Image is tied to EXDS. I can not promise what next year's stock price will be. Given Mirror Image's connections, Vik shrewd business sense and the increasing importance of the Internet, I am happy with my investment. It easily can go bust but it easily can go skyward. The Mirror CAP architecture could be crap and then again it could be the "best thing since slice bread". This is the risk, this is the investment, this is the gamble. Who_woulda_thunk_it in April 1999