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

To: Sir Auric Goldfinger who wrote (2339)	7/13/2000 2:53:08 PM
From: bkcraun	Read Replies (1) \| Respond to of 3664

Nice short Goldilocks! LOL

To: Sir Auric Goldfinger who wrote (2339)	7/13/2000 3:37:32 PM
From: Shaw	Read Replies (1) \| Respond to of 3664

Auric, I am game, I'll bite and jump on your question, actually i'll raise you, and see your answer, to your own question. Don't forget Auric the high tech build out that is ongoing is in the category of every country's national interest. In otherwords this thing is major. Being technologically current is a must, for every company in existence today. Exoduses business places them at a major hub point in the flow path of information, There has got to be all kinds of ways for Exodus to profit from being so strategical positioned and involved with their customer's critical information flow. Its kind of like Exodus has bought some land, built a foundation, and framed a good chunk of structure, and in a basic but quality way, made that structure livable. Yes that structure and land has yet to be paid for, and the owners are carrying alot of debt, but prospects going into the future look good, why because this is waterfront property and the structures being built are for lease not ownership, which translates into a sought after residence with on going lease income. Going forward the owerns plan on continuing to upgrade their project with all the latest amenities, which will cause profits to rise as lease payment rates are raised, based on additional high end features. When Exodus comes out with a new use for its platform, it will be like building large docks for customers to dock their yachts at. Hence dock fees, and other boating business income for the project owners. We can go on with this example, lets see the owners could build a golf course. Again this would represent another fee based opportunity. As these enhancements got built out the general base lease fees on residences would be raised accordingly. Down the road what looked like a loosing concern to the local farms that mainly habitate this sunny beautiful undeveloped third world area, turned out to be one of the most profitable and sought after projects of its kind in the world. Exodus has only partially built out their phisical infastructure, so they have alot of room to grow in this area. Also like the above example they have a somewhat captive customer base, which give Exodus a great opportunity to further service that base for additional profits, as technological developements arise. So the local farmers probably couldn't see how valueable this sea side developement would become. We are like those farmers, it is hard for us to see where all this is going into the future. But we do have some idea and we have to make an effort to get on that wave length. Going back to the earlier example, think how much more that project was worth when built out, compared to when it was just partially built out. There is a hugely powerfull dynamic at work here, in this high tech infastructure build out, it is called time. If you look at the physics of the major forces and trends that are at work here, you will see time is higher on the list of priorities than money, this is because either you quickly execute your game plan for securing your business niche in the high tech infastructure, or you will be left behind. To me what is critical here, is executition of ones business plan, not current debt. In time the original current debt may be small in comparison to the size of Exodus's eventual operation. Also debt. has to a byproduct of getting into this high tech build out race, because there isn't enough time for these companys to do anything but to totally max. out the speed and size of the build out of their niche. Remember it is a about staking your high tech claim, holding your ground in the face of competition, as the world moves forward at a fast pace. It is the eventual size of these developing businesses that justify's the money they need to fuel the further growth of their build out.