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

To: Henri who wrote (405)	4/21/1999 5:48:00 PM
From: HiwayTrader	Read Replies (1) \| Respond to of 3664

Great Report huge increase in number of customers was more than expectations and better still the revenues per customer increased well beyond expectations. Loss was less than expected tho' higher than whisper it becomes meaningless in light of the tremendous growth. This is gonna rocket IMO.

To: Henri who wrote (405)	4/22/1999 3:23:00 PM
From: William F. Wager, Jr.	Respond to of 3664

And one more comment...''The company has established a compelling business model that is gaining momentum,'' BancBoston Robertson Stephens analyst Rick Juarez said. He reiterated his ''buy'' rating today and raised 1999 revenue estimates by 15 percent to $165 million. The company received other favorable ratings following its earnings announcement. ING Baring Furman Selz analyst David Levy today raised his rating to ''strong buy'' from ''buy.'' Exodus shares have more than tripled this year on expectations that more large customers will house the computers that run their Web sites in Exodus's data centers. Exodus operates eight such sites in the U.S., where clients including Yahoo! Inc., Microsoft Corp. and Inktomi Corp. send their powerful server computers to be maintained and operated by Exodus staff.

To: Henri who wrote (405)	4/24/1999 9:53:00 PM
From: Jay8088	Respond to of 3664

""I would be concerned about the sequential reduction which reflects growing competition from ABOVENET primarily. It seems to me that with the run ups in the last 30-45 days, the upside has already been built into the price. JMO. "" Where do you get this kind of inference? As far as I know EXDS and ABOV don't compete with each other all that much. EXDS has Fortune 500 type customers and ABOV has mostly small businesses. For now, EXDS has very little competition to speak of.