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To: TheSlowLane who wrote (30)5/26/1999 4:23:00 AM
From: SteveG  Respond to of 609
 
EXDS - fwiw, one our best performers and top holdings. They WILL blow out the current Q, though they aren't really an ASP pure play (which isn't a bad thing - they construct and rent bullet-proof facilities to ASPs, sometimes designing and administering systems/operations for clients as well).

But watch also for previously well-kept secret - Cyrus Intersoft to go public within the next year - their approach and time to market advantage might provide them with gorilla status in that space: cyrusintersoft.net