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

To: Dan Hamilton who wrote (3281)	6/26/2001 10:08:22 PM
From: Orwell	Read Replies (1) \| Respond to of 3664

News story is red herring and part of the noise that has sent EXDS down. Clients are currently willing to pay premium for EXDS services. If you have a track record of running MSFT, YHOO, EBAY, etc., then you are looked to as the leader. Clients are not looking at stock price either, most clients are public companies and they know the idiosyncracies of the market. EXDS booked $200 million in new revenue last quarter and are not predicting any decrease in margins going forward. EXDS revenue only went down due to cancellations and other delays. Once the weak dot com hands are out, a continued $200 million per quarter revenue increases will pull EXDS out of the fire. They also have real assets to use as securities or collateral for funding to get them over any hump (unlike software companies or dot comes who have nothing in tangible assets). O.