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To: Tim Luke who wrote (939)	8/22/2000 7:45:34 PM
From: Tim Luke	Read Replies (1) \| Respond to of 8686

12:35 ET ****** Exodus Communications (EXDS) 63 11/16 +1 13/16: Leading Web hosting company extending its recovery rally today on news that it agreed to resell storage systems, software and services from EMC Corp (EMC) to its e-business customers... Deal comes on heels of announcement that Sun Microsystems (SUNW) and Exodus Communications are teaming to develop EXDS' next generation storage offering... Relationships with such impressive partners is only one reason to like EXDS... Another is its rapid customer growth (over 500 new customers last quarter); continued strong revenue growth (+34% sequentially last quarter, +321% yoy); EBITDA growth and rising average revenues per customer... Though anxiety over the problems in the dot.com universe kept the stock under wraps in recent months, Exodus continues to execute its plan very effectively... It is also important to note that while the EXDS may experience some difficulties with small, struggling dot.coms, it has many more top-tier Net clients... The company has also expanded its customer reach outside the Net sector... As such, Briefing.com contends that market fears are exaggerated... With 22 data centers and an additional 14 on the way by year-end, Briefing.com sees no reason to think that EXDS will experience any slowing in its impressive growth... Technically, stock also looks very attractive, having broken above pivotal resistance at 60 amid increased volume... Bullish moving average crossovers also bode well... Throw in favorable seasonals and Briefing.com contends that EXDS is poised for a run to the 75-80 range over the next few months. -- Robert Walberg, Briefing.com

To: Tim Luke who wrote (939)	8/23/2000 9:39:33 AM
From: roll_wave	Respond to of 8686

Tim, CNN ran an segment on B2B last night. I noticed that they included in this sector ARBA, Commerce One (CMRC), Freemarkets (FMKT) & Vertical One (VERT). By comparing the charts, they all have moved in the same direction -albeit ARBA has bolted ~150% vs. 50% for the rest.. Obviously ARBA is the leader with 34B in market cap, but what about the rest. Can they make similar moves? Or, stick with the leaders and focus on sector consolidation from the smaller players? No need to tie-up board during the day with this discussion, but I am interested in some thoughts. Thanks - roll