Exodus - Geniessen und Schweigen?! (III) - 500 Beiträge pro Seite

[Das Ich]

So, es ist mal wieder Zeit fuer einen neuen Thread - rechtzeitig zu den neuen Zahlen!

Ich habe zwar zur Zeit keine Exodus mehr, aber ab Dienstag hoffentlich wieder, wenn sie am Montag nicht zu stark steigen sollten ...

Nochmal kurz die Zahlen von letzter Woche (LongTermTom hat sie ja schon in die alten Threads gestellt, aber sie sollten auch hier nochmal sein):

Web hosting company Exodus Communications (EXDS:Nasdaq - news - boards) announced slightly better than expected first-quarter earnings on Thursday.

Net loss, excluding goodwill amortization and other charges, was $42.3 million, or 23 cents a share, 3 cents ahead of the consensus estimate of analysts polled by Thomson/First Call. Including goodwill and one-time charges, net loss for the quarter was $58.4 million, or 32 cents a share, compared to a net loss of $52.9 million, or 30 cents a share, in the fourth quarter of 1999, and a net loss of $23.2 million, or 14 cents per share, in the year-ago quarter.
The Santa Clara, Calif.-based company said net revenue was $134.1 million, a 346% increase over the year-ago quarter and a 32% increase over the previous quarter. For the first time, Exodus posted an EBITDA (earnings before interest, taxes, depreciation and amortization) profit.

"Given that they launched six new IDCs [Internet Data Centers] in the last two quarters, EBITDA profit shows very good management," said Wit SoundView analyst Marlowe Burke. Wit SoundView hasn`t done any underwriting for Exodus.

"32% revenue growth for a company of this size is very good," Burke added.


Ciao,
Das neuen Thread eroeffnende Ich

[Das Ich]

Und noch ein interessanter Artikel:

http://cbs.marketwatch.com/news/current/net_sense.htx?source…

Keeping the faith with Exodus

SAN FRANCISCO (CBS.MW) -- Faith is fleeting during disquieting times. Investors have shifted gears from so-called new-economy stocks to old economy back to, uh... new economy. In many cases, with good reason.

Yet, those who`ve kept the faith in Exodus Communications, have reason to evangelize after the new-economy company reported yet another quarter beaming with solid results. See full story.

Sure, quarterly sales slowed down from the 40-plus percent quarter-over-quarter pace set in the past 13 quarters. But the company did turn cash flow positive for the first time, while turning in sequential growth of 32 percent on sales north of $100 million.

"If you`re generating over $100 million a quarter and you`re growing well over 20-percent plus -- that`s impressive," said Richard Juarez, an e-commerce infrastructure analyst at BancBoston Robertson Stephens.

It was just last summer -- ages ago in Internet time -- that Exodus was a mere $3.7 billion company. Exodus was bite-sized, as I called it. Yet, Ellen Hancock, the company`s steadfast chief executive officer, convinced me that she wouldn`t be bullied around, even as I received calls from Intel (INTC: news, msgs) that it was serious about getting into the Web hosting space.

I even pressed her (back then) about whether she`d entertain any suitors, in light of the increasingly competitive landscape. "We`ll remain independent," she said.

And independence has been a good thing. The former IBM executive has nurtured this company into a Web hosting behemoth valued at $26 billion. And to this day, I still believe: there`s no bullying Ellen or Exodus.

"She has a tremendous amount of experience in the networking industry and she`s making this company a vendor for complete end-to-edge outsourcing for content and application management and distribution services," said David Levy, an analyst at Chase H&Q.

Exodus has had a sterling record of posting 13 consecutive quarters of 40-plus percent sequential revenue growth. In the latest quarter, Exodus increased quarterly sales to $134.1 million, up 32 percent sequentially.

Much of that success is due to the company`s growing customer list and revenue per customer, said John Hodulik, an analyst at PaineWebber. Exodus added six customers every day in the fourth quarter. That`s three times more than the number of customers Exodus was adding daily back in June.

In its most recent quarter, Exodus added 545 new customers to bring its total customer count to 2,830. And average annualized revenue per customer rose to $220,000 from $196,000 during the same period a year ago.

Focus

And there doesn`t appear to be any sign of the company losing market share.

An IDC report released in April said that in 1999, Exodus had market share of 9.3 percent in the Web hosting market. Verio (VRIO: news, msgs) had 7.6 percent; Exodus` biggest competitor, Global Center, a unit of Global Crossing, (Global Crossing purchased Frontier Corp., the parent company of Global Center) had 5.9 percent; IBM (IBM: news, msgs) Global Services had 5.4 percent; UUNet, a unit of MCI Worldcom (WCOM: news, msgs), had 4.4 percent; Qwest Communications (QWST: news, msgs) had 3.9 percent; Digex (DIGX: news, msgs) had 3.3 percent; Genuity, formerly called GTE Internetworking, a unit of GTE (GTE: news, msgs) had 2.7 percent.

"Exodus singleness of focus is a huge advantage and that`s often underrated," said Hodulik.

But the aforementioned batch will be honing in on the Web hosting space as several have plans to issue tracking stocks or IPOs.

Qwest Communications management suggested that it might issue a tracking stock for its Web hosting and application service provider business, called Cyber.Solutions. Global Crossing also plans to issue a tracking stock for GlobalCenter. GTE said it`s planning an initial public offering for Genuity to satisfy regulatory issues regarding GTE`s merger with Bell Atlantic.

"The fact that these companies are breaking these businesses out into separate units underscores that this business isn`t just growing fast but that it has tremendous economics," said Hodulik.

BancBoston`s Juarez predicts that there will be demand for between 45 and 55 million square feet of hosting space by fiscal year 2002. Currently, there is less than 25 million square feet of hosting space. That demand imbalance suggests that growth is intact. Some may be skeptical about the 50 million number Juarez came up with, but he stands by his methodology.

He predicts that there will be 8.5 million businesses (with about 50 employees on average) in the U.S. that could use some kind of hosting environment. The amount of space they`d realistically need would be about 15 to 25 square feet. If 40 percent of these businesses outsourced their hosting requirements, that would require about 50 million in hosting space.

What does that mean for Exodus, the largest provider with the most expertise in the space? A premium valuation, many analysts and investors said. Is that too much to ask for a company that owns a strategic point of the Internet as computing and telecommunications converge? That`s for investors to decide.

While it`s difficult to compare Exodus on an apples-to-apples basis with the large players in the Web hosting and managed services industry, against the pure-play Web hosting companies, Exodus does appear to sporting a slight premium.


Meiner Meinung nach sehr interessanter Artikel - und verstaerkt meinen Drang, wieder ein paar Exodus-Aktien zu haben .

Ciao,
Das informierende Ich

[Das Ich]

Anscheinend komme ich noch billiger an Exodus als ich dachte - schoenes Ostern heute in den USA ...

Hat die Korrektur doch gerade erst angefangen?

Gite Nachrichten werden zur Zeit nicht zur Kenntnis genommen, schlechte dafuer umso mehr - und der Internet-Selloff geht weiter ...

Ciao,
Das abwartende Ich

[Le Chef]

Hi ,

ja , ich werde morgen wohl auch bei EXDS zuschlagen , zunächst mal mit einer Teilposition .
Wundert mich zwar etwas , daß sie schlimmer verprügelt werden als Microsoft , denen ich die Pest an den Hals wünsche , scheint vielleicht auch mal wieder Sell on good News zu sein ....

Grüße ,

Thommy

[FlopBOB]

Hi zusammen!


Habe hier ne andere Meinung zu den Exodus Zahlen gefunden:

http://www.wallstreetonline.de/community/board2/ws/thread/12…

Vielleicht hilft euch das weiter.

mfg

FlopBOB

[Das Ich]

Tja, FlopBOB,

Der Gute hat aber keine Quellenangabe genannt - duerfte sein eigener Mist gewesen sein. Und die Antwort von DerSchulmeister spricht fuer sich selbst, vor allem wenn man seine restlichen Postings hier im Board mal anschaut ...

Ich denke, die Zahlen waren gut - und wenn Exodus Ende des Jahres schwarze Zahlen schreibt wie geplant, dnan sehen wir weiter. Der Selloff koennte damit zusammenhaengen, dass Exodus eben noch nicht 2/3 oder mehr seines Hoechstwertes verloren hat waehrend der Korrektur bisher - und von daher noch Nachholbedarf war.

Nichtsdestotrotz gab`s naemlich auch das hier nach den Zahlen:

http://www.newsalert.com/bin/clipstry?StoryId=CoqpgWbWbu0znm…

E*OFFERING Upgrades Exodus Communications, Inc. (EXDS) from a Buy to a Strong Buy Rating
SAN FRANCISCO, April 24 /PRNewswire/ -- The following is being issued by E*OFFERING, a member of the National Association of Securities Dealers, CRD Number 036717.

E*OFFERING, a leading Internet investment bank, announced Thursday the upgrade of Exodus Communications, Inc. (Nasdaq: EXDS) (STRONG BUY, $107-11/16) from a BUY to a STRONG BUY rating. Principal and Senior E-Nabling Solution Providers Analyst Christine Nairne upgraded her rating following the company`s Q1:00 earnings report.

"Exodus reported an outstanding Q1:00, with revenues of $134.1 million -- beating our estimate of $131.8 million, and EPS of ($0.23), which beat our estimate of ($0.24), excluding amortization and one-time debt conversion expense," Nairne said. "While we anticipated that Exodus would head toward EBITDA profitability in the first quarter, the magnitude of nearly $2 million in positive EBITDA was a pleasant surprise. We believe this is serious evidence that the Exodus model is coming to fruition as a viable, profitable business over the long term. Further, we believe the timing to be perfect, as investors are suddenly demanding a clear path to profitability."

Nairne added, "We are raising our estimates for the remainder of FY00 to reflect the positive trends in Exodus` business model. We believe that in coming quarters all key metrics will continue their upward course."

To read Christine`s report on Exodus, or to learn about any of the other companies she covers, please visit the E*OFFERING website at http://www.eoffering.com/.


Und dann auch noch das hier (konnte ich nur noch nicht anhoeren, wegen Firewall ...):
http://www.newsalert.com/bin/clipstry?StoryId=CoqpgWbKbytaZo…

ON24 Audio Investor Alert: ON the Move: Exodus Is Getting an Undeserved Punishment

Ich bin ab morgen erstmal wieder dabei - diese Pruegel sind nicht gerechtfertigt ...

Ciao,
Das kaufende Ich

[FlopBOB]

Hi morgen wahrscheinlich gute Geschäfte machendes Ich!

Ich persönlich bin überhaupt nicht über Exodus informiert, habe nur gedacht, dass euch die Meinung von Jesse Livermore vielleicht weiterhilft. (Mir war mal wieder langweilig) Den Beitrag von Schulmeister hab ich gerade erst gelesen und ich finde ihn auch unqualifiziert.

Ich habe selber auch eine Kauforder aufgegeben (aber nur fürs Börsenspiel)

mfg

FlopBOB

[Das Ich]

Habe ich auch so gesehen, FlopBOB - danke fuer den Hinweis ...

Und dann war da noch:
http://www.newsalert.com/bin/clipstry?StoryId=CoqpgWbKbyte2n…

Robertson Stephens Reiterates Buy Rating and Raises Estimates on EXDS
SAN FRANCISCO--(BUSINESS WIRE)--April 24, 2000--Robertson Stephens Managing Director and Senior eCommerce Services Analyst Rick Juarez reiterated his Buy rating and raised estimates on Exodus Communications Inc. (NASDAQ:EXDS). Headquartered in Santa Clara, California, Exodus is one of the leading business centric providers of Internet systems and network management solutions for companies seeking to outsource the hosting of their mission critical Internet operations.
"Exodus reported strong first quarter 2000 revenues of $134.1 million, surpassing our estimates by $0.9 million or 0.7 percent," said Juarez. "Meanwhile, earnings-per-share of ($0.23) beat our estimate and the consensus estimate by $0.02 and $0.03 respectively."

"We believe that Exodus is one of the leading contenders in a new category that we term the Internet Utility Platform or IUP provider, which tightly integrates the access and hosting components," said Juarez.

"Exodus reported better-than-expected gross margins and positive EBITDA, which we believe are testimony to the strength of the Exodus model," said Juarez. "We believe long-term gross margin improvements will be driven by contribution from higher margin managed services and improved economies of sale. Yet, we believe that short-term gross profits will reflect costs associated with the company`s accelerated buildout schedule."

"In our opinion, Exodus continues to differentiate itself from its competitors, " said Juarez. "We are raising fiscal 2000 revenues to $780.5 million from $752.9 million and fiscal year 2001 revenues to $1.65 billion from $1.4 billion. We reiterate our Buy recommendation and price target of $245."


Ich mag vor allem dieses $245 Kursziel - und das nach den Korrekturen und dem Umdenken, das momentan so um sich greift ...

Und irgendwie habe ich so das Gefuehl, das gibt einen starken Rebound in den naechsten Tagen ... hofffentlich mit mir .

Ciao,
Das vertrauende Ich

[FlopBOB]

Hi mir hoffentlich Informationen liefern könnendes Ich!

Habe im Ariva-Board was von einer Internet&Barrons Todesliste gelesen.
Exodus stand auch drauf. Kennst du die? Was soll man davon halten?

mfg

FlopBOB

[Jesse Livermore]

Hallo Das Ich,

ist normal nicht meine Art, keine Quelle anzugeben. Habe ich total versäumt.

Die Meldung habe ich von Wallstreet-Online als Mail bekommen.

Bin was Exodus angeht auch sehr bullisch eingestellt, habe auch bereits welche, und strebe an, sofern mein Limit morgen erreicht wird nazukaufen.

Ciao
Jesse Livermore

[LongTermTom]

Etwas hab ich auch noch gefunden.

Monday April 24, 1:40 pm Eastern Time
TRADE IDEA-Chase calls Internet bonds "strong buy"
NEW YORK, April 24 (Reuters) - Following a recent selloff, bonds issued by Internet companies represent a ``strong buy`` for high-yield, or junk, bond investors seeking total return and stable current income, Chase Securities Inc. said in a report dated April 18.

Chase specifically recommended overweighting debt from Internet/Data companies, specifically Exodus Communications Inc. (NasdaqNM:EXDS - news), Globix Corp. (NasdaqNM:GBIX - news), PSINet Inc. (NasdaqNM:PSIX - news) and Verio Inc. (NasdaqNM:VRIO - news).

``In our opinion, strong growth prospects, combined with recent market technicals, have created a number of opportunities to purchase Internet/data bonds, which we believe will outperform the overall market,`` Chase said.

Chase said four factors powered the Internet/data sector higher in 1999: (1) rapid growth in e-commerce; (2) positive fundamentals including triple-digit revenue growth, ``impressive`` gross margins and limited ``churn``; (3) rapid consolidation activity, and (4) strong equity valuations.

These factors, Chase said, should continue to propel the sector forward in 2000.

First, e-commerce and its potential ``is the single biggest factor driving the demand for high-speed networks and Web hosting services`` in telecommuniations. Recent announcements by leading automobile and aerospace firms to develop e-commerce infrastructure and on-line trading exchanges likely foreshadow similar activity in other industries.

That, Chase said, should contribute to compound annual growth in the Web hosting market of 87 percent through 2003, an ``extremely promising`` number for the best bonds in the sector.

Second, Internet/data fundamentals are the best of any telecom segment.

Chase said Exodus, Globix, PSINet and Verio posted revenue growth in their 1999 fiscal years of 64 to 357 percent, and should see compound annual growth of 50 to 100 percent through 2003. At the same time, Chase said such Web hosting companies should expand their already high margins yet suffer little churn, sometimes below 2 percent. ``Churn`` measures a company`s ability to retain customers.

Third, the sector`s wave of acquisition activity should continue. That activity, Chase said, ``adds strong speculative appeal to (Globix, PSINet and Verio) and their existing debt.`` Exodus, with a higher market capitalisation, is a less likely target, Chase said.

And finally, Chase said soaring stock valuations -- a combined 509 percent in 1999 -- have allowed Exodus, Globix, PSINet and Verio to use stock as currency for a variety of stock swap acquisitions. That allows them to expand their product offerings and enhances the outlook for their debt.

Chase recommended buying Exodus`s 11.25 percent notes due July 2008 and 10.75 percent notes due Dec. 2009, all rated B3 by Moody`s Investors Service and B-minus by Standard & Poor`s. The notes recently yielded 542 and 551 basis points (5.42 to 5.51 percentage points), respectively, more than comparable maturity U.S. Treasuries. The company`s ``strong operating performance and solid positioning`` make rating upgrades in the next 12 to 18 months likely, Chase said.

Chase recommended buying PSINet`s B3/B-minus rated 11 percent senior notes due Aug. 2009, which recently yielded 733 basis points more than Treasuries. Chase expects that spread to narrow 200 to 250 basis points over the next six months.

Chase called Verio`s B3/B-minus rated 11.25 percent senior notes due Dec. 2008, which recently yielded 582 basis points more than Treasuries, a ``compelling investment opportunity`` because of Verio`s ``strong fundamental, strategic and speculative appeal`` and in light of the notes` recent decline.

And finally, Chase also called Globix`s unrated 12.50 percent senior notes due 2010, which recently yielded 830 basis points more than Treasuries, a ``compelling investment opportunity.`` The company, Chase said, enjoys positive event risk over the next 12 to 24 months.

TRADE IDEA reports contain RICs where applicable. To see livequotes, click on the angled brackets < > within the text. To call up charts or perform analysis, point at the RIC and use right mouse click to bring up menu. ** NEWS News for the fixed income market [D] All debt market reports [D-DBT-MF] Government bond news [GVD] Mortgage and asset-backed news [MTG] U.S. corporate news [USC] Credit rating news [AAA] Emerging markets news [EMRG] For guide to all news on Reuters (NEWS - news) ** PRICES/INDICES US Dollar Bond Market Overview <0#USDCOMP> US mortgage-backed 30-year and 15-year overview (USMBS - news) ** To gain access to a full spectrum of broker research reports, try Reuters Broker Research (RBR). For more information, contact your local help desk .

http://biz.yahoo.com/rf/000424/f1.html

Schoen zu sehen, dass auch meine PSIX erwaehnt werden.

Meine zuletzt eingekauften EXDS habe ich am Donnerstag wieder zu 119E
verkauft. Langsam laeppert es sich mit dem traden. Morgen werde ich erstmal abwarten und vielleicht wieder einige Stuecke zurueckkaufen.

Gruss
LTT

[Moritz]

Hallo zusammen,
billiger wirds nicht. Habe Montag in USA gekauft.
79$.
Gruss Moritz

[Cyberstorm]

Exodus schmiert in USA in Moment ab. Ich warte noch, bevor ich erste Postionen aufbaue. Das Quatalsergebnis wird wohl nicht so gut aufgenommen.


CMGI hat aber einen schönen Doppelboden gebildet. Risiko nach unten eher gering. OptSch.752315 sieht gut aus, den leg ich mir mal rein.

Cyber...

[Das Ich]

Ja, mein Trading ist auch nicht ganz aufgegangen:

Limit hatte ich auf 89 Euro gesetzt, Tiefstkurs war 89,30. Dann habe ich auf 93,50 erhoeht und bekommen, bin bei 91,50 allerdings wieder raus, nachdem sich ein Abwaertstrend abgezeichnet hat. Der Selloff scheint noch nicht zuende zu sein - mich hat vor allem das Volumen gestern (32 Mio Stuecke ...) und auch heute wieder mit jetzt schon 11 Mio stutzig gemacht. Ich wollte eh nur zum Kurzzeittraden drinbleiben, da der Markt momentan zu volatil ist.

Langfrsitig ist Exodus mE immer noch top, aber man muss ja nicht unbedingt zu teuer einkaufen .

Viel Glueck (und warten ist sicher gut zur Zeit).

Ciao,
Das abwartende Ich

[Jesse Livermore]

Bin heute auch zu 85,-- E in den Markt. Hätte sie aber leider noch billigér haben können. Denke aber langfristig sieht es nach wie vor gut aus.

Jesse Livermore

[LongTermTom]

Oh wei, ich wollts ja nicht wahr haben, aber die Unterstuetzung wird wohl nicht halten, so dass wir wohl Kurse unter 70$ bald sehen werden.

Heute habe ich mich mit Nachkaeufen zurueckgehalten, werde aber diese Woche nochmal zugreifen.

Der zugreifende
LTT

[Das Ich]

Und mit Exodus habe ich mir so ziemlich die EINZIGE Inetaktie zum Traden ausgesucht die heute NICHT gestiegen ist ...

Na ja, man kann nicht immer Glueck haben ...

Und heute waren es schon wieder 31 Millionen Stueck, die umgesetzt wurden - das macht 1/3 der gesamten Aktien in ZWEI Tagen ... hmmm .

Ciao,
Das nachdenkliche Ich

[Struwwelpeter]

Ist das hier der Masochisten-Club?????




Bei dem Chart wäre der bessere Name Exitus





Gruß
Struwwelpeter

[LongTermTom]

Es musste ja irgendwann kommen, dass einer den Thread versaut. :O
Nichts gegen Dich persoenlich STRUWEL, aber behalte doch Deine Meinung fuer Dich, OK ?!

[Moritz]

Jawohl,
schliesslich heisst der Thread
"Exodus - geniessen und...schweigen"
Gruss Moritz

[aureleus]

vielleicht als weitere entscheidungshilfe:




grüsse

[LongTermTom]

Wednesday April 26, 7:03 am Eastern Time
Company Press Release
SOURCE: WiredPlanet
WiredPlanet.com and i-drive.com Choose Exodus to Power New Music Sharing Community
SAN FRANCISCO, April 26 /PRNewswire/ -- WiredPlanet (www.wiredplanet.com) and i-drive.com (www.idrive.com) announced today that Exodus Communications(TM), Inc. (Nasdaq: EXDS - news), a leader in complex Internet hosting and managed services, will provide high-performance Internet hosting for their recently announced music sharing community. The new service combines music search and sharing features with legal, streaming MP3 technology. Exodus® will provide the massive amounts of bandwidth and storage that the new service is expected to require.

WiredPlanet has partnered with i-drive.com to enhance WiredPlanet`s ``MyStation`` functionality and allow listeners to take MP3 files from their own collections, store them in an i-drive, and add those songs to their MyStation playlists. Listeners will also be able to search other MP3 collections within the community and add any of those songs to their MyStations. A sophisticated music-streaming algorithm ensures that the MyStation broadcasts comply with the webcasting rules defined by the Digital Millennium Copyright Act of 1998.

``WiredPlanet utilizes a variety of audio streaming and personalization technologies to deliver an online music experience that is personal and customizable,`` said Ellen M. Hancock, president and CEO of Exodus. ``We are pleased to provide WiredPlanet with the high quality Internet hosting and management services they require for their leading edge application.``

``WiredPlanet is dedicated to providing the highest-quality experience to our listeners,`` said Thomas Hale, CEO of WiredPlanet. ``By working with Exodus, we can provide members of our music sharing community with consistent, reliable access to their favorite music.``

WiredPlanet`s music sharing features are currently in beta testing. To sign up for the beta program or to download the WiredPlanet Desktop Application, see http://www.wiredplanet.com/download/. Current WiredPlanet Desktop Application users will receive an automatic software update when the final music-sharing features are released.

NOTE: Exodus Communications, Exodus and Service Metrics are trademarks of Exodus Communications, Inc., and may be registered in certain jurisdictions. All other trademarks mentioned in this document are the property of their respective owners.

About WiredPlanet

San Francisco based WiredPlanet (www.wiredplanet.com) provides turnkey streaming audio solutions for online businesses, recording artists, and consumers. A nominee for the 2000 Webby Awards, WiredPlanet has quickly become one of the world`s leading online music sites. WiredPlanet employs a variety of audio streaming and personalization technologies to deliver an online music experience that is personal and customizable -- ``Music Your Way.`` WiredPlanet gives listeners unprecedented control over their music experience, including the ability to build their own personalized stations and easily purchase music. Editors please contact Jon Finck ([e-mail]) at Encore Communications at 415-438-9933 or Sarah Stabile ([e-mail]) at Hi-Impact Public Relations at 415-504-9475.

About i-drive.com

Founded in 1998, i-drive.com is the leading provider of interactive Web-based space for users to permanently store, organize, and share information from the Internet and the desktop. With content management tools including Sideload(TM) and Clip, i-drive redefines the term ``sticky`` content by delivering features and tools that allow the content to stick to the user -- anywhere on the Web. i-drive has established partnerships with a range of top Web sites, including MP3.com, ZDNet.com and the New York Times Learning Network, and has formed the nation`s largest university consortium to deliver file storage and management tools to students across the country. i-drive.com is privately held and funded by Global Retail Partners, Information Technology Ventures, Draper Fisher Jurvetson, Partners Group and ZDNet. For company information, visit the Web site at www.idrive.com. Editors please contact Christine Gasparac at Antenna Group at 415-977-1932 or [e-mail].

SOURCE: WiredPlanet

[LongTermTom]

Wednesday April 26, 8:31 am Eastern Time
Company Press Release
Exodus Opens New Internet Data Center in Tokyo
Company Continues to Extend its Leadership Position with the Opening of Expanded IDC Facilities in Japan
SANTA CLARA, Calif.--(BUSINESS WIRE)--April 26, 2000--Exodus Communications(TM), Inc. (NASDAQ: EXDS - news), a leader in complex Internet hosting and managed services, today announced it has opened a new Internet Data Center (IDC) in Tokyo to meet increasing worldwide customer demand for its complex Web hosting services. The new 157,000 square foot building -- which houses the Tokyo IDC, as well as corporate headquarters for Exodus Communications, K.K. -- is part of the continued expansion of Exodus`® network of world-class IDC facilities in major metropolitan areas to support growing demand for complex Internet hosting worldwide.

``We are pleased to expand our presence in Japan to provide customers with a premier combination of IDC facilities and managed and professional services to support the rapidly growing needs of the Asia Pacific region,`` said Ellen M. Hancock, president and CEO of Exodus. ``With each new IDC opening, Exodus further strengthens its position as a worldwide leader in complex Web hosting.``

With the opening of the new Tokyo IDC, Exodus offers U.S. companies serving the Asia Pacific region, as well as Asia Pacific-based companies, a state-of-the-art hosting facility tailored to meet the unique demands of sophisticated, multi-platform, mission-critical Internet operations. The Tokyo IDC is already home to three new customers including Vanguard, an e-commerce solutions provider, iGrocer, an online supermarket and delivery company, and J-surplus, a business-to-business auction site specializing in excess inventory and surplus assets.

``Japan is increasingly emerging as a base for high-growth Internet companies and Exodus` expanded Tokyo IDC offers state-of-the-art facilities, combined with leading managed and professional services to provide these customers with the highest levels of quality, security, reliability and scalability,`` said Bob Weingarten, general manager for Exodus Asia Pacific.

In the first quarter of 2000, Exodus added 545 customers, bringing its total to more than 2,800 customers worldwide. According to Media Metrix, 40 percent of the top Web sites on the Internet are hosted at Exodus IDCs. Customers rely on Exodus` state-of-the-art facilities and managed and professional services to offer end users an optimal Internet experience.

Und es geht weiter....

Gruss
LTT

[Das Ich]

Angesichts der Kursentwicklung auch heute (wieder leicht im Minus ...) heisst es wohl wirklich erst mal auf den Boden warten ... und ein bisschen Cash aufbauen fuer den Boden-erreicht-Fall .

Ciao,
Das wartende Ich

PS: Heute mal wieder mit Commerce One gespielt - erfolgreich .

[LongTermTom]

Thursday April 27, 12:39 pm Eastern Time
Company Press Release
Robertson Stephens Reiterates Buy Rating on EXDS - Analyst Views Exodus as First Mover in New `IUP` Category -
SAN FRANCISCO--(BUSINESS WIRE)--April 27, 2000--Robertson Stephens Managing Director and Senior eCommerce Services Analyst Rick Juarez reiterated his Buy rating on Exodus Communications Inc. (NASDAQ:EXDS - news). Headquartered in Santa Clara, California, Exodus is one of the leading business centric providers of Internet systems and network management solutions for companies seeking to outsource the hosting of their mission critical Internet operations.

``Our analysis of the complex host market indicates that there may be a gap between supply and demand, and we estimate the gap may be as wide as two times,`` said Juarez. ``By the end of 2000, we believe there will be approximately 20 to 22 million square feet of supply. Based upon our internal analysis, we estimate that demand could exceed 50 million. Evidence supporting this imbalance can be seen by Exodus` previously announced price increases and acceleration in the build out plans from other market participants.``

``We have conducted an extensive analysis of the estimated availability of high quality, complex web hosting space,`` said Juarez. ``We will be tracking the space availability through a new Robertson Stephens Spacedex and will be monitoring the new index going forward.``

``Additionally, we believe that Exodus is a first mover in the new category of companies which we are calling IUPs or Internet Utility Providers which are developing highly engineered infrastructure solutions that tightly integrate and package access and hosting components,`` said Juarez. ``In our opinion, ASPs and perhaps ISVs will increasingly leverage IUPs to reduce the time to market for their respective solutions and increase quality.``

``We believe the recent pullback in the share price has created an attractive buying opportunity to invest in highly leverageable infrastructure solutions,`` said Juarez. ``We are maintaining estimates and reiterating our Buy recommendation.``

Clients interested in receiving more information should contact their salesperson at [phone].

Robertson Stephens is the leading full-service investment bank focused exclusively on growth companies. The market leader in technology IPOs, Robertson Stephens completed 103 deals in the US and Europe in the first quarter of 2000, valued at $40 billion, including 103 IPOs, follow-ons and convertibles and 37 M&A deals. This compares to the 1999 year-end total of 384 transactions, valued at $100 billion, including 233 IPOs, follow-ons and convertibles, 66 private capital deals and 85 M&A deals. The firm`s 47 equity research analysts cover nearly 700 companies. Founded in 1978, Robertson Stephens (Legal name: FleetBoston Robertson Stephens Inc.) is a section 20 subsidiary of FleetBoston Financial Corporation (NYSE: FBF - news) and a member of the NASD and all major exchanges. Together, Robertson Stephens, FleetBoston Robertson Stephens International Ltd., and Robertson Stephens Evergreen Securities Ltd. has over 1,200 employees worldwide with offices in Boston, San Francisco, New York, Menlo Park, Chicago, Atlanta, London, Munich and Tel Aviv.

The foregoing synopses are qualified in their entirety by the more detailed information contained in the full research reports, including the discussion of certain risks associated with an investment in the above-mentioned securities contained in ``Investment Risks.``

The information contained herein is not a complete analysis of every material fact respecting any company, industry or security. Although opinions and estimates expressed herein reflect the current judgment of FleetBoston Robertson Stephens Inc., the information upon which such opinions and estimates are based is not necessarily updated on a regular basis; when it is, the date of the change in estimate will be noted. In addition, opinions and estimates are subject to change without notice. This Report contains forward-looking statements, which involve risks and uncertainties. Actual results may differ significantly from the results described in the forward-looking statements. Factors that might cause such a difference include, but are not limited to, those discussed in ``Investment Risks.`` FleetBoston Robertson Stephens Inc. from time to time performs corporate finance or other services for some companies described herein and may occasionally possess material, nonpublic information regarding such companies. This information is not used in the preparation of the opinions and estimates herein. While the information contained in this Report and the opinions contained herein are based on sources believed to be reliable, FleetBoston Robertson Stephens Inc. has not independently verified the facts, assumptions and estimates contained in this Report. Accordingly, no representation or warranty, expressed or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information and opinions contained in this Report. FleetBoston Robertson Stephens Inc., its managing directors, its affiliates, and/or its employees may have an interest in the securities of the issue(s) described and may make purchases or sales while this report is in circulation. FleetBoston Robertson Stephens International Ltd. is regulated by the Securities and Futures Authority in the United Kingdom. This publication is not meant for private customers. The securities discussed herein are not FDIC insured, are not deposits or other obligations or guarantees of Fleet Bank or BankBoston N.A., and are subject to investment risk, including possible loss of any principal amount invested.


LTT

[Das Ich]

Wollte ich auch gerade reinstellen ...

Liest sich auch wieder gut - allein die steigenden Kurse kommen nicht.
Aber immerhin hat der wahnsinnige Umsatz abgenommen und ist schon fast auf Normalmass zurueck - heute "nur" 9 Mio. Stuecke gehandelt.

Vom Chart her wuerde ich sagen, die naechste groessere Unterstuetzung sehen wir um die 60 Dollar - bis dahin koennte es also noch zurueckgehen, und wenn man sich den Trend heute ansieht (NASDAQ plus, EXDS minus), werden wir das wohl auch ... Also noch warten mit dem (Wieder)Einstieg.

Ciao,
Das zu langsame Ich

[LongTermTom]

Bin am Freitag zu 84E wieder rein, war eigentlich ein wenig teuer - so tief ist doch der Euro noch gar nicht ?!

Ich hoffe ihr seid mit dabei.

Ein schoenes Wochenende wuenscht der schnell zugreifende
LTT

[Das Ich]

Leider nicht - ich habe mich noch nicht wieder reingetraut

Ich warte auch noch ein bisschen, bis die Tendenz klarer wird - vielleicht pendeln wir ja ein wenig zwischen 80 und 100. Und mittlerweile daytrade ich mir mein Geld zum Wiedereinstieg zusammen .

Aber so schlecht sieht das mit 84 Euro doch gar nicht aus, oder?

Ciao,
Das leider noch nicht wieder investierte Ich

[LongTermTom]

Hi Das Ich!

Sieht wirklich gut aus, werde Dienstag oder Mittwoch wieder verkaufen.
Charttechnisch muesste es am Mittwoch nach der NASDAQ-Eroeffnung am besten sein.
Vielleicht lasse ich sogar den Gewinn laufen, aber das ueberlege ich mir noch.

Die Woche war bei meinen Trades allgemein ganz gut.
Habe vor dem EXDS-Einstieg noch schnell meine REDBACK zu Cash gemacht.
Das gab auch nochmal ~16%.

Viele Gruesse in die USA sendet der Cash machende
LTT
(Mein Schwager lebt auch dort)

[LongTermTom]

Hallo EXDSler !

Ich hab doch lieber heute schon zu 98,5E verkauft.
Hat sich gelohnt.

Hier noch ein paar News.

Monday May 1, 4:30 pm Eastern Time
Company Press Release
Exodus Names Morris Taradalsky Executive Vice President for Engineering
James McInerney Appointed Technology Strategist
SANTA CLARA, Calif.--(BUSINESS WIRE)--May 1, 2000--Exodus Communications(TM), Inc.(Nasdaq:EXDS - news), a leader in complex Internet hosting and managed services, today announced it has named Morris Taradalsky executive vice president for engineering.

Taradalsky will be responsible for the company`s worldwide engineering implementation and strategic engineering planning efforts. Taradalsky, who has thirty years of executive experience in the computer industry, will report directly to Ellen M. Hancock, Exodus`® president and chief executive officer. The Company also announced today that James McInerney has been appointed technology strategist. In this new role, he will be responsible for emerging technologies and integration opportunities. McInerney continues to report to Ellen M. Hancock.

``Morris` extensive background with market leaders such as IBM and Apple will add tremendous strength to our experienced senior management team,`` said Ellen M. Hancock, president and CEO of Exodus. ``I am delighted that Morris has joined our team, and I know his experience will be a great asset to Exodus.``

``Exodus is the pioneer and recognized leader in the outsourcing of complex Web hosting,`` said Taradalsky. ``As the market matures, businesses will be looking towards more outsourcing and Internet hosting solutions. I am excited to be part of Exodus because we are being entrusted with the mission-critical Internet operations of the world`s top Web sites and blue-chip companies.``

Taradalsky`s previous experience includes 18 years with IBM, where he worked in a variety of engineering and management positions to help establish the computer industry`s recognized standard of business programming lines. Taradalsky also served six years as vice president and general manager in the business systems division at Apple Computer. He served as executive vice president for leading eBusiness Internet software provider NetObjects, and also led storage subsystem vendor MicroNet Technology, where he served as president and CEO.

As technology strategist, James McInerney will also continue to work with the Exodus management team to ensure that the Company`s worldwide backbone network remains as one of the Web hosting industry`s most scalable, robust and secure networks.

``Jim has provided Exodus with invaluable technology and engineering management, vision and implementation,`` said Hancock. ``He has built a great foundation for us and we`re delighted that he is providing technology strategy support. Jim`s contributions to Exodus in helping build the Exodus worldwide network and R&D organization have been tremendous.``

``I am looking forward to working with Ellen, Morris and the rest of the executive team as Exodus continues to grow,`` said Jim McInerney. ``As I shift my focus to technology strategy, I feel confident that I am leaving the engineering matters in proven hands.``

Gruss
LTT

[LongTermTom]

Ganz vergessen:

Aufgrund starker Rueckendeckung verschiedenster Analysten, von denen einige ihre Verlustschaetzungen reduziert und vereinzelt fuer das kommende Jahr eine "schwarze Null" vorrechnen, raet der HSI zu Kursen unter 90$ unbedingt zum Kauf.

Wen es interessiert:
Unter anderem zum Kauf empfohlen wurden AKMAI, DOUBLECLICK,
ENGAGE TECHNOLOGIE, ALTERA und YAHOO.

Aus dem HSI vom 2.5.00.

Der vergessliche
LTT

[LongTermTom]

Der weltweit führende Web Hosting Anbieter Exodus Communications (EXDS) erweitert seine bestehende Kooperationsvereinbarung mit Yahoo! (YHOO). Dabei wird Exodus für Yahoo! einen weiteren Spiegelserver zur Verfügung stellen. Insbesondere wird Yahoo! weitere Kapazitäten aus Exodus´s Netzwerk, bestehend aus über 20 Datenzentren in Anspruch nehmen. Über finanzielle Details dieser Vereinbarung wurde bislang nichts bekannt.

Yahoo! benötigt diese zusätzlichen Kapazitäten, um den gestiegenen Anspruch in puncto Zuverlässigkeit und Verfügbarkeit der mehr als 145 Millionen Nutzer weltweit gerecht zu werden.

Der informierende
LTT

[LongTermTom]

Exodus joins "old economy" suitors
By Rachel Konrad
Staff Writer, CNET News.com
May 9, 2000, 10:20 a.m. PT
Demand for high-end Web hosting services is expected to quadruple within three years as "old economy" companies incorporate the Internet into their business models, said R. Marshal Case, chief financial officer of Exodus Communications.

By 2003, the total market for Web hosting will reach $14.6 billion, with high-end services accounting for $4.6 billion. In 2000, the hosting market is expected to reach $3.5 billion, with high-end hosting accounting for about one-third.


Santa Clara, Calif.-based Exodus derived more than 50 percent of its 1999 revenue of $242 million from companies on the leading edge of Internet technology and e-commerce, such as Yahoo, eBay, Quote.com, Lycos and Pets.com. Less than half of its revenue came from traditional companies, such as Nordstrom, Merrill Lynch and USA Today.

But Exodus, which hosts more than 40 percent of the top 50 Web sites, according to research firm Media Metrix, expects about 80 percent of revenue within the next several years to come from old-economy companies.

Business-to-business (B2B) sites will account for less than half of Exodus` revenue, but the more complex B2B sites will take up more than half of the company`s available bandwidth.

"We`re expecting a major shift as traditional companies get online," Case said today at the Chase H&Q Technology Conference in San Francisco.

Case wasn`t the only executive at the widely followed tech expo to sing the praises of the old economy--a stark reversal from past conferences, where tech executives would brag about the revolution they were fomenting at the expense of the button-down world of smokestack industries and traditional retailers.

But as the Nasdaq slumps and new-economy companies watch their market capitalizations and even venture funding dry up, many technology companies are switching gears to court old-economy businesses, which typically enjoy stable valuations and large cash reserves.

According to Sun Microsystems chief financial officer Michael Lehman, about 90 percent of Sun revenue comes from Fortune 1000 companies eager to build their e-commerce divisions and bolster their Internet infrastructure. Only about 10 percent of revenue comes from Internet start-ups and Silicon Valley dot-coms.

According to Chase H&Q chairman and CEO Dan Case, public companies represented at the seminal Chase H&Q Technology Conference this week are trading about 40 percent lower than their 52-week highs. Case and other experts predict a shakeout in the technology sector that will give small players few choices other than to be acquired or to go out of business.

Exodus is among the Internet companies facing ferocious competition without the benefits of profits. According to Chase H&Q analyst David Levy, earnings per share are expected to be negative through 2001. The company is expected to lose 89 cents per share in 2000 and 5 cents per share in 2001.

"We believe that investors have been concerned with the perception that Exodus would be unable to exploit the opportunity for edge content-distribution services," read a Chase H&Q report on Exodus. "Furthermore, we believe that, in time, companies such as Akamai and Digital Island could pose a competitive threat to Exodus."

Exodus` CFO is aware of competitive threats but hopes to use the company`s market-leading position to lure new customers. As of March 2000, Exodus had more than 2,800 customers, generating annual revenue of $220,000 per account.

"That recognized leader position--it creates a pull to get new business, rather than just having to push to go out and get new customers," Case said.

Gruss
LTT

[LongTermTom]

Wednesday May 10, 8:06 am Eastern Time
Company Press Release
SOURCE: Exodus Communications, Inc.
Exodus Subsidiary Service Metrics Earns Top Award in Network Computing Review of Web Site Performance Monitoring Solutions
SANTA CLARA, Calif., May 10 /PRNewswire/ -- Exodus Communications(TM), Inc. (Nasdaq: EXDS - news), a leading provider of complex Internet hosting and managed services, announced today that its subsidiary, Service Metrics(TM), Inc., has been awarded the Network Computing Editor`s Choice award for Web performance monitoring.

In a comprehensive review of five Web site monitoring solutions, Service Metrics earned the top score and the Editor`s Choice award based on weighted scores for the following criteria: alerts, comparison/analysis, reporting/monitoring, price and ease-of-use. Exodus` Service Metrics SM-WEB solution was tested, reviewed and compared to offerings from Evity(TM), Freshwater Software®, Keynote Systems, Inc. and WebPartner(TM) in the April 17th edition of Network Computing magazine.

Each performance measurement service monitored the Network Computing Web site as well as two additional sites, Network World and InfoWorld, for one month. Evaluation of each service was based on the configuration of the monitors, the information gathered and the quality of the reports and e-mail alerts generated throughout the month. According to the report, Service Metrics` flexible and easy-to-use reporting and monitoring services propelled it to the top position.

``We are very pleased with the results of the Network Computing review,`` said Robert Merlo, vice president of marketing for the Service Metrics subsidiary of Exodus®. ``The high scores SM-WEB received affirms our position in the marketplace and signifies that we`ve succeeded in providing the highest level of accuracy and depth of performance measurement data in an easy-to-use interface. SM-WEB`s reporting features makes it an ideal solution for a broad range of e-business needs, from IT management to sales and executive management.``

About SM-WEB

Exodus` SM-WEB monitoring service measures the performance of Web sites from the end-user perspective through its worldwide network of Data Collection Agents (DCAs). These agents are connected to the Internet via major backbone providers, representing the end-user by downloading Web pages through emulation of standard Netscape Navigator® or Microsoft® Internet Explorer(TM) browsers. Each agent in the network downloads URLs up to 15 times per hour, 24 hours a day. For each URL monitored, the full page and all the objects on that page (graphics, redirects, ads, frames, etc.) are downloaded. As the page and all the objects on it are being downloaded, Exodus` agent software measures each component of the download process (connect, response, DNS look-up times, etc.) to identify contributors to performance degradation.

[LongTermTom]

Wednesday May 10, 8:32 am Eastern Time
Company Press Release
Exodus Opens New Internet Data Center in Toronto, Canada
Company Expands North American Presence
SANTA CLARA, Calif.--(BUSINESS WIRE)--May 10, 2000--Exodus Communications(TM), Inc. (NASDAQ: EXDS - news), a leader in complex Internet hosting and managed services, today announced it has opened an Internet Data Center (IDC) in Toronto, Canada. The Toronto IDC is part of the continued expansion of Exodus`® network of world-class IDC facilities in major metropolitan areas to support complex Internet hosting worldwide. Exodus is currently expanding its operations and by the end of this year plans to have 36 sites in North America, Europe and Asia Pacific, representing a total of more than 3.9 million gross square feet of Internet Data Center space.

``With each new IDC, Exodus continues to enhance its position as a leader in the Web hosting market,`` said Ellen M. Hancock, president and CEO of Exodus. ``The aggressive expansion of our IDC network, combined with our growing roster of managed and professional services, positions Exodus to meet continued worldwide customer demand for premier hosting services.``

In the first quarter of 2000, Exodus added 545 new IDC customers, bringing its total to more than 2,800 companies worldwide. According to a recent report from International Data Corporation, the Web hosting market is expected to grow from $1.8 billion in 1999 to $17.6 billion by 2003. International Data Corporation also reported in an April 2000 bulletin that Exodus is the top U.S.-based hosting service provider, leading the industry in Web hosting market share. With the largest global network of Internet Data Centers and its aggressive plans for growth in the coming year, Exodus is positioned to extend its leadership in the Web hosting market.

Toronto Internet Data Center

This 160,000 gross square-foot facility is Exodus` first Canadian IDC. Exodus provides a variety of services to help ensure that its customers` mission-critical Internet operations are always available and secure. The company has certified system administrators and network professionals to manage Internet systems for peak performance, 24 hours a day, seven days a week. Exodus also provides customers with access to Internet systems management expertise, critical for providing reliable Internet services and quickly expanding Internet capabilities. Exodus IDCs provide complex Internet hosting services and enterprise-class systems management for companies deploying mission-critical Internet operations, offering a range of benefits including:

High Performance: Exodus customers benefit from unsurpassed availability, reliability and redundancy through a high-speed network design, 24x7 system monitoring, diagnosis and problem resolution, and content distribution technology.

Scalability: Exodus is positioned to meet customer needs for increased hosting space, bandwidth and managed and professional services.

Security: End-to-end electronic and physical security measures are in place to protect customers` data, applications and systems.

Ich denke, dass man morgen wieder bei EXDS einsteigen kann.
Zum traden ist es bestimmt eine sehr gute Gelegenheit.

Gruss
LTT

[Das Ich]

Hi LongTermTom,

Leider kein Geld zum Traden uebrig - und ausserdem traue ich dem Ganzen noch nicht. Ich haette eigentlich fuer heute einen kleinen Rebound angesetzt, aber dem hat wohl Intel einen Strich durch die Rechnung gemacht ...

Und nachdem die Nasdaq gegen Ende nochmal so zusammmengebrochen ist, sieht das fuer morgen nicht besonders gut aus .

Ciao,
Das pessimistische Ich

[LongTermTom]

Hi Boarder !

Hier 2 Links zu Quartalsberichten.
Zum posten war mir das zu viel.

http://biz.yahoo.com/e/000512/exds.html
http://biz.yahoo.com/fin/20000512/exds/ti.html

Ein sonniges Wochenende wuenscht
LTT

[LongTermTom]

News.

Monday May 15, 8:57 am Eastern Time
Company Press Release
EC Cubed Expands Business Model to Include Fully Managed Hosting Through Relationship with Exodus
EC Cubed Selects Exodus Communications To Supply Hosting Environment
WESTBOROUGH, Mass.--(BUSINESS WIRE)--May 15, 2000--EC Cubed, a dynamic application provider of eMarketplace and B2B portal solutions, today announced a relationship with Exodus Communications(TM), Inc. (NASDAQ:EXDS - news). EC Cubed will work with Exodus®to host customers` sophisticated B2B e-Business solutions. With this agreement, EC Cubed further strengthens its ability to deliver comprehensive, dynamic e-Business solutions to its Global 2000 and dot com customers.

EC Cubed`s outsourced model of assembling and customizing its B2B e-Commerce software platform and providing ongoing management and iteration of the resulting application necessitated the selection of a hosting provider where EC Cubed could retain complete control over the production environment. EC Cubed selected Exodus to leverage the hosting provider`s world-class, secure hosting facilities and high-performance network connectivity while having the ability to fully manage and control the production environment.

``In the B2B e-Commerce market, businesses must be empowered to quickly respond to changing customers and business demands. As a result, companies seek out a partner that can offer a total solution -- from development and maintenance to the continuous management and evolution of their mission-critical e-Business applications,`` said Jeff Tognoni, president and CEO of EC Cubed. ``Through our relationship with Exodus, we are one of the first providers in the B2B e-Commerce market to offer a dynamic, flexible application that is fully managed from concept, to launch and beyond.``

Exodus, with more than 2,800 customers including more than 40 percent of the top Web sites on the Internet today, has the largest global network of Internet Data Centers (IDCs) and provides premier professional and managed services to ensure optimal performance for customers` Web sites.

About EC Cubed

EC Cubed, Inc. is a dynamic application provider of eMarketplace and B2B portal solutions for Global 2000 and dot com organizations. Founded in December 1996, EC Cubed provides custom, agile e-Business solutions that can be rapidly implemented and frequently upgraded according to changing market demands. With American Express, GE Capital and TPN Register among its clients, EC Cubed is the trusted provider that market-leading companies rely on to build, deliver and service mission critical B2B applications. EC Cubed offers its solution directly through its North American sales force as a subscription-based service. For additional information about the company, contact EC Cubed toll free at 1-877-ECCubed, or visit us on the Internet at www.eccubed.com.

LTT

[LongTermTom]

Und noch ein Kunde....

Monday May 15, 2:32 pm Eastern Time
Company Press Release
goapply.com Selects Exodus to Hosts Its Web Operations
COSTA MESA, Calif.--(BUSINESS WIRE)--May 15, 2000--goapply.com, the Costa Mesa-based fully transactional financial services Web site, recently selected Exodus Communications(TM) Inc. (Nasdaq:EXDS - news), a leader in complex Internet hosting and managed services, to host its Web operations.

According to goapply.com`s chairman of the board, James Brakke, choosing a premier hosting company fit perfectly with goapply`s other blue-chip strategic alliances.

``With the line-up of individuals and strategic partners assembled under the goapply.com umbrella, we wanted to ensure we had the ultimate Internet connection and the most secure environment available,`` claimed Brakke, who is also president of Brakke-Schafnitz, one of Southern California`s largest property and casualty insurance brokers.

``Exodus® hosts a number of the Fortune 500 companies, along with many of the largest dot-com companies, so they certainly come with excellent credentials when it comes to protecting mission-critical Internet operations.``

With locations worldwide, Exodus Communications Internet Data Centers provide the physical environment necessary to keep servers up and running 24 hours a day, seven days a week. Their world-class facilities are custom designed with raised floors, HVAC temperature control systems with separate cooling zones and seismically braced racks.

The data centers also offer a wide range of security features, including state-of-the-art smoke detection and fire suppression systems, motion sensors, 24x7 secured access, video camera surveillance and security breach alarms.

goapply.com is a full-service financial services Web site offering term life, health, pre-paid legal insurance and will soon offer auto, homeowners and other life insurance products. For more information, visit the goapply.com Web site at www.goapply.com.

Der fuer das ich informierende
LTT

[Kapi 77]

Wann wird Exodus die 100 $ Marke überschreiten? Weiß wer, warum`s momentan so schleppend aufwärts geht bei Exodus im Gegensatz zu Broadvision, Siebel Systems ...... - Bin zwar auf long Term Trades aus, aber vielleicht weiß irgendwer mehr.


CIAO

Kapi77

[LongTermTom]

Ich persoenlich wage da keine Prognose.
Kann schnell gehen, oder der Kurs bewegt sich noch einige Wochen seitwaerts.
Tendiere zum Letzteren, obwohl der Chart schon wieder leicht nach oben zeigt.
Der Boden hat sich aber m.E. bereits gebildet.
Fuer eine Long-Position sehe ich nun gute Einstiegschancen.

Zum Jahresende tippe ich mal auf 180 - 200$

Der tippende
LTT

[Das Ich]

Koennte hinkommen, LongTermTom. Es stehen ja noch ein paar Aktionen aus dieses Jahr, und im Juni kommt dann erstmal der Split. Mit dem Splitverhaeltnis 1:2 hatten sie ja gar nicht so unrecht wie wir damals noch alle dachten ...

Ciao,
Das zustimmende Ich

[LongTermTom]

[video] Full Disclosure: Exodus Communications` CFO on Keeping Up the Pace [24.4 min] - ON24
http://biz.yahoo.com/oo/000517/24423.html

Hab mir das Video nur kurz angesehen, da schwer zu verstehen.

Der schwerhoerige
LTT

[LongTermTom]

Thursday May 18, 12:01 pm Eastern Time
Company Press Release
Exodus to Offer Intel NetStructure Products to Provide Faster, More Reliable e-Business Services
Intel NetStructure Products Can Speed Online Transactions by Up to 15,000 Percent(1) for Exodus Customers
SANTA CLARA, Calif.--(BUSINESS WIRE)--May 18, 2000-- Intel Corporation and Exodus Communications(TM) Inc. (Nasdaq:EXDS - news), a leader in complex Internet hosting and managed services, today announced they have signed an agreement under which Exodus® will offer Intel® NetStructure(TM) products to its e-Business customers. The Intel products can improve online authentication transactions by up to 15,000 percent(1) (or 150 times) and can help to eliminate online customer-viewed errors while intelligently assigning data traffic to the most responsive servers. Exodus customers include more than 40 percent of the top Web sites on the Internet.(2)

``Exodus continues to enhance the solutions and technologies that it provides its customer base,`` said Beverly Brown, executive vice president and chief marketing officer at Exodus. ``By working with Intel, we can offer the best network control e-Commerce solutions to our customers and strive to deliver the highest levels of reliability and performance to support the transactions of their end users.``

``Our Intel NetStructure products, which improve e-Business transactions and communications, are a perfect match for a complex Internet hosting provider like Exodus,`` said Brett Helm, general manager, Intel Network Equipment Division. ``By offering Intel`s products, Exodus is providing businesses with the tools they need to maintain the highest availability and performance for their mission-critical Internet operations.``

Product Information

The Intel NetStructure 7180 e-Commerce Director is the first device of its kind that combines security acceleration and application-aware traffic management to improve the speed of user authentication (Secure Socket Layer -- SSL) transactions by up to 15,000 percent. It also helps to eliminate user-viewed errors and balance SSL traffic among servers based on specific URLs. The Intel NetStructure 7110 e-Commerce Accelerator boosts the speed of e-Commerce traffic by offloading the processing power needed by the server for secure Internet transactions. The accelerator can enhance server performance by up to 5,000 percent.(1)

These products are part of the Intel NetStructure family of communications products and services, which also includes Intel`s recently announced, award-winning XML accelerators and Gigabit over Copper switches. The products target a new category of value-added infrastructure appliances and networking communications equipment for building or improving e-Businesses, and are designed to be easily deployed and complement companies` existing network and server environments.

[LongTermTom]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[Das Ich]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[LongTermTom]

Hallo nichtstuendes Ich !

Wenn man schon nichts zu tun hat, stellt man einfach ein paar News in den Thread.

Neuer Kunde:

Thursday May 25, 12:08 pm Eastern Time
Company Press Release
SOURCE: American Petroleum Exchange
American Petroleum Exchange, the E-Market for Refined Fuel, Teams With Exodus for 24/7 Computer Operations Facility and Secure Network Access
ROCKVILLE, Md., May 25 /PRNewswire/ -- American Petroleum Exchange, the business-to-business trading exchange for the refined petroleum industry, today announced it has teamed with Exodus Communications, Inc. (Nasdaq: EXDS - news), a leader in complex Internet hosting and managed services, to provide a secure, scalable data center for mission-critical transactions and data hosting.

``We are extremely proud to be the global Internet hosting provider for the American Petroleum Exchange,`` said Beverly Brown, executive vice-president and chief marketing officer of Exodus®. ``We`re pleased to be working with such a highly skilled team to help deliver this key energy marketplace to users across the Web.``

The Exchange has located servers in Exodus Internet Data Centers (IDC) and is utilizing Exodus` high-speed, redundant backbone and network management expertise to handle its mission critical, high volume Business-to-Business Trading Exchange. To help protect the privacy and security of users, The Exchange elected to locate its servers in Exodus IDCs, leveraging Exodus` high-speed, redundant backbone and 24x7 security surveillance. Much enthusiasm surrounds this unique Internet company that intends to serve the refined petroleum industry with an electronic virtual trading floor, payment processing and product transportation options. Using state of the art technology, The Exchange has built an online trading community tailored to the needs of the wholesale petroleum industry, providing full Business-to-Business e-Commerce capabilities for seller and buyer companies.

``We are committed to providing scalability, reliability and security for the sellers and buyers of our Trading Exchange.`` said Baron Dean Thrower, Senior Vice President and CTO. ``By teaming with Exodus, we can scale rapidly while maintaining high-performance usability, integrity and security. Our focus on optimizing systems management for petroleum industry will be well served with this alliance.``

About the American Petroleum Exchange

The Exchange is dedicated to providing its customers with the ability to conduct highly effective Business-to-Business commerce in order to take advantage of current technologies and use the Internet in the most efficient and practical way possible. The Exchange`s electronic Business-to-Business Trading Platform includes full electronic commerce capabilities for seller and buyer companies including online dynamic auctions, reverse auctions, exchanges and communications services. Buyers and sellers can utilize the trading exchange with minimum investment. The American Petroleum Exchange can be found on the World Wide Web at http://www.apexchange.com.


Und Expansions-Plaene: (Wow, 16! neue Datacenter bis Ende des Jahres)

Exodus expands data centers to meet demand
By Bloomberg News
May 25, 2000, 1:10 p.m. PT
BOSTON--Exodus Communications, one of the biggest managers of Internet sites, plans to expand its data centers to 36 from 20 by the end of the year to keep up with demand for its services, said chief executive Ellen Hancock.

The Santa Clara, Calif.-based company plans on adding data centers in Asia and Europe and will expand capacity at some of its current sites, Hancock said.

"We`ll also expand in cities where we already are in the U.S. because demand is so strong," Hancock told the Bloomberg Forum in Boston.

Exodus owns big buildings, called data centers, where it houses and manages hundreds of server computers that power Web sites for customers such as online auctioneer eBay. About half of its customers are what Hancock terms "dot-coms," or Internet-only businesses, while the remainder are companies that have opened Web sites to increase sales, for example.

Hancock expects that this year, about half of Exodus` customers will be enterprise companies with main businesses that aren`t Internet-related, although she said she couldn`t be more specific.

"Clearly, we`ll go over 50 percent" in terms of the number of enterprise customers, she said. "The question is if we`ll be in that 60 percent" range.

Exodus also is seeking to acquire companies for additional technology or to expand into new regions, she said. Hancock declined to name specific companies that Exodus is considering.

"We`re always looking at acquisitions," she said. "We`re looking at technology for performance. We`re looking at technology for monitoring."

"We continue to stress we`re addressing a lot of demand," Hancock said. "We hope that continues to strengthen the stock."

Copyright 2000, Bloomberg L.P. All Rights Reserved.


Der News postende
LTT

[Rob2303]

Übersetzung, die noch nicht korregiert ist.
SYSTRANS 2.0


Donnerstag Mai 25, 12:08 P.M. östliche Zeit
FirmaPressekommuniqué
QUELLE: Amerikanischer ErdölAustausch
Amerikanischer Erdölaustausch, das E-Market für raffinierten Kraftstoff, Mannschaften mit Exodus für 24/7 Computerbetriebs-Service und sicherer Netzzugang
ROCKVILLE, Md., Mai 25 / PRNewswire / -- amerikanischer Erdölaustausch, der tauschende Austausch des Geschäft-zu-Geschäfts für die raffinierte Erdölindustrie, heute verkündet ihm hat teamed mit Exodus Communications, Inc. (Nasdaq: EXDS - Nachrichten), ein Führer in kompliziertem Internet bewirtend und gehandhabte Dienstleistungen, um ein sicheres, scalable Rechenzentrum für Mission-kritische Verhandlungen und eine Datenbewirtung zur Verfügung zu stellen.

``We sind extrem stolz, das globale Internet zu sein, das Versorger für das amerikanische besagte Braun Beverly des Erdöls Exchange,``, den Executivvizepräsidenten und den Leitermarketingoffizier von Exodus bewirtet. ®``We`re gefiel, mit solch einer in hohem Grade erfahrener Mannschaft zu arbeiten, um zu helfen, diesen Schlüsselenergiemarkt an Benutzer über dem Web.`` zu liefern

Der Austausch hat Bediener in den Rechenzentren ExodusInternet (IDC) lokalisiert und Schnell- verwendet, überflüssigen Rückgrat Exodus` und Netzführungsachkenntnis, um seine kritische Mission, hohen tauschenden Austausch der Ausgabe Business-to-Business anzufassen. Helfen, das Privatleben und die Sicherheit der Benutzer, den Austausch gewählt, um seine Bediener in den Exodus IDCs zu lokalisieren, Aufnahme von Fremdmitteln Exodus` zu schützen Schnell-, überflüssiger Rückgrat und Überwachung der Sicherheit 24x7. Viel Begeisterung umgibt diese einzigartige Firma Internet, die beabsichtigt, die raffinierte Erdölindustrie mit einem elektronischen virtuellen Börsenparkett, einer Zahlungsverarbeitung und Produkttransportwahlen zu dienen. Mit Zustand der kunsttechnologie, hat der Austausch eine tauschende on-line-Gemeinschaft errichtet, die zu den Notwendigkeiten der Großhandelserdölindustrie hergestellt wird und volle Fähigkeiten Business-to-Business e-Commerce für Verkäufer- und Kundenfirmen bereitgestellt.

``We werden am Zur Verfügung stellen von scalability, Zuverlässigkeit festgelegt und Sicherheit für die Verkäufer und die Kunden unseres tauschenden Exchange.`` besagten Baron Dekan Thrower, des älteren Vizepräsidenten und des CTO. ``By, die mit Exodus teaming ist, können wir schnell einstufen beim Beibehalten der leistungsstarken Brauchbarkeit, der Vollständigkeit und der Sicherheit. Unser Fokus auf optimierensystemmanagement für Erdölindustrie wird gut mit diesem alliance.`` gedient

Über den amerikanischen Erdölaustausch

Der Austausch wird dem Befähigen seiner Kunden, in hohem Grade wirkungsvollen Business-to-Businesshandel zu leiten, um Nutzen aus gegenwärtigen Technologien zu ziehen und das Internet in der leistungsfähigsten und praktischsten möglichen Weise zu verwenden eingeweiht. Die elektronische Business-to-Business tauschende Plattform Exchange`s umfaßt volle elektronische Handelfähigkeiten für Verkäufer- und Kundenfirmen einschließlich der dynamischen on-line-Versteigerungen, der Rückversteigerungs-, Austausch- und Kommunikationsdienstleistungen. Kunden und Verkäufer können den tauschenden Austausch mit minimaler Investition verwenden. Der amerikanische Erdölaustausch kann auf dem weltweiten Selennetz an http://www.apexchange.com gefunden werden.


Und Expansions-Plaene: (Wimmern, 16! des Jahres BIS Ende neueDatacenter)

Exodus erweitert Rechenzentren zur Treffennachfrage
Durch Bloomberg News
Mai 25, 2000, 1:10 P.M. Pint
BOSTON -- Exoduskommunikationen, einer der größten Manager der Aufstellungsorte Internet, Pläne zum oben Erweitern seiner Rechenzentren bis 6. von 20 Ende des Jahres zum Unterhalt mit Nachfrage nach seinen Dienstleistungen, besagter Hauptgeschäftsführer Ellen Hancock.

Pläne der Sankt Clara, Calif.-based Firma auf dem Hinzufügen der Rechenzentren in Asien und in Europa und erweitern die Kapazität an einigen seiner gegenwärtigen Aufstellungsorte, gesagter Hancock.

" We`ll erweitern auch in Städte, in denen wir bereits in den US, weil Nachfrage so stark ist, " Hancock erklärten das Forum Bloomberg in Boston sind.

Exodus besitzt die grossen Gebäude, genannt Rechenzentren, wo er Hunderte Bedienercomputer unterbringt und handhat, die Selennetzaufstellungsorte für Kunden wie on-line-auctioneer eBay antreiben. Ungefähr Hälfte seiner Kunden sind was Hancock " Punkt-coms benennt, " oder Geschäfte Internet-only, während der Rest Firmen sind, die Selennetzaufstellungsorte geöffnet haben, um Verkäufe zu erhöhen, z.B..

Hancock erwartet, daß dieses Jahr, über Hälfte der Kunden Exodus` Unternehmenfirmen mit Hauptgeschäften ist, die das Internet-in Verbindung stehende aren`t, obgleich sie sie sagte couldn`t spezifischer ist.

" offenbar, gehen we`ll über 50 Prozent " in der Zahl Unternehmenkunden ausgedrückt hinaus, sagte sie. " die Frage ist, wenn we`ll in dem 60 Prozent " Strecke beträgt.

Exodus auch sucht, Firmen für zusätzliche Technologie zu erwerben, oder, in neue Regionen zu erweitern, sagte sie. Hancock sank zu den spezifischen Namensfirmen, die Exodus betrachtet.

" We`re, das immer Erwerb, " sagte sie betrachtet. " We`re, das Technologie nach Leistung betrachtet. We`re, das betrachtet Technologie nach der Überwachung. ",

" wir fahren fort, we`re zu betonen eine Menge Nachfrage adressierend, " gesagter Hancock. " wir hoffen, das fortfährt, den Vorrat zu verstärken. ",

Musterschutz (copyright) 2000, Bloomberg L.p. All Rights Aufgehoben.


Nachrichtenpostende Der
LTT

[Thomsen]

Warum lange im Internet herrum kramen? www.kramen.de

so geht´s

[Kapi 77]

An alle die Exodus noch nicht so gut kennen - einer meiner Lieblinge in meinem Depot.

Vorteile:
Internet Bluechip und Marktführer mit über 80% Marktanteil, konstanter Aufwärtstrend, baldiges erreichen der Gewinnzone, Top Management, schon stark korrigiert, hohes Wachstum, beeindruckender Kundenstamm, aggresive Expansionsstrategie, Splitt
Nachteile:
Noch nicht profitabel, leicht abflachendes Wachstum (trotzdem sehr hoch!), volatil

Exodus ist ein führender Betreiber von Serverhosting und Management von Internetverbindungen für Geschäftskunden über ein weltweites Netzwerk von sog. „data centern“ und gehört meiner Meinung nach zu den aussichtsreichsten Internetwerten. Das Ziel von Exodus ist es, eine optimale und zuverlässige rund um die Uhr Betreuung und höchstmögliche Performance der Web Seiten zu schaffen. Zu den Kunden gehören u.a. Yahoo, eBay, Inktomi, Siebel, Applied Materials... Außerdem hat man vielversprechende Partnerschaften mit z.B. Cisco, Sun und AT&T abgeschlossen.
Von sich reden machte das Unternehmen in letzter Zeit vor allem durch seine spektakulären Übernahmen. So wurde Global Online, KeyLabs, Network One übernommen und diverse Beteiligungen eingegangen – man agiert hier ähnlich wie Cisco Systems - auch in diesem Jahr erwartet man ähnliche Übernahmen und Beteiligungen. Positiv daran zu werten ist, daß sich Exodus verschiedene Standbeine in der Internetbranche schafft. Das Management verfolgt konsequent das Ziel, eine breite Diversifikation in der High-Tech-Industrie zu bekommen. Als Marktführer wird sich Exodus ganz bestimmt einen großen Teil des gewaltigen Webhosting Marktes sicher. Sinnvolle Expansionen im Ausland, u.a. in Japan durch den Aufkauf von Global Japan Online, wird Exodus, wie ich hoffe, auch einen sehr hohen Anteil am Weltmarkt einnehmen können.
Das Volumen des Webhosting Geschätsfelds wird von „Forrester Research“ auf $56 Mrd. geschätzt.
Alles in allem scheint bei Exodus alles in Ordnung zu sein, wenigstens von der strategischen und technischen Seite.

Ein weiterer Pluspunkt des Unternehmens ist die sehr erfahrene CEO Ellen Hancock. Sie hatte bereits führende Positionen bei IBM, Apple und National Semiconductor inne.


Ich denke, dass Exodus einer der Internet BlueChips wird, bzw. schon längst ist. Für mich bleibt die Umsatzsteigerung beeindruckend, und was noch viel wichtiger ist, sind die Aussichten auf baldige Gewinne. Exodus ist daher im Internetbereich ein klarer Kauf! Im Juni wird Exodus im Verhältnis 2:1 splitten.
Von 31 Analysten bewerten die Firma 22 mit Strong Buy, 9 mit Buy. Das ist ein durchschnittliches Rating von 1,24!






Risiko mittel
Chance/Steigerungsrate sehr gut
geeignet für: risikofreudige Anleger

[LongTermTom]

Oh, mal wieder ein paar neue Thread-Teilnehmer.

Nach einer Analyse von Pacific Crest ist das Unternehmen Exodus Comm. (Nasdaq: EXDS) derzeit ein Kauf. Die Analysten bewerten das enorme Wachstum des Unternehmens als überdurchschnittlich. Exodus beginnt jetzt mit dem Eintritt in den internationalen Hosting-Markt. Das Unternehmen expandiert in diesem Jahr nach Einschätzung der Experten aus einem einzelnen Segment in acht zusätzliche Märkte.


Sie bekräftigen ihre Kaufempfehlung und nennen ein Kursziel von 105 US-Dollar. Die Aktie des Unternehmens profitiert von der Nachricht und legt heute an der Nasdaq um 12,13 Prozent auf aktuell 79 1/8 US-Dollar zu.
Quelle:WO

Das Kursziel bezieht sich doch wohl auf nach den Split......

Gruss
LTT

[Das Ich]

12% sind fuer Exodus wirklich enorm - vor allem in der letzten Zeit ...

Und die Nasdaq ueberrascht mich immer wieder - wenn morgen die Arbeitsmarktzahlen gut sind, geht`s wohl weiter hoch.

Ciao,
Das kurz angebundene Ich

[LongTermTom]

News.


Monday June 5, 8:29 am Eastern Time
Company Press Release
Cephren Teams With Exodus to Provide Enhanced Online Capacity for Information Management
Enhances Cephren`s Ability to Meet Rapidly Increasing Demand from the Construction Industry for Online Services
PALO ALTO, Calif.--(BUSINESS WIRE)--June 5, 2000-- Cephren, Inc., a leading online workplace for the $3.6 trillion global construction industry, today announced it has selected Exodus Communications, Inc. (Nasdaq: EXDS - news), a leader in complex Internet hosting and managed services, to manage its web operations. By working with Exodus®, Cephren can enhance the reliability and scalability of Cephren ProjectNet®, its award winning project collaboration service, Cephren MarketNet(TM), its online procurement network for buyers and sellers of construction products and services and Cephren PrintNet(TM), the company`s online marketplace for reprographics services.

For the past three years, Cephren has provided online collaboration, storage, audit trails and enhanced workflow services for the construction industry in one secure online workplace. Cephren`s relationship with Exodus provides a reliable and dependable base for Cephren`s services. By successfully meeting the needs of demanding customers, which include federal government agencies and national banking institutions, Exodus has demonstrated its ability to meet the exacting security needs of Cephren`s subscribers.

``Working with Exodus provides us with very competent, experienced and reliable management for our customers` online project management and procurement needs,`` said David Robbins, chief operating officer from Cephren, Inc. ``We chose Exodus after an extensive search because of their secure architecture, outstanding technical support and data storage capacity. This solid infrastructure ensures that our customers can continue to depend on the availability and reliability of our services. In addition, as the only firm that can guarantee worldwide coverage for our data hosting needs, Exodus provides the global support necessary for Cephren`s emerging international data centers.``

``By providing Cephren with our comprehensive web hosting services, we plan to improve the usability and reliability of Cephren`s services,`` said Beverly Brown, executive vice president and chief marketing officer of Exodus. ``Cephren is in the business of providing an online workplace for the construction industry, and the services we provide are an essential component of the success of that model.``

About Cephren

Cephren, Inc, (www.cephren.com) is a leading online workplace for the $3.6 trillion global construction industry. Cephren is helping the industry change the way it builds the world with its leading framework of web-based collaboration and e-commerce services, including Cephren ProjectNet®, Cephren`s award-winning project collaboration and project management service, Cephren MarketNet(TM), Cephren`s online marketplace for buyers and sellers of construction products and services, and Cephren PrintNet(TM), Cephren`s online reprographics and print services marketplace. With more than 1,300 active company locations using its online services for projects with construction value that exceeds $40 billion, Cephren is the industry pioneer serving this market. Cephren`s services are currently being used at internationally known firms including The Bechtel Group, Morrison Knudsen, Webcor Builders, Gensler, HOK, 3Com, Odebrecht, and BSW International. Companies participating in Cephren`s e-commerce services include Mass Electric Construction Company, E-J Electric Co., J. A. Penney Co., Liberty-Wesco, Fischbach & Moore Electric, Inc., DualStar Technologies, Forest Electric (EMCOR), Midwest Mechanical of New Jersey, and Watsco. Cephren has approximately 200 employees and is based in Palo Alto, California with offices in New York, Michigan and London. Cephren also works through resellers and partners in other parts of Asia and Latin America.

Gruss
LTT

[LongTermTom]

Monday June 5, 11:30 am Eastern Time
Company Press Release
SOURCE: NETmachines, Inc.
NETmachines Signs Alliance Partner Agreement With Exodus Communications
PLEASANTON, Calif., June 5 /PRNewswire/ -- Linux Web server manufacturer, NETmachines(TM), Inc. (www.NETmachines.net), today announced that it has signed an Alliance Partner Agreement with Exodus Communications(TM), Inc. (Nasdaq: EXDS - news), a leader in complex Internet hosting and managed services. As an Exodus® Alliance Partner, NETmachines will work with Exodus to make its Web servers available to even more customers.

``We are pleased to have NETmachines become an Exodus Alliance Partner,`` said Chris Arisian, vice president, worldwide alliances for Exodus. ``The combination of NETmachines` RedRak servers and Exodus` scaleable and redundant Internet hosting services can provide a flexible solution to support customers` mission-critical Internet operations.``

As part of the Alliance Partner Agreement, NETmachines will work with Exodus to support sales and marketing initiatives. Additionally, NETmachines will provide resources for product training, tradeshows, and new customer sales.

``Exodus is a recognized leader for enterprise Web hosting and mission-critical Internet operations. NETmachines sees this alliance with Exodus as a significant strategic relationship to further bring our RedRak servers to e-businesses everywhere,`` said Peter Tsepeleff, president of NETmachines.

Starting as low as $999, NETmachines` RedRak servers are available worldwide, and are FCC class B, UL, CE, TUV and CSA certified. Backed by one-year hardware and 90-day software warranties, and a leading service and support infrastructure, RedRak servers are ideal for ISPs/ASPs, small-to-medium sized businesses and vertical markets.

About NETmachines, Inc.

NETmachines Inc. (www.netmachines.net) is a leading developer of Internet, e-commerce and Linux-centric appliance and communications solutions. NETmachines commands a rich Linux, networking and hardware expertise to forge their RedRak solutions that lead the industry with unparalleled performance, reliability, affordability and ease of use features. Headquartered in Pleasanton, California, NETmachines` RedRak solutions are sold direct to ISPs, small and medium sized businesses and value added resellers that service vertical markets such as education and healthcare.


LTT

[LongTermTom]

Wednesday June 7, 8:39 am Eastern Time
Company Press Release
L. William Krause, Dirk A. Stuurop and Laura D`Andrea Tyson Join Exodus Board of Directors
Ellen M. Hancock Appointed Chairman of the Board
SANTA CLARA, Calif.--(BUSINESS WIRE)--June 7, 2000--Exodus Communications(TM), Inc. (Nasdaq:EXDS - news), a leading provider of complex Internet hosting services, today announced that L. William (Bill) Krause, Dirk A. Stuurop and Laura D`Andrea Tyson have joined the Company`s board of directors. Exodus® also announced that Ellen M. Hancock has been appointed chairman of the board.

``The global business experience and leadership that Bill, Dirk and Laura bring to our company is tremendous,`` said Ellen M. Hancock, Exodus chairman and CEO. ``I am excited to work with them, and expect each will contribute greatly to the growth and direction of Exodus.``

President of LWK Ventures, a private investment company, L. William Krause retired as Chairman of 3Com in 1993. Krause previously served as president, CEO and as a director of Storm Technology, Inc., a digital imaging company. He also served in various general management executive positions at Hewlett-Packard Company. In addition to Exodus, Krause currently serves as a director of Pinnacle Systems, Inc., Ramp Networks, Inc., and Sybase, Inc.

Dirk A. Stuurop is president of Stuurop & Company, a strategic advisory firm. He has served in various investment banking positions at Merrill Lynch & Company, most recently as chairman, Global Financial Institutions. In addition to Exodus, Stuurop currently serves as a director of Philadelphia Consolidated Holding Corporation. Additionally, Stuurop is a member of the Wharton Graduate Executive Board and a director of the Netherland America Foundation.

Laura D`Andrea Tyson is Bank of America Dean of the Walter A. Haas School of Business. Previously she was professor of the Class of 1939 chair in Economics and Business Administration at the University of California, Berkeley. Dr. Tyson served in the first Clinton administration as the President`s National Economic Adviser and 16th Chairman of the White House Council of Economic Advisers. Prior to joining the Administration, Dr. Tyson was professor of Economics and Business Administration, director of the Institute of International Studies, and research director of the Berkeley Roundtable on the International Economy at the University of California, Berkeley. Dr. Tyson is the author of numerous articles on economics, economic policy and international competition. In addition to Exodus, she is a director of Eastman Kodak Company, Fox Entertainment Company, Human Genome Sciences, Inc., Morgan Stanley, Dean Witter, and SBC Communications, Inc.

Ellen M. Hancock, Chairman and CEO

Hancock, who joined Exodus in 1998 as president and later named CEO that same year, was appointed chairman of the board. She has over 33 years high technology management experience. Hancock was with IBM for 29 years, serving in various staff and line executive positions. She was appointed an IBM vice president in 1985 and senior vice president in 1992. Her last position was as senior vice president and group executive, responsible for the Networking Hardware Division, the Networking Software Division, and the Software Solutions Division. She was also a member of the IBM Corporate Executive Committee and the IBM Worldwide Management Council. Following IBM, Hancock joined National Semiconductor in September 1995 as an executive vice president and Chief Operating Officer in the Office of the President reporting to the CEO. Hancock also served with Apple Computer in 1996 as executive vice president, R&D and Chief Technology Officer.

Exodus Board of Directors

The Exodus board of directors is comprised of the following members: John R. Dougery, Dougery Ventures; Mark Dubovoy, Leapfrog Ventures; Ellen M. Hancock, Exodus Communications; Max D. Hopper, Max D. Hopper Associates, Inc.; L. William Krause, LWK Ventures; Daniel C. Lynch, Lynch Enterprises; Thadeus J. Mocarski, Fleet Equity Partners; Naomi O. Seligman, Cassius Advisors; Dirk A. Stuurop, Stuurop & Company; and Laura D`Andrea Tyson, Ph.D., dean, Haas School of Business, University of California, Berkeley. The following directors, K.B. Chandrasekhar, Frederick W.W. Bolander, and Peter A. Howley have left the Exodus board.

Gruss
LTT

[LongTermTom]

Monday June 12, 9:09 am Eastern Time
Company Press Release
Exodus Announces Streaming Media Performance Monitoring
Provides Objective, Quantifiable Metrics for Improved Media Performance
BOULDER, Colo.--(BUSINESS WIRE)--June 12, 2000--Responding to the growing need to measure and optimize streaming Web content performance levels, Exodus Communications(TM), Inc. subsidiary Service Metrics has added Streaming Media Performance Monitoring to its award-winning SM-WEB measurement offering. Expected to be available in Q3 2000, this new capability will provide an unprecedented level of visibility into streaming media performance to companies that provide the content and infrastructure necessary to satisfy the growing demand for online multimedia.

``The seemingly instantaneous availability of information and entertainment via the Internet has created a new level of impatience that can drive away customers who don`t receive online information and entertainment as efficiently as they`d like,`` explains Robert Merlo, vice president of performance optimization marketing. ``This creates a problem for virtually all Web-based businesses as they deploy more sophisticated multimedia based sites.``

``Industry analysts anticipate the market for streaming media services to grow to $2.5 billion by the year 2004(a),`` Merlo continues. ``Our new Streaming Media Performance Monitoring service has been developed to enable our customers to more effectively monitor the presentation of streaming media and ensure clear, continuous and uninterrupted transmission quality.``

Objective Measurement for Proactive Adjustments

Targeted at dot coms, ASPs, stream content producers, stream service providers and distributors and other organizations competing in online markets such as e-commerce, radio & television, music and distance learning, the Streaming Media Performance Monitoring service uses Data Collection Agents (DCAs) to emulate the media players that end users utilize and measure packet loss and jitter that can negatively affect stream performance.

Without this information, content developers and infrastructure providers have little means to gauge the quality of the streaming media they render and have little insight into the end user`s probable experience in the delivery of that content. When armed with the quantifiable and objective information provided by the Streaming Media Performance Monitoring service, proactive changes can be made to ensure end user satisfaction.

The globally deployed DCA network collects consistency, availability and performance information about streamed content served by third-party providers. The DCA network now covers North America, Europe, Asia and South America, and continues to expand based on changing Internet populations to continually provide an accurate, global representation of the end-user experience.

Supports Meaningful and Enforceable Performance SLAs

The capabilities offered by the Streaming Media Performance Monitoring services provide additional benefits to network systems administrators whose job it is to monitor the daily use, effectiveness and uptime of the company`s Web site.

The Streaming Media Performance Monitoring service allows network administrators to more effectively monitor streaming content and perform basic Internet network functions such as capacity planning. Finally, this new service provides the reporting necessary to support strategic business-level decisions regarding bandwidth, ISP and backbone performance, application server selection and other variables. Robust monitoring capabilities allow for multiple event triggers and notification lists -- based on level of performance degradation or improvement -- to be programmed into the service. These thresholds enable customers to develop an escalation process that alerts different points of contact based on different event triggers.




Monday June 12, 10:30 am Eastern Time
Company Press Release
Precise Software Solutions and Exodus Communications Offer On-the-spot Performance Reports and Proactive Performance Management At eBusiness Conference and Expo
WESTWOOD, Mass.--(BUSINESS WIRE)--June 12, 2000--

Web Solutions Providers Join Forces to Provide Free Real-time
Performance Reports of Web Sites and Demonstrate a Leading Proactive

Performance Management Solution With Exodus` Performance Optimization

Solutions and Precise`s Swift-e(tm) Software

Precise Software Solutions, Inc. (Precise, www.precise.com) and Exodus Communications(TM) (NASDAQ: EXDS - news, www.exodus.net - news) will offer free e-business application performance reports to visitors who stop by booth #133 at the eBusiness Conference and Expo, June 13-15, 2000 in San Jose, California. Precise Software Solutions is a provider of e-business and enterprise performance management solutions for Oracle®-based environments. Exodus® is a leader in complex Internet hosting and managed services.

As an Exodus Alliance Partner, Precise will team with the company to demonstrate a comprehensive performance management offering. Exodus will demonstrate the capabilities of its Performance Optimization suite of offerings, which include the collection and reporting on millions of Web measurements per day. This service offers unparalleled visibility into the performance of a company`s mission-critical Internet operations. Precise will demonstrate a complementary solution--Swift-e, which proactively and continuously monitors, analyzes and enhances Oracle-based, e-business application performance. The combined Exodus Performance Optimization and Swift-e offering provides a powerful performance monitoring and management solution that will be available to all attending the conference.

Visitors who stop by booth #133 will be provided with a free, customized performance report of their Web site. This report will include real-time page loading and response times in fractions of seconds, and will provide information on Web site performance problems and their probable causes. Visitors will also receive information and a demonstration on how to proactively manage application performance to detect and solve back-office problems, before they impact their e-business.

``If your Web site isn`t performing, neither is your e-business,`` said Robert Merlo, Vice President of Performance Optimization Marketing for Exodus. ``We are excited to show e-businesses how their Web site performance affects the customer experience. Precise`s Swift-e is a powerful complementary offering to Exodus` Performance Optimization solutions that enables e-businesses to diagnose and rectify their Web site performance problems in a unique and simplified way.``

``E-businesses that implement a proactive performance management solution will more likely eliminate or avoid costly performance surprises that have impacted some e-business operations. Performance is a key differentiator for a successful e-business, and it is Exodus and Precise`s goal to enable optimized performance,`` said Steven Spector, Director of Business Development at Precise Software Solutions. ``We are extremely pleased to see the expansion of our Exodus Alliance Partnership and to put it to work at the upcoming eBusiness Conference and Expo.``

About Precise Software Solutions

Precise Software Solutions (www.precise.com) is a provider of information technology performance management software. Precise has licensed its software products to over 500 customers on a worldwide basis. Precise Software Solutions services clients worldwide through its offices in the United States, United Kingdom, Israel, and through an international network of resellers and distributors.

LTT

[lieberGott]

Das sollte doch interessant sein:

http://www.sixer.com/s/targetAnalysis.cfm?Symbol=exds

[LongTermTom]

Und noch ein "strong buy"........

Thursday, June 15, 2000

--2:21 pm Exodus on the move
Exodus Communications (EXDS: news, msgs) is surging 4 7/16 to 92 13/16. Prudential Securities analyst Michael Turtis initiated coverage of the Web hosting company with a "strong buy." Turtis set a $149 price target on the shares. Turtis also initiated coverage of a number of other companies, also putting "strong buys" on Digex (DIGX: news, msgs) and USInternetworking (USIX: news, msgs). Those stocks are up 1 to 67 and 1 5/8 to 20 1/8, respectively.

Gruss
LTT

[LongTermTom]

Ist ja so ruhig geworden hier.............

21.06.00
Der weltweit führende Web Hoster Exodus Communications (Nasdaq:EXDS) plant nach den Angaben des Unternehmens über die Ausgabe neuer Aktien, insgesamt 2 Mrd. Dollar, verteilt über zwei Jahre über die Börse aufzunehmen. Ferner plant Exodus über eine Privatplatzierung 600 Mio. Dollar an neuen Mitteln aufzunehmen. Diese sollen für den weiteren aggressiven Expansionskurs des Unternehmens verwendet werden, wobei weitere Akquisitionen von Beteiligungen bzw. Unternehmen geplant sind.



Exodus Communications führte am gestrigen Handelstag nach Börsenschluss einen Aktiensplitt im Verhältnis von 2:1 durch. Dies ist bereits der vierte Aktiensplitt innerhalb von sechs Monaten.
Quelle: WO

Gruss
LTT

[Tasillo]

...und auch charttechnisch sieht es gut aus!

[LongTermTom]

Thursday June 29 2:30 PM ET
Exodus Doubles First Junk E-Bond Sale to $1.2 Billion
By Nancy Leinfuss

NEW YORK (Reuters) - Junk bonds have found the Internet.

Web hosting firm Exodus Communications Inc. (NasdaqNM:EXDS - news) on Wednesday became the first company ever to sell junk bonds online. The Santa Clara, Calif.-based company doubled its sale to nearly $1.2 billion to fund its expansion.

``We upsized the deal significantly, we got an incredible amount of demand both in Europe and in the U.S., especially for the dollar portion, as high-yield mutual funds had some cash to advance,`` said Joe McGrath, managing director of high-yield capital markets at Goldman Sachs & Co, who managed the sale with Merrill Lynch & Co.

Goldman Sachs, which has handled so-called ``e-bond`` sales for investment-grade companies in the past, said 70 percent of investors worldwide used its proprietary Web-based product to learn about the sale and place orders.

``The delivery mechanism of the Internet sale is very good,`` said McGrath. ``This is definitely going to be the wave of the future.`` Exodus originally planned to sell just $600 million of dollar- and euro-denominated notes, and completed its sale following two-day road shows in Europe and the United States.

``Obviously, mutual funds know and like the Exodus name, and weighed in for some big size,`` McGrath said.

U.S. junk-bond mutual funds, whose assets total about $95 billion, have enjoyed three consecutive weeks of cash inflows, totaling $1.09 billion, for the first time this year. Fund flows are often considered a good indicator of sentiment for junk bonds, and the positive flows may have helped Exodus complete its sale.

It wasn`t just mutual fund managers buying Exodus`s bonds, though. While fund managers were the largest buyers, insurance companies and collateralized bond obligations (CBOs) weighed in as well, McGrath said.

Exodus sold $1.0 billion in 11.625 percent 10-year notes at par to yield 553.5 basis points more than comparable maturity U.S. Treasuries.

It also sold 200 million euro ($188 million) of 11.375 percent eight-year notes at par to yield 617.5 basis points more than German bunds. The maturity of the euro portion was cut from 10 years to meet investor demand.

``Eight-year bullets was the security that quite frankly a lot of European investors wanted to buy,`` said McGrath. ``It also related to U.S. investors buying the European tranche, and allowed them to swap back into U.S. dollars easily.``

Standard & Poor`s rated the notes single-B, its fifth highest junk grade. Moody`s Investors Service has yet to rate the notes.

Exodus said in a statement it expects to use proceeds to make acquisitions for its system and network management business.

[Das Ich]

Time to get in again in the near future ... so ich mal wieder etwas Cash haben sollte .

Exodus ist und bleibt gut - von einigen Schwaechephasen mal abgesehen.

Ciao,
Das leider momentan nicht investierte Ich

[LongTermTom]

News.

Friday June 30, 8:00 am Eastern Time
Company Press Release
SOURCE: FreeMe, Inc.
FreeMe Selects Exodus to Ensure Highest Standards In Applications Security and Availability
FreeMe Building Secure, Reliable, Scalable Infrastructure to Provide Millions of End Users With Sophisticated Web-Based Business Applications
AUSTIN, Texas, June 30 /PRNewswire/ -- FreeMe, an application service provider for small and mid-sized businesses, has selected Exodus Communications(TM), Inc. (Nasdaq: EXDS - news), a leading provider of complex Internet hosting services, to provide secure, fast and reliable Web hosting services to millions of users who will be depending on FreeMe`s Web-based applications.

Exodus®, recognized by International Data Corporation* as the undisputed leader in reliable, high-performance data services, will host the infrastructure necessary to ensure security, scalability and high speed for FreeMe`s proprietary platform that will be launched in July.

FreeMe creates and delivers applications, infrastructure and services that enable Internet Service Providers (ISPs) to become Application Service Providers (ASPs) overnight. FreeMe`s Internet application platform will enable applications, whether developed internally or by independent software developers, to be delivered to end customers through an intuitive and user- friendly interface.

FreeMe`s applications will allow growing businesses to access a repository of business -- class quality Internet-based applications, and will give software developers a new channel for reaching millions of end users.

``We are committed to giving our customers a continuous stream of sophisticated applications, so our data center partner must be able to scale to huge demand while ensuring unsurpassed security,`` said Rick Swanson, founder and CEO of FreeMe. ``Exodus is a leader among Internet hosting companies with its global network infrastructure and complex Internet hosting solutions.``

Beverly Brown, executive vice-president and chief marketing officer of Exodus, said:

``The ASP market is of strategic importance to us. We are pleased to be a vital part of FreeMe`s mission to deliver unparalleled performance and reliability in hosted applications to ISPs and end customers alike.``

About FreeMe

FreeMe creates and delivers applications, infrastructure and services to enable ISPs and Independent Software Vendors to quickly capitalize on the opportunities inherent in the burgeoning market for Web-based software and services. FreeMe will be launching its Internet applications platform in late July that offers solutions to the key concerns of the ASP delivery model: scalability, security and speed. FreeMe is a privately held corporation located in Austin, Texas, and can be found online at http://www.freeme.com.


Charttechnisch ist ein Einstieg momentan nicht ratsam, da sich der MACD Richtung Sueden bewegt.
Wer investieren moechte sollte daher noch ein wenig abwarten und den Wert auf die Watchlist setzen.
Meine Meinung

Gruss
LTT

[Le Chef]

News zu Exodus :

Thursday July 6, 12:16 pm Eastern Time
Company Press Release
SOURCE: Parabon Computation, Inc.
Parabon(TM) Selects Exodus(R) to Host Pioneering New Computing Platform Enterprise Class Servers Power Ground-Breaking Supercomputing Technology
FAIRFAX, Va., July 6 /PRNewswire/ -- Parabon(TM) Computation, Inc., the leading provider of Internet computing, has selected Exodus Communications(TM) Inc. (Nasdaq: EXDS - news), a leader in complex Internet hosting and managed services, to host its ground-breaking Frontier(TM) computing platform. One of the largest global Internet networks, Exodus® will help Parabon deliver general-purpose supercomputation in a brand new way-by harnessing the idle power of millions of individual computers worldwide.

By harnessing the idle power of individual computers across the Internet, Parabon`s Frontier(TM) computing platform delivers highly scalable computing capacity to a variety of industries. Research organizations and enterprises requiring significant computational resources will be able to access virtually unlimited computing power-at a lower cost than before-directly from the desktop.

Parabon will rely on Exodus` sophisticated system and network management resources as it establishes its Frontier computing platform as the largest distributed computing network in the world. Exodus delivers Internet solutions to recognized market leaders and Fortune 500 companies, supporting 48 of the top 100 Web sites. It has the superior Internet infrastructure, reliable high- speed connections and variable bandwidth capabilities to meet the needs of Parabon`s high-volume Internet traffic that is projected to total millions of hits a day.

``We chose Exodus to support our new Internet-based supercomputing solution because it has the robust infrastructure needed to handle Parabon`s growing high-volume requirements,`` said Steven L. Armentrout, Ph.D., founder, president & CEO of Parabon. ``They have the bandwidth to support our expanding global backbone.``

``Parabon Computation`s new business model brings clients and individuals together in an innovative new way,`` said Beverly Brown, executive vice president and chief marketing officer of Exodus Communications. ``Supported by our global network, Parabon`s potential for growth is tremendous.``

Parabon`s Frontier platform works by safely and unobtrusively bundling a computer`s spare processing capacity and delivering it to organizations that require large amounts of computing power-all via the Internet. Exodus will help Parabon deliver this vast computing resource, known as Internet computing, efficiently, safely and on demand.

Parabon has secured multiple Enterprise-class database servers and application servers at Exodus` Internet Data Center (IDC) in Sterling, Virginia to power this massive computing platform. Each Enterprise-class server contains 100 times more memory than a personal desktop computer with Exodus supplying a substantial bandwidth feed of 200 megabytes per second. This primary systems equipment is operated and monitored remotely from Parabon`s Systems Operations Center.

Exodus` IDC provides secure, scalable architecture that enables Parabon`s robust technology to operate at peak performance 24 hours a day, seven days a week. It also provides strict security with video surveillance and 24-hour security personnel. The IDC also provides the crucial systems and network management tools to provide high availability of Parabon`s computational power.

Parabon`s technological breakthrough in supercomputing will speed scientific discovery, accelerate time to market and advance the race against disease. To support a growing list of scientific and medical projects currently devoted to cancer, protein and ecology research, Parabon is seeking thousands of individual computer users as providers to add to the network in several stages throughout the summer. Personal computer users who donate their computer`s spare time now can help speed the advance of scientific and medical knowledge, right from their desktops.

Parabon`s Frontier technology was designed to extend across many industries. Numerous industries need this vital resource to shave months off their intensive, large-scale computations. Supported by Exodus` state-of-the- art systems and network solutions, Parabon is launching the next generation of computing.

About Parabon(TM) Computation, Inc. Leading the new era of Internet computing, Parabon(TM) Computation, Inc., is building the most powerful, general-purpose supercomputing platform commercially available. Parabon delivers virtually unlimited computing capacity in a brand new way -- by Computing Outside the Box(SM) -- through harnessing the power of millions of individual computers via the Internet. This flexible, cost-effective resource will make it possible for businesses to accelerate time to market, researchers to discover new cures and scientists to advance discovery. For more information, visit www.parabon.com.

Parabon(TM), Pioneer(TM), Frontier(TM) & Computing Outside the Box(SM) are trademarks or service marks of Parabon Computation, Inc. Exodus CommunicationsTM and Exodus® are trademarks for Exodus Communications, Inc., and may be registered in certain jurisdictions. All other trademarks mentioned in this document are the property of their respective owners.

SOURCE: Parabon Computation, Inc.

Leider haben die guten News der letzten Tage dem Kurs nix genützt .

Grüße ,

Thommy

[LongTermTom]

Und noch eine News vom Vortag.

Wednesday July 5, 6:08 am Eastern Time
Press Release
SOURCE: Commtouch Software, Ltd.; Exodus Communications, Inc.

Exodus and Commtouch Team to Offer Email and Messaging Solutions
Service Offering Leverages Superior Messaging Technology and Vast Global Distribution Network
SANTA CLARA, Calif., July 5 /CNW/ -- With more than 16 million email boxes, Commtouch (Nasdaq: CTCH - news), the worldwide leader in outsourced email and messaging services, and Exodus Communications(TM), Inc. (Nasdaq: EXDS - news), a leader in complex Internet hosting and managed services, today announced the two companies have signed a definitive agreement to offer Commtouch email and messaging solutions. Commtouch email services will be delivered as part of the Exodus suite of managed service offerings.
(Photo: http://www.newscom.com/cgi-bin/prnh/20000210/SFTH038 )

Commtouch Web-based email and messaging services will be offered to the Exodus customer base, which includes over 40% of the top Web sites on the Internetà. Exodus and Commtouch currently work together, as Commtouch is utilizing the Exodus Internet Data Center (IDC) infrastructure, high-speed redundant backbone and network management expertise to deliver its messaging solutions.

"We are pleased that Exodus is adding our email and messaging solutions to their managed service portfolio," said Gideon Mantel, CEO of Commtouch. "Our solution can act as a platform upon which a variety of Web-based, hosted applications services co-exist and function optimally in one operating environment, employing the same-system network provided by Exodus."

"Exodus is focused on providing its customers with best-of-breed technologies and service offerings," said Ellen M. Hancock, chairman and CEO of Exodus. "Commtouch`s proven experience in providing leading-edge messaging solutions will help Exodus continue to provide valuable enterprise-class service offerings to its customers."

Commtouch value-added messaging services include wireless access, unified messaging, and integrated calendaring, which increase revenue and round out service offerings for the Commtouch customer.



About Commtouch

Commtouch is the leading global provider of outsourced integrated email and messaging solutions, currently serving 16 million email boxes worldwide.

Commtouch customizes messaging solutions for more than 400 corporations, ASPs, ISPs, portals and online companies such as About.com, Asahi-Shimbun, Citibank, Ericsson, First USA, France Telecom, Go2Net, IFX, Microsoft, Multimania.com, Scandinavia Online, Talk City, Toshiba, Tutopia, and Yupi.

Commtouch offers the most integrated suite of online messaging applications in 25 languages that include features such as online calendaring, unified messaging, wireless integration and direct marketing applications. The company, in addition to providing a destination site solution product, has a service provider solution (featuring primary email boxes) for ASPs, ISPs and small to medium size enterprises. Commtouch also offers corporations email and messaging services with Microsoft Hosted Exchange 2000.

Gruss
LTT

[LongTermTom]

Der führende Web Hoster Exodus Communications (Nasdaq:EXDS) geht eine Kooperation mit dem Content Distributor Alteon Websystems (Nasdaq:ATON) ein. Dabei wird der Kundenbasis von Exodus künftig Alteon´s Web Switching-Technologie zur Verfügung stehen, um die Verfügbarkeit, Sicherheit und Performance von Web Servern und Firewalls zu optimieren.

Weiter sieht die Vereinbarung vor, dass Exodus als Wiederverkäufer für Alteon´s Ethernet-Produkte Alteon 180e/184, sowie ACEdirector 3 und 4, als auch Alteon 700 auftreten wird.

Exodus notieren im frühen Instinet-Handel mit 2-1/2 Dollar im Plus, bei zuletzt 39-1/2 Dollar, während Alteon Websystems ebenfalls leicht, auf 132-5/8 Dollar zulegen können.

Gruss
LTT

[Le Chef]

Upgrade zu Strong Buy für Exodus von Robertson Stephens :

SOURCE: Robertson Stephens
Robertson Stephens Daily Growth Stock Update On EXDS, FDC, ARBA, AMCC, BBRC and BSX
SAN FRANCISCO, July 13 /PRNewswire/ -- The following is being issued by Robertson Stephens, a member of the National Association of Securities Dealers, CRD number 41271:


INTERNET
Rating Change/Estimate Change:


Exodus Communications (Nasdaq: EXDS - news)

Strong Buy from Buy

2000 EPS: ($0.46) from ($0.92)

2001 EPS: ($0.07) from ($0.14)

Rick Juarez, eCommerce Solutions

``We believe Exodus is poised to be a global consolidator in the critically important areas of complex web hosting, managed applications services and highly engineered and integrated solutions,`` said Juarez. ``The company has amassed a war chest of over $2 billion, which we believe will be used to acquire companies with complementary delivery services and increase its global footprint. We believe on a relative valuation basis, Exodus is trading at a 35 percent discount to its peer group, despite the fact that the company is growing its revenue at equal or greater rates than its peers. In our view, we believe Exodus` recent $1.2 billion high yield offering gives it the competitive capital needed to consolidate its leadership position.``

Akt. + 22% !!!

Hat Das Ich die "Heulen und Zähneklappern - Zeit" denn zum rechtzeitigen Wiedereinstieg genutzt ?

Grüße ,

Thommy

[Tinamu]

...wann gibt es Quartalszahlen von EXDS ? Wie sind die Schätzungen und was wird "geflüstert" ?

Danke für Eure Antworten.

...der Tinamu

[Le Chef]

Hi Tinamu

EXDS gibt die Earnings am 19.7. raus .

Link zu den Whispers :

http://www.whisperearnings.com/stocks.asp?symbol=exds

Grüße ,

Thommy

[Krow]

Hi!

Ich hab hier einen schönen Link gefunden:

http://www.whisperearnings.com/stocks.asp?symbol=amd

Nur eines irritiert mich

Unter Analyst´s 1Year Target steht $32 (ist aber sicher ein Schreibfehler, oder?)


Ich war Donnerstag abend mit Frau noch zum Wochenendeinkauf.
Im "Kaufland" stehen Komplettsysteme (ohne Monitor) Athlon 800MHz,
64MB RAM, 15GByte HDD, CD-ROM .... Grafik und Anderes mehr (Modem, Sound usw.) konnte ich auf der Verpackung leider nicht ausmachen.
Ich denke mal Sound on Board nach zeitgemäßem Normalverbraucher-Standard, ev. V.90 Softmodem on Board...Na ja, eine Annihilator-Karte wird wohl nicht drin sein, wohl ´ne Noname 32MB AGP.
Auf jeden Fall stand das Teil dort für lasche 1999,00 DM.

Mit ca. 500,- Nachrüstung ist ja wohl schon ´ne Maschine drin, die man mit der Performance nicht gleich wieder für das Geld kriegt.

Es kann natürlich auch sein, dass jetzt die Athlons schnell noch unter den Hammer gebracht werden.

Gut Nacht!

[Krow]

Hi

Tschuldigung, hab den falschen Thread erwischt. Das kommt, wenn man zu viel im Sinn hat und demnach ´n Haufen Fenster offen sind.

Krow

[LongTermTom]

Hi LE CHEF und DAS ICH !

Es wurde auch hoechste Zeit, dass es mal wieder nach oben geht.
Meine neue Longposition, die ich mir mittlerweile wieder aufgebaut hatte, waere fast ausgestoppt worden.

Es sieht ganz danach aus, dass die Amis, nachdem sich die Biotechs abschwaechen, wieder in I-nets investieren.

Zur Feier des Tages koennte DAS ICH mal wieder einen neuen Thread eroeffnen.

Gruss
LTT

[LongTermTom]

Der führende Web Hoster Exodus Communications (Nasdaq: EXDS), gibt das Ende der Verhandlungen über die Übernahme von Global Crossing´s Web Hosting Einheit GlobalCenter bekannt.



So sei eine Einigung aufgrund des niedrigen Kaufgebots nicht zustande gekommen, heißt es. Exodus habe etwa 6,6 Mrd. Dollar in eigenen Aktien zuletzt geboten, was einer 18-prozentigen Beteiligung an Exodus entspräche. Ursprünglich hatte Exodus etwa 8 Mrd. Dollar bzw. eine 22-prozentige Beteiligung für GlobalCenter geboten, dann jedoch das Gebot herabgesetzt.



Über die Beweggründe, für die Herabsetzung des Angebots wurde nichts bekannt. Weder Exodus noch Global Crossing waren zunächst für eine Stellungnahme bereit.



Die Aktien von Exodus notieren im frühen Instinet-Handel deutlich leichter, bei etwa 50-5/8 Dollar.

Gruss
LTT

[LongTermTom]

Der weltweit führende Web Hoster Exodus Communications (Nasdaq: EXDS) konnte den Umsatz im abgelaufenen Quartal um 321 Prozent gegenüber Vorjahr, auf 179,6 Mio. Dollar steigern. Dabei erwirtschaftete Exodus einen positiven EBIT von 8,6 Mio. Dollar. Der Nettoverlust fiel mit 42,5 Mio. Dollar oder 10 Cents je Aktie niedriger aus, als die 12 Cents Minus, welche von den Analysten erwartet wurden.

Insgesamt zogen die Preise für Web Hosting Services weiter an, so dass die Gesellschaft im Durchschnitt 259.000 Dollar je IDC-Kunden umsetzen konnte. Im Vergleich dazu lag dieser Wert im ersten Quartal 2000 noch bei 220.000 Dollar. Auch konnte das Unternehmen wieder zahlreiche Neukunden gewinnen und verwaltet jetzt 3.333 Großkunden über sein Internet Data Center Netzwerk.

Die Aktien von Exodus beenden den regulären Handel an der Nasdaq mit einem Minus von etwa einem Prozent, bei 50-13/16 Dollar. Nachbörslich können die Titel allerdings deutlich auf bis zu 55 Dollar zulegen.

Na das sieht doch (wie gewohnt) gut aus.
Wo bleibt nur DAS ICH ???

Der fragende
LTT

[stepan]

Exodus genießen und liegen lassen!
Diese Aktie ist die ideale Sommeraktie. Siehe letztes Jahr.
Bei gut 90 waren die schon, und da sollten die auch locker wieder
hingehen. Nächster Split kommt bestimmt!

Ein Exodusfan und leider erst seit Januar für 50 dabei!

Gruß stepan

[gewgaw]

hi all,

kenne WO erst seit knapp einem jahr, genieße aber exodus schon länger, liegenlassen auch wenns mal sehr schwer fällt (II.Q)und irgendwann mal genießen...

viel glück noch allen exodusaktionären und solchen die es werden sollten

gewgaw