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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (31945)	9/20/2000 10:26:57 PM
From: SOROS	Respond to of 54805

Potential gorilla in this space? FDRY has like 2000+ customers -- AOL, Earthlink, AT&T Worldnet, Yahoo, MSN, etc, etc, etc. FDRY wins numerous industry awards -- REAL awards based on REAL performance -- tells me they ARE the best company in this space -- a space which will continue to supply some of the infrastructure to the Internet, the place real money will be made now and in the future no matter what other "Internet" companies come and go. Net revenue in June was up to 150 million PLUS from under 40 million the previous period last year -- ONLY over 300% increase. Without FDRY's kind of pieces and parts, data storage providers, ISP's, web hosts don't function. EXTR is valued at a much greater multiple??? I remain, SOROS