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

To: JakeStraw who wrote (2823)	11/2/2000 8:45:06 AM
From: Rupert	Respond to of 3664

Exodus chart mentioned by TheStreet.com's Chartman: thestreet.com -- Tim, I agree that $50 would be nice short term but isn't that really just a guess? In the current choppy market I don't see this racing back up in the short term...I would have in November 1999, but not November 2000. Too much selling going on. This is currently a different market than we had last year, much as we'd like to be in denial about that. Tech no longer moves vertically upwards. My guess: wait till the New Year for the tech party to get going again. Jake, a takeover of EXDS by a telecom company is simply not going to happen. Show me a telecom company that can afford EXDS! Plus the telecom companies are currently splitting themselves up into smaller pieces (see this article on WCOM: "WorldCom calls 911" msnbc.com ). To my mind, companies like T, WCOM, GBLX are clearly floundering around not sure what it is they actually do. For example, when GBLX acquired the GlobalCenter hosting business (via it's purchase of Frontier) they spouted forth about the web hosting synergies, etc, etc.....then sold it to Exodus a year later. What I like about EXDS is the clearly focussed nature of the business, which is an essential feature of a growth gorilla.