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

To: Shaw who wrote (2381)	7/21/2000 11:49:30 AM
From: Shaw	Read Replies (1) \| Respond to of 3664

The magnitude of what Exodus is trying to pull off makes me nervous, but the conference call helped calm my doubts, as it was apparent how well Exodus is executing their ambitious global game plan. I the main reason I'm posting is because, I am very impressed with how well the street is supporting Exodus's stock. Of course we know the street has a vested interest in Exodus's success, as it issued the last debt. placement. I don't have a problem with that, just as long as it all makes financial sense in the end. Of course supporting the share value is important, because a strong share value is what Exodus will use as currency for future acquisitions. You wonder if a new co. without a major backer, can pull off a global build out in the face of possible major competition, from tele coms and or others? However, Exodus does have a jump on everyone, interms of excellence of service offered and the largest market share of the business their in. It was clear from the conference call that Exodus has a very rapidly expanding, profitable, and stable business. So I guess if the Exodus story makes sense to enough share holders, the share holders will become the large backer that Exodus needs. I don't have a problem with that, as long as the stock and the financial story continue to move forward together. Currently it looks like this could happen, as todate Exodus seems to be performing very well.