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To: Tim Luke who wrote (2141)	9/8/2000 12:42:20 PM
From: BarbaraT	Respond to of 8686

I won't be here Monday or Tuesday and will not be able to check in, so thanks again. As for EXDS, as you know - never sold it and am very loooong on it!! Looking for substantially higher prices over the next couple months.

To: Tim Luke who wrote (2141)	9/8/2000 12:49:20 PM
From: BarbaraT	Read Replies (1) \| Respond to of 8686

Tim -- did you see this: By Bambi Francisco, CBS.MarketWatch.com Last Update: 8:01 PM ET Sep 7, 2000 NewsWatch Latest headlines SAN FRANCISCO (CBS.MW) -- Internet infrastructure outsourcing is gaining momentum. Today on CBS MarketWatch Nasdaq rallies; Dow slips DuPont lowers earnings estimates After-hours highlights: SpeedFam expects loss FedEx, US Postal Service may team up Qwest to cut 11,000 jobs, raises revenue estimates More top stories... CBS MarketWatch Columns Updated: 9/7/2000 4:39:20 PM ET At the Robertson Stephens Internet Conference on Thursday, Exodus' chief financial officer, Marshall Case, told investors that in two years 79 percent of Internet infrastructure technology will be outsourced. That compares with 43 percent currently. The reason corporate America will move toward outsourcing Net operations is because companies will achieve a 6-to-1 savings ratio by doing so, he said. That outsourcing opportunity, however, lies in the managed-services arena. And in a bid to underscore its ability to compete in the complex managed-hosting services business, Exodus (EXDS: news, msgs) emphatically detailed its suite of products. Now, more than ever, Exodus appears to be under pressure to build up these higher-margin services in light of WorldCom's (WCOM: news, msgs) announcement of its plan to purchase Intermedia (ICIX: news, msgs) earlier this week. Through that acquisition, WorldCom would get a majority stake in Digex (DIGX: news, msgs), a complex hosting company that was rumored to have been in talks with Exodus. Since then, analysts have urged Exodus to build or buy to enhance its managed-services products. The higher margin business helps to sustain or grow revenue as Exodus rivals cut prices on bandwidth and space to win business. Case says that Exodus is "not a capital-constrained company." He outlined the company's cash position, including a $2 billion universal shelf. While Exodus' cash position appears strong, its customer mix is just as healthy. Just over 50 percent of its customers are Internet-centric, Case said, as opposed to 80 percent in the spring of 1998, when the company went public. Exodus shares ended the day with a 6 percent gain (Volu