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

To: Raymond Duray who wrote (2380)	7/20/2000 12:16:49 PM
From: Shaw	Read Replies (1) \| Respond to of 3664

I bought back part of my original position higher as Exodus never sold off on news. Inspite of all that they are taking on, the street obviously has confidence in the story. I was very impressed with the conference call. The call confirmed in a broad sense, some of what I had projected on these boards, that the add on services on top of the hosting business would be significant. Also that the security was in fact critical to customers. The call stated that the security systems Exodus provided customers were in demand. Apparently customers are comfortable with the product interms of its depth and breadth, and like the ability to make business connections with other customer through the private customer net, Exodus offers its customers as a service. Apparently there is low customer turn over.