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

To: anyer who wrote (463)	4/25/1999 11:05:00 PM
From: Jay8088	Respond to of 3664

On interesting side note is that I heard from a big web guru (he has written MIT course textbook in website management) that EXDS and ABOV don't compete with each other all that much. EXDS targets fortune 500 types and ABOV mostly small businesses. It is my understanding that EXDS has more business than it can accept. And similarly for ABOV. Since ABOV is the only other colocation pure play, I think EXDS has very little competition for now. They win 75% of what they bid on. So EXDS is clearly a king. I think EXDS is comparable to other business outsourcing service stocks of past - like EDS and ADP. They were two of the greatest examples of long term growth investment.