Vom Raging Bull Board:
Excellent Article on EXDS in New Kiplinger`s Magazine
"Web Stocks: The New Rules. Avoid Dot Coms and Still Profit From The Internet"
Steven Goldberg
Kiplinger Magazine, April 2000
No Sign adorns the beige, low slung building in a Sterling, VA., industrial park. Exodus Communications would just as soon you didn`t know it exists. Armed guards check for unfamiliar license plates in the parking lot. Inside, other guards watch from behind bulletproof glass and patrol the corridors. ID cards are required to open doors, and really sensitive areas are equipped with electronic palm readers, which admit only the people the machines recognizes.
The security is designed to keep thieves and mischief makers from wreaking havoc on Web sites that process bank transactions, credit card purchases and sales of everything from business equipment to toys and books. Yahoo!, SportsLine and the Weather Channel are just a few of the dozens of companies whose Web sites are housed in the carefully controlled and constantly monitored bunker which looks like nothing so much as a dog pound for computers, with floor to floor ceiling black wire caging around each company`s hardware. Inside the cages are the guts of the Internet; servers that host the Web sites.
Exodus Communications already operates 19 data centers, like the one in Sterling, VA and it plans to open 15 more this year. Donaldson, Lufkin, and Jenrette analyst Harry Blount calls Exodus a "category killer" and predicts that sales will increase more than 50% annually over the next four years. Analysts expect the firm to lose 83 cents a share this year.
Exodus sells its customers as much or as little as they need. Tech savvy Yahoo! uses Exodus to supply more bandwidth, so that its Web site loads faster and more reliably. At the other extreme, some start-up companies come to Exodus with only an idea for a Web site. Exodus can design, get the site started, and upgrade it as needed.
Firsthand funds (annualized gain of 61% over the past five years ending February 1, 2000) Kevin Landis calls Exodus a "gigantic ATM machine. Once they have you as a customer, they`ll sell you data backup, recovery, and security. Before you know it, it will sell you all kinds of things."
Nichts Neues, aber immer wieder schoen ...
!Mal sehen, wie die neue Woche beginnt.
Ciao,
Das gespannte Ich