Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum -- Ignore unavailable to you. Want to Upgrade?

To: SBerglowe who wrote (1401)	1/11/2001 10:02:28 AM
From: robsiv	Respond to of 6445

PSIX: wonder what's going on with that one. Motley Fool isn't that influential...

To: SBerglowe who wrote (1401)	1/11/2001 10:28:25 AM
From: Dave Gore	Read Replies (2) \| Respond to of 6445

Thanks, glad you made money on FDRY; I should have also done an updated "Gore Report" on EXDS. Here's another mini-summary. I have been holding some and watching it now to possibly buy more on weakness, if it does fall back again. I don't expect this to take off yet, but it could if Fund Mgrs. decide its safe to go "back in the water." EXDS up $2 from after-hours low yesterday afternoon and up $4-1/2 pts from the bottom a few days ago probably on yesterday's completion of the GlobalCenter deal (see PR below). The stock has given people the opportunity to buy it lately around $15 and yesterday they announced completion of the merger with GlobalCenter, the subsidiary of Global Crossing, about which Ellen Hancock, Exodus CEO says this: "This combination gives us the scale, scope and global presence to extend our leadership position as a mission-critical Web hosting and managed services provider. With GlobalCenter, we have a far larger customer base and an expanded pool of highly skilled and dedicated employees. Combined, we will have approximately 4000 customers to cross-sell Exodus managed services. Our strategic partners include Cisco, Compaq, Dell, Inktomi, Microsoft, Oracle and Sun Microsystems. These characteristics set Exodus apart from other companies in our industry and will enable us to continue to provide leading managed Web hosting solutions and services to our customers while expanding our worldwide network of Internet Data Centers." COMPLETE PR: siliconinvestor.com THE FOLLOWING IS MY OPINION - Do you own DD. High this year is a ridiculous $89, but again below $20 seems pretty extreme on the low side to me. Morningstar.com gives the Company an A+ for its growth rate, however, Exodus is not posting profits since EXDS and others in this sector are plugging significant revenue and potential profits back into the massive infrastruture buildup. Biggest Postives, imo: Forrester Research and Gartner expect the Web-hosting market to grow around 400% by 2003 and EXDS is the leader. Morningstar.com expects EXDS to double their Market share by then and they say that EXDS is the one stock that stands above the rest. The completion of the GlobalCenter deal should help if they can take full advantage of it. Their plan on focusing more on gaining business from Fortune 500 and other highly solvent companies is also working. And look at this: NOTE: Growth rate on this stock has actually been accelerating to 359% this year. Click here: siliconinvestor.com Some negatives, imo: Apparently one of their key people left and I am trying to get more information on the potential impact, if any. Another is that their "burn rate" but apparently they have significant cash. Profits are at least 3-4 quarters off, but analysts are not too bothered because again they are building up their infrastructure to hopefully dominate their market. They still have some business among the shakier smaller dot-com segment, but doing well in offsetting that weakness with gaining bigger company business, imo. Do you own DD, this is not a classic reasonable PE play but a stock I view as undervalued based on potential dominance and profits, especially below $20.

To: SBerglowe who wrote (1401)	1/11/2001 10:48:00 AM
From: vagabond	Read Replies (2) \| Respond to of 6445

OT (but fascinating): Some others here may already have heard of this, but I hadn't until just now... There was a very intriguing report this morning on ABC's "Good Morning America," following-up on an Internet article this week about a mysterious new invention that's being touted (not by the inventor, but by respected scientists and business leaders who've seen it -- including Steve Jobs and Jeff Bezos) as truly revolutionary and likely to change the world as we know it. The thing is referred to so far only as "IT" (as in the word "it" -- NOT as in the abbreviation "I.T.", as used to refer to "information technology") -- and one high-level scientist interviewed by GMA host Charlie Gibson put in somewhere "above the Internet" in terms of its historical importance IF IT WORKS AS PLANNED. Here are two links: the first, to the original story as it appeared at "Insider.com", which uncovered the info during research on a deal involving a BOOK about the invention... inside.com Second, here's a link to the "GMA" website with a headline about the story -- that page has a link partway down, to an audio-file where you can actually hear this morning's ABC News report on the mystery surrounding the invention... abcnews.go.com If you have some time to check this stuff out, I'm sure you'll find it interesting... Vagabond