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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (40180)	11/3/2000 9:48:31 AM
From: moufassa7	Read Replies (1) \| Respond to of 57584

PWER down 5% on news of 4MM share offering. Added @ 73.

To: Rande Is who wrote (40180)	11/3/2000 10:36:44 AM
From: Rick Buskey	Respond to of 57584

I am still adding to FIBERSAM,buy it when they aren't watching,accumm. low

To: Rande Is who wrote (40180)	11/3/2000 10:39:08 AM
From: Rick Buskey	Read Replies (1) \| Respond to of 57584

Regarding FIBERSAM-read this story. zdnet.com And now you know why we hold this comp., buy it cheap,and wait for it to be discovered.

To: Rande Is who wrote (40180)	11/4/2000 12:59:06 PM
From: oaktownaj	Read Replies (1) \| Respond to of 57584

Rande, Here is a list that I worked on...seems like a very difficult one to put together ( no one place to find these). Forrester articles (below) are good... Hopefully, this is helpful...please screen out those you know don't belong ( non- pure plays) and I will edit the portfolio siliconinvestor.com On DD of Web Host / Hotels, this came up: "Shared hosting, in which multiple companies share a single server provided by the vendor. Forrester says the market will increase from $440 million this year to $890 million in 2004. Co-location, where businesses lease space in a hosting facility and provide all their own hardware and software. This sector will grow from $470 million to $1.03 billion in 2004. Managed hosting services, which means the centers provide dedicated servers, systems management and monitoring, problem notification, and flexible bandwidth based on traffic needs. This segment will jump from $980 million this year to $10.97 billion in 2004, Forrester says. Custom hosting, which includes a full range of services such as consulting, systems integration, and the monitoring of applications and operating systems. It will leap from $580 million to $6.68 billion in 2004." from informationweek.com So, seems we would center in on the last three ( for the big bucks, LOL). Maybe somebody could help with categorizing, if need be. Colocation Providers ( from what I see): EQIX paix, which is a part of MFNX ( via purchase of Abovenet) UAXS out of chicago Switch and Data Facilities Company COLO.com Relera maybe FSST Managed and custom hosting: EXDS (big dog) DIGX - WCOM will have majority stake ( buying intermedia) GBIX data centers NAVI ILND GENU formerly GTE Internetworking (Softy prediction... Message 14114218 ISLD VRIO being bought by NTT APRN INAP bought CoSpace IAWK asia-pacific USIX DRTN ATHY DDDC FWIS LoudCloud These next few I'm unsure if they are pure-plays... KQIP (KPNQwest) ISP and hosting LVLT 40 million square feet of space (centers) CoreExpress... deals with LVLT WCG VNWI DGIN - a banking hub IBEM global streming network INIT asp and web-hosting PILT secure web casting PSIX Here are some articles: European colocation... click industry information, then CRI in the news for UK/ Irish, etc city-reach.com CityReach, TeleCity, Redbus Interhouse,GlobalSwitch, Energis,Esat Telecom<EXDS,GTS,WCOM,360 Networks, Wolfe Group, WorldPort, Cable and Wireless,etc. Colocation ( Switch and Data Facilities...)http://www.americasnetwork.com/issues/2000issues/20001001/20001001_colocation.htm Eqix site with good media coverage... equinix.com eqix post (competition, + and -)... Message 14585462 web host land grab(EXDS/ILND/DIGX...) Message 14702523 neutral/ colocation companies... telecommagazine.com WHG (web host guild)charter members...small players whg.org post on traditional vs neutral hosting... Message 14334488 Yahoo list with internet services companies... biz.yahoo.com OLD vs New Economy Telecom Co's post from our friend Softy... Message 14222518 Content Bridge ( EXDS, ISLD, GENU, INKT, AOL, XLA)... biz.yahoo.com Cisco alliances... internetnews.com Post on GENU - negatives... Message 14604669 Forrester on web hosting... forrester.com Forrester: companies they interviewed... forrester.com Yankee Group on WCOM/DIGX/Intermedia... yankeegroup.com AJ