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To: Sarmad Y. Hermiz who wrote (129759)	8/8/2001 8:26:51 PM
From: GST	Read Replies (2) \| Respond to of 164684

Sarmad -- more on the growing competition in storage -- is a glut coming? byteandswitch.com

To: Sarmad Y. Hermiz who wrote (129759)	8/9/2001 9:09:00 AM
From: Olu Emuleomo	Read Replies (1) \| Respond to of 164684

>>>Olu, you're a mo kind of guy. How about exds. >>> Yes, EXDS is intriguing. I am late to the party though. I have to try below 2.1 --Olu E.

To: Sarmad Y. Hermiz who wrote (129759)	8/9/2001 9:59:03 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

How about EXDS? >For IBM, which already has a smaller Web hosting service, an acquisition would expand its thrust into Internet services, Arnold said. For Microsoft, an investment in Exodus is more likely than an outright acquisition, analysts said. Microsoft's heart is in selling software, said D.A. Davidson & Co. analyst Kevin Giboney, but as it unveils its .Net strategy of delivering services over the Web for subscription fees the company will rely more heavily on Web hosters like Exodus, Giboney said. A potential hurdle to any acquisition is the roughly $3 billion in debt that saddles Exodus, Arnold said. In addition, he said, the company still needs to make more capital investments to complete several data centers.