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To: Theophile who wrote (12166)	6/21/2001 10:44:12 AM
From: DukeCrow	Respond to of 15615

Be cautious of Jim Seymour, he is the best on TSC, but still is an occasional Bounty Hunter out to help his buddies. The best on TSC...that's not saying much, is it? ;) I find Seymour to be knowledgeable when it comes to tech but pretty much clueless when it comes to investing. TSC is supposedly an investing/trading website, so his information really wouldn't be all that helpful to TSC's readers. Seymour should just stay where he belongs...writing for the technology mags. Can anyone tell me to whom Jim is referring here: It's the full-bore managed-hosting outfits that are doing well now. Exodus is very late to the party. ? I don't know if I would call Exodus late to the party, as Seymour did. They started to really emphasize managed services about a year ago. Exodus liked to talk about how their average revenue per IDC customer was continuing to increase at a healthy rate even as their new customer adds started to rapidly slow (and their churn crept up from below 2% to above it). The only "full-bore managed-hosting outfit" that seems to be surviving may be Digex. And that's only because they have a cash-rich parent (WCOM) which is supporting them. Besides Digex, can anyone find a hosting company that isn't priced for bankruptcy? The only slight positives I can see are that Navisite, Equinix, and Digex have stayed relatively flat since April, while the rest of the hosting companies have dropped off significantly. BTW, Navisite has a very large focus on managed services (they manage services in the Level3 data centers as well as their own), while Equinix simply provides a neutral center for others to easily manage services for anyone that wishes -- complete opposites which doesn't quite fit with Seymour's statements. Ali

To: Theophile who wrote (12166)	6/24/2001 1:35:52 AM
From: DukeCrow	Read Replies (1) \| Respond to of 15615

<<It's the full-bore managed-hosting outfits that are doing well now. Exodus is very late to the party. ?>> With the recent talk of MFNX, it suddenly occurred to me that they acquired a "full-bore managed-hosting outfit": AboveNet. Also, perhaps Genuity is another example (Who can forget the "Black Rocket"). Ali