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

To: BostonView who wrote (431)4/22/1999 5:45:00 PM
From: Ken Pomaranski  Read Replies (1) | Respond to of 3664
 
<< does the Intel news (about getting into web-hosting) legitimize or threaten EXDS' position? >>

legitimize, of course! Everybody and their grandmother wants to get into this business now. Exodus is envied by all, but they have a huge headstart. Let's hear it for the little guy!!!

kp



To: BostonView who wrote (431)4/22/1999 5:50:00 PM
From: William F. Wager, Jr.  Read Replies (1) | Respond to of 3664
 
BV--I saw that report and said ahh sh*t, here comes the Gorilla. I
honestly don't have an opinion and my question would be how long will
it take Intel to ramp up...this is probrably not a zero sum game,
however. Just as with Cisco/Lucent, there may be enough to share. It
certainly bares watching though.

Regards,

--Bill


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