Exodus - Genießen und Schweigen !? ( Teil IV) - 500 Beiträge pro Seite

[Le Chef]

@ alle EXDS-Shareholder :

hier im neuen Thread gleich mal einige Analystenmeinungen :
Chase H&Q:



* Exodus Communications (EXDS)
$50.81 - $27B mkt cap: 2Q00 Review; Upgrade to STRONG BUY and on the FOCUS LIST
2Q00: REPORTED $171MMe/(0.11)e -> $180MMa/(0.10)a
CY00: INCREASING $785MM/$56MMebitda -> $810MM/$63MMebitda
CY01: INCREASING $1.6B/$304MMebitda -> $1.8B/$366ebitda
-Exodus reported 2Q00 results that beat Chase H&Q, consensus, and whisper estimates for revenue and profitability, which should allay any concerns regarding the company`s ability to grow revenue quickly and profitably.
-Our only short-term concern for EXDS shares is the potential for dilution should the company execute an expensive acquisition.
-As a result of the quarter`s outperformance, upward revisions to our model, as well as Exodus`s longstanding position as a clear leader in the Internet infrastructure sector, we are upgrading our rating on EXDS shares to Strong Buy from Buy. The stock remains on the Focus List.


SG Cowen :



* Exodus Communications (EXDS)
$50.81 - $27B mkt cap: 2Q00 Review; Upgrade to STRONG BUY and on the FOCUS LIST
2Q00: REPORTED $171MMe/(0.11)e -> $180MMa/(0.10)a
CY00: INCREASING $785MM/$56MMebitda -> $810MM/$63MMebitda
CY01: INCREASING $1.6B/$304MMebitda -> $1.8B/$366ebitda
-Exodus reported 2Q00 results that beat Chase H&Q, consensus, and whisper estimates for revenue and profitability, which should allay any concerns regarding the company`s ability to grow revenue quickly and profitably.
-Our only short-term concern for EXDS shares is the potential for dilution should the company execute an expensive acquisition.
-As a result of the quarter`s outperformance, upward revisions to our model, as well as Exodus`s longstanding position as a clear leader in the Internet infrastructure sector, we are upgrading our rating on EXDS shares to Strong Buy from Buy. The stock remains on the Focus List.

(Aus dem CNET-Investor)


Grüße ,

Thommy

[LongTermTom]

Hi CHEF !
Schoen, dass Du fuer das verschollene Ich einen neuen Thread eroeffnet hast.
Haette den Thread nur fast nicht wiedergefunden, wegen der fehlenden Angabe im Betreff.

Gruss
LTT

[LongTermTom]

Der weltweit führende Web Hoster Exodus Communications (Nasdaq: EXDS) wird ein neues Datenzentrum in Deutschland in Betrieb nehmen. So wird auf einem Gebiet von 124.000 qm im Raum Frankfurt ein neues IDC-Zentrum (Internet Data Center) eingerichtet, welches der hohen Nachfrage im deutschen Raum nach Web Hosting Services gerecht werden soll. Insgesamt festigt Exodus damit seine Position in Europa.

Exodus plant bis zum Ende des Jahres 2000 insgesamt 36 IDC-Zentren zu betreiben. Insbesondere in Nordamerika, Europa und in Asien sollen dabei zusätzliche Kapazitäten geschaffen werden. Zuletzt allerdings waren Gespräche über die Übernahme von GlobalCenter, dem Web Hosting Arm von Global Crossing, gescheitert.

Exodus notieren im frühen Intinet-Handel leicht im Plus, bei zuletzt knapp 55 Dollar.

Quelle: WO

Gruss
LTT

[LongTermTom]

Und noch ein paar news:

Monday July 24, 10:14 am Eastern Time
Company Press Release
SOURCE: Open Market, Inc.
Open Market Teams With Exodus Communications to Provide High-Performance, Enterprise-Class E-Business Solutions
Relationship Answers Software, Hosting, Integration, and High Performance Delivery Needs of E-businesses
BURLINGTON, Mass., July 24 /PRNewswire/ -- Open Market, Inc. (Nasdaq: OMKT - news), a leading provider of integrated enterprise e-business solutions, today announced it has joined the Exodus Communications(TM) (Nasdaq: EXDS - news) Alliance Partner program. Under the agreement, the companies plan to work together to provide e-businesses with important components they need to get their Internet operations up and running quickly.

Under the terms of the agreement, Open Market will refer customers to Exodus® for Internet hosting, professional services and related managed services such as content distribution. In addition, Open Market will make its enterprise e-business solutions available to customers across the Exodus network of Internet Data Centers. Together, Exodus and Open Market can provide customers with hosting and professional services and e-business software to run their online business.

``Exodus has built a strong, successful business on providing advanced, mission-critical hosting, network management solutions, and services to enterprises,`` said Chris Arisian, vice president, worldwide alliances for Exodus. ``We`re pleased to work with Open Market to offer customers a combination of Exodus hosting services and Open Market`s e-business software to meet many of the needs of sophisticated e-businesses.``


The alliance between Exodus and Open Market benefits customers by enabling
them to:
-- Work with Exodus, an experienced system integrator that has expertise
designing, developing and deploying e-business applications on the Open
Market platform, a proven, world-class e-business platform
-- Take advantage of high performance, high availability Internet hosting
services from Exodus
-- Make an investment in an e-business solution today knowing that the
Open Market platform can scale and grow with them as their business
grows


``Open Market has been providing enterprise-class e-business solutions since 1994, and we`ve put together one of the only e-business suites on the marketplace that is robust enough to meet the needs of even the most sophisticated e-businesses,`` said Ron Matros, president and CEO of Open Market, Inc. ``Together with Exodus, we are committed to reducing the financial and manpower commitments that e-businesses need to launch a successful, sophisticated e-business endeavor. Enterprises can have the best of both worlds, advanced solutions for content, commerce, personalization, and marketing; and excellent performance and hosting services.``

About Open Market

Founded in 1994, Open Market, Inc. makes e-Business software that enables companies to manage content, deliver personalized experiences, and drive commerce on the Internet. Open Market maximizes its customers` business performance by enabling them to leverage their existing assets, letting business professionals direct Web site content and behavior in an open environment. Open Market`s roster of global customers includes Web domains such as Lycos.com, and AOL.com; major industrials such as Acer, Ingram Micro, Milacron, and Siemens; and 10 of the world`s top 13 national telephone companies. Open Market`s content management software is used by companies including Lucent Technologies, FT.com, and Chase Manhattan Bank.The company, headquartered in Burlington, Massachusetts, has a presence in 33 countries. Open Market`s international head office is in the UK with additional offices in Australia, Canada, France, Germany, Italy, Japan and The Netherlands. Open Market can be reached by calling 1-888-OPEN-MKT (toll-free) or 1-781-359-3000 in the U.S. or [phone] in the U.K.or by visiting http://www.openmarket.com.

LTT

[Das Ich]

Hi Leute,

Verschollen bin ich nicht , nur ein bisschen im Stress und zZ kein Exodus-Shareholder - momentan trade ich eher kurzfristig.

Langsam ueberlege ich mir allerdings auch wieder einen Exodus-Einstieg (wenn ich mal wieder Geld uebrig habe ...), und passiv begleite ich die "Exodus -Geniessen und Schweigen?!" Threads natuerlich weiter .

In ein paar Wochen werde ich auch wieder aktiver im Board sein, da dann erst mal ein paar Monate Urlaub .

Ciao,
Das aus der Versenkung auftauchende Ich

[LongTermTom]

31.07.00
Der führende Web Hoster Exodus Communications (Nasdaq: EXDS) gibt eine Kooperation mit CacheFlow (Nasdaq: CFLO) bekannt. Dabei sollen neue Services entstehen, welche es Unternehmen erlaubt, die Anzeige von Webinhalten auf den jeweiligen Webseiten zu beschleunigen.

Der neue Service mit dem Namen Exodus Web Server Acceleration Service wird dabei mit der Technologie von CacheFlow arbeiten, um die Antwortzeiten bei Anfragen an Server entsprechend zu verkürzen. Über finanzielle Details der Vereinbarung zwischen Exodus und CacheFlow wurde nichts bekannt.

Exodus notieren im Nasdaq-Handel aktuell mit knapp einem Prozent im Minus bei 46-7/16 Dollar.

Gruss
LTT

[heroldbroker]

exodus muss man haben, das ding gehört natürlich zu den basisinvestments im internet, jetzt kaufen
und in 3 monaten geniessen!!

[LongTermTom]

Exodus “Strong Buy” [Legg Mason]

Die Anlageexperten von Legg Mason erneuern ihre Einstufung von Exodus mit “Strong Buy”. Sie nennen 95 Dollar als Kursziel auf zwölf Monate.

Von STILLHALTER aus einem anderen Thread.

[LongTermTom]

!

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

[Le Chef]

Kommentar aus Forbes.com zu Exodus :

http://biz.yahoo.com/fo/000810/mu3230.html

Thursday August 10, 4:32 pm Eastern Time
Forbes.com
Exodus Builds Up Despite Dot-Com Shakeout
By Betsy Schiffman


Any real estate agent will tell you that you can never have too much closet space. And any business executive will tell you that in Silicon Valley, it`s not closet space that counts--it`s Web space.

Few companies have reaped the benefits as much as Exodus Communications (Nasdaq: EXDS - news), the Santa Clara, Calif.-based Web hosting company. Back in 1994, before the Internet boom, Exodus was a dinky startup with little more than a card table for a reception desk.

Exodus now hosts more than 3,300 customers` sites and has a market capitalization of about $22 billion. It runs 22 data centers--the facilities where Web sites are stored--but apparently that`s not enough. The company is building 14 additional data centers expected to be completed by year`s end. Considering Exodus` data centers each take about 15 months to reach profitability, the company`s future looks quite rosy.

On Aug. 9, the company announced it opened its fifth data center in Silicon Valley--that`s more data centers than any other U.S. region. But according to Chris Harden, Exodus` director of the Silicon Valley data centers, before the last one was finished, demand was so great they started plans to build a sixth. A sixth center, ``Santa Clara 6,`` is expected to be roughly 72,000 square feet and open for business in November.

Still, if Exodus is moving full speed ahead, it`s hard to ignore the possible consequences of the dot-com shakeout. If Exodus attributes its success to the Internet`s growth, it would be foolish not to assume the Web`s failures won`t bring it down. And considering Silicon Valley makes up more of Exodus` business than any other geographical region, a decline in dot-coms might be felt in Silicon Valley before the rest of the country. However, Harden says, the Bay Area hasn`t lost any significant customers.

``We`ve probably lost a few customers, but not too many. It would be a little concerning if most of our customers were failing dot-coms, but we have a lot of top-tier clients,`` Harden says.

There`s no denying Exodus is growing its customer base. Last quarter Exodus signed on 503 new customers. However, that number missed some financial analysts` expectations. For example, Youssef Squali, a New York-based ING Barings analyst, expected Exodus to announce 566 new customers. The sense is that offline players make up for any business lost to failed dot-coms.

``They may have started from a dot-com base, but they really expanded their customer base over the years,`` says Stamford, Conn.-based Meta Group analyst David Willis.

Forrester Research, a Cambridge, Mass.-based research firm, predicts that the U.S. market for Web hosting could reach $2.5 billion in 2000 and $19.8 billion by 2004. Forrester also predicts that much of the growth could result from larger businesses moving to the Web.

``We`ve certainly talked about the demise of the dot-com, but at this point, anybody who`s putting any part of their business on the Web qualifies as a dot-com,`` says Forrester analyst Jeanne Schaaf. ``Today only 98% of big businesses are on the Web, but by 2004, 100% of all big businesses will be online, and we feel about 65% of those companies will want to outsource Web hosting.``

Exodus shouldn`t lose any sleep over the dwindling dot-coms--the big business is still coming.

Go to www.forbes.com to see all of our latest stories.

Grüße ,

Thommy

[LongTermTom]

Monday August 14, 8:32 am Eastern Time
Press Release
Elite Information Systems Chooses Exodus to Host Its Web-Based Service, e-Connect from Elite
Exodus` Internet Data Center Provides Highest Levels of Performance, Security and Reliability Available To e-Connect from Elite Customers
LOS ANGELES--(BUSINESS WIRE)--Aug. 14, 2000-- Elite Information Systems, Inc., a worldwide leader in practice and financial management systems for professional service firms, today announced it has chosen Exodus Communications(TM), Inc. (Nasdaq:EXDS - news), a leader in complex Internet hosting and management services, to host e-Connect from Elite. This agreement enables professional service firms to take full advantage of e-Connect from Elite, a fully functional application service provider (ASP) offering of Elite`s industry-leading suite of timekeeping, billing and practice management applications, via the Internet with the highest performance, security, and reliability available in the ASP market.

Exodus`® Internet Data Centers (IDCs) provide the Internet infrastructure and managed services necessary to deliver e-Connect from Elite -- a physical and technical environment affording customers the reliability and flexibility necessary to outsource their mission-critical practice management operations.

``Exodus provides the scalable network infrastructure necessary for Elite to provide professional service firms with access to hosted applications using only a standard Web browser,`` according to Beverly Brown, executive vice president and chief marketing officer of Exodus. ``Exodus and Elite recognize the importance of scalability and performance levels to ensure users access to Elite`s software anytime from anywhere regardless of user demand.``

Benefits of e-Connect from Elite

e-Connect from Elite enables firms to access Elite`s suite of applications in a hosted, secure and reliable environment via the Internet without the need for on-site software/hardware installations, upgrades or maintenance by the firm. e-Connect from Elite provides many advantages over the traditional model of installing and maintaining complex applications in-house, including a single point of accountability and easy access with only a web browser. The service also provides predictable costs, e-commerce capabilities, better resource allocation, flexibility to easily expand the number of users, and virtually unlimited scalability.

Benefits of Exodus Internet Data Center

Performance and Reliability: The Exodus Internet Data Center (IDC) delivers the highest levels of reliability through a number of redundant subsystems including fully redundant power on the premises and multiple backup generators. The network combines around-the-clock systems management with onsite personnel trained in the areas of networking, Internet and systems management.

Scalability: While Internet service providers (ISPs) commonly oversubscribe to their networks by nearly four times their capacity, the Exodus network can handle an increased capacity of scalable bandwidth to meet clients` maximum connectivity needs.

Security: Each IDC offers a wide range of physical security features, including state-of-the-art smoke detection and fire suppression systems, motion sensors, and 24x7 secured access, as well as video camera surveillance and security breach access.

About Elite Information Systems, Inc.:

Elite Information Systems, Inc., a wholly owned subsidiary of Elite Information Group, Inc., (Nasdaq:ELTE - news) is an international provider of a comprehensive suite of financial and practice management software products. Elite also provides consulting services to legal and professional service organizations of all sizes and is currently utilized by over one-third of the top 1,000 law firms and more than half of the top 100 U.S. law firms. In addition, professional services markets include accounting, consulting, public relations, financial services, actuarial, government, software, security, insurance, market research and systems integration. For more information, visit Elite`s web site at www.eliteis.com.

Gruss
LTT

[TomNovy]

Warum verliert die immer kurz vor Schluß ?
Auch heute wieder 60 $ und kurz vor Schluß mal eben 4 % runter auf unter 58, in 10 min.
Kann ich nicht nachvollziehen

[TomNovy]

Yo, mal eben 5% verloren in den letzten 15 min.
Wieso gucke ich mir überhaupt am Tage die Kurse an ?
Die letzten 15 min reichen bei der Aktie anscheinend auch...

[LongTermTom]

!

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

[LongTermTom]

Tuesday August 15, 8:32 am Eastern Time
Press Release
SOURCE: Cosmoz.com, Inc.
FirstParsec Joins Exodus Alliance Partner Program to Offer Strategic Networking for Acceleration Clients
SAN MATEO, Calif., Aug. 15 /PRNewswire/ -- FirstParsec, a division of Cosmoz.com, Inc. (OTC Bulletin Board: CMOZ - news), has joined the Exodus Communications(TM) Alliance Partner Program. Under the agreement, FirstParsec will refer clients to Exodus® for Web hosting services. As an Exodus Alliance Partner, FirstParsec and its clients can network and build relationships with technology providers and channel partners within the Exodus Alliance community.

FirstParsec has selected Exodus Communications (Nasdaq: EXDS - news) as its first major partner in an effort to provide the highest level of strategic networking possible. ``Participation in the Exodus Alliance Partner program greatly extends our reach into the technology community,`` explained Stephen Malaster, FirstParsec Director of Operations. ``We are confident that the alliance program will accelerate the formation of partnerships for our entire portfolio of companies.``

The Exodus Alliance Exchange provides an opportunity for partners to educate each other about their product offerings. Ongoing activities include quarterly regional partner fairs, industry topic-specific seminars, cross-training forums, and ancillary marketing such as co-sponsored promotions and trade show events. ``FirstParsec joins a select few partners in the Venture/Incubation category of the Alliance program,`` said Chris Arisian, senior vice president, worldwide alliances for Exodus. ``We look forward to the contributions that FirstParsec and its clients will make to the community.``

The Exodus Alliance Exchange enables Exodus` over 700 alliance partners to share qualified customer referrals and work closely together within the Exodus Internet Data Center (IDC) network. The Alliance Exchange provides a means to strengthen ties in the community of Exodus Alliance Partners whose staff regularly work together inside the Exodus IDCs to service customers` mission-critical Internet operations.

About Cosmoz.com, Inc.

Cosmoz.com, Inc. is an accelerator/incubator company that develops, acquires, and funds Internet and technology companies. Cosmoz focuses primarily on companies providing B2B infrastructure and services, and seeks and creates companies with unique technologies, people, and business models. Cosmoz` core division is its FirstParsec accelerator group. FirstParsec provides management and operations mentoring and consulting, accounting and legal support, strategic networking, complete physical infrastructure, and venture matching to early stage Internet and technology companies. In exchange for providing acceleration services, Cosmoz earns equity stakes in FirstParsec client companies. Cosmoz.com is a publicly traded company under the symbol ``CMOZ.`` For additional information, see www.cosmoz.com.

LTT

[B.Brother]

Hallo zusammen.

Habe folgenden Artikel in stockworld.de gefunden.
Vermutlich kennt Ihr in schon, aber schaden kanns ja nie.

(Der Chart ließ sich mit meinem alten Netscape-Browser unter OS/2 Warp 3
leider nicht mit hier reinstellen. Schade eigentlich.)


TA professional für Stock-World, Di, 15.08.2000, ld.
Letztes Jahr war die Aktie von Exodus Communications eine echte "CashCow". Von
September 1998 bis März dieses Jahres hatte sich der Kurs fast ver100facht! Der Trend war
dabei charttechnisch fast perfekt. In der TA professional für Stock-World Ausgabe Nr.
6 vom 10.01.2000 wurde Exodus schon einmal technisch unter die Lupe genommen.

In der großen NASDAQ-Korrektur verliert Exodus etwa 65 Prozent und auch dieser
(Abwärts)trend ist sehr exakt und kann mit Trendlinien ausgestattet werden.
Anfang Juni lieferte Exodus erste Kaufsignale mit dem Break der (roten)
Abwärtstrendlinie, kurz- und langfristiger Durchschnittslinien und dem kleinen
Widerstand bei 42.

Ganz knapp wurde mit diesem Turnaround zudem die Kreuzung der beiden
Durchschnittslinien abgewendet. Auch der Rückfall in den ersten Juli-Tagen läuft bei
42 aus und ist damit nur ein Throw Back, der den erfolgreichen Durchbruch der
Widerstandslinie bestätigt.

Alles in allem hat sich die Situation von Exodus in den letzten Wochen charttechnisch
ungemein verbessert. Nur noch im Bereich 61,50 bremst seit zwei Monaten ein stärkerer
Widerstand. Die Wahrscheinlichkeit ist hoch, dass die Ascending Triangle-Struktur in
Kürze mit einem Sprung über 65 abgeschlossen wird. Nächstes Ziel ist dann zunächst das
All-Time-High.

----------------
Gruß.
B.Brother.

[Kapi 77]

Hei

Ja ich hoffe auch, daß es wieder so läuft wie im vorjahr - die 60 Dollar Hürde könnten wir heute schaffen - dann könnte es wieder steil bergauf gehen - Also weiterhing genießen und schweigen

IMHO

Kapi77

[bernsbach]

$62,35
:-))

[bernsbach]

[Sequenzer]

aus dem daytrading/shortselling/chartanalyse board von http://www.boerse-go.de
der kurs verläuft wieder über der GDL200. wehrmutstropfen: die GDL100 hat GDL38 und GDL200 von oben nach unten gekreuzt. die aktie läuft auf der schräg eingezeichnteten aufwärtstrendlinie weiter hoch. sehr sauber ! genauso wie bei vielen anderen internetwerten ist die bodenbildung endlich vollendet. bei 60-61 $ liegt allerdings noch ein widerstand, der möglicherweise nicht gleich im ersten anlauf genommen werden kann. auch heute ist der kurs kurz darunter zum stehen gekommen.

fazit : EXDS ist mittel- und langfristig auf dem derzeitigen kursniveau ein kauf. das ist meine persönlich einschätzung.

[Sequenzer]

hier der chart von konkurrent DGEX



kurzfristiger aufwärtstrendkanal. MACD hat ein kaufsignalchen generiert. die aktie befindet sich im unteren bereich der range des trendkanals und hat somit noch richtig gut platz nach oben.

die waagrechten linien stellen supports und widerstände dar.

aktuell kämpft der kurs der aktie mit der GDL200.

[Kapi 77]

Servus

Hey Leute kann mir irgendgemand von euch erklären warum Exodus in den letzten 10 Handelsminuten ständig verliert - Gestern von +4% auf + 0,73% - ist mir nicht klar - vielleicht weiß jemand von euch mehr

CIAO

KAPI77

[egon olsen]

diese news sind von gestern abend. EXDS nachboerslich auf 63..$!



Sun Microsystems and Exodus Collaborate on Next Generation Storage Solution

PALO ALTO and SANTA CLARA, Calif., Aug 21, 2000 (BUSINESS WIRE) -- Sun
Microsystems and Exodus Communications(TM), Inc. (Nasdaq: EXDS), today announced
that they are teaming to develop Exodus`(R) next generation storage offering. As
with its other Internet services, Exodus intends to partner with industry
leading storage service providers to deliver Sun-based storage utility services.
Exodus, which has since its founding worked with Sun Microsystems, is one of the
world`s largest providers of Internet hosting and managed services and offers
network-managed solutions and professional technology services.

"Together, Sun and Exodus are helping companies around the world dot-com their
businesses from infancy to full maturity, enabling them to focus on their core
competencies," said Morris Taradalsky, executive vice president of engineering
with Exodus. "Storage is integral to our customers` mission-critical Internet
operations. Exodus works with a number of leading storage vendors to provide
optimal solutions. Sun is however our platform of choice for Exodus branded
services."

"As outsourced data storage and backup become more prevalent, companies need
assurance that their information can survive any kind of disruption," said
Janpieter Scheerder, executive vice president, Sun Network Storage. "Exodus
provides this mission-critical assurance and has selected Sun storage to power
its Internet offerings for the same reason that the majority of its customers
rely on the Sun platform -- Sun offers the reliability, security and scalability
that are vital for delivering services 24 hours a day, seven days a week."


Exodus Builds on Success of Exodus` DataVault(TM) Backup Service;
Over 90 Terabytes of Data Backed Up Per Month

As part of their mission-critical Internet services strategy, Sun and Exodus are
working together to help Exodus customers manage all major aspects of outsourced
data availability and protection. The Sun platform currently powers Exodus`
DataVault service with more than 40 Sun StorEdge(TM) A1000 arrays and 21
StorEdge L11000 tape libraries providing a dedicated system for safeguarding
mission-critical data on tape.

In addition to DataVault, Sun products also power Exodus` performance
optimization tools, ReadyCache(TM), firewall, and network management services
and is the platform of choice for many of Exodus` 3,300 customers who purchase
equipment to house at Exodus.


Exodus Works with Sun to Set Service Provider Standards, Teams
with Sun and Service Providers to Help Startups

Exodus is a charter member of the SunTone(SM) Certification and Branding
Program, an industry-wide initiative led by Sun to define and audit service
provider infrastructure, operational practices, hardware, software and,
ultimately, overall service delivery, to provide established standards for
performance, security, availability and uptime. Exodus is among the first
companies to receive SunTone Certification for its complex Web hosting services.
In addition, Exodus is among the first group of companies to join the SunTone
Certification Program for Storage Services, which is designed strictly for
service providers and storage hosting services.

Exodus is among the first participants in Sun`s Developer Connections(SM)
StartUp Accelerator Program, which gives elite startup dot-com companies
immediate access, at minimal cost, to a professionally managed development and
testing environment -- including hardware, software, bandwidth and services --
in conjunction with leading service providers. As a charter member of the Exodus
Rapid Deployment Initiative, Sun provides a bundled, ready-to-install, scalable
Web hosting solution based on Sun Enterprise and Netra carrier-grade servers,
plus integration, implementation, maintenance, 24x7 consultation and support
through Exodus Internet Data Centers (IDCs).

[egon olsen]

noch eine supergute News!!!


EMC and Exodus Team to Deliver Advanced Information Infrastructure for E-Commerce

HOPKINTON, Mass. & SANTA CLARA, Calif., Aug 22, 2000 (BUSINESS WIRE) --

Leading Internet Infrastructure Providers Form Strategic Alliance
to Deliver EMC Enterprise Storage Systems, Software
and Services to Customers

EMC Corp. (NYSE:EMC), the world leader in information storage, and Exodus
Communications(TM), Inc. (Nasdaq: EXDS), a leader in complex Internet hosting and
managed services, today announced they have formed a strategic alliance, that
enables Exodus(R) to offer EMC Enterprise Storage systems, software and services
to its e-Business customers.

Both EMC and Exodus are recognized in their respective markets as leading
suppliers of solutions for Internet initiatives in large enterprises. The two
companies plan to provide customers with a combination of world-class services
and technology solutions focused on the availability, protection and security of
critical information. Exodus will provide its proven Internet expertise and best
practices methodologies to organizations, while EMC, through its
industry-leading Symmetrix Enterprise Storage systems and software, will provide
the information infrastructure or E-Infostructure. As part of the alliance,
Exodus will resell EMC systems and software.

"Information is the lifeblood of an e-commerce business," said Ellen M. Hancock,
chairman and CEO of Exodus. "Very few of today`s e-commerce businesses have an
information infrastructure built to withstand a disruption. In an age when
competitive threats are a mouse click away, these business models must be
absolutely uninterruptible. EMC provides us with dependable suites of
information storage, management and protection technologies to this equation,
and our mutual clients will be the beneficiaries of this important alliance."

"The rapid adoption and growth of the e-commerce business model has prevented
many of these dynamic organizations from taking the right steps to ensure their
success," said Joseph Tucci, president and chief operating officer of EMC. "As
the leader in the Web hosting market, Exodus understands that the right
information infrastructure is the key to success. This alliance will allow us to
work together to help our mutual clients ensure that the promise of e-commerce
is not derailed by disruptions to the flow of information."

Exodus has also been accepted into The EMC Proven program, which certifies
partners and businesses that have invested in best practices for an information
infrastructure. Customers of EMC Proven members receive the necessary enterprise
storage resources to operate at peak efficiency, adapt to a constantly changing
business climate and easily manage Internet-driven growth.

Steigen vorboerslich weiter! (glaube 64 1/4)

egon

[LongTermTom]

Hi !
Wollte die News auch gerade reinstellen.
SK in USA ziehmlich genau 64$.
Die 70 sind nicht mehr weit.

Gruss
LTT

[LongTermTom]

Tuesday August 29, 8:09 am Eastern Time
Press Release
Exodus to Acquire Grenville Consulting Ltd.
Acquisition of UK-based Consulting Group Will Extend Exodus` Professional Services Team and Help Meet Demand from European Customers
SANTA CLARA, Calif.--(BUSINESS WIRE)--Aug. 29, 2000-- Exodus Communications(TM), Inc. (Nasdaq:EXDS - news), a leader in complex Internet hosting and managed services, today announced that its UK subsidiary, Exodus Internet Limited, has entered into a definitive agreement to acquire Grenville Consulting Ltd. The acquisition of Grenville Consulting, a leading UK consulting firm, will further enhance Exodus®` worldwide professional services organization. The acquisition also will provide additional Internet consulting expertise to help ensure optimum performance, reliability and scalability for customers` mission-critical Internet operations.

The pending acquisition of Grenville Consulting is part of Exodus` ongoing strategy to expand its professional service offerings and provide a greater range of services to customers. As Exodus continues to build its worldwide professional services organization, Grenville`s experienced team will provide dedicated support to help meet increasing demand for professional services from Exodus` European customers. Grenville`s services complement and extend the services already provided by Exodus` UK-based professional services team. The company offers expertise in the areas of systems and network management, integration and security for enterprise and dotcom customers throughout Europe.

``We are pleased to welcome the Grenville Consulting team to Exodus,`` said Ellen M. Hancock, chairman and CEO of Exodus. ``As a leader in Internet consulting services, Grenville brings considerable experience providing a range of services for European enterprise and dotcom clients. Grenville`s talented consulting team will provide valuable professional services resources to help Exodus meet demand from European customers.``

Exodus and Grenville Consulting share mutual customers, as well as strategic alliances with ComputaCenter, Horizon and Sun Microsystems. The Grenville Consulting team will join Exodus` worldwide professional services organization and will continue to operate from its offices throughout the UK. The transaction is expected to close by the end of September 2000, subject to normal and customary closing conditions.


Forward Looking Statements

This press release contains forward-looking statements including statements related to the anticipated benefits resulting from the pending acquisition of Grenville Consulting Ltd. by Exodus Internet Limited; the anticipated growing demand for Exodus professional services from European customers; and the continuation of Grenville Consulting`s business and services offerings. Actual results may differ materially due to a number of factors including: the operational challenges of integrating Grenville Consulting; the continued employment of the former Grenville Consulting employees; the risk that Grenville Consulting customers may not continue as customers of Grenville Consulting; and the risk that the pending acquisition may not close. The matters discussed in this press release also involve risks and uncertainties described from time to time in Exodus` filings with the Securities and Exchange Commission (SEC). In particular, see Exodus` annual and quarterly reports filed with the SEC. Exodus does not assume any obligation to update the forward-looking information contained in this press release.

Gruss
LTT

[LongTermTom]

Wednesday August 30, 7:02 am Eastern Time
Press Release
Worldnet Resource Group Inc. Selects Exodus for Web Hosting and Management
MARINA DEL REY, Calif.--(BUSINESS WIRE)--Aug. 30, 2000--Worldnet Resource Group Inc. (OTCBB:WNRG - news) announced it has selected Exodus Communications(TM) Inc. (Nasdaq:EXDS - news), a leader in complex Internet hosting and managed services, to host its Web operations.

Worldnet Resource Group (www.wnrg.com) uses its Web presence as a launch pad for a number of new media subsidiaries that are currently under development; all of which will be hosted by Exodus®.

``Exodus` superior throughput and service have earned a reputation for being the best in the industry. These are strengths that we can depend on for offering an optimal online experience to our partners and clients,`` said Stephen Brown of Worldnet Resource Group.

``Exodus is pleased to welcome Worldnet Resource Group to its roster of customers,`` said Beverly Brown, executive vice president and chief marketing officer at Exodus. ``Worldnet Resource Group will leverage Exodus` industry expertise to provide the scalability, performance and support needed for its customers.``




Thursday August 31, 8:30 am Eastern Time
Press Release
Exodus Adds Democratic Presidential Candidate Site to Roster
Exodus to Host Gore-Lieberman Campaign`s Internet Operations in Midst of First Web-Influenced Election
SANTA CLARA, Calif.--(BUSINESS WIRE)--Aug. 31, 2000-- Exodus Communications(TM), Inc. (Nasdaq:EXDS - news), a leader in complex Internet hosting and managed services, announced today that it has been selected as host of the Gore-Lieberman Web site (www.algore.com).

The Gore-Lieberman site has the ability to register voters online in all 50 states, indicating the growing impact the Web has on the political arena. The pervasive nature of this year`s campaign presents a measurable difference from the first presidential election of the online age in 1992, when election coverage consisted of messages left by voters on private electronic bulletin boards.

When the Democratic National Convention kicked off, Santa Clara, Calif.-based Exodus® utilized its numerous Internet Data Centers (IDCs) to host the Gore-Lieberman Web site. Exodus operates a global network of IDCs strategically placed in major metropolitan areas, with close proximity to major public and private interconnects to maximize connectivity rates and overall site performance -- including one center located in Los Angeles, home of this year`s Democratic National Convention.

``We know that there is enormous opportunity to capitalize on the influence of the Internet during this year`s election, making the operation of our Web site crucial in the coming months,`` said Ben Green, director of Internet operations, Gore 2000, Inc. ``The expertise Exodus brings helps our organization achieve its online goals for the campaign.``

In addition to the Gore-Lieberman site, Exodus hosts the online presence of more than 3,300 companies worldwide.

``According to IDC (International Data Corporation), the Web hosting market is expected to grow from $1.8 billion in 1999 to $17.6 billion by 2003,`` said Ellen M. Hancock, chairman and CEO of Exodus. ``With our global network of Internet Data Centers and aggressive plans for growth in the coming year, we feel we are well-positioned to extend our leadership in the Web hosting and solutions market.``

Gruss
LTT

[bernsbach]

Click Commerce Joins Exodus Communications Alliance Partner
8/31/00 2:10:00 PM
Source: PR Newswire
Program to Benefit Enterprises with Market-Leading E-Commerce Solutions
Alliance Brings Significant Cost and Performance Advantages Through Enterprise Channel Management, Web Hosting Solutions

CHICAGO, Aug. 31 /PRNewswire/ -- Click Commerce, Inc. (Nasdaq: CKCM), the leading provider of Enterprise Channel Management (ECM) solutions, announced today that it has joined the Exodus Communications(TM) (Nasdaq: EXDS) Alliance Partner Program. Under the agreement, Click Commerce will refer its customers to Exodus(R) for Web hosting services.



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As an Alliance Partner, Click Commerce has access to the Exodus Alliance Exchange, which includes an online extranet and ongoing marketing programs to sustain partner interaction on multiple levels. Through the Alliance Exchange, Click Commerce will market its advanced ECM solutions to customers across Exodus` worldwide network of Internet Data Centers.

"Exodus` proven Web-hosting services, designed for multi-vendor, mission- critical Internet operations, provide the highest possible scalability, performance and availability at a significant savings over comparable solutions," said Chris Arisian, senior vice president, worldwide alliances for Exodus. "Working together, Exodus and Click Commerce can offer customers a combination of hosting services and ECM solutions to meet their e-commerce needs with the most reliable, cost-effective solutions available."

"Click Commerce has built a strong, successful business on providing ECM solutions, which enable global enterprises to create secure, customized Internet sites that connect all of their distribution channel partners," said Michael W. Ferro, Jr., chief executive officer of Click Commerce, Inc. "Together with Exodus, we are committed to making these sites run smoother and more reliably than ever before, cutting bottom-line costs and ultimately increasing customer satisfaction and brand loyalty."

About Click Commerce

Click Commerce (Nasdaq: CKCM) is a leading provider of Enterprise Channel Management solutions that synchronize all commerce activities throughout sell- side partner communities. Leading companies such as American Standard, Black & Decker, Delphi, Emerson, Hyundai, Kawasaki, Mitsubishi, Motorola and Qualcomm depend on Click Commerce solutions to manage their complex distribution channels.

With its integrated e-business platform and proven application portfolio, Click Commerce enables global enterprises to significantly increase brand loyalty, customer satisfaction and financial performance. Visit Click Commerce at www.clickcommerce.com .

Click Commerce is a trademark of Click Commerce, Inc. Exodus Communications and Exodus are trademarks of Exodus Communications, Inc. and may be registered in certain jurisdictions. All other company and product names mentioned herein may be trademarks and/or registered trademarks of their respective companies.

Statements in this press release that are not historical facts and refer to the company`s future prospects are "forward-looking statements" under the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on beliefs as well as assumptions made using information available to Click Commerce today. There are risks and uncertainties that could cause actual results to differ materially from the forward-looking statements, including, without limitation, market acceptance of Click Commerce`s enterprise channel management software and services, the competitive nature of the market for electronic commerce products, the company`s ability to attract and retain qualified personnel, and its ability to manage rapid growth and to integrate potential acquisitions. Additional information concerning risk factors is contained in Click Commerce`s filings with the Securities and Exchange Commission.

SOURCE Click Commerce, Inc.

[LongTermTom]

Exodus, Navisite in the Thick of a Boom, Analyst Says
http://www.thestreet.com/_yahoo/tech/internet/1068822.html




Thursday September 7, 8:30 am Eastern Time
Press Release
Exodus Communications Presents An Internet Security and Performance Optimization Program
SANTA CLARA, Calif.--(BUSINESS WIRE)--Sept. 7, 2000--


Who: Exodus Communications(TM), Inc. (Nasdaq:EXDS - news), a leader in
complex Internet hosting and managed services, presents an
Internet Security and Performance Optimization Program.

What: Join Exodus® security expert, Dr. Bill Hancock, for an
afternoon seminar on Internet Security and Performance
Optimization, where you will find out the latest in Internet
Security and learn how to optimize your Website`s
performance.

Why: With the online marketplace becoming increasingly
competitive, how do you ensure that your customers have an
online experience that will keep them coming back? Exodus
will provide the tools, techniques, and knowledge you need
to take advantage of what the Internet has to offer,
securely and with confidence.

When: This free half-day Internet Security and Performance
Optimization seminar will be held in New Orleans, Louisiana
on Monday, September 18, 2000. For additional information or
to register for the seminar, visit:
http://www.exodus.net/events/security/new_orleans.html

Gruss
LTT

[LongTermTom]

Friday September 8, 4:02 pm Eastern Time
Press Release
SOURCE: BroadCloud Communications, Inc.
BroadCloud Selects Exodus to Help Extend the Internet to Mobile Wireless Devices
Mobile Professionals to Enjoy Comprehensive Internet Access From Wireless Devices
AUSTIN, Texas, Sept. 8 /PRNewswire/ -- BroadCloud Communications, Inc., a leading service provider of bandwidth enhancement services enabling high- performance Internet applications to be used over wireless networks, today announces it has selected Exodus Communications(TM), Inc. (Nasdaq: EXDS - news), a leader in complex Internet hosting and managed services, to help BroadCloud(SM) expand the Internet access capabilities of mobile computing devices. BroadCloud will provide mobile professionals with the convenience of access to the full range of Internet information and services in the wireless environment.

``We are excited to host BroadCloud`s services because of their ability to decrease the wireless bandwidth gap and improve Internet access for hand held devices,`` said Beverly Brown, executive vice president and chief marketing officer of Exodus. ``BroadCloud brings the true Internet experience to mobile professionals.``

BroadCloud`s wireless Internet enhancement services together with Exodus` network operation facilities improve the transmission of Internet content by bridging the bandwidth gap between wireless and wireline networks for a broad range of mobile devices including PDAs, handheld PCs and laptop computers. The relationship further provides e-commerce development for the BroadCloud platform via Exodus` network design, implementation of application architecture, creative enhancements, usability and database design, programming, and integration with BroadCloud`s strategic alliance partners.

``Exodus continues to set the standards for performance, reliability, and global reach in networking. By working with Exodus, BroadCloud will be able to provide the high levels of availability and service that our customers will expect on the anytime, anywhere tether-less Internet,`` said David Thompson, vice president of product development and engineering for BroadCloud Communications, Inc.

Ed Acosta, BroadCloud`s president and CEO, adds, ``We are extremely excited to be working with Exodus in delivering the Internet to mobile professionals via wireless networks. Exodus gives BroadCloud the capability to scale its operations to meet the needs of millions of users immediately, and expand its network globally at a moment`s notice. BroadCloud`s wireless technology and services, together with Exodus` industry-leading network, global presence, and technical know-how, will bring a new generation of Internet access capabilities to mobile professionals using a wide variety of mobile wireless computing devices.``

About BroadCloud Communications, Inc.

BroadCloud Communications, Inc., is the leading provider of wireless Internet transmission services. BroadCloud has developed patented technology over the last 5 years that greatly improves the transmission of Internet content over wireless networks, and is dedicated to bridging the bandwidth gap between wireless and wireline networks in delivering the Internet experience in the mobile wireless environment. The company is marketing a powerful new gateway service to deliver high-performance Internet applications and other content and services over wireless networks. The Company is backed by institutional venture capital funding from TL Ventures, Austin Ventures, Access Venture Partners, and Silicon Valley Bank. BroadCloud is based in Austin, Texas. For more information, visit www.broadcloud.com.



Monday September 11, 4:17 pm Eastern Time
Press Release
SOURCE: Primary Knowledge
Former Exodus Executive Takes Top Sales Spot at Primary Knowledge
Sheen Khoury Named Senior VP, Sales for Web Intelligence Leader
NEW YORK, Sept. 11 /PRNewswire/ -- Underscoring the huge opportunity in the emerging outsourced data warehousing and analysis space, Sheen Khoury, former Senior Vice President of Strategic Sales for Exodus Communications(TM), Inc. (Nasdaq: EXDS - news), has joined Web intelligence services leader, Primary Knowledge as its new Senior Vice President of Sales, effective today, Monday, September 11th. Peter Adams, CEO, Primary Knowledge, commented, ``Sheen`s accomplishments at Exodus® are legendary, and we`re thrilled to have him join the Primary Knowledge management team as we continue to make significant strides in the Web intelligence industry.``

As the SVP in charge of Primary Knowledge`s entire sales operations, Khoury`s main focus will be on developing new client relationships and supporting the Company`s existing customers. Khoury, who joined Exodus in 1996, has an extraordinary track record. In just four years, he built out Exodus` global strategic sales staff from 1 to 100, securing one third of the Company`s annualized revenue. Under Khoury`s leadership, Exodus` largest enterprise customers were acquired, representing approximately 25% of the entire Fortune 500.

Commenting on his move, Khoury said, ``Four years ago, I saw the writing on the wall in terms of the necessity of outsourced infrastructure systems, and Exodus has proven to be one of the greatest success stories of the Internet sector. To me, Primary Knowledge represents the same level of opportunity. With the increasingly massive data volumes facing the average Internet marketer, outsourced data management and analysis will be equally as mission-critical in the very near future. And because Primary Knowledge is the only service provider in the space offering a best-of-breed, end-to-end data warehouse and analytics solution, they are solely poised to dominate the market. I`m excited to join this visionary organization.``

Khoury`s departure from Exodus to join forces with Primary Knowledge reflects what many in the industry are seeing as the emergence of outsourced data management as a highly strategic niche within the e-business services industry. In fact, Jupiter Communications recently reported that the outsourced service model is the key to successful data analysis for Internet businesses. In its report, Usage Analysis: Refining and Managing User Data, Jupiter stated, ``To avoid being crushed by an increasing volume of data over the next 12 months, Web ventures must outsource usage analysis infrastructure to a third party provider.`` Additionally, Jupiter`s recent report, ``The Personalization Chain``, stated, ``Web ventures without the time or patience necessary for an [in-house] best-of-breed solution should look to data application service providers (ASPs) such as Primary Knowledge ... for data aggregation and analysis.``

About Primary Knowledge

Primary Knowledge is the leading e-business intelligence service that enables Internet companies to optimize their business -- one customer at a time. The Company`s two outsourced solutions -- Primary Knowledge for e-Commerce(TM) and Primary Knowledge for e-Content(TM) -- include comprehensive data management services, analytics and targeting tools that are tailored to each distinct business model. Because Primary Knowledge offers a subscription-based, turnkey service, it removes the major barriers that e-businesses face in optimizing ROI: lack of in-house technology, analytical expertise, and time. Primary Knowledge is headquartered in New York City and can be contacted at http://www.primaryknowledge.com or 212-233-2110.

Gruss
LTT

[TomNovy]

Gibts irgendwelche News oder warum stürzt die in einer Woche von 69$ Höchstkurs auf 56 $ ab ?

[Kapi 77]

Das möchte ich auch gerne wissen!! -

[LongTermTom]

Wednesday September 13, 8:45 am Eastern Time
Press Release
Exodus Introduces The Powered by Exodus Marketing Alliance Program
Over 60 Companies have Joined Program Designed to Promote Customers` Brand Names and Co-Market to a Wider Range of Prospective Customers
SANTA CLARA, Calif.--(BUSINESS WIRE)--Sept. 13, 2000-- Exodus Communications(TM), Inc. (NASDAQ:EXDS - news), a leader in complex Internet hosting and managed services, today introduced the Powered by Exodus(TM) (PBE) Marketing Alliance Program. Through the Powered by Exodus Marketing Alliance Program, select Exodus® customers have been invited to leverage the Exodus brand to generate brand exposure and increased market share. Customers invited to join the PBE program will have opportunities to enhance their relationship with Exodus and co-market with other customers and partners within the community to add ever increasing value to their marketing efforts.

The PBE program is a new initiative that enables customers to reinforce the quality and security of their hosting environment. Customers who display the Powered by Exodus mark indicate that they are using highly secure and reliable services from Exodus: complex Internet hosting services, enterprise-class Internet systems management, and certified system administrators and network professionals to manage Internet systems for peak performance, 24 hours a day, seven days a week.

``The Powered by Exodus Marketing Alliance Program was developed to bring additional value to the Exodus Community through joint marketing efforts,`` said Beverly Brown, executive vice president and Chief Marketing Officer for Exodus. ``Participating customers proudly display the Powered by Exodus mark to show that they are leveraging the outstanding hosting environment, network and value-added managed services provided by Exodus.``

PBE participants benefit from the marketing support and resources that Exodus reserves specifically for them. Induction into the Powered by Exodus community grants not only the marketing resources branded by the Powered by Exodus mark, it extends a team of PBE marketers who assist the customers` efforts to build alliances with Exodus` strategic partners and PBE community members. PBE participants also achieve increased brand recognition with Fortune 500 companies and high level decision-makers, expand brand awareness to a global reach, enhance credibility and status as a market leader, and gain additional marketing resources to increase visibility. More than 60 successful Exodus customers around the world are members of the Powered by Exodus program, including Alteon Web Systems, PeopleSoft, Tucows, Burst.com and Buzzsaw.com.

``Alteon WebSystems` decision to participate in the Exodus PBE program reflects Exodus` world-class commitment to service and support, unprecedented coverage and explicit understanding of next generation Internet infrastructure,`` said Selina Lo, vice president of product management for Alteon WebSystems.




@TomNovy und Kapi 77

Seht euch doch mal den Chart an !
Ist doch ein wunderbarer Aufwaertstrend oder nicht ?
Eine kleine Konsolidierung ist doch ganz normal.

Gruss
LTT

[LongTermTom]

18.09.2000
Exodus kaufen
Global Net Investing

Zu einer sofortigen Investition in die Aktie der Exodus Communications Incorporation (WKN 912687) raten die Analysten vom Börsenbrief Global Net Investing.

Die Aktie befinde sich seit Mai in einem stabilen Aufwärtstrend und könne auf eine Kursverdoppelung in diesem Zeitraum verweisen. An der Wall Street würden bereits Kursziele von 125 US-Dollar genannt.

Das enorme jährliche Wachstum sei der Grund dafür. Um stolze 100% per anno wachse das Unternehmen. In diesem Jahr solle der Umsatz von 242 Millionen USD auf 807 Millionen USD explodieren. In 2001 würden 1,8 Milliarden USD erwartet.

In 2002 solle erstmals ein Gewinn in Höhe von 106,1 Millionen USD erwirtschaftet werden. Ein Investmenthaus in Amerika rechne im Jahre 2009 mit Umsätzen von 27 Milliarden USD sowie einem Nettogewinn von 6,5 Milliarden USD.

Würden diese Zahlen auf den heutigen Zeitpunkt abdiskontiert, errechne sich ein fairer Aktienkurs von 120 USD. Unverzüglich ordern, so die Expertenempfehlung.

(Aus einem anderen Thread)

[LongTermTom]

Monday September 18, 8:50 am Eastern Time
Press Release
Exodus Completes Acquisition of Grenville Consulting (UK) Ltd.
SANTA CLARA, Calif.--(BUSINESS WIRE)--Sept. 18, 2000--Exodus Communications(TM), Inc. (NASDAQ:EXDS - news), a leader in complex Internet hosting and managed services, has completed the acquisition of Grenville Consulting (UK) Ltd., through its UK subsidiary, Exodus Internet Limited.

Exodus® continues to enhance its leadership in the Web hosting space by looking for opportunities to extend the services it offers to customers. The acquisition of Grenville Consulting provides Exodus` European customers with access to additional Internet consulting resources with expertise in the areas of systems and network architecture design, project management, systems and network management, outsourced operational management, system integration and security. Grenville`s experienced consultants will help customers ensure that their Internet operations are performing reliably and will scale to meet future growth. In addition, the acquisition will enhance Exodus` growing worldwide professional services organization, enabling it to meet increasing demand for professional services in Europe.

``The acquisition of Grenville Consulting further strengthens Exodus` worldwide professional services organization and extends the range of services that Exodus provides to customers,`` said Ellen M. Hancock, chairman and CEO of Exodus. ``Exodus continues to build a world-class professional services organization whose expertise will help customers launch their Internet operations quickly and securely, while providing the performance and scalability they need to meet market demand today and in the future.``

Grenville`s staff of consulting professionals will be integrated with Exodus` worldwide professional services organization. They will continue to work out of Exodus` and Grenville`s combined offices around the UK, including the London Internet Data Center.

Gruss
LTT

[LongTermTom]

Tuesday September 19, 8:30 am Eastern Time
Press Release
SOURCE: Tucows Inc.
Tucows Joins Exodus` Powered by Exodus Marketing Alliance Program
NEW YORK, Sept. 19 /PRNewswire/ -- Tucows Inc., a leading provider of content on the Internet and one of the top domain name registrars today announced that it has joined the Exodus Communications(TM), Inc. (Nasdaq: EXDS - news) Powered by Exodus(TM)(PBE) Marketing Alliance Program. By joining the PBE program, Tucows joins a select group of Exodus® customers chosen to participate in joint marketing efforts with Exodus.

Tucows has a growing network of over 4,000 Internet Service Providers, Web hosting companies and domain name resellers in over 100 countries that syndicate its award-winning software libraries and sell domain names using its Tucows OpensSRS domain name registration system. Over half of Tucows` channel partners are outside of the United States.

``By joining the Powered by Exodus Marketing Alliance Program, Tucows can co-market with other customers and partners within the Exodus community, which adds ever increasing value,`` said Elliot Noss, CEO of Tucows Inc. ``Tucows is proud to display the Powered by Exodus mark, showing that it is leveraging the outstanding hosting environment, network and value-added managed services provided by Exodus.``

``Tucows is known for its tens of thousands of downloadable software titles,`` said Beverly Brown, executive vice-president and chief marketing officer for Exodus. ``We are pleased to welcome Tucows to the Powered by Exodus Marketing Alliance Program.``

About Tucows Inc.

Tucows is a leading distributor of e-business services and applications on the Internet. With a network of more than 4,000 Managed Service Providers (Internet Service Providers, Web hosting companies, Domain Name Resellers and others) in more than 100 countries around the world, we believe Tucows is the largest network of its kind. The Tucows site offers over 30,000 software titles in libraries located around the world, providing users with a fast local download. Tucows Inc. is an ICANN accredited registrar. Tucows is the leading provider of wholesale domain name registrations and related services in the world.





Tuesday September 19, 9:35 am Eastern Time
Press Release
AtWork Migrates HR Internet Business Service to Exodus
AtWork selects industry-leading data center to provide infrastructure, security and reliability to enhance the delivery of `HR Software as a Service`
ATLANTA--(BUSINESS WIRE)--Sept. 19, 2000-- AtWork Technologies Inc., a leading provider of Web-based human resource and benefits application solutions, today announced the selection of Exodus (NASDAQ: EXDS - news), a leader in complex Internet hosting and managed services, to host all production for AtWork clients nationwide. Exodus® will enable AtWork to offer its customers solutions backed by leading-edge Internet hosting, network connectivity and managed services provided in Exodus` Internet Data Centers (IDC).

To ensure the quality and reliability and redundancy of AtWork solutions, AtWork will make use of Exodus` state-of-the-art facilities and networks that are monitored and managed around the clock by experts. By utilizing Exodus` IDCs, AtWork will be able to rapidly deploy a highly scalable Web infrastructure on behalf of its customers. Through this collaboration, AtWork also will be able to better streamline the delivery of information and tracking mechanisms.

``AtWork is committed to aligning with market leaders with a proven history of successful business practices and solutions,`` said Rolando Castellanos, vice president of Client Operations, AtWork Technologies. ``Exodus understands our dedication to providing leading-edge HR and benefits software solutions delivered as a service via the Internet. That means our clients and distribution partners will benefit from Internet-based HR and benefits administration services 24 hours a day, seven days a week -- in the most secure environment available.``

The increasing demand for Web-hosting services from companies like Exodus, the market share leader, is the result of more businesses harnessing the power of the Internet to facilitate business transactions and accommodate rapid growth. By migrating its HR and benefits Internet Business Service to Exodus, AtWork will grow its business with increased speed, accuracy and efficiency.

``Exodus is committed to building relationships with successful market-makers like AtWork,`` said Beverly Brown, executive vice president and chief marketing officer at Exodus. ``AtWork will leverage Exodus` industry expertise to provide the scalability, performance and support needed to deploy their software solutions and scale to meet future growth, faster and more efficiently.``

AtWork and its customers will benefit from:

State-of-the-art IDCs located in major metropolitan areas worldwide.
Connectivity to the Web via a high-speed, high-availability, redundant network infrastructure.
Tools to maintain the highest availability and performance for mission-critical Internet operations 24x7x365.
About AtWork Technologies Inc.

AtWork Technologies Inc. (www.atworktech.com) is a leading provider of HR application software solutions delivered to mid-sized enterprises over the Internet. The Atlanta-based company`s flagship Internet business service, AtWork Online(TM), is a highly flexible and scalable suite of human resource applications including benefits administration, payroll services, organizational management, recruiting and education. By delivering an integrated suite of HR applications as a service, mid-sized organizations benefit from a rapid implementation measured in days, the flexibility of growing an HRIS solution without impact on current IT infrastructure, and the ability to free HR professionals from the administrative burdens of paper-based or in-house systems. AtWork Technologies` investment capital partners include Atlanta-based EGL Holdings and ITC Holding Company.




B of A Conference: Exodus Becomes a National Asset
By Joe Bousquin
Senior Writer
9/20/00 9:49 PM ET


SAN FRANCISCO -- Exodus (EXDS:Nasdaq - news) has become so important that the U.S. government wants to make sure its server-packed data centers remain up and running.

Because its servers host so many of the country`s Internet sites, the White House has declared the company a "National Infrastructure Asset." That means the government doesn`t want Exodus` systems to go down, and is willing to deploy the might of Uncle Sam to make sure they don`t.



"What it means is that we have access to more resources," said R. Marshall Case, Exodus` CFO, after a presentation at the Banc of America Securities Investment Conference here. "You can`t even find a phone company that has that kind of designation."

Well, that`s good, because Exodus isn`t a phone company. Case stressed that fact in his presentation, when he highlighted competitors like WorldCom (WCOM:Nasdaq - news) and Qwest (Q:NYSE - news), which happen to be in the phone business but also run server farms, but don`t have the lofty government designation.

And because Exodus focuses solely on its data centers, it can offer higher-end services in that area, Case said. This is important because Exodus likes to go after companies "that rely on their Web sites to stay in business." Exodus can sell more to, and make more money from, those companies, Case said.

What he didn`t say, though, was that means a lot of dot-com Web sites. You know, the businesses that have been having a hard time staying in business lately -- and not because their servers are crashing.

But Case seemed to realize the quandary those high-end customers could pose for his company. He noted that Exodus has increasingly been going after firms whose Web sites are less than "mission critical," too. Which could help Exodus if a bunch of its dot-com clients start to shutter their doors.

"We`ve been focused on bricks-and-mortars that are looking to improve their Web sites as well," Case said.

It`s starting to show. In 1998, 80% of Exodus` customers were dot-coms, Case said. Now they account for only 50% of the company`s customer base.

Or, in other words, the White House isn`t alone in being concerned about a large number of the company`s servers going down. And it has nothing to do with national security.


Gruss
LTT

[EUWE]

@longtermtom

Wie funktioniert das mit dem "abdiskontieren" auf den heutigen Zeitpunkt ?
Ist dies so zu verstehen, das der "faire wert" von 2000 für EXDS = 120 $ist ? Wenn ja warum ? Oder ist der faire Wert von 2009 gemeint ?
Dieser ergäbe ,sollten die 6,5 mrd $ Nettogewinn erreicht werden,ein
2009`er Kgv von 4.

[LongTermTom]

Tuesday September 26, 8:54 am Eastern Time
Press Release
Exodus Extends Internet Security Solutions With New Services to Combat Cyber Attacks
New Services Enable Customers to Proactively Protect Network Assets and Ensure Ongoing System Safety for E-business and Web Consumers
SANTA CLARA, Calif.--(BUSINESS WIRE)--Sept. 26, 2000-- Exodus Communications(TM) Inc. (Nasdaq:EXDS - news), the leader in complex Internet hosting and managed services, today announced the addition of two new services to its line of system and network security solutions. The new offerings, Cyber Attack Management Services(TM) (CAMS) and Penetration Testing, build upon the Exodus® proven Internet security expertise and services and assist customers in evaluating, responding to and resolving Internet security threats and violations. By outsourcing the security management of mission-critical online assets to Exodus, customers avail themselves of a high level of ongoing protection for their network assets.

According to a recent survey by the Computer Security Institute and the FBI, 70 percent of companies surveyed in the past year experienced cyber attacks, while nearly 300 companies reported losses of more than $265 million.

``With the recent successful hacking of what were once perceived as impenetrable sites, more and more companies are finding that they can`t afford to overlook vulnerability to external and internal assaults,`` said Dr. Bill Hancock, vice president, security and chief security officer for Exodus. ``The introduction of our CAMS and Penetration Testing Services provides companies with the expertise needed to proactively prevent and manage security breaches.``

Cyber Attack Management Services (CAMS)

With CAMS, Exodus will assist the customer in identifying potential security threats and reacting quickly in the event that a problem is detected. CAMS are delivered by Exodus` Cyber Attack Tiger Team (CATT), an elite group of security professionals that specializes in 24x7 response to security incidents. CATT is led by Charles Neal, senior director of cyberterrorism detection and incident response for Exodus. Prior to joining Exodus, Neal was with the FBI for over 20 years as the Supervisory Special Agent of the Los Angeles Computer Crime Squad. With a team of more than 200 expert security consultants from a variety of backgrounds including the FBI, NSA, and various military intelligence organizations, Exodus offers the experience and expertise customers need to provide security for their valuable online assets 24x7.

The services performed by CATT personnel will depend on the nature of the incident. Exodus security experts will consult with the customer to determine the most appropriate response, which may include OS hardening, firewall and IDS rule changes, intrusion investigation, collection of data and evidence for forensic analysis, and/or a detailed report and recommendation.

Intrusion Detection System (IDS), Support of Cisco`s New Secure IDS

With the release of its IDS Service, Exodus is pleased to announce support for the Cisco Secure Intrusion Detection System, including the new entry-level Cisco Secure IDS-4210 Sensor. Exodus will deploy Cisco Secure IDS in its global network of Internet Data Centers (IDCs). Cisco Secure IDS provides Exodus customers with the ability to detect potential security incidents by analyzing the content and context of individual packets in real-time. Exodus will provide subscribing customers with the hardware and services needed to install and configure the IDS solution.

``Cisco and Exodus customers alike need scalable, comprehensive solutions that embed security intelligence in the fabric of the network,`` said Richard Palmer, vice president and general manager of the Cisco VPN and Security Services business unit. ``Exodus is clearly well-positioned to address this need for its customers with Cisco Secure IDS and its new security services.``

System & Network Penetration Testing Service

Exodus` new Penetration Testing service is used to mimic the actions of a remote hacker or ``inside intruder`` by attempting to bypass security-controls and safeguards that allow ``unauthorized`` access or deny authorized access to a company`s resources and data. This service offers customers a means to challenge their various network systems and mission-critical applications before a hostile attack is under way.

Customers can use Exodus` highly specialized test team to act as an ``inside intruder`` who is trying to access resources and data from within the company or an ``outside intruder`` who attempts to gain remote access by way of the Internet or telephone connections. Penetration testing by Exodus is fully customizable according to customers` individual environments or needs.

Pricing and Availability

CAMS and Penetration Testing will be available in October 2000 to customers throughout the United States. CAMS support for Cisco`s Secure IDS will initially be available in Exodus` Silicon Valley facilities and its El Segundo, Calif., facility. Please contact Exodus sales directly for pricing information.

@EUWE
Mit dem "fairen Wert" von 120($-nehme ich mal an) ist m. M. nach der heutige Wert gemeint, wenn(abdiskontiert) sich die Prognosen (der "Analysten") bis 2009 erfuellen sollten.
Die Umsatz- und Gewinnerwartungen sind wohl ein wenig zu weit vorgegriffen, oder hast Du schon mal eine Analyse gesehen in der das KGV schon fuer 9 Jahre im voraus berechnet wurde ?!

Gruss
LTT

[TomNovy]

War da nicht mal die Rede von 65 $ und dann ist der Weg nach oben frei ???

Kaum war sie über 65 $ (fast 69), und schon war der Weg nach unten frei. Jetzt 53 $.

Das war das letzte Mal dass ich auf "Analysten" gehört habe

[LongTermTom]

Wednesday September 27, 8:37 am Eastern Time
Press Release
Exodus Adds VPN Design and Deployment to Professional Services Offering
New services provide flexible and secure virtual private networks for customers engaged in collaborated e-business and e-partnering
SANTA CLARA, Calif.--(BUSINESS WIRE)--Sept. 27, 2000-- Exodus Communications(TM), Inc. (Nasdaq:EXDS - news), a leader in complex Internet hosting and managed services, today announced the addition of Virtual Private Network (VPN) Design and Deployment to its suite of security services. Available immediately, the new service delivers comprehensive VPN assessment, design and deployment services to Exodus® customers worldwide.

According to 1999 market analysis conducted by The Yankee Group, the global market for VPNs is anticipated to increase from four percent of the network security market in 1998 to 22 percent in 2003. This 550 percent increase is expected to result in an estimated 2003 VPN market share of $2.375 billion. Much of the anticipated growth of the VPN market is attributed to the continuing growth of e-business and related concerns about online security. Similarly, the global network security market is expected to reach $10.8 billion during the same timeframe.

``Security issues are critical to any e-commerce organization and VPNs have gained popularity with companies that want to collaborate broadly with their customers and supply chain,`` explained Bill Yeack, Executive Vice President, Professional Services, Exodus Communications. ``As companies engage in true community collaboration, there is an increased awareness of the need for the security, access control and sophisticated authentication provided by VPNs.``

A Comprehensive and Customized Solution

Currently, Exodus provides two types of VPNs: Intranet VPNs that interconnect Exodus Internet Data Centers (IDCs) to customers` corporate headquarters or branch offices; and Extranet VPNs that connect business partners, suppliers, customers or groups of interest to selected parts of a customers` network. Both of these services are typically carried over a public infrastructure, such as the internet.

Each VPN Design and Deployment engagement results in a flexible solution that is developed to meet customers` specific needs. Exodus VPN Design and Deployment programs typically consist of three stages:

An assessment stage, during which the Exodus Professional Services Team identifies administrative, business and specific design considerations;
A design stage, which includes the development of a VPN solution that can address current and future business needs;
And, finally, implementation, during which a specialized team is deployed to install, configure and test the solution.
Individually tailored training programs to instruct customers on the use of Exodus designed VPNs are also available.

Pricing and Availability

Exodus` VPN Design & Deployment services are priced on a time and materials basis and are available immediately worldwide.


@TomNovy
Du darfst aber auch das schlechte Umfeld nicht vergessen.

Zieht man eine Linie und verbindet die letzten Tiefpunkte, kommt man auf eine Unterstuetzung bei ca. 50$.
Tiefer duerfte es dann nicht mehr gehen, deshalb koennte man knapp drunter einen SL setzen.
Meine Meinung.

Welchen Analysten meinst Du eigentlich ??

Gruss
LTT

[TomNovy]

Ich hab in den Boards und in NTV ständig gehört, das irgendwelche Linien bei 65 gebrochen werden müssen und dann der Weg nach oben frei ist.

Aber abgesehen davon wird auch die 50$ - Marke nicht halten wenn die wirklich ne Übernahme vorhaben.

Egal welche Aktien ich kaufe, immer machen die ein paar Wochen später ne Übernahme.

[Kapi 77]

Hallo!

Tja geht`s bergab wegen dem momentan schlechten Umfeld auf dem Internetsektor (Priceline Fiasko) oder wegen den Gerüchte über die möglich Übernahme von Global Center! - Tja wir werden sehen - habe ich mich ja eher für eine langfristige Periode eingedeckt -


Exodus: Übernahme von GlobalCenter für 6,5 Mrd. Dollar
Das Internet Web Hosting Unternehmen Exodus Communications (Nasdaq: EXDS) hat Gerüchten zufolge erneut Bemühungen aufgenommen, die Web Hosting Tochter von Global Crossing, GlobalCenter, für etwa 6,5 Billionen Dollar in Aktien zu übernehmen.

Die Spekulationen gehen von einem Zeitungsartikel des Wall Street Journal aus. Demnach wurden die Gespräche zwischen den beiden Unternehmen vor einigen Monaten beendet, nachdem man sich über den Übernahmepreis nicht einigen konnte.

Von beiden Gesellschaften gab es noch keinen Kommentar zu den Gerüchten.
Quelle: Boersenchannel2000

CIAO

PS: @LongTermTom was denkst du?

[stepan]

Hallo
Dank für fundierte Analysen.
Aber im Ernst: Was ist das Risiko beim Global Crossing Deal?
Warum fällt Exodus so stark?

Dank stepan

[TomNovy]

Mensch, es ist doch bei jeder Übernahme das Gleiche.
Wenn ein großer einen kleinen übernimmt, dann geht vom kleinen der Kurs hoch und vom großen runter, oder beide runter.

Würde mich auch nicht wundern wenn es morgen nochmal so stark runtergeht, war jedenfalls bei den meisten Übernahmen in diesem Jahr so.

Aber wir können ja froh sein dass Exodus nicht wie andere Firmen Gewinn- und Umsatzwarnungen ausspricht und sich der Kurs halbiert. Ist ja im Moment anscheinend Mode geworden.
Aber vielleicht kommt das ja noch

[Kapi 77]

Hallo!

Exodus: Details zur GlobalCenter-Übernahme



Die No.1 der Branche Exodus Communications (Nasdaq: EXDS), gab heute die Übernahme der No.2 der Branche, GlobalCenter für 6,5 Mrd. Dollar in Aktien bekannt. Dadurch entsteht der weltweit größte Web Hosting Konzern, welcher komplexe Datenservices und Support anbietet. Die Übernahme soll im Zuge eines Aktientausches abgewickelt werden, wobei der Schlusskurs von Exodus am 27.09.2000 für die Bewertung herangezogen wird. Die Akquisition soll bereits im ersten Quartal 2001 abgeschlossen und effektiv in der Bilanz berücksichtigt werden.

Die Übernahme eines Konkurrenten war für Exodus Communications dringend notwendig, um die geplanten Ziele für das Jahr 2000 erreichen zu können. Insgesamt wollte der Web Hosting Spezialist etwa 34 Datenzentren bis zum Ende des Jahres in Betrieb nehmen. Exodus betreibt derzeit ca. 20 Datenzentren weltweit, so dass dieses Ziel durch die geplatzten Verhandlungen mit Global Crossing (Nasdaq: GBLX) Mitte des Jahres in weite Ferne zu rücken schien. Mit den nunmehr doch noch erfolgreich abgeschlossenen Verhandlungen mit Global Crossing, dem Mehrheitsaktionär von GlobalCenter, erwirbt Exodus gleichzeitig Kapazitäten von insgesamt 10 Datenzentren hinzu. Auch stand Exodus unter Zuzwang, nachdem der Web Hosting Spezialist Digex (Nasdaq: DIGX) vor kurzem von WorldCom übernommen wurde.

Darüber hinaus erwirbt Global Crossing durch den Verkauf seiner Anteile an Exodus eine 20-prozentige Beteiligung an Exodus. Weiter schlossen beide Unternehmen eine 10-jährige Kooperation im Bereich Netzwerk-Services ab. In diesem Zusammenhang wird Exodus von Global Crossing künftig bevorzugte Preise hinsichtlich der Hardwareausstattung erhalten. Eine Marketing-Allianz soll die Vertriebswege von Exodus Communications deutlich erweitern. Global Crossing wird Exodus` Web Hosting Services zukünftig an seine Netzwerkkunden vermarkten.

Ein Joint Venture in Asien, soll die gemeinsame Präsenz der beiden Unternehmen in der Region weiter stärken. Dabei wird Exodus mit 67 Prozent die Mehrheit an diesem Venture halten, während Global Crossing mit 33 Prozent beteiligt sein wird. In der neuen Gesellschaft wollen beide Unternehmen anschließend ihre Aktivitäten im Raum Asien bündeln.

Exodus notiert zuletzt deutlich schwächer an der Nasdaq bei 53-1/4. Im frühen Instinet-Handel reagieren die Titel auf die Übernahme zunächst mit weiteren Kursverlusten. Für die Papiere werden derzeit nur noch 48-1/4 Dollar bezahlt, wodurch sich der kurzfristige Abwärtstrend in den Titeln weiter verstärken dürfte (siehe Chart) – langfristig dürfte die Übernahme für den Web Hosting Dienstleister jedoch deutliche Vorteile bringen, kann das Unternehmen so seinen Vorsprung gegenüber Mitbewerbern, wie WorldCom und Intel weiter ausbauen.

Quelle: Wallstreet-online - .Mittermeier

Abwarten und Tee trinken und wenn liquide Mittel vorhanden sind nachkaufen!

CIAO

KAPI77

[Le Chef]

Investorenmeinungen zur GlobalCenter-Übernahme :


A Global Exodus cyber-shindig
Investors cheer move to create largest Web hoster

By Shawn Langlois, CBS.MarketWatch.com
Last Update: 2:42 PM ET Sep 28, 2000 NewsWatch
Latest headlines

SAN FRANCISCO (CBS.MW) -- Ever since rumors of a potential link between Exodus and Global Crossing began to pop up in cyberspace earlier this summer, the message boards have been buzzing off the hook.

And when that lingering rumor finally became hard news on Thursday, the Web racked up a hefty sampling of opinions from seemingly every bullish shareholder with online access. See related story.



On Raging Bull, CMCM broke down the highlights: "What do we get? For a start, the Exodus / Global Center combo has just become the biggest Web-hoster IN THE WORLD. Together they will be much higher profile than they were individually. EXDS was just declared a `National Asset` by Clinton, for whatever PR that may be worth; so now Global Center is part of that, too. Point is, though, the world`s biggest Web-hoster will be touting the advantages of GBLX`s world wide services, and the wheels will be set in motion for Global Crossing (GBLX: news, msgs) to acquire more and more customers."

And more good tidings from BookEmDano: "The sector is in trouble, but it`s because Global Crossing and EXDS, respectively #2 and #1, just teamed up ... the other boys are going to have to fight harder just to keep their piece of the pie. The 800-Pound Gorilla just became a 1,500-pound gorilla. Long haul fiber access of GBLX is unmatched, especially across the oceans. EXDS just went Global in spades -- a masterstroke. The initial knee-jerk reaction from the Street seems to be to sell off the acquirer in any deal. This shall pass. Long-term have just been handed the keys to a very strong, competitive vehicle."

CDDec was also bullish, with just a hint of reservation: "It is disappointing to see the sell-off; when the deal was being discussed a couple months ago, EXDS went up. The market is weaker now, so shock waves are bigger. I must admit, I always hoped for a buy-out offer for EXDS. GBLX and EXDS both without profits yet -- that bothers me. However, it is a stock deal and not cash. A positive is the deal makes it finally possible for EXDS to be able to stop using all it`s money to build data centers, and the use of Global`s lines will also make the business less expensive to operate in the future. In the end, it is going to assure leadership. The short term is the question. I hate acquisitions and secondaries! JDS Uniphase (JDSU: news, msgs) has been dead for a year because of acquisitions. Makes it hard on the longs."

As is always the case when deals start flying, posters, like Woody on Silicon Investor, begin to ponder the reverberations: "Web-hosting hasn`t won the favor of Wall Street yet despite the research that predicts a huge market over the next 2-3 years. We are now entering a period of consolidation in this sector, where the big guys will buy up the smaller players. Exodus (EXDS: news, msgs) remains a core holding but keep an eye on some of the little Web-hosting fish as well."

What are some of these prospective "little fish" that Woody hinted at? Stop by CBS MarketWatch`s EXDS Discussion and put your crystal ball to work.

After what has seemed like a century`s worth of selling, it was refreshing to see some optimism seep back into both the markets and the message boards. Unfortunately, all the bullishness swarming through the Exodus message boards remained unrequited throughout the trading session as the stock dropped more than 5 percent.

But, if cyber-consensus is any indication, it`s just a matter of time before the Street smiles on the purchase.


Grüße ,

Thommy

[LongTermTom]

Die Aktie von Exodus Communications verlor auf diese Meldung 8 Prozent oder 4-1/8 auf 49-1/8 Dollar. Global Crossing legte dagegen 7 Prozent oder 2 auf 31-7/8 Dollar zu.

http://www.instock.de/marktberichte/wallstreet/artikel/36647…

Das gleiche Spielchen hat man ja letztens auch bei INFOSPACE und GO2NET gesehen.
Langfristig wird sich die Global Crossing-Uebernahme fuer EXDS aber auszahlen, denke ich.
Naechste Charttechnische "Haltestellen", falls die 50 nicht haelt:
45 dann 40$.

Gruss
LTT

[LongTermTom]

Commentary : Tech Savvy


Exodus` Pricey Buy of Global Center May Look Cheap Later
By Jim Seymour
Special to TheStreet.com
Originally posted at 12:49 PM ET 9/29/00 on RealMoney.com





A big-time technology bull I was talking with Friday morning said he thought Exodus (EXDS:Nasdaq - news), which he and I are both very long, would take another big hit Friday. This is after Thursday`s four-point-plus drop, in the wake of its announcement of its $6.56 billion all-stock buy of Global Crossing`s (GBLX:Nasdaq - news) Global Center Web-hosting business.

I doubt that. The market overreacted Thursday (so what else is new these days?) to that big price tag, and especially to the dilution that a $6.5 billion all-stock price represented for current holders. With a market cap around $20 billion (at Friday`s late-morning price, up about 2%), that is a big bite.

But I expect to see Exodus close over $50 Friday -- assuming there`s no Friday afternoon madness in the market -- and head back up, and up, shortly.

As an Exodus holder, I regretted that it missed with Global first time around, in July, but was also relieved then that it didn`t overpay. I worry, a little, that finally closing the deal now does represent a rich price ... but I`m confident that in a year, Exodus holders will think Global Center came cheap.

Scale counts, critically, in building a Web-hosting business, and this deal puts Exodus waaaaay out front -- to the disadvantage, I should note, of WorldCom (WCOM:Nasdaq - news), which obviously hoped to leverage the combination of its UUnet division and its newly acquired (well, still in the works) controlling position in Digex into a leadership position in backbones and hosting -- a pairing that`s logical enough, at least on paper.

AT&T (T:NYSE - news), widely reported to be looking at a hosting service as one of the core competencies in the "new" AT&T everyone expects to see emerge from the rubble of today`s long-distance-focused company, will also be disadvantaged by Exodus` move on Global Center.

Qwest (Q:NYSE - news), too. I`ve been hearing rumors for some time about a new, important hosting move coming from Qwest (which I am also long big time). I think Qwest`s legendary aggressiveness under CEO Joe Nacchio, plus its new collection of assets, including the bones of the former US West, makes that a smart move. But the bigger and more powerful Exodus becomes, the fewer the crumbs for others.

Exodus is one of the few big tech companies living up to revenue and profitability expectations these days. And the hosting business is probably the one area of tech least vulnerable now to a sag in business -- especially, thanks to Exodus CEO Ellen Hancock`s insistence on focusing sales efforts on corporate hosting accounts, not just dot-coms.

The Web-hosting business is a fascinating one, with dynamics all its own. Customers looking to an Exodus-size hosting operation are price sensitive, to be sure -- and Exodus is not cheap -- but value uptime and security (read: sleeping at night) above all else.

Exodus has understood that from the very beginning, when founder and former chairman K.B. Chandrasekhar set up a company he said he wanted to be the Cadillac of its industry. Exodus sets the standard for performance in the hosting business (but consider, again, that I am an Exodus holder; maybe I`m just talking my position ... ), and wins plaudits from its customers.

It can thus charge premium prices ... and does, unflinchingly. You don`t want to pay up? Fine, go hook up with someone else. That`s the attitude of Exodus salespeople ... and it works. Sometimes a little arrogance can actually underscore, not undercut, a rep. It has worked for Exodus.


Gruss
LTT

[Le Chef]

Zwei Artikel bzw. News zu Exodus :

Monday October 2, 8:04 am Eastern Time
Press Release
Precise Software Solutions and Exodus Communications Team at Oracle OpenWorld 2000
Conference Attendees will Receive Free e-Business Performance Report and Demonstration of Leading Proactive Performance Management Solution
WESTWOOD, Mass.--(BUSINESS WIRE)--Oct. 2, 2000-- Precise Software Solutions (Nasdaq:PRSE - news , www.precise.com - news) and Exodus Communications(TM) (Nasdaq:EXDS - news , www.exodus.net - news) announced today that they will offer free e-business application performance reports to visitors who stop by Booth No. 2018 at the Oracle OpenWorld 2000 Conference (www.oracle.com/openworld). Precise is a leading provider of e-business and enterprise performance management solutions for e-business and enterprise infrastructure; Exodus® is a leader in complex Internet hosting and managed services.

Joining Precise in its booth at the Oracle OpenWorld 2000 Conference, Exodus will demonstrate the capabilities of its Performance Optimization WEBPOINT offering, which provides real-time visibility and response-time measurement of a company`s mission-critical Internet operations from Exodus` worldwide network of data collection agents. Visitors will be provided with a free, customized performance report for their web site. The report will include real-time page loading and response times in fractions of seconds, and will provide response-time information on web site performance. Precise will demonstrate a complementary solution - Swift-e(TM) - which proactively and continuously monitors, analyzes and enhances Oracle-based, e-business application performance.

This year`s Oracle OpenWorld initiative further builds upon the companies` previous joint business activities, all of which highlighted the need for e-businesses and other enterprises to proactively manage the performance of their IT infrastructure to increase customer satisfaction and retention, and drive profitability. ``Exhibiting with Precise at Oracle OpenWorld gives us an unequaled opportunity to show the inseparability of IT infrastructure performance and e-business success,`` said Chris Richter, director of product marketing, Exodus Communications. ``An optimally performing web site spells the difference between a company providing a quality customer experience, and perhaps losing that potential customer forever. Today`s competitive landscape won`t allow companies to roll the dice on a sub-par IT infrastructure.``

``Top web performance is no accident. In today`s quick-as-a-click economy, successful e-business operations implement a proactive performance management solution if they want to eliminate or avoid costly performance surprises,`` said Steven Spector, Director of Business Development for Precise. ``We are pleased to team with Exodus in our booth to help illustrate and demonstrate the competitive advantage of a proactive performance management solution for e-businesses.``

About Precise Software Solutions - ``Performance is our Business``:

Precise Software Solutions (NASDAQ: PRSE; www.precise.com) improves business performance by optimizing Oracle-based applications in customers` IT environments. By advancing the performance of mission-critical applications, Precise solutions have enabled over 600 of the leading FORTUNE 1000 and dot-com companies worldwide to maximize their technology investments and meet their business goals. With headquarters in Westwood, Mass., Precise Software Solutions serves clients worldwide through its offices in the United States, Israel and the United Kingdom, as well as through a global network of resellers and distributors.


Monday October 2, 9:45 am Eastern Time
individualinvestor.com
Industry Analysis: Internet: Exodus Communications: Prime Mover in Web Hosting?



By: Alexander Yakirevich (10/02/00)

Exodus Communications` (NASDAQ: EXDS - news) plan to acquire the web-hosting subsidiary of telecommunications giant Global Crossing Ltd. (NASDAQ: GBLX - news) should spur more mergers in that hot sector.

Exodus, a provider of web hosting solutions to corporate customers, surprised many investors last Thursday when it said it would acquire GlobalCenter, a unit of Global Crossing. The two companies also entered a 10-year agreement, under which Global Crossing will be a preferred provider of infrastructure capacity to Exodus, handling more than 50% of the latter`s networking requirements outside of Asia.

Exodus also formed a joint venture with Global Crossing`s Asian unit to deliver advanced web hosting applications in the Asia-Pacific market. The acquisition was expected to close by the first quarter 2001.

The lower price collar on the transaction requires Exodus to issue 115.7 million shares in case the stock drops below $56.41 in the ten days before the deal is completed. If shares of Exodus stay above $65.55 during this time period, the company would have to issue 99.5 million shares. Based on Exodus` closing price on Wednesday, the all-stock transaction was worth $6.1 billion.

The latest development was not a surprise in itself, as the two companies held acquisition talks earlier this year. Negotiations fell apart, however, as the parties could not agree on the price and the ownership stake, which Global Crossing would gain in the process. At the time, the price tag for the merger was reportedly an estimated $8 billion dollars.

What shocked investors on Thursday was the rich price of the acquisition, which many believed was too steep. Exodus is paying approximately 13 to 14 times forward revenues, which GlobalCenter is projected to deliver in fiscal 2001.

Moreover, according to some analysts like Michael G. Bowen of Deutsche Bank Alex.Brown, GlobalCenter`s business focus has been primarily on the collocation segment of the web hosting market, a lower margin sector.

Under the collocation model, corporate customers rent space from a service provider to house their servers and related equipment. Collocation offerings happen to carry lower margins than web-hosting services. This is especially true in the case of managed services, which enable customers to completely outsource website maintenance and monitoring functions to a web hosting service provider.

Bowen notes in his recent report that managed services are capable of generating gross margins of anywhere from 45% to 55% and EBITDA (earnings before interest, taxes, depreciation and amortization) of about 40% to 42%. Given these dynamics, Exodus` margins, which have consistently improved in recent quarters -- rising from 18.5% at the end of the third quarter of last year to 30.5% in the second quarter of 2000 -- could erode, ultimately pressuring EBITDA.

Meanwhile, Exodus` management indicated that the GlobalCenter acquisition would be accretive from the start -- a bold prediction, considering that CEO Ellen M. Hancock plans to achieve cost synergies without a significant reduction in personnel. To be fair, it should be pointed out that Global Crossing offered quite favorable network connectivity rates, which should make a positive contribution to the gross profit line.

Aside from some of the short-term negatives in the deal, Exodus should emerge as a much stronger player in the web-hosting arena following the acquisition of GlobalCenter. The addition of ten Internet Data Centers with a total capacity of 314,000 square feet as of the end of March should propel Exodus to the leadership position in the industry in terms of the number of data centers under management, 32, and the revenue base of about $1 billion.

The transaction should also save Exodus a bundle in costs and time required to construct data center facilities from the ground up.

From Global Crossing`s perspective, the company was able to find an optimal exit strategy for GlobalCenter, which originally entailed an initial public offering. Based on SEC filings, Global Crossing was planning to offer 291 million shares of its unit at $17, raising $925 million. Exodus` proposition, while all in stock, should make Global Crossing and its shareholders happy as it eliminates the uncertainty of the current choppy IPO market from the process.

We believe that the latest move by Exodus will have far-reaching implications for the entire web-hosting market, as it is likely to trigger accelerated consolidation.

It is worth pointing out that the telecommunications services landscape is changing rapidly. Traditional long distance and local telcos alike are increasingly embracing the idea of one-stop shopping for communications services. This strategy is more than just a promise of a lucrative commercial opportunity -- it is a necessity for survival. The web hosting business will grow to $20 billion by 2004, based on forecasts from Forrester Research, and will be an integral part of this bundled solution business model.

A number of deals have already been completed. Earlier this month, for example, WorldCom (NASDAQ: WCOM - news) prevailed over Global Crossing in its bid for Intermedia (NASDAQ: ICIX - news), which owns the web-hosting provider Digex (NASDAQ: DIGX - news). The deal was valued at about $6 billion.

Moreover, BellSouth (NYSE: BLS - news), which recently opened two new data centers of its own, could try to accelerate its expansion in the sector through acquisitions.

We would not be surprised to see other carriers such as Sprint (NYSE: FON - news) in the U.S. and Deutsche Telekom (NYSE: DT - news) in Europe -- which position themselves as global players -- join their industry counterparts in coming months, going directly after or pursuing partnerships with independent web-hosting service providers.

Other names that bear watching include Navisite (NASDAQ: NAVI - news) and Genuity (NASDAQ: GENU - news).

The list would be incomplete without mentioning PSINet (NASDAQ: PSIX - news) . To our surprise, shares of the self-styled Internet Super Carrier barely moved following the announcement from Exodus.

We believe that PSINet is truly the first mover into the market for integrated communications, realizing early the value of bundling such services. The company amassed an impressive base of communications infrastructure assets, building a global network of data centers -- nine at this time.

Moreover, we believe that PSINet is one step ahead of its competition, thanks to the acquisition of Metamor Worldwide earlier this year. That transaction made PSINet`s integrated offering of Internet connectivity and web hosting services more complete, adding web application development capabilities to the package.

This expertise in delivering such a diverse set of services, in our opinion, cannot be ignored for long.

Bottom Line:

The acquisition of GlobalCenter offers several important benefits to Exodus, which is now emerging as a leader in providing bundled communications services. Traditional telcos will have to match these capabilities either through outright acquisitions or strategic alliances with providers of web hosting services. As a result, the stage is set for a round of industry consolidation.


Links : http://biz.yahoo.com/bw/001002/ma_precise.html

http://biz.yahoo.com/ii/001002/industry_001002.html

Grüße ,

Thommy

[TomNovy]

Super Aktie !

Auch heute wieder an der Nasdaq vorbörslich 6 % im Plus, 4 Stunden später 8 % im Minus.

Klasse, bald auf 40 $ und dann wegen Charttechnik 35 $ und anschließender Herabstufung dann noch mal 20 % tiefer.

Viel Spass !!

[dosto]

die aktie war die letzten 5 monate gut zum traden, aber jetzt
ist das momentum dahin, nun seid ihr wieder dran-
die langzeitinvestoren.
wenn das momentum dreht, dann sehen wir uns evt. wieder.#bis dahin alles gute, nächster halt im chart 40$, wenns durchgeht, dann
eben 30$.

[LongTermTom]

Monday October 2, 8:04 am Eastern Time
Press Release
Precise Software Solutions and Exodus Communications Team at Oracle OpenWorld 2000
Conference Attendees will Receive Free e-Business Performance Report and Demonstration of Leading Proactive Performance Management Solution
WESTWOOD, Mass.--(BUSINESS WIRE)--Oct. 2, 2000-- Precise Software Solutions (Nasdaq:PRSE - news , www.precise.com - news) and Exodus Communications(TM) (Nasdaq:EXDS - news , www.exodus.net - news) announced today that they will offer free e-business application performance reports to visitors who stop by Booth No. 2018 at the Oracle OpenWorld 2000 Conference (www.oracle.com/openworld). Precise is a leading provider of e-business and enterprise performance management solutions for e-business and enterprise infrastructure; Exodus® is a leader in complex Internet hosting and managed services.

Joining Precise in its booth at the Oracle OpenWorld 2000 Conference, Exodus will demonstrate the capabilities of its Performance Optimization WEBPOINT offering, which provides real-time visibility and response-time measurement of a company`s mission-critical Internet operations from Exodus` worldwide network of data collection agents. Visitors will be provided with a free, customized performance report for their web site. The report will include real-time page loading and response times in fractions of seconds, and will provide response-time information on web site performance. Precise will demonstrate a complementary solution - Swift-e(TM) - which proactively and continuously monitors, analyzes and enhances Oracle-based, e-business application performance.

This year`s Oracle OpenWorld initiative further builds upon the companies` previous joint business activities, all of which highlighted the need for e-businesses and other enterprises to proactively manage the performance of their IT infrastructure to increase customer satisfaction and retention, and drive profitability. ``Exhibiting with Precise at Oracle OpenWorld gives us an unequaled opportunity to show the inseparability of IT infrastructure performance and e-business success,`` said Chris Richter, director of product marketing, Exodus Communications. ``An optimally performing web site spells the difference between a company providing a quality customer experience, and perhaps losing that potential customer forever. Today`s competitive landscape won`t allow companies to roll the dice on a sub-par IT infrastructure.``

``Top web performance is no accident. In today`s quick-as-a-click economy, successful e-business operations implement a proactive performance management solution if they want to eliminate or avoid costly performance surprises,`` said Steven Spector, Director of Business Development for Precise. ``We are pleased to team with Exodus in our booth to help illustrate and demonstrate the competitive advantage of a proactive performance management solution for e-businesses.``

About Precise Software Solutions - ``Performance is our Business``:

Precise Software Solutions (NASDAQ: PRSE; www.precise.com) improves business performance by optimizing Oracle-based applications in customers` IT environments. By advancing the performance of mission-critical applications, Precise solutions have enabled over 600 of the leading FORTUNE 1000 and dot-com companies worldwide to maximize their technology investments and meet their business goals. With headquarters in Westwood, Mass., Precise Software Solutions serves clients worldwide through its offices in the United States, Israel and the United Kingdom, as well as through a global network of resellers and distributors.





Monday October 2, 9:45 am Eastern Time
individualinvestor.com
Industry Analysis: Internet: Exodus Communications: Prime Mover in Web Hosting?

By: Alexander Yakirevich (10/02/00)

Exodus Communications` (NASDAQ: EXDS - news) plan to acquire the web-hosting subsidiary of telecommunications giant Global Crossing Ltd. (NASDAQ: GBLX - news) should spur more mergers in that hot sector.

Exodus, a provider of web hosting solutions to corporate customers, surprised many investors last Thursday when it said it would acquire GlobalCenter, a unit of Global Crossing. The two companies also entered a 10-year agreement, under which Global Crossing will be a preferred provider of infrastructure capacity to Exodus, handling more than 50% of the latter`s networking requirements outside of Asia.

Exodus also formed a joint venture with Global Crossing`s Asian unit to deliver advanced web hosting applications in the Asia-Pacific market. The acquisition was expected to close by the first quarter 2001.

The lower price collar on the transaction requires Exodus to issue 115.7 million shares in case the stock drops below $56.41 in the ten days before the deal is completed. If shares of Exodus stay above $65.55 during this time period, the company would have to issue 99.5 million shares. Based on Exodus` closing price on Wednesday, the all-stock transaction was worth $6.1 billion.

The latest development was not a surprise in itself, as the two companies held acquisition talks earlier this year. Negotiations fell apart, however, as the parties could not agree on the price and the ownership stake, which Global Crossing would gain in the process. At the time, the price tag for the merger was reportedly an estimated $8 billion dollars.

What shocked investors on Thursday was the rich price of the acquisition, which many believed was too steep. Exodus is paying approximately 13 to 14 times forward revenues, which GlobalCenter is projected to deliver in fiscal 2001.

Moreover, according to some analysts like Michael G. Bowen of Deutsche Bank Alex.Brown, GlobalCenter`s business focus has been primarily on the collocation segment of the web hosting market, a lower margin sector.

Under the collocation model, corporate customers rent space from a service provider to house their servers and related equipment. Collocation offerings happen to carry lower margins than web-hosting services. This is especially true in the case of managed services, which enable customers to completely outsource website maintenance and monitoring functions to a web hosting service provider.

Bowen notes in his recent report that managed services are capable of generating gross margins of anywhere from 45% to 55% and EBITDA (earnings before interest, taxes, depreciation and amortization) of about 40% to 42%. Given these dynamics, Exodus` margins, which have consistently improved in recent quarters -- rising from 18.5% at the end of the third quarter of last year to 30.5% in the second quarter of 2000 -- could erode, ultimately pressuring EBITDA.

Meanwhile, Exodus` management indicated that the GlobalCenter acquisition would be accretive from the start -- a bold prediction, considering that CEO Ellen M. Hancock plans to achieve cost synergies without a significant reduction in personnel. To be fair, it should be pointed out that Global Crossing offered quite favorable network connectivity rates, which should make a positive contribution to the gross profit line.

Aside from some of the short-term negatives in the deal, Exodus should emerge as a much stronger player in the web-hosting arena following the acquisition of GlobalCenter. The addition of ten Internet Data Centers with a total capacity of 314,000 square feet as of the end of March should propel Exodus to the leadership position in the industry in terms of the number of data centers under management, 32, and the revenue base of about $1 billion.

The transaction should also save Exodus a bundle in costs and time required to construct data center facilities from the ground up.

From Global Crossing`s perspective, the company was able to find an optimal exit strategy for GlobalCenter, which originally entailed an initial public offering. Based on SEC filings, Global Crossing was planning to offer 291 million shares of its unit at $17, raising $925 million. Exodus` proposition, while all in stock, should make Global Crossing and its shareholders happy as it eliminates the uncertainty of the current choppy IPO market from the process.

We believe that the latest move by Exodus will have far-reaching implications for the entire web-hosting market, as it is likely to trigger accelerated consolidation.

It is worth pointing out that the telecommunications services landscape is changing rapidly. Traditional long distance and local telcos alike are increasingly embracing the idea of one-stop shopping for communications services. This strategy is more than just a promise of a lucrative commercial opportunity -- it is a necessity for survival. The web hosting business will grow to $20 billion by 2004, based on forecasts from Forrester Research, and will be an integral part of this bundled solution business model.

A number of deals have already been completed. Earlier this month, for example, WorldCom (NASDAQ: WCOM - news) prevailed over Global Crossing in its bid for Intermedia (NASDAQ: ICIX - news), which owns the web-hosting provider Digex (NASDAQ: DIGX - news). The deal was valued at about $6 billion.

Moreover, BellSouth (NYSE: BLS - news), which recently opened two new data centers of its own, could try to accelerate its expansion in the sector through acquisitions.

We would not be surprised to see other carriers such as Sprint (NYSE: FON - news) in the U.S. and Deutsche Telekom (NYSE: DT - news) in Europe -- which position themselves as global players -- join their industry counterparts in coming months, going directly after or pursuing partnerships with independent web-hosting service providers.

Other names that bear watching include Navisite (NASDAQ: NAVI - news) and Genuity (NASDAQ: GENU - news).

The list would be incomplete without mentioning PSINet (NASDAQ: PSIX - news) . To our surprise, shares of the self-styled Internet Super Carrier barely moved following the announcement from Exodus.

We believe that PSINet is truly the first mover into the market for integrated communications, realizing early the value of bundling such services. The company amassed an impressive base of communications infrastructure assets, building a global network of data centers -- nine at this time.

Moreover, we believe that PSINet is one step ahead of its competition, thanks to the acquisition of Metamor Worldwide earlier this year. That transaction made PSINet`s integrated offering of Internet connectivity and web hosting services more complete, adding web application development capabilities to the package.

This expertise in delivering such a diverse set of services, in our opinion, cannot be ignored for long.

Bottom Line:

The acquisition of GlobalCenter offers several important benefits to Exodus, which is now emerging as a leader in providing bundled communications services. Traditional telcos will have to match these capabilities either through outright acquisitions or strategic alliances with providers of web hosting services. As a result, the stage is set for a round of industry consolidation.




Wednesday October 4, 7:01 am Eastern Time
Press Release
SOURCE: eCash Technologies, Inc.
eCash Technologies Teams With Exodus for Global Launch of High-Speed, Secure And Private Online Payments
SEATTLE, Oct. 4 /PRNewswire/ -- Anticipating rapid penetration in North America, eCash Technologies, Inc. announced today the selection of Exodus Communications(TM), Inc. (Nasdaq: EXDS - news), a leader in complex Internet hosting and managed services, to provide Internet hosting services for global eCash Technologies payment transactions.

(Photo: http://www.newscom.com/cgi-bin/prnh/20000804/ECASHLOGO )
``In North America, we now have major customers with millions of potential end users. At the same time, we`re enjoying increasing market adoption in Europe, as well as greater interest from wireless service providers around the world,`` said Matt Champagne, chief operating officer of eCash Technologies. ``Exodus® is a world-class service that provides the massive scalability, round-the-clock operational support, and available bandwidth that eCash Technologies will use to enable on-line payment transactions.``

``As we move into other markets, the performance, reliability and growth capacity of Exodus` network of IDCs will ensure maximum throughput and high availability for eCash Technologies payment transactions,`` Champagne added.

eCash Technologies provides software solutions that extend physical-world payment methods into the virtual world. These solutions enable businesses to offer secure, reliable, private and easy-to-use electronic payment options to their customers. By hosting the eCash Technologies payment engine at Exodus, eCash Technologies enables its customers -- financial institutions, merchants and other businesses -- to deploy payment methods without building, hosting, and maintaining their own full-scale Internet operations. Exodus Internet hosting services offer eCash users the assurance that eCash Technologies payment functions will be available anytime, anywhere.

``Exodus is pleased to provide Internet hosting services for this exciting new method of payment across the Internet,`` said Beverly Brown, executive vice-president and chief marketing officer of Exodus. ``As applications for the Internet grow and evolve, Exodus continues to provide the web hosting services and infrastructure to help technology companies such as eCash Technologies maintain their mission-critical Internet operations.``

About eCash Technologies, Inc.

eCash Technologies, Inc. provides software solutions that seamlessly extend physical-world payment methods into the virtual world. The Monneta suite of products is easy to implement and enables businesses to offer a variety of secure, private and easy-to-use electronic payment options. The eCash Technologies payment engine supports a variety of electronic payment methods, including person-to-person (P2P), business-to-consumer (B2C), business-to-business (B2B), debit, prepaid and mobile. The eCash Technologies payment engine also enables merchant-specific payment methods, including electronic gift certificates and customer-loyalty points.

[LongTermTom]

05.10.2000
Exodus kaufen
Der Aktionär

Die Analysten des Börsenmagazins “Der Aktionär” berichten, der weltweit größte Web-Hoster Exodus (WKN 912687) übernimmt Web-Hosting-Sparte von Global Crossing.

Für die Übernahme der weltweiten Nummer Zwei erhalte Global Crossing einen 18-prozentigen Anteil an Exodus im Wert von rund 6,5 Milliarden US-Dollar. Neben einer Marketing-Kooperation haben die Firmen vereinbart, dass Exodus einen Teil seines Datenverkehrs in den folgenden zehn Jahren über das Glasfasernetz von Global Crossing abwickeln werde. Darüber hinaus sei mit Asia Global Crossing ein Joint-Venture geplant.

Die Übernahme eines Konkurrenten sei für Exodus Communications dringend notwendig gewesen, um die hoch gesteckten Ziele für das Jahr 2000 erreichen zu können. Insgesamt wolle der Web Hosting Spezialist etwa 34 Datenzentren bis zum Ende des Jahres in Betrieb nehmen. Exodus habe aber bisher nur ca. 20 Datenzentren weltweit betrieben. Die Analysten des Börsenmagazins “Der Aktionär” empfehlen dem interessierten Anleger, in den Marktführer zu investieren.




Thursday October 5, 12:08 pm Eastern Time

Note: there is a subsequent correction for this article.

Press Release
SOURCE: HighJump Software
HighJump Software and Exodus Team to Deliver ASP e-Fulfillment Solution
Significantly Expands Market Opportunities for HighJump Software`s Industry-Leading e-Fulfillment Solutions
MINNEAPOLIS, Oct. 5 /PRNewswire/ -- HighJump Software(TM), the premier provider of adaptable supply-chain execution systems, today announced it has chosen Exodus Communications(TM), Inc. (Nasdaq: EXDS - news), a leader in complex Internet hosting and managed services, to provide Web-hosting infrastructure for HighJump Software`s customers.

( PHOTO: http://www.newscom.com/cgi-bin/prnh/20000731/MNM001LOGO )
HighJump Software is offering its e-fulfillment software, e-Fulfillment Advantage(TM) version 2.0, in an ASP model powered by Exodus®. Customers will benefit from an Internet-powered e-fulfillment solution that will ensure accurate and reliable order capture, efficient and effective fulfillment, real-time visibility into the entire supply chain, and flexibility. Collectively, these benefits will allow customers to confidently meet both current and future business challenges.

``Our combined efforts will allow those customers who prefer an ASP solution to focus on their core competencies and benefit from our industry-leading fulfillment solutions, without the resource demands and related costs of implementing and maintaining the software in-house,`` said Craig Levinsohn, vice president of marketing for HighJump Software.

e-Fulfillment Advantage is a complete application suite containing flexible, adaptable modules that address the unique supply chain requirements of e-business and dramatically improve customer service, while decreasing fulfillment costs.

``We`re thrilled to welcome an e-fulfillment leader such as HighJump to the Exodus roster of customers,`` said Beverly Brown, executive vice president and chief marketing officer of Exodus. ``The Exodus solution helps extend HighJump Software`s core value of providing its customers a competitive advantage through highly flexible, adaptable solutions.``

``We`re focusing on building industry-leading software in a hosted environment,`` said Levinsohn. ``Through our partnership with Exodus, our customers can now realize the best of hosting with the best of fulfillment.``

About HighJump Software

Founded in 1983, HighJump Software (formerly Data Collection Systems) is the leader in leveraging the power of the Internet to deliver the most adaptable supply chain execution solutions that help businesses gain competitive advantage. Ideal for manufacturers, distributors, e-businesses and third-party logistics companies, HighJump Software offers innovative, flexible and affordable e-fulfillment, warehouse management and data collection solutions. These solutions save time and money by: building superior levels of customer service through real-time visibility into supply chain execution processes, ensuring accuracy and efficiency during supply chain processes and increasing worker productivity. With headquarters in Eden Prairie, Minn., HighJump Software counts more than 700 premier companies that have benefited from its full-system approach which includes software, hardware, training, installation, consulting, and toll-free telephone support. HighJump Software can be reached by e-mail at [e-mail] , by phone at 877-445-4403, or by visiting the Company`s Web site located at http://www.highjumpsoftware.com


Correction - - HighJump Software
In MNTH018, HighJump Software and Exodus Team to Deliver ASP e-Fulfillment Solution; Significantly Expands Market Opportunities for HighJump Software`s Industry-Leading e-Fulfillment Solutions, moved earlier today, the logo URL appearing after the first graph in the release was incorrectly transmitted by PR Newswire and should be disregarded.





Monday October 9, 7:00 am Eastern Time
Morningstar.com
MSDW Mid-Cap`s Foreman Picks Exodus
By Doug Foreman


Doug Foreman has built his reputation as one of the best mid-cap growth managers by betting heavily on so-called ``new-economy`` stocks. His fund, MSDW Mid-Cap Equity (Nasdaq: MCFBX - news), has one of its category`s best records. Today, Foreman highlights Exodus Communications (Nasdaq: EXDS - news), a stock also picked by Berkshire Focus` [ticker BGOCX} Malcolm Fobes in a previous column.


Why Formean Likes Exodus
``Exodus is the leader in the web-hosting industry. The firm is capitalizing on two broad trends: the explosion of Internet traffic and content and the movement by large enterprises to outsource data centers and networks. Demand for Exodus` services is expected to grow at double- to triple-digit rates for several years.

``The stock has been weak following the company`s acquisition of their strongest competitor, GlobalCenter, from Global Crossing (Nasdaq: GBLX - news). The acquisition is strategic, providing Exodus an unparalleled global network of data centers and an expanded customer base. Exodus now has the opportunity to sell its differentiated, managed services offering to these customers, significantly increasing its revenue.

``In addition, Exodus signed a long-term contract for telecommunications capacity with Global Crossing which will increase Exodus` already attractive long-term growth margins.``

Disclaimer: The information provided and opinions expressed here are those of the Forum guest and are not advice or recommendations of Morningstar, Inc. All information and opinions are for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. In addition, the views and opinions expressed in this article may change based on market and other information.

Paul Herbert and Kunal Kapoor, analysts at Morningstar, contributed to the article. They can be reached at [e-mail] and [e-mail]. No portfolio planning questions, please.

[TomNovy]

Oooh ja, ich genieße es richtig mal eben meine Kohle, die sich eh schon halbiert hatte, mit Exodus nochmals zu halbieren. (Hatten ja super Zahlen und wurden ständig empfohlen)

[Kapi 77]

Hallo!

@Tom Novy
Man sollte sich nicht immer auf "Analystenempfehlungen" fixieren - Diese "Analaysten" verändern ein Rating wenn sie draufkommen - ohhh - wir haben ein minus von 50 % - ohhh jetzt müssen wir was tun - und gleich geht`s dann noch weiter bergab weil jeder diesen Analystenmeinungen Glauben schenkt -

Dennoch möchte ich sagen, daß man bei Exodus langfristig auf der Gewinnerseite stehen wird -

Übrigens am 19.10.2000 kommen die nächsten Zahlen von EXODUS - MAL SEHEN WIE ES WEITERGEHT -

So Long don`t sell on rumors

CIAO

[TomNovy]

Am 19.10. ? Danke.

Wenn ich eins gelernt hab dann ist es das, dass ich bei dieser Börse keine Aktien mehr im Depot habe, deren Unternehmen an diesem Tag Zahlen rausbringen.

[Kapi 77]

THIRD QUARTER EARNINGS

DATE/TIME

Thursday, Oct. 19, 2000
5:00 PM (EDT) / 2:00 PM (PDT)

CIAO

[Mr.NASDAKI]

@TomNovy:
(1) Bin bezüglich "keine Aktien mehr im Depot, wenn Zahlen rauskommen" nicht unbedingt deiner Meinung: Meinen JUNIPER-Aktien z.B. hat es gut getan, daß ich sie vor der Veröffentlichung der Quartalszahlen behalten habe!

(2) Wenn du in einem anderen thread schreibst, "ob da was durchgesickert ist" (wahrscheinlich meinst du die kommenden Quartalszahlen), dann sage ich nur: ja, vielleicht. DENN: Gestren, 13.10., hat EXODUS bei den Amis immerhin um 20,9 Prozent zugelegt (US-Schlusskurs: 40,50). Und ist damit besser gelaufen als mein derzeitiger Liebling Juniper-Networks, die - nach hervorragenden Ergebnissen - gestern immerhin auch mit einem Plus von 14,47 % ins Wochenende gingen.

(3) Ich selbst habe EXODUS vor über einem Jahr nach 40 % Gewinn verkauft. Hätte ich sie ebhalten, wärens bis zum Jahresende an die 1000 % (!!!) gewesen. Seit Jänner habe ich sie wieder, die Welt ist noch nicht passiert, der Erstkauf um 0, der Nachkauf minus 25 %. Aber ich behalte sie, weil ich an die Story glaube.

Schönes Wochenende!
nas.

[LongTermTom]

Wednesday October 11 6:15 PM ET
Global Crossing CEO Resigns

By BRUCE MEYERSON, AP Business Writer

NEW YORK (AP) - Leo Hindery, the outspoken executive who only a year ago left the helm of AT&T`s cable TV operation, has resigned as chief executive of Global Crossing Ltd., a company building a global fiber-optic network.

Thomas J. Casey, who is currently vice chairman on Global Crossing`s board of directors, will be the new CEO, the Hamilton, Bermuda-based company said Wednesday.

While the resignation was unexpected, Hindery`s departure appeared to be on much more cordial terms than his sudden exit from AT&T.

``I have done what I set out to do at Global Crossing,`` Hindery said in a statement issued by Global Crossing. ``It is a privilege to now turn over the reins to Tom Casey. Tom and I have worked very closely together since I arrived and I have complete confidence in his judgment, knowledge and leadership.``

Hindery sealed two substantial deals since joining the company last December, helping erase billions of dollars of debt. Just two weeks ago, he reached an agreement to sell Global Center, a fast-growing business that manages the powerful computers used for Web sites and e-commerce.

Notably, while he is relinquishing the top post immediately, Hindery will continue as CEO of Global Center until the sale to Exodus Communications is completed.

In July, Hindery also sold a local telephone business that Global Crossing acquired when merging with Frontier Corp.

Combined, the two deals raised $10 billion and eliminated two operations that were peripheral to the company`s main focus on becoming a new-age communications carrier with cross-ocean links between continents.

Jack Grubman, an industry analyst for Salomon Smith Barney, said it wasn`t a surprise to see Hindery stepping down following the Exodus deal.

``Leo Hindery was essentially brought in to maximize the value of Global Center, which he did by engineering a deal with Exodus for a $6.5 billion value, clearly better than what (Global Crossing) expected for Global Center a year ago,`` Grubman said in a note to investors. ``Leo`s departure clearly deprives (Global Crossing) of a very astute operator. On the other hand, the Global Crossing bench, led by Thomas Casey, is far deeper and more talented than we believe people realize.``

Hindery first gained prominence as the head of Tele-Communications Inc., the giant cable company he led through a major turnaround before it was acquired by AT&T last year. AT&T initially chose Hindery to lead the cable business through an aggressive expansion into high-speed Internet and telephone service, but he abruptly resigned just months later.

``We believe Leo clearly has intentions and ambitions that run to much grander pursuits beyond the corporate world,`` said Grubman. ``It would not shock us to see Leo pursuing other endeavors, especially in the public policy arena.``

Global Crossing`s stock closed Wednesday down 10 percent on the Nasdaq composite index, declining $2.44 a share to $21.44.

[TomNovy]

Na, ob Exodus heute wieder die ganzen Gewinnen vom Freitag verliert, nur weil es ein einziges Prözentchen runtergeht (Nasdaq) ?

[TomNovy]

Naja, ok. Gestern nur 8 %.
Aber heute verliert sie dann halt den Rest (schon wieder 8%). Und die Nasdaq geht ja wieder nur 1 % runter.

Letztendlich ist Exodus also gar nicht gestiegen trotz der starken Erholung der Nasdaq.

Mal gucken, wenn die Zahlen kommen dann nochmal 20 % runter.
Verlasst euch drauf. Ich verkaufe jedenfalls noch heute

[TomNovy]

Naja, ok. Gestern nur 8 %.
Aber heute verliert sie dann halt den Rest (schon wieder 8%). Und die Nasdaq geht ja wieder nur 1 % runter.

Letztendlich ist Exodus also gar nicht gestiegen trotz der starken Erholung der Nasdaq.

Mal gucken, wenn die Zahlen kommen dann nochmal 20 % runter.
Verlasst euch drauf. Ich verkaufe jedenfalls noch heute

[LongTermTom]

Tuesday October 17, 7:10 am Eastern Time
Press Release
Exodus Introduces Comprehensive Streaming Media Design and Delivery Services
Services Provide Complete Solutions to Companies Already Streaming Content and First Time Streamed Media Providers
SANTA CLARA, Calif.--(BUSINESS WIRE)--Oct. 17, 2000-- Exodus Communications(TM), Inc. (Nasdaq:EXDS - news), the leader in complex Internet hosting and managed services, today announced the addition of three Streaming Media Design and Delivery service offerings to its suite of professional services. Available immediately, the new services can deliver Streaming Media Site Architecture Design, Streaming Media Implementation, and Streaming Media Technology Account Consulting services to Exodus® customers worldwide.

In a September 2000 Digital Infrastructure report, U.S. Bancorp Piper Jaffray Equity Research projected the streaming market size to reach $200 million this year, with 75 percent growth over the next three to five years.

``As consumer and business utilization of high-speed Internet connections has grown, demand for bandwidth-heavy applications and media has also begun to surge,`` said Bill Yeack, executive vice president, Professional Services, Exodus. ``Our Streaming Media Design and Delivery services will ensure that our customer`s media architectures are implemented properly or validated, and are scalable and reliable to ensure a positive customer streaming experience.``

The Streaming Media Design and Delivery services cater to any company wanting to deliver streamed video or audio content to end users, locally or globally. Companies with existing streaming components as well as those just entering into the streaming market will benefit from the offerings.

Flexible and Customized Streaming Media Solutions

Currently, Exodus provides Streaming Media Monitoring services through its Performance Optimization services. This ability to systematically gauge the end-user experience complements the three new professional services that are:

-Streaming Media Site Architecture Design or Validation
Exodus streaming experts develop, build and validate the
scalable and reliable architecture necessary to support the
client`s needs.

-Streaming Media Implementation and Site Migration Planning
Exodus streaming network architects construct an entirely new
site, or migrate an existing web infrastructure from its
current location to an Exodus Internet Data Center.

-Streaming Media Technology Account Management
Exodus streaming experts will assist in the operation of the
streaming site or manage it completely, depending on the
customer`s needs.

Individually tailored streaming media solutions also are available.

Pricing and Availability

Exodus` Streaming Media Design and Delivery services are priced on a time and materials basis and are available immediately worldwide.

Forward Looking Statements

This press release contains forward-looking statements. Actual results may differ materially due to number of risks, including: the technological and operational challenges of developing, deploying and delivering Exodus` services. The matters discussed in this press release also involve risks and uncertainties described from time to time in Exodus` filings with the Securities and Exchange Commission (SEC). In particular, see ``Other Factors`` in Exodus` quarterly and annual reports filed with the SEC. Exodus does not assume any obligation to update the forward-looking information contained in this press release.

Gruss
LTT

[Le Chef]

Die Zahlen !

Thursday October 19, 4:33 pm Eastern Time
Press Release
Exodus Reports Third Quarter Results
Annualized Recurring Revenue Run Rate Surpasses $1 Billion Milestone
SANTA CLARA, Calif.--(BUSINESS WIRE)--Oct. 19, 2000--Exodus Communications(TM), Inc. (Nasdaq:EXDS - news) today reported third quarter 2000 revenues of $229.6 million, a 28 percent increase over the second quarter 2000, and a 238 percent increase over the third quarter 1999.

EBITDA profit (earnings before net interest expense, income taxes, depreciation, amortization and other noncash charges) increased 134 percent to $20.2 million for the third quarter 2000, compared to an $8.6 million EBITDA profit for the second quarter 2000, and a $7.5 million EBITDA loss in the third quarter 1999.

Net loss excluding the impact of amortization of goodwill and intangible assets was $60.6 million in the third quarter 2000, or $0.14 per share. Net loss for the quarter was $69.5 million, or $0.17 per share, compared with a net loss of $51.3 million, or $0.12 per share, in the second quarter 2000, and a net loss of $31.5 million, or $0.09 per share, in the third quarter 1999.

``Enterprise customers currently represent 53 percent of our total revenues and bookings compared to 39 percent one year ago, as we continue to see more Fortune 1000 companies choose Exodus® as the web hosting provider for their mission-critical Internet operations,`` said Ellen M. Hancock, Chairman and CEO. ``In the third quarter, we added 414 Internet Data Center (IDC) customers bringing our total IDC customer count to 3,747. Our average annualized revenue per IDC customer increased to $299,000 in the third quarter compared to $259,000 in the second quarter, reflecting substantial growth from both new and existing customers.

New customers during the quarter included Adidas, L`oreal USA, BlueCross BlueShield Association, Nikko Salomon Smith Barney, Medtronic, France Telecom, GE Bayer Silicones, Avanade (a joint venture between Andersen Consulting and Microsoft), EFSS Limited (a joint venture between Investia Limited and Chase Manhattan Bank), World Savings, Honeywell`s new e-hub myFacilities.com, and Crane Paper Makers.

Existing customers that expanded their business with Exodus included Yahoo!, eBay, StarMedia, Inktomi, GE International, Starbucks, Novell, Lenox Incorporated, U.S. News & World Report, Oracle Business OnLine and Oracle Management Services.

Exodus booked $270 million of new annualized recurring revenue from both new and existing customers in the third quarter. Assuming the backlog is installed today and combined with Exodus` current installed customer base, the annualized revenue run rate of recurring revenue would exceed $1.15 billion, which represents a 31 percent increase from the prior quarter.

``In order to meet growing market demands in Chicago and Southern California, we opened two IDCs, which represent 560,000 gross square feet, since the second quarter,`` said R. Marshall Case, executive vice president, finance and chief financial officer. ``In the fourth quarter, we expect to open five additional IDCs, representing approximately 1.2 million gross square feet, in the Washington, D.C., Santa Clara, New Jersey, Seattle and Boston markets. Overall, we are on track to have an aggregate of 3.9 million gross square feet in operation by the end of the year.``

Third Quarter Highlights

-0-


Additional operational and financial highlights for the third
quarter are as follows:

-- Approximately 40 percent of the world`s top web sites are
hosted at Exodus.

-- Over 62,000 servers are hosted at Exodus worldwide.

-- Revenue mix consisted of:
44 percent hosting services
20 percent Internet connectivity
36 percent managed and professional services

-- Gross margins were:
31 percent of revenue or $71.1 million
47 percent of revenue or $108.2 million, excluding
depreciation and amortization

-- 18 IDCs are currently EBITDA positive, up from 17 in the
second quarter
The Atlanta IDC turned EBITDA positive in eight months

-- Cash and marketable securities were $1.2 billion at quarter
end

-- Annualized customer churn was less than two percent

-- Capital expenditures were $521 million and principally
represented investments to build and expand IDCs

-- Days Sales Outstanding was 53 days in the third quarter and is
within Exodus` target range.

Business Outlook

The following business outlook contains forward-looking statements
intended to provide the high and low end range of management`s current
expectations. These forward-looking statements are subject to numerous
risks and uncertainties. As a result, actual results may differ
materially from what is expected. These statements do not reflect the
potential impact of any mergers or acquisitions that may be completed
after the date of this release.
Exodus expects revenue for the fourth quarter 2000 to be in the
range of $270 million to $280 million.
EBITDA profit is expected to increase from 9 percent of revenue in
the third quarter to 11 to 13 percent of revenue for the fourth
quarter 2000.
Gross margin for fourth quarter 2000 is expected to be
approximately 32 percent of revenue, plus or minus one point.
Operating expenses for fourth quarter 2000 are expected to decline
as a percentage of revenue and represent 42 percent, plus or minus one
point.
Exodus expects net interest expense to be $47 million to $50
million for the fourth quarter 2000. The rate of sequential growth of
net interest expense will be affected by the timing of Exodus`
anticipated bank line, which is expected to close in the first half of
the fourth quarter. Net interest expense is dependent in part on the
timing of capital expenditures, future borrowings, interest rates,
cash balances, and the realization of gains on investments.
Exodus expects a net loss, excluding the impact of amortization of
goodwill and intangible assets, of $60 million to $70 million, or
$0.15 per share, plus or minus $0.01 per share, for the fourth quarter
2000.
Depreciation is expected to be approximately $51 million for the
fourth quarter 2000 and will be a function of capital spending, which
is expected to be slightly in excess of $400 million for the fourth
quarter 2000.
On a stand-alone basis, Exodus expects to achieve significant
growth and financial results for 2001 as follows:

-- Revenues of approximately $1.8 billion

-- Gross margins of 36 percent to 39 percent of revenues

-- EBITDA margin of 19 percent to 22 percent

-- Net loss, excluding the impact of amortization of goodwill, of
10 percent to 13 percent

-- Capital expenditures of $800 million to $1.0 billion

-- Additional IDC capacity of 1.5 million to 2.0 million gross
square feet

``Overall, the third quarter marked significant financial achievements as we continued to see strong customer demand for Exodus` core complex web hosting and managed services business,`` said Ms. Hancock. ``Exodus surpassed $1 billion in annualized recurring revenue, our average revenue per IDC customer more than doubled from 18 months ago, and the company reported record EBITDA performance.``

[Cybertubes]

!

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

[EMO]

Wo ist der Haken an diesen Zahlen? Exodus hat gestern nachbörslich viel verloren, vielleicht weiß von euch jemand dir Gründe dafür ?
Nach diesen Zahlen hätte ich mit steigenden Kursen gerechnet. Was meint Ihr dazu?

Gruß EMO

[EMO]

Wo finde ich vorbörsliche EXODUS Kurse?

[TomNovy]

http://www.3dstockcharts.com/

aber guck lieber nicht nach...

[EMO]

ich hab nachgeschaut - und verkauft.
Exodus=Exitus, zumindest für heute. Mal sehen wie es weitergeht.

Gruß EMO

[LongTermTom]

Thursday October 26, 3:45 pm Eastern Time
individualinvestor.com
Industry Analysis: Internet: Is the Exodus from Exodus Over?



Staff Writer: Carrie Warburton (10/26/00)

In the world of web hosting, Exodus Communications (NASDAQ: EXDS - news) is Godzilla on steroids.

The third quarter marked the 16th in a row that Exodus exceeded Street estimates, ``a feat not accomplished by any other Nasdaq company,`` said Exodus CFO Marshall Case.

This quarter, Exodus beat Street estimates for revenue; earnings per share; gross margin and earnings before interest, taxes, depreciation and amitorization (EBITDA).

Exodus` third-quarter revenue grew to $229.6 million, up 28% from second-quarter revenue and up 238% from the same quarter last year.

Exodus reported a third-quarter net loss of $69.5 million, or $0.14 a share, beating the consensus estimate, which called for a loss of $0.17 per share.

Exodus, the world`s largest business-to-business web hosting carrier, maintains space for more than 62,000 servers that house Exodus customers` websites and offers features to increase sites` functionality.

But despite a positive third-quarter earnings report and an optimistic conference call, shares of Exodus Communications tumbled 12% Friday, the day after its report and conference call, to close at $33.56. The stock was recently at about $32.

Why did Exodus` stock drop? It might be because Exodus added 414 new customers during the third quarter, the lowest number since 1999. Exodus gained 500 new customers in the second quarter of 2000 and 545, a high, during the first-quarter.

This is a signal that Exodus is being affected from failing dot-coms, said Brent Bracelin, an analyst at Pacific Crest Securities.

``Here`s a company leader in web hosting that is feeling the pain of the dot-com shakeout in their business,`` he said.

But Riyad Said, Managing Director and Senior Analyst for Friedman, Billings and Ramsey, sees the shakeout as a good thing, because it means a more reliable ``bricks and mortar`` patron base for Exodus.

``Even their Internet companies are household names,`` he said.

Exodus is often referred to as the ``web-hoster to the stars.`` Its clients include eBay (NASDAQ: EBAY - news), Yahoo! (NASDAQ`` YHOO), Starbucks (NASDAQ: SBUX - news), and Oracle (NASDAQ: ORCL - news), all of which increased their business with Exodus during the third quarter.

Exodus added Adidas, France Telecom, and Crane Paper Makers, among others, during the third quarter.

Exodus is also diversifying its customer base. Enterprise businesses now make up 53% of Exodus`s total revenue compared to 39% a year ago. Hancock said Exodus is aiming at a 60% enterprise customer base.

Although customer growth may be slowing, Exodus is getting more money from its clients. Exodus` annualized revenue per customer has grown 50% per quarter since the fourth quarter of 1999, when it was $196,000. Third quarter annualized revenue per customer was $299,000.

Exodus may also be able to offset this added net customer decline through its new managed web hosting division, thereby adding flexibility to its services.

Managed operations, brought on since Exodus` acquisition of Global Crossing`s Global Center unit, will increase space and allow customers more choices in Exodus` services.

This is consistent with what we said back in March. In order to survive, web-hosting companies will need to stick out above the fray by offering unique services and by utilizing cutting-edge technology.

``I would say that any company that was selling into the Exodus Data Center feels that we have just moved into a second market and that we are opening their ability to manage what up to bow must have seemed like different markets,`` said Exodus CEO and Chairman Ellen Hancock.

In the past, Exodus offered primarily co-location services, in which a company owns its servers and puts them in Exodus` data center. Although this plan allows companies more control over their sites, Exodus found in its dealings that some customers took their business to rivals who could do managed hosting, which is quicker for a company to set up, Hancock said.

In managed hosting, the customer doesn`t own the server but contracts a host to manage and maintain the machines.

``We`re moving from what is today a customized application market to a `productized` applications market,`` Hancock said.

The September acquisition of Global Center, a division of Global Crossing (NASDAQ: GBLX - news) , is a step to takeover the managed hosting business, increase ``web real estate`` and take out one of Exodus` biggest competitors.

But does Exodus, still a young company incurring net losses, have the money to expand?

Bracelin thinks so, and sees the acquisition of Global Center, financed with stock, an ``enhancement`` and not capitally intensive.

Financially, Exodus is on track and is not changing its guidance estimates, Said said.

In less than 19 months, Exodus Communications has been able to turn its EBITDA positive, a remarkable feat, Bracelin said.

Exodus` financial health is looking so good that Said predicts that fourth quarter 2001 will be when Exodus finally turns a profit (without factoring in the integration of the operations of the newly acquired Global Center).

Year 2000 losses so far are smaller than analysts had been expecting. The consensus estimate for 2000 calls for Exodus to lose $0.69 per share. For the nine months ending September 30, losses totaled $0.45 per share.

The managed hosting will enable Exodus to cast an even wider net, Hancock said.

``It is our assumption that as service builds up, that we will be moving to other parts of the United States and it is our intent to move that offering into Europe and Asia,`` Hancock said.

Exodus` future customers will come from a relatively unpenetrated international market, Said said.

``It will expand their footprint and they`ll be able to leverage with their connectivity, networking and infrastructure,`` he said.

Exodus did not change its guidance even after beating street estimates.

``This is a company that has done a good job in being consistent with their guidance,`` Said said.

Bottom Line:

With Exodus shares 63% below their 52-week high, we think the stock is very attractive - especially considering that from an operational perspective things are going fine.




Fund led by Exodus founder embraces Indian start-ups
By Corey Grice
Staff Writer, CNET News.com
October 30, 2000, 4:00 a.m. PT
http://yahoo.cnet.com/news/0-1004-200-3312932.html?pt.yfin.c…

Gruss
LTT

[LongTermTom]

Wednesday November 1, 8:37 am Eastern Time
Press Release

Exodus Communications Secures $600,000,000 Senior Secured Credit Facilities

SANTA CLARA, Calif.--(BUSINESS WIRE)--November 1, 2000--Exodus Communications(tm), Inc. (Nasdaq:EXDS - news) today announced it has entered into agreements with a syndicate of leading financial institutions providing for up to $600 million in senior secured credit. Under the facilities, Exodus® will be permitted to borrow up to $225 million over the next five years on a revolving basis and up to $375 million in two tranches under senior secured term loans due in five years and seven years, respectively. The availability of the facilities will be subject to satisfaction of various conditions.

Commenting on the facilities, Marshall Case, Exodus` Chief Financial Officer, said ``these facilities give Exodus access to a new, important source of capital to continue to execute our business plan. It also demonstrates the company`s ability to access capital even during challenging market conditions.``

Chase Securities Inc. acted as sole book manager and joint-lead arranger, Goldman Sachs Credit Partners L.P. acted as joint-lead arranger and documentation agent, Merrill Lynch, Pierce, Fenner & Smith Incorporated acted as syndication agent, and Morgan Stanley Senior Funding, Inc. acted as documentation agent. Chase Manhattan Bank is acting as administrative agent for the facilities.

[LongTermTom]

Tuesday October 31, 9:04 am Eastern Time
Press Release
Global Crossing Network Lands in Chile
MIAMI & VALPARAISO, Chile--(BUSINESS WIRE)--Oct. 31, 2000--Global Crossing Ltd. (Nasdaq:GBLX - news):

Chile will be seamlessly linked to 200+ cities worldwide by Q1 2001
Global Crossing`s network will enable dramatically increased Internet connection speeds, and support bandwidth-intensive applications such as telemedicine, distance learning, streaming video and audio
Global Crossing Ltd. (Nasdaq: GBLX - news), which is building and offering services over the world`s most extensive global IP-based fiber optic network, today announced the landing of its global fiber optic network in Chile. The shore landing at the Global Crossing cable station in Valparaiso, Chile, is a major milestone in the construction of the 18,000km South American Crossing (SAC), which will connect the major cities of South America to more than 200 cities around the world.

``The cable landing in Chile marks another major step towards the completion of our Latin America network, which will revolutionize the way telecommunications services are provided in the region,`` said Patrick Joggerst, Global Crossing`s president for South America. ``We expect to fully connect Brazil and Argentina in November of this year, and expand our connection to Santiago, Chile, by early 2001.``

The Valparaiso cable station will be linked to Santiago, Chile, via a 200 kilometer terrestrial fiber optic connection. To the east from Santiago, SAC will cross the Andes Mountains to connect Mendoza, Cordoba, Rosario and Buenos Aires in Argentina, then travel north along the Atlantic coast of South America to connect Brazil. SAC will travel north from Valparaiso to connect Peru, Colombia and Venezuela. The system will then link with other Global Crossing network systems in St. Croix, USVI, offering seamless connectivity to the rest of the Global Crossing network.

SAC will feature roughly ten times the capacity of current telecommunication systems serving Latin America, dramatically increasing availability of bandwidth to allow for the development of new applications in the transmission of voice, data and Internet communications. The system will enable Internet service providers in the region to offer faster connection speeds, leading to quicker downloads and supporting popular applications such as streaming audio and video.




Sollten am 31.10. nicht die Quartalszahlen von GBLX kommen ?
Weiss jemand etwas darueber ?

Gruss
LTT

[LongTermTom]

Monday November 6, 3:00 am Eastern Time
Press Release
Endymion Systems, Inc. Joins Exodus` Partnering for Success Alliance Partner Program
INTERNET WIRE -- Endymion Systems Inc. (ESI), a leading B2B e-Commerce solutions firm, today announced it has joined the Exodus Communications(TM) (NASDAQ: EXDS - news) Partnering for Success Alliance Partner program. This agreement will allow ESI to offer its clients web hosting services from the industry`s market leader. ESI`s Network Engineering Services includes advanced systems analysis and configuration, installation, QA testing and implementation. Exodus is established in high priority market areas that complement ESI`s geographic expansion plans.
"Exodus is the class play in this space and we are excited about this relationship," says Steve Collins, senior vice president, Managed Services for ESI. "Hosting our customers` applications in a quality production environment is a rapidly growing line of business for ESI, and we now have the nationwide capability to offer secure, stable and scalable outsourced solutions."

"Exodus is pleased to team with ESI to extend the breadth of solutions offered by the Exodus Alliance Partner community," said Chris Arisian, senior vice president, worldwide alliances for Exodus. "By working with Exodus, ESI can leverage the Alliance Exchange to extend its reach and form relationships with other community members to better serve the needs of present and prospective customers."

About ESI

Founded in 1991, ESI is a single source supplier for strategic, web-enabled, end-to-end business solutions that leverage best-in-class technologies to help our customers transform their business models to the Internet. ESI`s differentiation is its heritage and strength in SAP, Oracle, Lawson, Siebel, and PeopleSoft systems integration, which enables ESI to build industrial-strength e-Commerce solutions that are highly scalable and integrate accurately with complex, back-end systems. ESI maintains strong technical skills in leading middleware tools and technologies to support the complex "stitching of seams" required to integrate truly functional e-Commerce solutions. And, ESI`s proprietary methodology for development and deployment assures that efficiencies derived from proven best practices and re-usable processes are transferred to each new client engagement and translated into value pricing and fast implementations. ESI is a privately owned company that secured its first round of venture funding in June 2000 from meVC Draper Fisher Jurvetson Fund 1, Inc., an information technology venture capital fund providing individual investors access to venture capital investments (NYSE: MVC - news), and Ticonderoga Capital of Wellesley, MA.

More information about ESI is available by visiting www.esicom.com or by writing to Endymion Systems, Inc., 80 Swan Way, Suite 250, Oakland, California 94621.




Monday November 6, 8:41 am Eastern Time
Press Release
Exodus Announces Enhanced Web Site Testing Through United Devices
New Platform Allows Various Testing Methods of Web Interaction for Enhanced Customer Experience
SANTA CLARA, Calif.--(BUSINESS WIRE)--Nov. 6, 2000--Exodus Communications(TM), Inc. (Nasdaq:EXDS - news) today announced an agreement with United Devices(TM) to utilize their MetaProcessor(TM) platform for distributed computing technology to create a large real world Web site testing environment.

``Our testing experience and knowledge combined with United Devices` ability to deliver the computing power of hundreds of thousands of Internet users` PCs means that real-world testing has just taken a giant leap forward,`` said J.D. Brisk, managing director, Exodus Performance Labs. ``This agreement enables Exodus` customers to feel more confident than ever that their e-business Web sites will meet the high performance standards that end-users expect and will give customers real capacity planning metrics.``

By tapping into and aggregating the computing resources of individual PCs connected to the Internet, Exodus Performance Labs, in conjunction with United Devices, will help customers determine whether their Web sites will be able to handle unexpected loads. With this agreement, companies now have access to load testing that`s as close to live as you can get because it uses real client machines in homes and small businesses around the world with real variants found in real life with the advantage of repeatability from scripted applications.

``We believe access to distributed resources across the Internet gives us a leg up on our competitors to perform real-world load testing of entire Web systems, not just Web servers,`` said Brisk. ``We can quickly and easily identify key problem areas for customers based on geography, network diversity, or bandwidth.``

Load testing of Internet Web sites via a distributed model complements existing methods of running simulations on server farms. In addition, the changing face of the Internet scales well with a distributed model for load testing.

``As the Internet continues to grow and change, broadband continues to ramp, and more powerful devices are connected to the Internet, it will become increasingly critical for Web companies to understand how these changes impact their business,`` said Ed Hubbard, CEO of United Devices. ``Our relationship with Exodus Performance Labs will help new and existing Web businesses understand how their sites handle the ever changing complexities of the Internet.``

Terms of the deal include exclusive access to United Devices` MetaProcessor platform for the purpose of real-world load testing of Web sites.




Monday November 6 4:13 PM ET
Global Crossing Sees No Need for `Giant Acquisition`

NEW YORK (Reuters) - Global Crossing Ltd. (NYSE:GX - news), a high-speed communications network service provider, sees no need to sell itself or pursue major acquisitions since it already has the geographic reach and services to thrive on its own, Global Crossing Chairman Gary Winnick said on Monday.

``Don`t expect us to come up with a giant acquisition or sell ourselves,`` Winnick said in a telephone interview.

``I think it would be inconsistent and arrogant to say we have everything we want...but we have a lot more than anyone else in this space.``

Hamilton, Bermuda-based Global Crossing is building a high-speed fiber optic communications network that will serve 27 countries and more than 200 major cities. The company, which is fully funded through 2002, has enough money to complete the construction of its network.

In its first three-and-a-half years, Global Crossing has focused on building its network and expanding through acquisitions, including its purchases of Frontier Corp., Global Marine Systems and Racal Telecom.

In the next phase of its development, Global Crossing will focus on adding products and services and landing major customers such as government agencies and wholesalers, and Internet service providers.

``The phase the company is about to go in is operating and maximizing this network...and putting more advanced services on top of network,`` Winnick said.

Shares of Global Crossing, which moved to the New York Stock Exchange (news - web sites) on Monday, fell 5/8 to $20-13/16, a level unseen since Jan. 1999. The stock has suffered under a broad sell off in telecommunications stocks, as well as investor fears that recent management changes may be a sign of deeper instability in the company, analysts said.

Last month Global Crossing named Vice Chairman Thomas Casey as its fourth chief executive in its brief history after Leo Hindery stepped aside after just seven months in the job. Casey, however, has said he plans to stay for the long-term.

Global Crossing said it has not been hurt by the same falling prices and increased competition in the telephone and data markets that have plagued industry leaders such as AT&T Corp. (NYSE:T - news), WorldCom Inc. (NasdaqNM:WCOM - news) and Sprint Corp. (NYSE:FON - news).

Global Crossing is the fifth largest provider of long-distance telephone service in the United States, but it focuses mostly on transmitting data services over its high-speed land-based and undersea networks.

``We have very little in the voice business....we`ve built something very different than what has been built by other legacy companies,`` Winnick said.

The company has made several recent moves to cut costs and remain lean despite its acquisitions. In September, Global Crossing agreed to sell its GlobalCenter Web hosting unit to Exodus Communications Inc. (NasdaqNM:EXDS - news) for $6.5 billion.

That deal gives Global Crossing an 18 percent stake in Exodus, plus a marketing agreement that lets it offer Web hosting services to its own customers without the high cost of building the Web hosting unit.

Global Crossing also sold its local telephone business to Citizens Communications Co. (NYSE:CZN - news) for $3.65 billion. With these deals, Global Crossing shed costly assets and cut its capital spending plans by about $2.5 billion. It now expects its capital spending to be about $3 billion to $4 billion next year, Winnick said.

Global Crossing last month said it was ``confident`` the company would be able to beat its third-quarter forecast of adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) of between $435 million and $440 million and of about $1.725 billion in adjusted EBITDA for the year.

Wall Street analysts on average expect Global Crossing to report a loss of 78 cents per share in the third quarter, compared with a loss of 7 cents a share a year ago, according to research firm First Call/Thomson Financial.

The company will report its third quarter results on Nov. 13. It will provide additional financial guidance in January when it hosts its analysts` meeting.

Gruss
LTT

[LongTermTom]

Nov 14,2000

Global Crossing Saw Loss Narrow
In 3rd Period; Sales Beat Estimates
http://public.wsj.com/sn/y/SB974171180855467303.html



November 14, 2000

EXODUS COMMUNICATIONS INC (EXDS)
Quarterly Report (SEC form 10-Q)
Management`s Discussion and Analysis of Financial Condition and Results of Operations
http://biz.yahoo.com/e/001114/exds.html

[LongTermTom]

Thursday November 16, 12:09 pm Eastern Time
Press Release
SOURCE: Vertex Broadband Corporation
Vertex Broadband Corporation Selects Exodus Communications to Provide Internet Hosting Services

Chicago Integrated Communications Provider Secures Mission Critical Reliability
CHICAGO, Nov. 16 /PRNewswire/ -- Vertex Broadband Corporation, a rapidly growing voice-over-DSL (VoDSL) broadband service provider, announced today it has selected Exodus Communications, Inc., (Nasdaq: EXDS - news), the leader in complex Internet hosting and managed services, to provide reliable, scalable, secure hosting for the Vertex Broadband. Vertex will leverage Exodus` services, including advanced Internet hosting, high speed Internet access, and secure network connections and systems, to provide voice-over-DSL broadband services to its customers.

``Vertex selected Exodus for its unmatched focus on reliability, scalability and security; the Exodus environment is completely capable of hosting the next generation broadband communications infrastructure we are deploying,`` said Ronald Gavillet, CEO of Vertex Broadband. ``Exodus fits perfectly with our strategy of offering extremely reliable Voice-over-DSL services and advanced data technologies to underserved small and medium businesses.``

Welcoming Vertex as a new customer, Beverly Brown, executive vice president and chief marketing officer for Exodus, said, ``Exodus is excited to provide hosting and managed services for Vertex. Our proven track record and industry expertise in providing complex Internet hosting and managed services will enable Vertex to maintain its mission-critical Internet operations and provide optimal voice-over-DSL broadband services to its customers.``

Exodus, the leader in complex Internet hosting and managed services, hosts mission-critical Internet operations for more than 3,700 companies worldwide in the world`s largest global network of Internet Data Centers. Exodus provides a variety of services to help ensure optimal performance, availability and security for customers` Web sites.

About Vertex Broadband

Founded in 1999, Vertex Broadband Corp. is a facilities-based, broadband service provider fully integrating Internet, Telephone, and Data services to small businesses in the Ameritech region. Vertex Broadband leverages the latest advances in Voice-over-DSL technologies and combines it with highly personalized, responsive customer service to deliver tremendously competitive service packages. Vertex Broadband simplifies the integration of the Internet and telecommunications by utilizing a single high speed broadband connection to carry local telephone, long distance, Internet, web services, remote LAN access, messaging and additional outsourced application services. For more information, contact Keith Molof at 847-758-9733 or visit our web site at www.VertexBroadband.com .

[LongTermTom]

von Joe Rocket 22.11.00 14:00:

Exodus - Strong Buy
-----------------------------------------------------------
Dain Rauscher stuft Exodus weiterhin mit Strong Buy ein, reduziert jedoch sein Kursziel von $38 auf $32.

© BörseGo.de





Tuesday November 21, 12:46 pm Eastern Time
Press Release
Exodus Named to the Standard 100 Powered by Epoch Partners
Exodus Selected by Journalists and Investment Experts as One of the Most Influential Companies Shaping Today`s Internet Economy
SANTA CLARA, Calif.--(BUSINESS WIRE)--Nov. 21, 2000-- Exodus Communications®, Inc. (NASDAQ: EXDS - news), the leader in complex Internet hosting and managed services, announced today its inclusion in the Standard 100 powered by Epoch Partners, the premier stock index tracking the Internet Economy. Created by Standard Media International (``The Standard``), the leading source for intelligence for the Internet Economy, and Epoch Partners, the foremost leader of technology-enabled investing, the Standard 100 includes the most influential companies driving the Internet Economy.

``We are honored to be recognized by The Industry Standard,`` said Ellen M. Hancock, Exodus® chairman and CEO. ``Exodus continues to grow because we are constantly developing new services to meet the needs of our customers for comprehensive managed outsourcing solutions. Our success is directly attributable to our customers` success.``

Tracked on the American Stock Exchange under the ticker symbol XIS, The Standard 100 is expected to become the bellwether of the Internet Economy. Unlike other Internet indices, The Standard 100 will be vigilantly maintained with three quarterly reviews and an annual rebalancing. Additionally, a log-cap weighting scheme successfully captures the size factor of companies represented in the Index. This weighting scheme precludes large companies from capturing excessively large weights and allows smaller cap weighted companies to have fair representation and a stronger impact.

Information about the Standard 100 and Company will be featured as the cover story of The Standard`s November 20th issue, on sale November 13th. The information will also be available online at www.thestandard.com.

About Exodus Communications

Exodus Communications is the leading provider of complex Internet hosting for enterprises with mission-critical Internet operations. The Company offers sophisticated system and network management solutions, along with professional services to provide optimal performance for customers` web sites. Exodus manages its network infrastructure via a worldwide network of Internet Data Centers (IDCs) located in North America, Europe and Asia Pacific. More information on Exodus can be found at www.exodus.net.

About The Standard

Headquartered in San Francisco and located on the Web at www.thestandard.com, The Standard is the essential source for business intelligence on the Internet Economy. Through The Industry Standard, its weekly newsmagazine; TheStandard.com, its daily news outlet and business intelligence resource; its conferences and events; and its e-mail newsletters, research, recruiting and market-making offerings, The Standard provides a new breed of business leaders with the information and resources they need to succeed in the Internet Economy. The Standard has offices in Los Angeles, New York, Washington, D.C., and London, and is owned by Standard Media International, a private company majority owned by IDG.

About Epoch Partners

Epoch Partners is a technology-enabled investment bank focused on high-growth companies and electronically connected institutional and individual investors. Epoch has assembled a team of experienced investment banking, research, trading and technology professionals to build the next generation investment bank. Epoch`s unique approach to investment banking includes using technology to provide superior market intelligence to issuers and investors.

For issuers, Epoch uses proprietary data to improve the pricing and distribution of securities. For all investors, Epoch provides unique research insight by fusing its analysis with relevant third party commentary. For the institutional trading community, Epoch provides enhanced investment and portfolio analysis tools in addition to an unconflicted trading platform.

Through partnerships with Charles Schwab, Ameritrade and TD Waterhouse, Epoch has exclusive access to a fast-growing, electronically connected investor base that consists of more than 10 million accounts. These accounts have combined investable assets of close to 1.5 trillion dollars and account for more than fifty percent of all online assets. Epoch`s investors include its three online brokerage partners and Benchmark Capital, Kleiner Perkins Caufield & Byers, Trident Capital and Reuters Venture Capital.





Wednesday November 22, 7:00 am Eastern Time
Press Release
SOURCE: Multimedia Solutions Corp.
Multimedia Solutions Corp. Joins Exodus Alliance Partner Program
ENGLEWOOD CLIFFS, N.J., Nov. 22 /PRNewswire/ -- Multimedia Solutions Corp. (MSC), a leading Internet professional services firm based in Englewood Cliffs, New Jersey, today announced it has joined the Exodus Communications® (Nasdaq: EXDS - news) Partnering for Success Alliance Partner program.

As an Exodus® Alliance Partner, MSC can expand its reach to customers through the Exodus Alliance community. MSC will have access to the Exodus Alliance Exchange, an online community that enables Exodus partners and customers to build relationships and pursue business opportunities with other Alliance Exchange members. Through the Alliance Exchange, MSC can market its Internet consulting and end-to-end business services to other partners and customers across Exodus` global network of IDCs.

Ed Moskowitz, Vice President of Sales at MSC said, ``Our new relationship with Exodus is a win-win situation for everyone involved. MSC can now offer its clients the best managed web solutions in the business and the latest hosting technologies available. In addition, Exodus and its partners and clients will benefit from MSC`s expertise in creating high quality interactive solutions.``

Chris Arisian, senior vice president, worldwide alliances and strategic sales for Exodus stated that, ``Exodus is excited to begin its relationship with MSC. Teaming with MSC will extend the breadth of solutions offered by the Exodus Alliance Partner community.``

Multimedia Solutions Corp. is a provider of leading edge Internet consulting and end-to-end interactive solutions that incorporate marketing strategy, customer relationship management, design and technology. MSC services cover the full spectrum of interactive communications, from Internet, wireless, Intranet, and Extranet solutions to interactive presentations and kiosks.

For more information, please visit MSC on the web at http://www.mediawow.com.

[LongTermTom]

Monday November 27, 8:37 am Eastern Time
Press Release

eTrue Teams With Exodus to Bring First Managed Biometric Authentication to the Internet

SOUTHBOROUGH, Mass.--(BUSINESS WIRE)--Nov. 27, 2000--eTrue, the first biometric authentication service that is outsourced over the Internet, announced today that it has joined the Exodus Communications® (NASDAQ: EXDS - news) Alliance Partner program. In addition, Exodus® will host eTrue`s new biometric authentication services.

Exodus will provide eTrue with a hosting platform that enables them to broadly distribute the new eTrue Network and eTrue Web logon services that verify people`s identities using biometrics such as finger and face recognition. As an Alliance Partner, eTrue will refer customers to Exodus for Internet hosting services and will be able to market its eTrue services to customers within Exodus` worldwide network of Internet Data Centers (IDCs).

Through its relationship with Exodus, eTrue will bring the convenience and security of eTrue`s biometric services to corporate Web sites and e-businesses.

``Exodus is pleased to team with eTrue,`` said Chris Arisian, senior vice president, worldwide alliances and strategic sales for Exodus. ``eTrue extends the breadth of solutions offered by the Exodus Alliance Partner community by offering a biometric managed service to present and prospective customers.``

``Exodus is the premier provider of application hosting services with the highest level of security,`` said David Teitelman, CEO of eTrue, Inc. ``We`re very pleased to join with Exodus as an alliance partner in bringing the security and convenience of biometrics to the masses over the Internet.``

About the eTrue Service

The eTrue business-to-business managed service authenticates trusted computer or network users through the power and ease of multiple biometric verification, such as face and/or fingerprint. By using multiple biometrics and exception handling, eTrue provides 100% user authentication. The service is easily installed, with no capital outlay needed. Easy installation allows customers to be operational in days instead of months if they integrate biometrics themselves. The eTrue service easily scales to accommodate any number of users, and is available around the clock, seven days a week.

Operation reliability and data security for eTrue were designed by Exodus Security Services. Data security implementation includes encrypted transactions and secure, redundant servers with multi-layered firewalls, maintained by eTrue and its hosting partners. Those wishing a free demo of eTrue`s face recognition technology can download it from the eTrue site, at www.etrue.com. About eTrue

Headquartered in Southborough, MA, eTrue is the leading managed service provider of biometric authentication using multiple biometrics. The company also sells TrueFace, which is the most accurate face recognition product and is the simplest to use personal ID solution available. eTrue solutions are used on every continent in applications including computer security, physical access control, automated surveillance, database search, law enforcement and government fraud prevention.

[LongTermTom]

Tuesday November 28, 5:57 am Eastern Time
Press Release

Yube Joins Exodus` Alliance Partner Program

Yube`s Customer Service Applications to be Hosted At Exodus Facility

SANTA CLARA, Calif.--(BUSINESS WIRE)--Nov. 28, 2000--Yube today announced it has joined the Exodus Communications(TM), Inc. (Nasdaq:EXDS - news), Alliance Partner program. Yube has also chosen Exodus® to host all of Yube`s customer service applications at a secured Exodus facility. Yube chose Exodus, the leader in complex Internet hosting and managed services, to ensure that Yube customers were receiving the most reliable and secure services available. Under the agreement, Yube will offer Exodus` Web hosting and related managed services to Yube customers.

Exodus offers sophisticated system and network management solutions, along with technology professional services to provide optimal performance for customers` Web sites. Exodus manages its network infrastructure via a worldwide network of Internet Data Centers (IDCs) located in North America, Europe and Asia Pacific.

``Exodus is a reliable, trusted leader with a proven record in Internet hosting and managed services and Yube is delighted to partner with them,`` said Taraneh Derak, president and CEO of Yube. ``Yube`s applications are 100% hosted so choosing this important partner is critical to our business and reassures our customers that reliability and safety are a top priority for us.``

``By teaming up with Yube, we are providing customers with access to a new source of service, support and expertise within our Alliance Partner community,`` said Chris Arisian, vice president, worldwide alliances for Exodus. ``We are pleased to welcome Yube to the Exodus Alliance Partner program.``

Founded in 1999, Yube (pronounced ``U bay``) is the leading hosted customer service provider enabling companies to easily manage customer service operations through the Internet. Yube offers products, organizational infrastructure, management consulting and services that enable companies to take their customer service operations infrastructure online within days. Yube understands the complexities involved in managing world-class customer service operations for today`s enterprise. First release includes field service, support, conference call, events and training. Defect tracking, knowledgebase and advanced reporting will be available soon. Yube is headquartered in Santa Clara and can be reached at 408/982-8721, via email at [e-mail], or at its Web site at www.yube.com.

[Le Chef]

Hi ,

zur allgemeinen Situation fällt mir nur dieses Zitat ein :
Ich wollt` , es wär Nacht und die Preussen kämen ...

Auch Microsoft hilft uns nicht viel...


Wednesday November 29, 8:34 am Eastern Time
Press Release
Microsoft Selects Exodus to Provide Internet Hosting Services
SANTA CLARA, Calif. & REDMOND, Wash.--(BUSINESS WIRE)--Nov. 29, 2000--

Microsoft Takes 45,000 Square Feet in Exodus Seattle IDC;

Companies Extend Long-Standing Relationship

Exodus Communications® Inc. (Nasdaq:EXDS - news) and Microsoft Corporation (Nasdaq:MSFT - news) today announced that Microsoft has selected Exodus® to provide Internet hosting services at one of the Exodus Internet Data Centers (IDCs) in Seattle. Under the agreement, Microsoft will host a number of its Internet sites, as well as corporate servers for internal use, in 45,000 square feet of space in the Exodus IDC.

With some of the most visited destinations on the Web, performance, reliability and security are critical for delivering content and managing traffic across the Microsoft network of Web sites. Microsoft selected Exodus to provide Internet hosting services, because Exodus` IDCs provide the physical environment necessary to keep Microsoft`s servers up and running 24 hours a day, 7 days a week. These world-class facilities are custom designed with raised floors, HVAC temperature control systems with separate cooling zones, and seismically braced racks. They offer a wide range of physical security features, including state-of-the-art smoke detection and fire suppression systems, motion sensors, and 24x7 secured access, as well as video camera surveillance and security breach alarms. Within these facilities, Exodus delivers high levels of reliability through a number of redundant subsystems, such as multiple fiber trunks coming into each IDC from multiple sources, fully redundant power on the premises, and multiple backup generators.

``Exodus offers state-of-the-art Internet Data Centers, as well as the expertise in managing and scaling mission-critical Internet operations that will help ensure that Microsoft`s Internet operations are always available, reliable, scalable and secure today and in the future,`` said Arne Josefsberg, general manager, Microsoft.

``By choosing Exodus to host a number of the leading Web sites on the Internet today, Microsoft has further validated Exodus` position as the leader in the Web hosting market,`` said Beverly Brown, executive vice president and chief marketing officer for Exodus. ``We are pleased that Microsoft has decided to expand its Web operations with Exodus and we look forward to providing the combination of hosting services, consulting expertise and resources to help Microsoft maintain a high level of performance and reliability for its sites.``

Today`s agreement expands the existing strong relationship between Microsoft and Exodus. The two companies have collaborated on a number of marketing initiatives to serve joint customers, including the Exodus Rapid Deployment Initiative. In addition, Exodus has hosted Hotmail since 1997.

About Microsoft

Founded in 1975, Microsoft is the worldwide leader in software, services and Internet technologies for personal and business computing. The company offers a wide range of products and services designed to empower people through great software -- any time, any place and on any device.

About Exodus Communications

Exodus Communications is the leading provider of complex Internet hosting for enterprises with mission-critical Internet operations. The Company offers sophisticated system and network management solutions, along with professional services to provide optimal performance for customers` Web sites. Exodus manages its network infrastructure via a worldwide network of Internet Data Centers (IDCs) located in North America, Europe and Asia Pacific. More information on Exodus can be found at http://www.exodus.net/.

Note to Editors: Exodus Communications and Exodus are trademarks for Exodus Communications Inc. and may be registered in certain jurisdictions. Microsoft is either a registered trademark or trademark of Microsoft Corp. in the United States and/or other countries. All other trademarks mentioned in this document are the property of their respective owners.


--------------------------------------------------------------------------------
Contact:

Exodus Communications
Melissa Neumann, 408/346-2306
[e-mail]


Thommy

[Joe Rocket]

Und hier die Meldung bezügl. MSFT in Deutsch:

Mittwoch, 29.11.2000, 16:53

Exodus: Großauftrag von Microsoft

Der amerikanische Webhosting-Spezialist Exodus Communications gab heute bekannt, einen Großauftrag vom Softwaregiganten Microsoft bekommen zu haben. Exodus wird demnach einige von Microsofts Internetseiten in seinen Rechenzentren hosten.

Microsoft hat sich den Angaben zufolge mit 45.000 Quadratmetern in einem von Exodus Rechenzentren eingemietet. Beide Firmen erweitern damit ihre seit 1997 bestehende Kooperation. Damals wurde vereinbart, daß Exodus Microsofts eMail-Dienst Hotmail hosten wird.

[Le Chef]

BTW sind 45.000 square feet ( siehe Meldung zu MSFT/EXDS im Original) nicht 45.000 Quadratmeter, sondern ca. 5.000 m³ ! ( 1m entspr. ca. 3,3 Fuß )

Thommy

[LongTermTom]

[audio] Analyst: EXDS Is a Great Value Despite Market Slowdown [1.8 min]
http://biz.yahoo.com/oo/001129/45567.html

[audio] Analyst: MSFT Deal for EXDS - Positive on Stock [1.7 min]
http://biz.yahoo.com/oo/001129/45568.html

[Le Chef]

Robertson Stephens Daily Growth Stock Update for AMTD, EGRP, EXDS, IBAS, SONE and DNA
By: Robertson Stephens
12/4/00 7:29:50 AM

Robertson Stephens covers Ameritrade Corp as a Buy, while lowering their revenue projections for the company. The brokerage firm also comments on E*Trade, Exodus Communication, Caliper Technologies, iBasis and S1 Corporation. Read their ratings for these companies and the reasoning behind those assignments in today`s Robertson Stephens section of our broker center.

.................................

Exodus Communication, Inc.
NASDAQ: EXDS $24.25
Strong Buy
Richard Juarez, eCommerce Infrastructure Services
“Our quantitative analysis indicates that the basic economics of the hosting model are attractive for two fundamental reasons: the advantages to businesses of outsourcing their web applications to a third party range from 4x to 6x - attractive to any business trying to reduce costs to remain competitive, and our same-store analysis indicates that a model 50,000-square-foot data center yields a 10-year IRR of 19%, assuming 10-year average EBITDA margins of only 20%,” said Juarez. “More importantly, these returns were generated assuming only an 10-year average monthly revenue per server of $2,100 and a 10-year average annual revenue per customer of $251,000. This analysis clearly indicates that this is a solid long-term business. We believe that Exodus’s future revenues and margins will be enhanced due to the company’s aggressive transition into an integrated Infrastructure Utility Provider (IUP), capable of delivering turnkey managed application services, including access, hosting, and value added applications. We believe that the recent weakness in the company’ share price has created an attractive entry point for investors. Our target price of $67 is based on 15x the company’s projected 2001 revenues of $1.9 billion. We reiterate our Strong Buy recommendation and would recommend prudently building a position and would be an aggressive buyer on any significant weakness.”


..........................

Link : http://www.cnetinvestor.com/yahoonews/newsitem-yahoo.asp?SYM…

Thommy

[LongTermTom]

Monday December 4, 8:03 am Eastern Time
Press Release
SOURCE: MDISource

MDISource(TM) Joins Exodus` Powered by Exodus(TM) Program

MENLO PARK, Calif., Dec. 4 /PRNewswire/ -- MDISource(TM), a netmarket maker providing procurement solutions for the Medical Device Industry, today announced that it has joined the Powered by Exodus(TM) Marketing Alliance Program from Exodus Communications (R), Inc. (Nasdaq: EXDS - news), a leader in complex Internet hosting and managed services. By joining the Powered by Exodus program, MDISource joins a select group of Exodus® customers chosen to participate in joint marketing efforts with Exodus.

``MDISource is committed to offering our clients the highest quality of service and reliability with our MDIPro procurement solution,`` said Faisal Mushtaq, chief technology officer for MDISource. ``By joining Powered by Exodus, our commitment to security, reliability, bandwidth and industry expertise is reinforced.``

``Exodus is proud to have MDISource as a member of our Powered by Exodus program,`` said Beverly Brown, executive vice president and chief marketing officer for Exodus. ``By participating in joint marketing efforts with MDISource, we will bring additional value to the rapidly expanding Exodus Community while continuing to provide complex hosting services, network and value-added managed services.``

About MDISource

MDISource is a sophisticated neutral netmarket maker for the $160 Billion worldwide market of medical device manufacturers. This netmarket helps participants simplify and streamline communication and transactions, providing greater access to product & service catalogs and the capability to procure and manage custom product sourcing. Driven by experience of over 70 years in the medical device industry and internet-based commerce, this netmarket offers best-of-breed functionality and increased efficiency within one of the most fragmented market segments. MDISource enables B2B integration among participants using XML and Internet-EDI technologies creating supply-chain and demand-chain efficiencies. Mir Imran is the founder and CEO of MDISource. Please visit www.mdisource.com for more information.





Tuesday December 5, 9:00 am Eastern Time
Press Release
SOURCE: Uniglobe.com Inc.

Uniglobe.com teams with Exodus to bring faster, more reliable service to customers

SEATTLE, WA, Dec. 5 /CNW/ - Online travel leader and cruise specialist Uniglobe.com Inc. (OTCBB:UGTRF and CDNX:UTO.B) is now utilizing Exodus Communications, Inc. (NASDAQ:EXDS - news), a leader in complex Internet hosting and managed services, for its network and Web site management. By choosing Exodus, Uniglobe.com is able to offer optimal performance and faster response time to customers on its highly acclaimed Web site.
"Working with Exodus allows us to focus on exceeding our customers` expectations," said Michael Dauberman, Executive Vice President of Uniglobe.com. "We anticipate faster response times on the Uniglobe.com servers, making Uniglobe.com a much more nimble company positioned for substantial growth."

Uniglobe.com has located its servers in one of Exodus` state-of-the-art Internet data centers, staffed round-the-clock to handle any service disruptions, which will provide better service to Uniglobe.com`s customers.

As Uniglobe.com`s Web site traffic increases, its bandwidth usage can automatically grow with Exodus. Uniglobe.com can use however much it needs in a given month, reducing costs associated with dedicated circuits and positioning Uniglobe.com to better manage its bandwidth while catering to the needs of its customers.

"We are pleased to be working with Uniglobe.com," said Beverly Brown, Executive Vice-President and Chief Marketing Officer of Exodus. "The Exodus network offers secure and reliable Internet connectivity and as a result, users accessing Uniglobe.com`s site located at Exodus will enjoy improved service."

In addition, the use of Exodus hardware and software solutions ensures that visitors to Uniglobe.com experience a high availability of the Web site and faster response times due to automatic distribution on the individual servers.

About Uniglobe.com

Uniglobe.com Inc. (CDNX:UTO.B and OTCBB:UGTRF) is a full-service Internet travel site that specializes in cruises. The Company caters to leisure and business travelers offering direct access to air, car, hotel, and cruise bookings. All Uniglobe.com customers are supported via e-mail, live-chat, and an 800 number connecting to live agents 24 hours a day, seven days a week. The Company`s focus on cruising and overall travel services has resulted in a number one cruise industry ranking and a number three overall travel agency site ranking by Gomez, the leading Internet quality measurement firm. Uniglobe.com has also been included in Conde Nast Traveler`s 50 Essential Travel Sites list. Strategic partners include Amadeus, Atevo, Avaya, DoubleClick, Exodus, Galileo, GetThere, Hotel Reservations Network, Hotwire, inntopia.com, Tripeze.com, and Yahoo!. The Company`s largest shareholder, Uniglobe Travel (International) Inc., is the world`s largest single brand travel franchise organization with 1,100 locations in more than 20 countries.


Gruss
LTT

[LongTermTom]

Wednesday December 6, 10:17 am Eastern Time
Press Release

Predictive Networks Selects Exodus to Provide Hosting for Network-Based Targeting and Personalization

CAMBRIDGE, Mass.--(BUSINESS WIRE)--Dec. 6, 2000--Predictive Networks, Inc., a leader in network infrastructure for targeting and personalization, today announced it has selected Exodus Communications®, Inc. (NASDAQ:EXDS - news), the leader in complex Internet hosting and managed services, to provide hosting services for its network-based server applications. Predictive Networks(tm) has developed network infrastructure for highly precise targeting and personalization over the Internet, as well as cable television, wireless networks, and other digital media environments.

``Predictive Networks is aggressively expanding the industry`s first infrastructure-based, cross-network solution for targeting and personalization,`` said Arthur Rascon, Executive Vice President, Predictive Networks. We`ve chosen Exodus® as our hosting provider for their global presence, scalability, close proximity and market leadership - by outsourcing this mission-critical Internet hosting portion of our service to the experts, we can focus on expanding our infrastructure to new networks.``

Predictive Networks is a leading provider of infrastructure-based, highly targeted, personalized content delivery services. Unlike other approaches to targeting and personalization, Predictive Networks does not rely on surveys, cookies or profiles, but creates unique, artificial intelligence-based Digital Silhouettes(tm), highly characterized cyberidentities which utilize clickstream data on the web, cable television and other digital environments to provide realtime, behavioral analyses of end user`s interests and characteristics. Privacy is protected through technology that requires users to opt in, makes them identifiable only by random anonymous ID numbers, then discards all clickstream data after analysis. Additionally, Predictive Network`s solution is unique because it is embedded as an overlay at the network level, instead of at individual web sites or portals, enabling the creation of an intelligent or ``smart network`` for targeting and personalization. Finally, in delivering its services, Predictive Networks does not circumvent, but partners with service providers, allowing them to generate new revenue from enhanced services and leverage the company`s highly precise, common approach to targeting and personalization.

With service offerings from Exodus, Predictive Networks benefits from a network of state-of-the-art server hosting facilities, tailored to meet the unique demands of its sophisticated, multi-vendor, mission-critical Internet operations. Exodus also provides advanced, proprietary security technologies and services that will help protect the Predictive Network.

``Exodus is pleased to provide hosting and managed services for Predictive Networks` unique technology for personalized, privacy-enhanced content delivery,`` said Sam Mohamad, president of worldwide sales and international field operations for Exodus. ``By leveraging Exodus` services, Predictive Networks can continue to focus on making personalization on the Web a reality.``

Exodus, the leader in complex Internet hosting and managed services, hosts mission-critical Internet operations for more than 3,700 companies worldwide in the world`s largest global network of Internet Data Centers. Exodus provides a variety of services, including system and network management solutions and professional services, to help ensure optimal performance, availability and security for customers` Web sites.

About Predictive Networks

Predictive Networks is a leading provider of network-based, highly targeted, personalized content delivery services. The company`s patent-pending artificial intelligence technology and network infrastructure make it possible for advertisers and other content providers to reach their desired audiences with unprecedented levels of precision. The company partners with service providers, enabling them to generate additional revenue by delivering high-value, high-margin services, such as e-commerce. Predictive Networks is privately held. Among the company`s channel partners are AT&T WorldNet® (NYSE: T - news) and PSINet (NASDAQ: PSIX - news). Predictive Networks, Inc. is located at 689 Massachusetts Avenue in Cambridge, Massachusetts. For more information please call 617-575-4700 or visit the company`s web site at http://www.predictivenetworks.com.

[dubbel]

Ich vertraue der Aktie und dem Unternehmen voll und ganz; in den nächsten 18 Monaten sind die alten Höchststände wieder locker drin.

[Le Chef]

Gute News heute :

Monday December 11, 8:36 am Eastern Time
Press Release
Exodus Communications Added to Nasdaq-100 Index
SANTA CLARA, Calif.--(BUSINESS WIRE)--Dec. 11, 2000--Exodus Communications (R), Inc. (Nasdaq:EXDS - news), the leader in complex Internet hosting and managed services, announced today that the Company has been added to the Nasdaq-100 Index®, effective with the market open on Dec. 18, 2000. The Nasdaq-100 represents the largest and most actively traded non-financial stocks on the Nasdaq Stock Market®.

``Exodus® is proud and honored to be added to the Nasdaq-100 Index,`` said Ellen M. Hancock, Exodus` chairman and CEO. ``We believe that Exodus` inclusion in the index not only demonstrates the strength of the Company, but also the complex web hosting market.``

According to Nasdaq, shares of Exodus, along with all other Nasdaq-100 Index companies, will be included in the Nasdaq-100 Index Tracking Stock(SM) (Amex:QQQ - news), which are securities that represent ownership in the Nasdaq-100 Trust(SM). The Trust holds a portfolio of equity securities that compose the Nasdaq-100 Index and aims to provide investment results that generally correspond with its performance.


Grüße ,

Thommy

[TantanaC19]

VON DRAUß VOM WALDE KOMM ISCH HEAR!!!
ISCH MUß EUSCH SAGEN ES WEIHNACHTET SEHAR!!!!!
ALLÜBAALL AUFF DEN CHARTVERLAUFSSPITZEN SAH ISCH GÜLDENE $$$$$$$$$$$$$$$$$$$$ SITZEN

[LongTermTom]

Tuesday December 12, 8:06 am Eastern Time
Press Release

Exodus Announces Streaming Media Performance Monitoring for Real Networks and Microsoft Streams

Expanded Offering Allows Company to Measure Stream Performance of Top Three Stream Formats
SANTA CLARA, Calif.--(BUSINESS WIRE)--Dec. 12, 2000-- Exodus Communications®, Inc. (Nasdaq:EXDS - news), the leader in complex Internet hosting and managed services, today announced the expansion of its Streaming Media Performance Monitoring service to include measurement of Real Networks and Microsoft streaming media formats. Tentatively scheduled to be commercially available in Q1 2001, this capability, along with the existing solution for Apple QuickTime streams, allows Exodus to measure the performance quality of streaming audio and video of the top three stream formats.

``Exodus® is responding to the increasing demand for complex streaming services,`` explained Andy Kamlet, director of product management for Exodus` Performance Optimization group. ``This enhanced performance monitoring service, combined with Exodus` Streaming Media Design and Delivery services, as well as our testing capabilities for streaming content, enables Exodus to offer the most comprehensive streaming media solution available on the market today.``

Metrics That Make A Difference

Designed for stream hosters, content distribution networks and encoders, and content producers and owners, Exodus` Streaming Media Performance Monitoring service will provide critical metrics that users can view in various ways to monitor stream quality and troubleshoot problematic areas of performance. The service offers performance measurement relative to an established Performance Notification Threshold (PNT) value, set by the user based on a number of critical stream statistics, which vary by stream type. Based on these specified values, Exodus provides users with e-mail notification of performance problems when established threshold levels are crossed, allowing the responsible parties to address performance issues before they become serious.

In-Depth Analysis for Proactive Resolution

Without proactive monitoring and reporting, companies have limited ability to manage the performance and quality of the delivery of their streaming media. Unrecognized performance problems can result in lost customers, lost opportunity, lost revenue and a damaged brand.

Exodus` Streaming Media Performance Monitoring service will provide an in-depth analysis of the quality of stream delivery available. The service gives companies access to quantifiable and objective customer experience information, enabling them to identify poor performance, attribute accountability to those responsible and remedy errors quickly and accurately. Because the media format utilized determines the metrics that are measured, Exodus offers different monitoring and reporting capabilities for each type of stream to provide companies with the metrics that are crucial to their online success.

This service also provides in-depth analysis and quantifiable metrics of stream delivery quality through the following features:

Multiple media stream measurements provide an accurate, big picture representation of stream delivery quality;
Error source data enables users to identify errors quickly and accurately for more precise troubleshooting;
Performance measurements of internal and external systems and providers help identify poor performance and attribute accountability to those responsible;
Status monitoring measures performance relative to a user-established threshold;
Flexible, auto-escalating notification of performance status notifies responsible and need-to-know parties before problems arise;
Measurements from Data Collection Agents deployed across a global monitoring network mirror the customer experience objectively from a global, regional, or local perspective.
``As Web-based businesses begin to add more sophisticated multimedia content to their sites, the availability of a comprehensive, versatile streaming performance solution that provides information in real-time becomes crucial,`` added Kamlet. ``Exodus` Streaming Media Performance Monitoring provides services for archived, live and on-demand streaming audio and video content based on the three most popular stream formats, on a 24 hour per day, seven day per week basis.``

[LongTermTom]

Ergaenzung zur NAS-Aufnahme.

Neu aufgenommen werden:

BEA Systems (BEAS)
Check Point Software (CHKP)
Millennium Pharmaceuticals (MLNM)
Exodus Communications (EXDS)
Flextronics (FLEX)
Rational Software (RATL)
Human Genome Sciences (HGSI)
Mercury Interactive (MERQ)
IDEC Pharmaceuticals (IDPH)
Inktomi (INKT)
Abgenix (ABGX)
TMP Worldwide (TMPW)



Diese fliegen raus:

Adaptec (ADPT);
American Power Conversion (APCC);
Apollo Group (APOL);
Dollar Tree Stores (DLTR);
Herman Miller (MLHR);
Legato Systems (LGTO);
Network Associates (NETA);
Northwest Airlines (NWAC);
PacifiCare Health Systems (PHSY);
Quintiles Transnational (QTRN);
Sigma-Aldrich (SIAL);
Synopsys (SNPS).


(ohne Gewaehr)

[LongTermTom]

Tuesday December 12, 9:58 pm Eastern Time
Hitachi denies in Exodus investment talks
TOKYO, Dec 13 (Reuters) - Japanese electronics maker Hitachi Ltd denied on Wednesday it was talking with Exodus Communications Inc (NasdaqNM:EXDS - news) with an eye on investing in the U.S. firm`s data centre business in Japan.

That followed a report in the business daily Nihon Keizai Shimbun that Exodus, the world`s largest data centre business company, would tie with Hitachi and Internet investor Softbank Corp .

The two Japanese firms would invest in Exodus` web hosting business in Japan, next spring, the paper added.

``We have received no request from Exodus for investment,`` said a Hitachi spokesman.

Softbank said nothing had been decided regarding such investment and declined to comment further.

In September, Exodus said it would form a joint venture with Asia Global Crossing (AGC) to provide web hosting services in Asia and take over its data centre business in Japan, owning 67 percent against AGC`s 33 percent.

AGC is a joint venture between U.S. communication network service provider Global Crossing Ltd (NYSE:GX - news), U.S. software giant Microsoft Corp (NasdaqNM:MSFT - news) and Softbank.

Shares in Hitachi ended the morning 0.98 percent higher at 1,132 yen while Softbank fell 5.71 percent to 4,790 yen. The broad TOPIX index fell by 1.03 percent.

[LongTermTom]

Dec 19,2000


Exodus Communications Plans
To Expand Further Into Asia
By Robert A. Guth
Staff Reporter of The Wall Street Journal

TOKYO -- Exodus Communications Inc., which over the past year has moved into Japan, is exploring ways to enter other markets in Asia, including China and Singapore, the company`s chief executive said.

"We`ve had teams of people in Australia, Singapore and China as well as Hong Kong, talking to people," said Exodus Chief Executive Ellen Hancock. "I don`t think it would be a surprise to people that we want to be in those territories and if it made sense that we`d be able to strike a deal with them."

Ms. Hancock wouldn`t say when she expects to complete a deal in those countries.

Exodus, of Santa Clara, California, is the world`s largest provider of data centers, which are large buildings that house other companies` computer systems. The data center business is booming as growing numbers of companies offload the running of their computer systems and Web operations to data centers.

Exodus last year made its first moves into Japan with the purchase of Internet service provider Global Online. Last week the company closed a deal to buy a building in Tokyo to house its first Japanese data center.

Ms. Hancock said she expects Exodus will get a boost in Japan from its recent deal to buy Global Center, the data center business of submarine cable operator Global Crossing Ltd. The deal will give Exodus access to Global Crossing`s data center in Japan, she said.

World-wide, Exodus is trying to expand through acquisitions, she said. In particular, the company hopes to beef up its consulting business by buying small consulting companies, she said. In addition, the company is interested in buying other Web hosting companies and technology companies that help boost the services Exodus offers at its data centers, she said.

In Asia the company is looking for partners to help get a foothold in key markets, she said, but declined to provide details.

"I believe that for us to grow in this region, whether it is Tokyo or Singapore or China or Hong Kong, we do need partners," she said.

[LongTermTom]

Wednesday January 3, 8:03 am Eastern Time
Press Release
SOURCE: TeleGea, Inc.
TeleGea Joins Exodus Alliance Partner Program Bringing Complex Web-Hosting Services to TeleGea Emporium Customers
WALTHAM, Mass., Jan. 3 /PRNewswire/ -- TeleGea, Inc. a leading provider of telecom e-business solutions, today announced it has joined the Exodus Communications® (Nasdaq: EXDS - news) Partnering for Success Alliance Partner program. Under the agreement, TeleGea will refer its service provider customers to Exodus® for Internet hosting services. As an Exodus Alliance Partner, TeleGea can help its customers quickly launch an e-business environment using one of the leading managed hosting services in the industry.

As part of the Partnering for Success Alliance, TeleGea will belong to the Exodus Alliance Exchange, a program that provides the opportunity for partners to build relationships and pursue business opportunities with other Alliance Exchange members. The Exchange provides multiple opportunities for its 1,300 partners to share qualified customer referrals and work closely together within Exodus Internet Data Centers (IDCs) to service customers` mission- critical Internet operations.

``We are excited to add TeleGea to our elite Alliance Program,`` said Chris Arisian, senior vice president, worldwide alliances and strategic sales for Exodus. ``We look forward to a relationship in which Exodus and TeleGea can work together helping service providers sell and deliver their services online reliably and with optimal performance.``

``TeleGea is building a strong base of partnerships to bring telecommunications service providers online,`` said Bob Simonton, TeleGea`s director of partner management. ``We are partnering with best-in-class companies like Exodus to provide reliable, secure hosting support for our customers.``

Exodus, a leader in complex Internet hosting and managed services, hosts mission-critical Internet operations for more than 3,700 companies worldwide in the world`s largest global network of Internet Data Centers.

About TeleGea

TeleGea, Inc. is a leading provider of communication e-business solutions. Leveraging the power of XML, the company has developed an e-business software platform that enables the online sale, delivery and management of communication services through online distribution networks, e-marketplaces or directly to customers. With the TeleGea Emporium platform, Communication Service Providers (CSPs) can quickly establish an enterprise-grade, e-commerce presence resulting in new revenue opportunities, improved customer satisfaction, and more efficient business processes. TeleGea`s headquarters are in Waltham, Massachusetts. Visit TeleGea at: http://www.telegea.com .





Wednesday January 3, 11:19 am Eastern Time
Press Release
Emerald Technologies Joins Exodus Alliance Partner Program
AUSTIN, Texas--(BUSINESS WIRE)--Jan. 3, 2001--Emerald Technologies Inc., a leading provider of professional consulting and software development services, today announced it has joined the Exodus Communications® (Nasdaq:EXDS - news) Partnering for Success Alliance Partner program.

Under the agreement, Emerald Technologies will refer customers to Exodus® for Internet hosting services. As an Exodus Alliance Partner, Emerald Technologies can expand its reach to customers through the Exodus Alliance community.

``We provide our clients with a full spectrum of consulting services including business analysis, design, development, testing, and training across our customer relationship management, sales force automation, and e-commerce practices,`` said Scott Artman, President of Emerald Technologies. ``As part of the Exodus Alliance Partner program, we have the opportunity to extend our reach into the technology community by developing relationships and pursuing business opportunities with the elite group of Alliance community members involved in the Alliance Exchange.``

``We`re excited about our Alliance Agreement with Emerald Technologies. We`re confident we can supply Emerald`s clients with comprehensive Internet operation solutions,`` said Chris Arisian, senior vice president, worldwide alliances and strategic sales for Exodus.

By working with leading-edge companies like Exodus, Emerald Technologies delivers solutions to the complex problems faced by businesses in today`s highly competitive environment. As an Alliance Partner, Emerald will have access to the Exodus Alliance Exchange, an online community that enables Exodus partners and customers to build relationships and pursue business opportunities with other Alliance Exchange members. Through the Alliance Exchange, Emerald can market to other partners and customers across Exodus` global network of IDCs. Emerald is now poised to offer systems and network managed services including overall system performance evaluations, network architecture design and implementation, and a comprehensive security assessment.

About Emerald Technologies Inc.

Emerald Technologies provides professional consulting and software development services to companies seeking customer relationship management, sales force automation and e-commerce solutions. Emerald Technologies utilizes a proven process to understand the business challenges facing their clients and to deliver solutions designed to meet those challenges.

Source: Emerald Technologies Inc.

[LongTermTom]

Wednesday January 10, 8:03 am Eastern Time
Press Release
SOURCE: FirstWorld Communications, Inc.
FirstWorld Names John Harper as CTO; FirstWorld Appoints Respected Exodus Executive to Management Team
DENVER, Jan. 10 /PRNewswire/ -- FirstWorld Communications, Inc. (Nasdaq: FWIS - news), a provider of outsourced data center, Web and application hosting solutions for businesses, announced today the selection of John Harper as its new Chief Technology Officer.

(Photo: http://www.newscom.com/cgi-bin/prnh/20000629/WORLDLOGO )
Harper brings to FirstWorld more than 16 years experience with Web and application hosting, including information system design, application design and deployment, distributed computing architecture development, and application and systems integration. Most recently, Harper served as vice president of systems engineering for Exodus Communications (Nasdaq: EXDS - news), a global provider of data centers and managed Web and application services. At Exodus, Harper was responsible for systems engineering and business development, and was strategically involved with the Company`s launch of professional managed services, and was instrumental with numerous major account successes. In addition, Harper was responsible for the technical and strategic design of the company`s benchmark 200,000 square foot Texas data center, in Austin. During Harper`s tenure with Exodus, the company significantly increased its data center presence and expanded globally.

The announcement of John Harper as CTO follows the Company`s recent appointments of Tom McGrath, former president of SBC DataCom as FirstWorld`s president and CEO, and Steve Butler, former financial executive of United Pan-Europe Communications as CFO. The addition of Harper completes FirstWorld`s senior executive team and further positions the Company as a leading provider of mission critical Web and application hosting services. FirstWorld currently operates nine U.S. data centers with nearly 250,000 gross square feet in Colorado, Texas, California, Oregon and Utah.

``People within the complex hosting industry will recognize the importance of John coming to FirstWorld,`` said Tom McGrath, president and CEO of FirstWorld. ``John`s reputation and skills are widely regarded in the marketplace, and we are proud to have him on board. I am confident that his leadership and strategic experience as well as his background in network design, managed services and business development will build on our momentum and establish the Company as a leader within this industry. With FirstWorld`s management team in place, a strong financial position, the development of advanced managed services and nine state-of-the-art data centers up and running, we believe that the Company has a significant competitive advantage.`` McGrath also noted the Company expects to announce updated financial guidance for the new fiscal year by the end of January.

``FirstWorld is committed to providing businesses with the most advanced, secure and reliable managed services and data center solutions available, and I am excited about being a part of this executive team,`` said John Harper. ``The market for mission critical Web and application hosting is going to experience explosive growth over the next several years and I believe that FirstWorld`s strengths will enable it to be a driving force within the industry.``

Before joining Exodus, Harper consulted for both HotMail and GeoCities and served in executive positions at Genuity, where he managed the technical deployment of seven data centers, two network operations centers and dual 45 megabits of fully meshed ATM networks. In addition, Harper managed multi-million dollar projects for Texas Utilities, San Diego Data Processing and Microsoft. Harper earned a bachelor`s degree in computing information systems from North Texas State University.

About FirstWorld

FirstWorld Communications, Inc., headquartered in Denver, Colo., is a provider of outsourced data center, Web and application hosting solutions for businesses. FirstWorld operates nine state-of-the-art data centers that host, monitor and maintain mission critical Web sites, e-commerce platforms and business applications. For more information, visit FirstWorld`s Web site at www.firstworld.com.






Wednesday January 10, 9:18 am Eastern Time
Press Release
Exodus Completes Acquisition of GlobalCenter
SANTA CLARA, Calif.--(BUSINESS WIRE)--January 10, 2001--Exodus Communications,® Inc. (Nasdaq:EXDS - news) announced today that it has completed its acquisition of GlobalCenter® Inc., a wholly owned, indirect subsidiary of Global Crossing Ltd. (NYSE:GX - news), for approximately 108 million shares of Exodus® common stock. The stockholders of Exodus voted overwhelmingly in favor of the issuance of the shares in the merger. Approximately 98% of the shares voted were in favor of the proposal. Exodus expects the transaction to be accretive to Exodus` EBITDA in 2001. The transaction will be accounted for as a purchase.

Ellen Hancock, chairman and chief executive officer of Exodus, said, ``This combination gives us the scale, scope and global presence to extend our leadership position as a mission-critical Web hosting and managed services provider. With GlobalCenter, we have a far larger customer base and an expanded pool of highly skilled and dedicated employees. Combined, we will have approximately 4000 customers to cross-sell Exodus managed services. Our strategic partners include Cisco, Compaq, Dell, Inktomi, Microsoft, Oracle and Sun Microsystems. These characteristics set Exodus apart from other companies in our industry and will enable us to continue to provide leading managed Web hosting solutions and services to our customers while expanding our worldwide network of Internet Data Centers.``

As previously announced, Exodus and Global Crossing also signed a 10-year network agreement, under which Exodus receives preferred pricing on all network services and assets offered by Global Crossing, including long haul, local loop and dark fiber.

In addition, Exodus and Asia Global Crossing are in the process of forming a joint venture. The joint venture is expected to provide Exodus with growth opportunities through Asia Global Crossing`s relationships with companies such as Softbank and Microsoft.






Wednesday January 10, 9:52 am Eastern Time
Press Release
Global Crossing Completes Sale of GlobalCenter to Exodus
-- Global Crossing receives 108.2 million Exodus shares, representing a 20% equity interest in Exodus.
HAMILTON, Bermuda--(BUSINESS WIRE)--Jan. 10, 2001-- -- Exodus to purchase at least 50% of all future network capacity

needs outside of Asia from Global Crossing.

-- Exodus and Asia Global Crossing form joint venture in Asia, with

the intent that at least 67% of venture`s networking needs are to

be purchased from Asia Global Crossing.

-- Tom Casey, Chief Executive Officer of Global Crossing, to join

Exodus Board of Directors.

Global Crossing Ltd. (NYSE:GX - news), which provides integrated telecommunications solutions over the world`s most extensive global IP-based fiber optic network, today announced that it has completed the previously announced sale of its GlobalCenter web hosting subsidiary to Exodus Communications (Nasdaq:EXDS - news).

Under the terms of the agreement, Global Crossing received 108.2 million Exodus common shares, representing an approximately 20% equity interest in Exodus. Tom Casey, Chief Executive Officer of Global Crossing, will also join the Board of Directors of Exodus.

As part of the transaction, Exodus has committed to a 10-year network services agreement under which it will purchase from Global Crossing 50% or more of all of its future network capacity needs outside of Asia. Exodus and Global Crossing have also entered into a long-term global marketing services agreement under which Global Crossing will offer and co-brand Exodus` web hosting services to its customers.

In addition, Exodus and Asia Global Crossing have formed a joint venture to provide complex web hosting and managed services in Asia. Exodus owns 67% of the venture and Asia Global Crossing owns 33%. Both companies intend to contribute all their Asian region web hosting assets to the joint venture and Asia Global Crossing will be the primary network provider, and the parties intend that Asia Global Crossing supply at least 67% of the new venture`s networking needs.

Tom Casey, Chief Executive Officer of Global Crossing, said, ``The Exodus/GlobalCenter combination creates a web hosting leader of unparalleled scale, scope and global reach. Exodus` commitment to use Global Crossing as its primary network provider worldwide will provide Global Crossing with a major long-term revenue source that we believe will generate at least $4-5 billion in revenues over the next decade. In addition, under our joint marketing agreement, Global Crossing will now be able to offer our customers Exodus` significantly enhanced portfolio of mission-critical complex web hosting services along with our own sophisticated data and IP service offerings. We look forward to a close working relationship.``

About Global Crossing

Global Crossing Ltd. provides integrated telecommunications solutions over the world`s most extensive global IP-based fiber optic network, which will have more than 100,000 route miles, reaching five continents, 27 countries and more than 200 major cities by mid-2001. Global Crossing serves many of the world`s largest corporations, providing a full range of managed data and voice products and services. Global Crossing operates throughout the Americas, Europe, and Pacific region, and provides services in Asia through its subsidiary, Asia Global Crossing. For more information, please visit www.globalcrossing.com or www.asiaglobalcrossing.com.

[LongTermTom]

Wednesday January 10, 5:24 pm Eastern Time
Press Release
congruency, Inc. Selects Exodus Communications to Host Next Generation VoIP Network
ROCHELLE PARK, N.J.--(BUSINESS WIRE)--Jan. 10, 2001--congruency, Inc., the premier Communications Application Service Provider (CASP), has selected Exodus Communications®, Inc. (NASDAQ: EXDS - news), the leader in complex Internet hosting and managed services, to host its advanced and highly scalable VoIP platform for end-to-end IP telecommunications.

``We selected Exodus to host our advanced VoIP telecommunication system based on Exodus` top-quality managed services, redundant infrastructure and network management solutions,`` said Ralph Hayon, President and CEO of congruency. ``The Exodus offering, combined with our unique software-based VoIP system, allows us to provide businesses with next-generation telecommunications services over public and private IP data networks.``

Exodus® hosts congruency`s VoIP networking platform, including the company`s innovative VoIP telecommunications and applications software that allows for simple customization and deployment of new and advanced services for IP telephones, appliances and communication Web portals.

``We are excited to provide our expertise to congruency in the fast growing market of hosted VoIP services,`` said Beverly Brown, executive vice president and chief marketing officer of Exodus. ``Our infrastructure support will help congruency achieve its business goals.``

Exodus, the leader in complex Internet hosting and managed services, hosts mission-critical Internet operations for more than 3,700 companies worldwide in the world`s largest global network of Internet Data Centers. Exodus provides a variety of services, including system and network management solutions and professional services, to help ensure optimal performance, availability and security for customers` Web sites.

congruency is the premier CASP - Communications Application Service Provider - providing hosted VoIP infrastructure services and platforms to broadband data carriers and other organizations wishing to provide end-to-end IP telecommunications. Services include hosted telephony solutions over VPNs and IP Centrex over public or private broadband networks. Advanced services include IP voice mail with unified messaging, conferencing, as well as new and innovative services, such as delivery of targeted visual content and applications to browser-enabled devices like the company`s touch screen i.Picasso 6000 IP Phone with the quality and reliability expected by business enterprises. Based in Rochelle Park, N.J., congruency has development offices in Petah-Tikva, Israel and can be reached on the Web at www.congruency.com.



Exodus Comms downgraded by Janney Mntgmy Scott
from Buy to Accumulate
http://biz.yahoo.com/c/20010111/d.html?exds




Friday January 12, 4:44 pm Eastern Time
Press Release
Exodus Announces Fourth Quarter 2000 Results Conference Call
SANTA CLARA, Calif.--(BUSINESS WIRE)--Jan. 12, 2001--Exodus Communications(TM), Inc. (NASDAQ:EXDS - news), the leading provider of complex Internet hosting and managed services for enterprises with mission critical Internet operations, will be holding a teleconference to discuss its fourth quarter 2000 results with Ellen Hancock, chairman and CEO, and Marshall Case, EVP and CFO.

DATE/TIME:


Wednesday, January 24, 2001
5:00 p.m. EST/2:00 p.m. PST

TELECONFERENCE INFORMATION:

To participate in the teleconference please call: 719/457-2621

Please call at least 15 minutes prior to the conference is set to begin.

WEBCAST INFORMATION:

The live audio Webcast will be available at 5:00 p.m. EST/2:00 p.m. PST. Details on how to access the live audio Webcast can be found within the ``Investor Relations`` at www.exodus.net/investor_relations/.

REPLAY INFORMATION:

A replay of the teleconference will be available beginning Wednesday, January 24 at 8:00 p.m. EST/5:00 p.m. PST via telephone and audio Webcast through January 31, 12:00 a.m. EST/9:00 p.m. PST. To listen to the replay by phone, call 719/457-0820 and enter passcode 634205. The replay of the audio Webcast can be found within the ``Investor Relations`` section of the Exodus Web site at www.exodus.net/investor_relations/.

[LongTermTom]

Tuesday January 16, 5:30 am Eastern Time
Press Release
SOURCE: Epoch Partners, Inc.
Epoch Partners Issues Earnings Preview Note on Equinix, Exodus Communications And StorageNetworks
Note Highlights Upcoming Earnings Announcements for Equinix (Nasdaq: EQIX), Exodus Communications (Nasdaq: EXDS) and StorageNetworks (Nasdaq: STOR)
SAN FRANCISCO, Jan. 16 /PRNewswire/ -- The following is being issued by Epoch Partners, a member of the National Association of Securities Dealers, CRD number 103899:

Epoch Partners, Inc., today announced it has published an earnings preview note for companies in the Broadband and IP Data Services sector. Investors can access the research note for free through the Epoch Web site (www.epoch.com).

The note, issued by Mark Langner, Senior Research Analyst for Broadband and IP Data Services, highlights three main points for investors:


-- We are expecting decent quarterly results, but the focus will be on the
current quarter and year-end 2001 forecasts.
-- Providers with complex and long sales cycles have the most exposure in
a slowing economic environment.
-- We continue to recommend stocks with strongest long-term fundamentals
with "buffer" capital to weather interim downturn.


Broadband and IP Data Services Research Coverage

Investors can visit Epoch`s Web site for an in-depth analysis of the Broadband and IP Data Services industry and to read research coverage on the following public companies in this sector: Akamai Technologies, Covad Communications, Digital Island, Equinix, Exodus Communications, InterNAP, Level 3 Communications, NorthPoint Communications and StorageNetworks. In addition, investors can be added to the Broadband Services email alert system, which alerts investors to new research in the Broadband Services sector. To be added to this alert system visit http://pluto.sparklist.com/scripts/lyris.pl?join=epochbroadb… Full research on these and other companies under coverage by Epoch is available for free to investors at www.epoch.com.

About Epoch`s Research Product

A team of industry-focused analysts creates Epoch`s proprietary Research. This team covers four technology sectors including Broadband and IP Data Services, Communications Equipment, Software and Internet. In addition to providing analysis of company and industry fundamentals and valuation, Epoch also filters and aggregates third party information. This third-party information includes hyper links to news including articles, company slide presentations and press releases, and multimedia content including audio and video clips of conference calls and interviews with company management. While Epoch`s research does express a clear investment thesis, Epoch does not use traditional Wall Street ratings to express that opinion. Rather than rating companies and setting price targets, Epoch provides a comprehensive industry analysis and explanation of a sector, the business plan and merits, and the valuation drivers.

Epoch`s Research provides investors with a complete and up-to-date viewpoint on a company and its valuation drivers and is available free to investors through the Epoch Web site. For the first time, institutional-quality Research reaches electronically connected technology investors.

About Epoch

Epoch Partners is a technology-enabled investment bank focused on high-growth companies and electronically connected institutional and individual investors. Epoch`s unique approach to investment banking includes using technology to provide superior market intelligence to issuers and investors. For issuers, Epoch uses proprietary data to improve the pricing and distribution of securities. For all investors, Epoch provides unique research insight by fusing its analysis with relevant third party commentary. For the institutional trading community, Epoch provides enhanced investment and portfolio analysis tools in addition to an unconflicted trading platform.

Through partnerships with Charles Schwab, Ameritrade and TD Waterhouse, Epoch has exclusive access to a fast-growing, electronically connected investor base that consists of more than 10 million accounts. These accounts have combined investable assets of close to 1.5 trillion dollars and account for more than fifty percent of all online assets. Epoch`s investors include its three online brokerage partners and Benchmark Capital, Kleiner Perkins Caufield & Byers, Trident Capital and Reuters Venture Capital.

The information contained herein is based on sources believed to be reliable but is neither all inclusive nor guaranteed by Epoch Partners. Opinions, if any, reflect our judgment at this time and are subject to change. Epoch Partners does not undertake to advise of changes in its opinion or the information. Epoch Partners may perform or seek to perform investment banking services for the issuers of securities which are the subject of our Research. Most of the companies Epoch Partners follows are emerging growth companies whose securities typically involve a higher degree of risk and more volatility than the securities of more established companies. The securities discussed in the Epoch Partners Research may be unsuitable for investors depending on their specific investment objectives and financial situation and needs. No report included in the Epoch Partners Research is a recommendation that any particular investor should purchase or sell any particular security in any amount or at all and is not a solicitation of any offer to purchase or sell from or to any particular investor. For additional information that may be available on the securities mentioned, please contact Epoch Partners.





Tuesday January 16, 8:34 am Eastern Time
Press Release
Exodus Accelerates Content Distribution for Global Companies
Customers from Major Industry Sectors Rely on Exodus Network Acceleration Services Powered by Mirror Image Internet
SANTA CLARA, Calif. & WOBURN, Mass.--(BUSINESS WIRE)--Jan. 16, 2001--Exodus Communications®, Inc. (Nasdaq:EXDS - news), the leader in complex Internet hosting and managed services, and Mirror Image Internet, an innovative provider of Internet content delivery services and a subsidiary of Xcelera Inc. (AMEX:XLA - news), today announced that premier companies in publishing, entertainment, online shopping, hardware and software are achieving dramatic improvements in end-user experiences from Exodus® Network Acceleration Services(TM).

Built on Mirror Image`s Content Access Point(TM) (CAP) network and its instaContent Global Distribution services, Exodus Network Acceleration Services enable these customers to instantly scale content distribution for time- and performance-sensitive activities such as online auctions and tournaments, digital image distribution and online commerce, regardless of spikes in demand or Internet events.

Since Exodus began offering the Mirror Image instaContent solution in December 2000, organizations including Corbis, one of the leading digital providers of photography and fine art imagery; OpenSystems, a leading developer of network intelligence software; Teen.com, the premier Web site experience for teenagers and a subsidiary of Youthstream Media Networks (Nasdaq:NETS - news); WorldWinner.com, a revolutionary Web site with skill based online tournament games; and GoodHome.com, a leading e-tailer and consumer resource for home decorating, have deployed the service, to speed millions of end-users` transactions, real-time online interaction, and use of rich digital content.

Exodus Network Acceleration Services are part of the company`s three-tiered distribution platform for high-speed, reliable delivery of Internet content, streaming media and applications; the platform is designed to eliminate latency at every level and eradicate the need to route requests back to the content origin server. According to International Data Corporation, the U.S. content distribution market will increase from $10 million in 1999 to nearly $1 billion in 2004.

``Exodus recognizes that with mass-market-scale adoption of e-commerce, participation in auctions and other consumer activities, content delivery is vital to our customers` success. We are pleased to help leading companies such as Corbis and Open Systems consistently exceed end-users` demands for Web site responsiveness and functionality, and enhance productivity for material gains in performance and return on investment,`` said Ellen M. Hancock, chairman and CEO, Exodus Communications.

``Combining our managed and professional service offerings, state-of-the-art facilities and expertise with the innovative solution from Mirror Image, our powerful global network acceleration and other content distribution capabilities are driving vast improvements in Internet performance, and let customers not only focus on their core business, but develop a strategy for rapid growth,`` said Hancock.

``We are excited about our customer successes, as we work in tandem with Exodus to offer the premier architecture for accelerating Internet content the world over,`` said Cos Santullo, president and CEO, of Mirror Image Internet. ``Together, the Exodus and Mirror Image offerings provide businesses with a clear value proposition and a network acceleration service that goes unmatched in the industry.``

Customer Success: OpenSystems

OpenSystems relies on Exodus Network Acceleration Services to ensure efficient delivery of mission-critical network intelligence software to its end-customers worldwide. More than 3,000 e-business companies, from government agencies to Fortune 100 companies, use OpenSystems` sophisticated Private® Intelligence Suite to identify security threats and analyze traffic for enterprise and employee efficiency improvements, as well as to cache massive volumes of traffic log data.

``Because our customers depend on OpenSystems technology to streamline and safeguard exchange of data, we cannot risk slow, incomplete or inconsistent delivery of our software. Exodus Network Acceleration Services help ensure our customers download OpenSystems solutions quickly and successfully,`` said Ken Reiff, director of marketing at OpenSystems.

``Working with Exodus and Mirror Image has enabled us to significantly enhance our global distribution and grow our business, without dedicating resources to building out our network infrastructure, so we can continue to build on our expertise in network intelligence solutions.``

How Exodus Network Acceleration Services Work

Exodus Network Acceleration Services are made possible through the secure Mirror Image Content Access Point (CAP) network, established around the world and throughout Exodus` Internet Data Center (IDC) network. CAP facilities are strategically located in areas with the highest concentration of end-users and Web traffic, allowing Internet traffic to be distributed to millions of end users significantly faster than traditional traffic flow. To maximize performance, availability and resiliency, each CAP features Mirror Image`s patented technology and state-of-the-art equipment and software from top vendors including Cisco, HP, Oracle and Sun. Powered by this robust network, Exodus Network Acceleration Services deliver unparalleled reliability and security.

Customers` content can be reached via CAPs deployed throughout the Internet at strategic locations where Web traffic and content are greatest. Customers are provided instant scalability to handle unexpected surges in demand around-the-clock. They also receive an accurate report of instances of traffic redirection to CAPs, and are therefore able to determine what data to cache and where to do so based on empiric usage information, as well as to plan a profitable, effective strategy for content development and distribution over time.

Legacy of Performance

Exodus has continued to develop products and services to help its customers boost their Web performance. Exodus made an equity investment in Mirror Image last year with the express purpose of leveraging the company`s CAP technology to significantly improve customers` Web performance. Other recent content performance enhancement developments include Exodus` introduction of streaming media design and delivery services, an array of content storage solutions, performance reliability measurement and monitoring, and participation in the Content Bridge industry alliance. Exodus continues to add professionals with content distribution support expertise to its professional services organization, as well.

Exodus hosts mission-critical Internet operations for approximately 4,000 companies worldwide, in the world`s largest global network of IDCs. Exodus IDCs are designed for 24 x 7 operations in a state-of-the-art physical and technological environment; connectivity comprises a highly redundant Internet backbone and hundreds of network exchange relationships, for bandwidth that far surpasses the needs of Exodus customers, and performance capable of a peak Internet exchange rate of over 13 Gbps. Best-of-breed services encompass security, performance management and monitoring, Internet disaster recovery, site architecture, and round-the-clock monitoring and support.

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.

About Mirror Image Internet

Mirror Image Internet, an innovative provider of Internet content delivery services, consistently offers fast and reliable online content regardless of location or volume demand. Principally owned by Xcelera Inc. (AMEX:XLA - news), Mirror Image Internet serves companies through its headquarters in Woburn, Massachusetts, and major offices in London, Sweden, Frankfurt, Singapore and Tokyo. For more information on Mirror Image and Xcelera, please visit www.mirror-image.com and www.xcelera.com.

[Kapi 77]

Hallo allerseits!

Hat irgendwer von euch Info`s bezüglich den Quartalszahlen die morgen kommen sollen - wirds wieder sell on good news geben oder schauts jetzt bei Exodus langfristig auch schlecht aus - (hab ja schon mal bei 60, 35, und 15 Dollar eingekauft deswegen sollte es wieder einmal aufwärts gehen um - hab jedoch viel gelernt bei diesem Wert -)

Wäre super wenn es wieder mehrere Threads zu Exodus geben würde!

Ciao

[LongTermTom]

Thursday January 18, 10:48 am Eastern Time
Press Release
SOURCE: Arthur Andersen LLP
Arthur Andersen Goes to the Net With AACTS Online(TM) Via Exodus
SARASOTA, Fla., and SANTA CLARA, Calif., Jan. 18 /PRNewswire/ -- Arthur Andersen, a leading global professional services firm, today announced that, Exodus Communications®, Inc. (Nasdaq: EXDS - news), the leader in complex Internet hosting and managed services, is hosting Arthur Andersen`s corporate income tax compliance software known as AACTS(TM). AACTS Online(TM), the Internet offering, provides the same functionality as the client/server product suite, but is hosted remotely and accessed via the Internet.

``AACTS Online is designed for companies that don`t want to deal with issues such as server maintenance, hardware upgrades, back-ups, installs, rollovers and updates,`` said Karl K. Grass, Arthur Andersen partner for AACTS software. ``It`s also an excellent way for corporate tax departments to gain the flexibility of 24x7x365 remote access from any location.``

Arthur Andersen will use Exodus` high-speed, redundant backbone and network management expertise to provide its clients with state-of-the-art infrastructure support and reliability.

``Arthur Andersen is committed to staying at the forefront of technology advances,`` Grass continued. ``By leveraging Exodus® hosting services and high-speed, direct connections to the Internet, we are better able to deliver on our vision of being the partner for success in the new economy,`` he said.

InformationWeek, in its September 11, 2000 issue, named Arthur Andersen a technology innovator in the publication`s annual ranking of the 500 most innovative corporate users of information technology.

``Arthur Andersen is a leading firm in its industry,`` said Ellen M. Hancock, chairman and CEO of Exodus. ``We are pleased to be supporting AACTS software, which extends their powerful tax software and brand to the Internet.``

AACTS Online is available now for tax year 2000. For more information about AACTS software, call 1-888 USE AACTS (888 873 2228), send an e-mail to [e-mail] or visit the Web site at www.aacts.com.

Exodus, the leader in complex Internet hosting and managed services, hosts mission-critical Internet operations for more than 3,700 companies worldwide in the world`s largest global network of Internet Data Centers. Exodus provides a variety of services, including system and network management solutions and professional services, to help ensure optimal performance, availability and security for customers` Web sites.

About Arthur Andersen

Arthur Andersen`s vision is to be the partner for success in the new economy. The firm helps clients find new ways to create, manage and measure value in the rapidly changing global economy. With world-class skills in assurance, tax, consulting and corporate finance, Arthur Andersen has more than 72,000 people in 84 countries who are united by a single worldwide operating structure that fosters inventiveness, knowledge sharing and a focus on client success. Since its beginning in 1913, Arthur Andersen has realized 87 years of uninterrupted growth, with 2000 revenues over US$ 8.4 billion. To learn more, visit www.arthurandersen.com.

AACTS is a trademark of Arthur Andersen. All other trademarks are used solely for editorial purposes and are the properties of their respective owners. AACTS software products are licensed and distributed by VantageSource LLP, a member firm of Andersen Worldwide. Arthur Andersen refers to the U.S. firm of Arthur Andersen LLP and other members of the Arthur Andersen global client service network. Exodus Communications, Exodus and Service Metrics are trademarks of Exodus Communications, Inc., and may be registered in certain jurisdictions.





Tuesday January 23, 6:00 pm Eastern Time
Press Release
sanrise Acquires the Assets of the Exodus DataVault Storage Service Business
DUBLIN & SANTA CLARA, Calif.--(BUSINESS WIRE)--Jan. 23, 2001--sanrise, inc. a subsidiary of Sanrise Group, Inc. (sanrise(TM)), a privately-held provider of advanced, global managed storage solutions, today announced it has acquired certain assets of, and is assuming operations for, the service delivery and customer support of the Exodus Communications®, Inc. (Nasdaq:EXDS - news) DataVault(TM) tape back-up and restore service business. The functionality and support of sanrise`s storagetone(sm) product suite in combination with DataVault will accelerate the delivery of cutting edge back up and restore technology to Exodus® customers. Terms of the agreement include an Exodus equity investment in sanrise and further expansion of an already close global alliance between the two companies.

The DataVault service provides a dedicated system for safeguarding mission-critical data on tape for customers worldwide. Integral components of the DataVault service include hardware and software provided by Sun Microsystems. DataVault offers full management of customers` data backup process for individual files, file systems, databases and applications, backing up more than 120 terabytes of data per month. The relationship with sanrise will enhance the performance of DataVault while allowing for easy customer migration by sanrise to next-generation offerings.

``Our leading-edge solution will deliver the next-generation storage services required across the breadth of the Exodus global footprint to further drive the ultimate customer experience,`` says David Schneider, president and CEO of sanrise, inc.

Exodus Communications chairman and CEO Ellen Hancock explains, ``DataVault is one of our most widely-used managed service offerings and will continue to be available throughout our global network of Internet Data Centers. By working with sanrise, Exodus can continue to provide industry leading managed storage solutions to enhance service offerings to our customers worldwide.``


About sanrise, inc.

Incubated in the heart of Silicon Valley, with over 600 customers supported throughout North America, Europe and Asia, sanrise is poised to become the leading provider of secure data management services for enterprises worldwide. By combining incredible vision, cutting edge technology, experienced leadership, strong financial partners and strategic alliances, sanrise unlocks the future of global storage intelligence(TM). Sanrise Group, Inc., together with sanrise, inc., and its other subsidiaries, is a privately-held company. For more information send inquiries to [e-mail] or go to www.sanrise.com.

[bernsbach]

sanrise Acquires the Assets of the Exodus DataVault Storage Service Business
DUBLIN & SANTA CLARA, Calif., Jan 23, 2001 DataVault(TM) tape back-up and restore service business. The functionality and support of sanrise`s storagetone(sm) product suite in combination with DataVault will accelerate the delivery of cutting edge back up and restore technology to Exodus(R) customers. Terms of the agreement include an Exodus equity investment in sanrise and further expansion of an already close global alliance between the two companies.

The DataVault service provides a dedicated system for safeguarding mission-critical data on tape for customers worldwide. Integral components of the DataVault service include hardware and software provided by Sun Microsystems. DataVault offers full management of customers` data backup process for individual files, file systems, databases and applications, backing up more than 120 terabytes of data per month. The relationship with sanrise will enhance the performance of DataVault while allowing for easy customer migration by sanrise to next-generation offerings.

"Our leading-edge solution will deliver the next-generation storage services required across the breadth of the Exodus global footprint to further drive the ultimate customer experience," says David Schneider, president and CEO of sanrise, inc.

Exodus Communications chairman and CEO Ellen Hancock explains, "DataVault is one of our most widely-used managed service offerings and will continue to be available throughout our global network of Internet Data Centers. By working with sanrise, Exodus can continue to provide industry leading managed storage solutions to enhance service offerings to our customers worldwide."

Exodus is the leading provider of complex Internet hosting for enterprises with mission-critical Internet operations. The company offers sophisticated system and network management solutions, along with technology professional services, to provide optimal performance for customers` web sites. Exodus manages its network infrastructure via a worldwide network of Internet Data Centers (IDCs) located in North America, Europe and Asia Pacific. More information on Exodus can be found at www.exodus.net.

Incubated in the heart of Silicon Valley, with over 600 customers supported throughout North America, Europe and Asia, sanrise is poised to become the leading provider of secure data management services for enterprises worldwide. By combining incredible vision, cutting edge technology, experienced leadership, strong financial partners and strategic alliances, sanrise unlocks the future of global storage intelligence(TM). Sanrise Group, Inc., together with sanrise, inc., and its other subsidiaries, is a privately-held company. For more information send inquiries to [e-mail] or go to www.sanrise.com.

Note to Editors: Exodus Communications Exodus and DataVault are trademarks for Exodus Communications, Inc., and are registered in certain jurisdictions. sanrise and global storage intelligence are trademarks or service marks of Sanrise Group, Inc. All other trademarks mentioned in this document are the property of their respective owners.

Copyright (C) 2001 Business Wire. All rights reserved.

[LongTermTom]

Exodus Comms downgraded by Robertson Stephens, CIBC Wrld Mkts, ING Barings, First Union Sec, Dain Rauscher Wessels
http://biz.yahoo.com/c/20010125/d.html?exds



Thursday January 25 6:27 PM ET
Exodus Shares Fall 12 Percent After Warning

By Timna Tanners

LOS ANGELES (Reuters) - Shares of Exodus Communications Inc. (NasdaqNM:EXDS - news) tumbled 12 percent on Thursday after the No. 1 manager of company Web sites cut its revenue outlook and analysts raised concerns about its recent $6.5 billion acquisition of a web hosting company.

Exodus shares closed down $3-7/16, or 12.2 percent, at $24-3/4 on the Nasdaq, where it was among the day`s most active issues. In March the stock hit a high of $89-13/16, but has traded between $15 and $30 in the past month.

Late on Wednesday Santa Clara, Calif.-based Exodus reported a fourth-quarter loss that was lower than estimated but it said its first-quarter results would not meet earlier expectations, with revenues now estimated at between $365 million and $380 million.

``The remaining areas of concern relate to whether its combination with GlobalCenter can achieve profitability targets,`` Michael Turits of Prudential Securities said.

Earlier this month, Exodus completed the $6.5 billion acquisition of GlobalCenter, a web-hosting business, from telecommunications service provider Global Crossing Ltd. (NYSE:GX - news).

Turits added that the stock also could be experiencing a downward correction after trading higher earlier in the week.

Dain Rauscher Wessels analyst Cynthia Houlton echoed uncertainties about targeted synergies from GlobalCenter. She also downgraded the stock to buy from strong buy, citing bad debt expense from troubled ``dot-coms.``

U.S. Bancorp analyst Cary Robinson said in a report that fourth-quarter revenue and earnings were above expectations, but earnings before interest, taxes, depreciation and amortization, or EBITDA, was slim due to uncollectable revenues for Web companies.

Lehman Brothers said the company`s EBITDA of $26.5 million was well shy of Lehman`s estimate of $32 million.

Still, analysts said most observers had already reduced their own estimates for revenue in coming quarters.

``We believe that Exodus` lowered revenue guidance represents a more achievable goal -- and possibly one that can be surpassed -- in light of the company`s dot-com exposure and capacity constraint issues,`` Lehman Brothers said in a report.

http://dailynews.yahoo.com/h/nm/20010125/wr/exodus_stocks_dc…

[LongTermTom]

Monday January 29, 9:06 am Eastern Time
Press Release
CreekPath is Alliance Partner with Exodus to Supply Storage Outsourcing to D.C. and Southern California Businesses
BOULDER, Colo.--(BUSINESS WIRE)--Jan. 29, 2001--CreekPath Systems, a developer of advanced technology solutions that enable the simple end-to-end deployment of managed storage services, today announced that it is now providing its economical outsourced services to businesses in the Southern California and Washington D.C. areas.

This was made possible through a partnership with Exodus Communications(TM) (Nasdaq:EXDS - news), the country`s premiere hosting and co-location provider in the Internet Data Center market. These two new geographies join Denver and Minneapolis in offering the highly sought CreekPath StorageStream(TM) storage services.

The CreekPath services now available in the Exodus data centers in Washington D.C. and Southern California allow companies of any size to maximize their storage investment by providing them ``pay-as-you-go`` storage on best-of-breed hardware at a fraction of the cost of buying and maintaining storage equipment themselves.

This enables companies, such as Application Service Providers (ASPs), Global Service Providers (GSPs), dot-coms, retailers and government contractors, among others, to use the latest storage technology for their servers while better focusing their IT resources on their core business competencies.

CreekPath StorageStream services available at the Exodus locations include:

CreekPath DiskStream(TM) -- Fully Managed Primary Disk Storage
CreekPath BackupStream(TM) -- Tape Backup Storage and Restore services
CreekPath ArchiveStream -- Tape Archiving and Media Duplication Services
In today`s competitive marketplace, companies that best utilize their financial and human resources have an advantage over their competitors. CreekPath`s storage technology offers companies a secure and scalable service at the lowest cost in the market.

At the Exodus sites, CreekPath provides DiskStream services starting at $35 per gigabyte per month, including daily incremental and weekly full backups of stored data. BackupStream services are available for individual server protection starting at just $8 per gigabyte per month.

Discounts are available to customers as their storage needs expand in capacity and complexity.

``Before companies had access to storage services, they built their own private storage networks based on the amount of data storage they thought they would need,`` said Greg Mangold, CreekPath`s vice president of sales and marketing.

``That`s a very expensive and difficult proposition. Companies don`t want to be caught short on space, but it`s extremely costly to buy enough infrastructure and software to prepare for what might happen.``

CreekPath`s world-class expertise in the technology of storage solutions offers every StorageStream customer at the Exodus data centers unparalleled services within the managed storage industry.

CreekPath`s i-SAN Attendant(TM) storage network management software enables economical storage services for any size customer and provides the best system monitoring tools in the industry, with 24x7x365 support from experienced in-house technicians.

This disk array virtualization software allows all of Exodus` colocation customers, 75 percent of whom require less than 100 gigabytes per month of data storage, to take advantage of outsourcing data storage. Another unique product to the storage industry, the CreekPort(TM) storage service portal, permits customers to change their service, request detailed usage reports, and review their current bills online.

CreekPath selected Exodus Communications for its unmatched focus on reliability, scalability and security. Exodus, the leader in complex Internet hosting and managed services, hosts mission-critical operations for more than 3,700 companies worldwide in the largest global network of Internet Data Centers. Exodus clients include Microsoft, eBay and CBS Sports.

``As a part of the Exodus Alliance Partner Program, CreekPath instantly extends our comprehensive managed storage services to many new customers who can benefit greatly from them,`` said Michael Koclanes, president and CEO of CreekPath Systems.

``We`re pleased that Exodus recognizes the differentiation our storage solution brings to the market. We look forward to meeting the needs of current and future Exodus customers who have not been able to take advantage of outsourcing their data storage due to their size or unique business requirements. Together, CreekPath and Exodus will help these clients save money, rest easy and return their focus to their core competencies.``

About CreekPath Systems

CreekPath Systems (www.creekpath.com) is a Colorado-based developer of advanced solutions that enable the economical delivery of managed storage services. CreekPath provides sophisticated storage network management software and expert integration consulting to businesses supplying data storage from a shared network to multiple customers simultaneously. Internet Data Centers (IDCs), Application Service Providers (ASPs), Storage Service Providers (SSPs) and corporate data centers working as independent profit centers use CreekPath technology to monitor and manage their storage networks, to automatically service their customers` storage requirements, and to integrate the storage services into their total service infrastructure.

[LongTermTom]

February 5, 2001 9:42am

Exodus raises $800 million

By Tiffany Kary ZDII


Exodus Communications (Nasdaq: EXDS) said Monday it will sell 13 million shares in a secondary offering and raise $500 million in a convertible bond offering. The deals will raise a total of $800 million--enough to fund the company until it delivers net income in 2003.

Shares in the provider of Internet infrastructure outsourcing were off 2.31 to 20.875, or 10 percent, in early trading Monday. The company, which has been hit as its dot-com customers struggle, lost ground after a mediocre fourth quarter in which it lowered guidance for 2001.




Monday February 5 12:01 PM ET
Exodus Shares Fall As Company Sets Offerings

NEW YORK (Reuters) - Shares of Exodus Communications Inc. (NasdaqNM:EXDS - news), which runs corporate Web sites, fell 13 percent on Monday after the company said it would sell up to 13 million shares of common stock and $500 million in bonds in public offerings.

The stock lost $3 to $20 a share on Nasdaq. Shares of Santa Clara, Calif.-based Exodus have fallen about 63 percent over the past year amid a broad sell-off in telecommunications and technology stocks.

``Stocks don`t usually pop when you announce a secondary (offering). The street`s probably semi-concerned that they`re announcing it at these levels. Hopefully the offering won`t happen at these levels,`` said Alexander Arnold, an analyst with Adams, Harkness $ Hill Inc.

Exodus, which currently has about 427 million common shares outstanding, said it would use the proceeds from the offerings to finance acquisitions and for general corporate purposes, principally the expansion of its business.

Exodus last month completed the $6.5 billion acquisition of GlobalCenter, a Web-hosting business, from telecommunications service provider Global Crossing Ltd. (NYSE:GX - news). Analysts recently raised concerns about whether Exodus would be able to reap the benefits of the GlobalCenter deal as quickly as previously expected.

Exodus last month also posted a smaller-than-expected fourth-quarter loss but said its first-quarter results would fall short of earlier expectations.

Standard & Poor`s on Monday assigned a triple-`C`-plus rating to Exodus` $500 million convertible subordinated note issue. The agency said Exodus has nearly $3 billion of convertible and senior debt.

S&P said Exodus should benefit from favorable demand for Internet services, but it cautioned that the company may face challenges in managing rapid growth, particularly with international expansion.

The offerings are being underwritten by Goldman Sachs, Merrill Lynch, Morgan Stanley and J.P. Morgan Securities.





February 05, 2001

EXODUS COMMUNICATIONS INC (EXDS)
form 8-K
ITEM 5: OTHER EVENTS.
Registration and Stockholders Rights of Global Crossing Ltd. -

As previously reported, on January 10, 2001, Exodus Communications, Inc. ("Exodus" or the "Company") completed its acquisition of GlobalCenter Holding Co. ("GlobalCenter"), which was an indirect wholly-owned subsidiary of Global Crossing Ltd. In connection with the acquisition, Exodus issued approximately 108 million shares of its common stock to Global Crossing GlobalCenter Holdings Inc., a subsidiary of Global Crossing Ltd.

On September 28, 2000, Global Crossing Ltd., Global Crossing GlobalCenter Holdings Inc. and Exodus entered into a Stockholder Agreement and a Registration Rights Agreement pursuant to which Global Crossing Ltd. and Global Crossing GlobalCenter Holdings Inc. acquired registration rights and agreed to restrictions with respect to their shares of Exodus common stock. In particular, among other terms of the Stockholder Agreement, Global Crossing and Global Crossing GlobalCenter Holdings Inc. agreed not to transfer their Exodus shares until January 10, 2002 except under limited circumstances, such as transfers among affiliates and limited hedging transactions.

The preceding descriptions of the Stockholder Agreement and the Registration Rights Agreement are qualified in their entirety by reference to the full text of these agreements, which were filed with the Securities and Exchange Commission on October 13, 2000 as exhibits to the Company`s Current Report on Form 8-K.

[LongTermTom]

Tuesday February 6 12:17 PM ET
Exodus Raises $741 Million From Stock

NEW YORK (Reuters) - Exodus Communications Inc. (NasdaqNM:EXDS - news), the No. 1 manager of company Web sites, said on Tuesday it raised about $741 million from offerings of common stock and convertible bonds to expand its business.

The Santa Clara, Calif.-based company, which provides storage and maintenance services to CBS Sports, online auctioneer eBay Inc. (NasdaqNM:EBAY - news) and Microsoft Corp.`s (NasdaqNM:MSFT - news) free e-mail service Hotmail, said it will use proceeds to buy assets or businesses, and for other corporate purposes.

Last month, the company posted a narrower-than-expected $55.8 million fourth-quarter loss but warned that first-quarter results would suffer marginally from slowing sales to dot-com customers.

Exodus said it raised a gross $241 million from an offering of 13 million shares of common stock at $18.50 each. The company announced the offering on Monday, after the shares had closed Friday on Nasdaq at $23. That closing price would have corresponded to sale proceeds of about $299 million. The shares closed Monday at $18-3/4, down 18 percent.

Exodus has about 427.8 million common shares outstanding after the offering, according to a securities filing. The stock offering includes a 1.95 million share overallotment option, and the new shares comprise about 3 percent of the total outstanding.

Taking advantage of a favorable market for convertible bond issuers, Exodus also sold $500 million of convertible subordinated notes maturing Feb. 15, 2008.

The notes carry a 5.25 percent coupon, the midpoint of the 5 to 5.5 percent range expected. They are convertible into Exodus common shares at $22.76, a 23 percent premium over the shares` Monday closing price on Nasdaq. A 21 to 25 percent premium was expected. The offering includes a $75 million overallotment option.

A convertible bond is a hybrid security that usually offers current income, and can be converted into company stock. Its fortune is closely tied to the underlying stock price.

Credit rating agency Moody`s Investors Service rates the notes ``Caa1,`` a low junk grade.

The rating, it said, reflects Exodus` high leverage, heavy reliance on debt to fund growth, industry competition and potential cash flow volatility from weakness in its customer base. Offsetting that, Moody`s said, are Exodus` top industry position, ``compelling business model`` and recent willingness to use equity to fund growth, and favorable industry dynamics.

Another rating agency, Standard & Poor`s, rates the notes ``CCC-plus,`` roughly equivalent to Moody`s rating. Both agencies` rating outlooks are stable.

Exodus shares` 52-week high on Nasdaq is $89-13/16, and their 52-week low is $14-7/8. They traded at $19, up 1/4, at midday Tuesday.

Goldman Sachs & Co., Merrill Lynch & Co., Morgan Stanley Dean Witter & Co. and J.P. Morgan Securities Inc. arranged the offerings.





Tuesday February 6, 12:34 pm Eastern Time
New Issue - Exodus Comm. sells $500 mln convertible notes
STAMFORD, Conn., Feb. 6 (Reuters) - Exodus Communications (NasdaqNM:EXDS - news), a Santa Clara, Calif.-based internet hosting company, sold $500 million in seven-year convertible notes, said market sources on Tuesday.

Goldman Sachs & Co. and Merrill Lynch & Co. were co-lead managers for the deal, the sources said.

Borrower: Exodus Communications Inc

AMT $500 MLN COUPON 5.25 PCT MATURITY 2/15/2008
CONV PRICE 22.76 CONVRATIO 43.937 ACCR INT NA
STRUCTURE CONV NOTE ISS PRICE 100 FIRST PAY DATE 8/15/2001
LAST MOODY`S NA YIELD 5.25 PCT PAY FREQ SEMI-ANNUAL
LAST S&P NA SPREAD NA NON-CALLABLE 3 YEARS
*GREENSHOE OPTION FOR $75 MILLION




Thu Feb 8
New insider trade data for EXDS
Transactions Reported Over the Last Year
http://biz.yahoo.com/t/e/exds.html

[LongTermTom]

Wednesday February 14, 8:35 am Eastern Time
Press Release
Exodus Teams With Volera to Provide Web Content Management and Acceleration Service
Exodus to Offer Volera`s Content Exchange Service
SANTA CLARA, Calif. and SAN JOSE, Calif.--(BUSINESS WIRE)--Feb. 14, 2001--Exodus Communications®, Inc. (Nasdaq:EXDS - news), the leader in complex Internet hosting and managed services, and Volera, Inc., the leading content networking platform provider and a subsidiary of Novell, Inc. (Nasdaq:NOVL - news), today announced an alliance and reseller agreement. Under the agreement, Exodus® will offer Volera`s Content Exchange, a fully managed server-side acceleration service, to customers throughout its worldwide network of Internet Data Centers (IDCs). Exodus` alliance with Volera strategically compliments Exodus` 3-tier content distribution model, a suite of unique, massively scalable, high-performance Internet content distribution solutions by expanding on its first tier, or server-side acceleration layer.

``Exodus is keenly aware that content performance is the foundation for the success of any and every business initiative, whether it targets online shoppers or partners fulfilling orders,`` said Ellen Hancock, chairman and chief executive officer of Exodus. ``Exodus is committed to providing its customers the highest degree of content performance, and is pleased to include Volera as part of our Content Distribution services.``

Volera`s Content Exchange strategically expands on Exodus` first tier, or server-side acceleration layer of its 3-tier content distribution services. Powered by Volera, the server-side accelerator gives customers the power to provide faster content and a richer interactive experience to a greater number of users without additional hardware expense. The service also dynamically prepares content for delivery to the Mirror Image network.

The two companies have begun deployment and will continue to roll out the service across Exodus` global network of IDCs over the next few months. Volera and Exodus will co-market the service that includes a simple start up with no changes to customer hardware or Web sites. The fully managed solution will be billed based on monthly usage and will include 24 hour monitoring, site reporting and logs, call center support, and level of service pursuant to a service level warranty.

``Exodus and Volera will offer its customers the ability to maximize the performance of their sites by accelerating and intelligently managing content delivery -- an increasing challenge for businesses trying to leverage the Internet as a business tool,`` said Simon Khalaf, president of Volera. ``Exodus has great presence and global reach, and together we can now offer the proven performance and scalability of Volera`s Content Exchange to more than 4,000 Exodus customers worldwide.``

About Exodus` Content Distribution Services

Designed as a complete solution, Exodus` Content Distribution and Caching Services are based on a three-tiered architecture that provides caching at multiple levels within the Exodus network: the server, the network itself, and its edge. Tier I, which includes the Content Exchange service, powered by Volera, provides server-side acceleration and scalability. Tier II is comprised of network acceleration services developed by Mirror Image Internet(TM) and provides instant scalability and around-the-clock surge control in case of sudden, unexpected peaks in traffic. The third tier, or Edge Acceleration services take advantage of the Content Bridge alliance to improve end-user experience and visibility for content providers.


About Volera

Volera provides an intelligent new platform for managing the delivery of content to transform today`s Web into a fast, flexible and scaleable business tool. Content publishers, service providers, hosting companies and enterprises, now have the products and services to accelerate data flow and inject unprecedented control over the delivery of critical content, media and applications. Volera is a newly formed operating company of Novell (Nasdaq:NOVL - news) with strategic investments from Accenture and Nortel Networks. More information on Volera can be found at http://www.volera.com.




Wednesday February 14 2:00 PM ET
Analysts Surprised by Exodus` Funding Spree

By Ian Simpson

NEW YORK (Reuters) - Exodus Communications Inc. (NasdaqNM:EXDS - news), the No. 1 manager of company Web sites, likely will use the surprise $741 million it raised last week as a cushion against hard times, analysts said.

They told Reuters they were surprised when Exodus raised $241 million by selling 13 million shares. The rest came from $500 million in convertible bonds, which can be switched into company stock.

The stock sale raised eyebrows since Exodus sold the shares at $18.50, less than $4 above its 12-month low. The stock has slid in recent months with the rest of the Internet sector, dropping from a 12-month high of $89-13/16.

``The stock price took everybody by surprise,`` said Peter Labe, an analyst with Buckingham Research Group. ``They certainly can use the money. Maybe they thought, `Get it while we can get it.```

The company`s shares were off 19/32 at $16-45/64 in Wednesday afternoon trading on the Nasdaq market.

In announcing on Feb. 6 that it had raised the money, the Santa Clara, Calif.-based company said it would use the funding to expand its business, including buying assets or companies.

Exodus provides storage and maintenance services to such companies as CBS Sports, online auctioneer eBay Inc. (NasdaqNM:EBAY - news) and Microsoft Corp.`s (NasdaqNM:MSFT - news) free e-mail service Hotmail.

An Exodus spokeswoman declined to comment on the stock sale or the convertible bonds.

Michael Turits, an analyst with Prudential Securities, said Exodus had taken advantage of two interest-rate cuts by the Federal Reserve (news - web sites) to tap capital markets.

He added that a company target of $300 million to $350 million in operating cash flow this year could be ``challenging.`` The company has been hit by a drop in dot-com business but is seeing growth from corporate customers, which make up the bulk off its sales.

``You`d like to see them have a financial cushion to get through a rocky patch to where that business model is going to pay off,`` Turits said.

He said the funding was in addition to $805 million in cash on Exodus` balance sheet and another $450 million available in debt financing.

That $1.25 billion by itself would carry Exodus to Turits` target of break-even in net income terms in the third quarter of next year, the analyst said.

Analysts said acquisitions could take a back seat to other expansion projects. Exodus is digesting its $6.5 billion stock purchase of a Web hosting unit from data transmission company Global Crossing Ltd. (NYSE:GX - news). That deal closed last month.

Exodus has about 427.8 million shares outstanding after the stock offering. Its senior unsecured debt carries medium junk grades of ``B3`` by Moody`s Investor Service and ``B`` from Standard & Poor`s. The firms are ratings agencies.






Thursday February 15, 2:26 pm Eastern Time
Press Release
Exodus Expands Hosting Operations in Australia
Company Opens New Internet Data Center in Sydney to Meet Increased Customer Demand in Asia Pacific; Now 41 Operational Facilities Worldwide
SANTA CLARA, Calif.--(BUSINESS WIRE)--Feb. 15, 2001-- Exodus Communications®, Inc. (NASDAQ:EXDS - news), the leader in complex Internet hosting and managed services, today announced it has opened its second Internet Data Center (IDC) in Australia, in the Sydney metropolitan area. With the new IDC in Sydney and existing facility in Melbourne, Exodus® is well-positioned to support rising demand for complex Internet hosting and managed services in Australia. Exodus now has approximately 5.2 million square feet of IDC space open worldwide, and plans to increase capacity to approximately 6.7 million square feet of space open worldwide by year end.

``Companies in Asia Pacific have embraced hosting, and as their Internet operations become increasingly complex, we are expanding our IDC network to provide the expertise and robust, scalable services that can support the incredible growth anticipated in the region,`` said Ellen M. Hancock, chairman and CEO of Exodus. ``Exodus continues to enhance its leadership in the Web hosting market by combining our extensive IDC network worldwide with our growing roster of managed and professional services.``

According to a recent report from International Data Corporation, the Asia Pacific Web hosting market is expected to increase from US$239 million in 1999 to US$4.5 billion by 2004. 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.


State-of-the-Art Infrastructure and Services for Mission-Critical
Internet Operations

Exodus provides complex Internet hosting services for companies deploying mission-critical Internet operations. The new facility in Sydney brings 103,000 square feet of state-of-the-art hosting facilities in Australia. Exodus provides a variety of services to help ensure that its customers` complex 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 offer a range of benefits including:

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

Scalability: As customers grow, Exodus is positioned to meet their needs for increased hosting space, bandwidth, storage and managed and professional services.

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






Friday February 16, 8:32 am Eastern Time
Press Release
Exodus Opens Tenth Internet Data Center in Silicon Valley
New IDC Will be Powered by Dedicated Electrical Substation to Ensure Reliable and Low Cost Power Supply
SANTA CLARA, Calif.--(BUSINESS WIRE)--Feb. 16, 2001--Exodus Communications®, Inc. (Nasdaq:EXDS - news), the leader in complex Internet hosting and managed services, today announced it has opened its tenth Internet Data Center (IDC) in Silicon Valley.

The new IDC supplements Exodus` nine existing IDCs in the area and will help meet growing customer demand for Internet hosting and managed services in Silicon Valley. In addition, Exodus® has built a dedicated electrical substation that will supply power to the new IDC and future facilities in Santa Clara.

Customers rely on Exodus to provide and manage power for them on a 7x24x365 basis and Exodus builds redundancies into its IDCs to help ensure electric reliability. The new electrical substation in Santa Clara will provide a cost-efficient source of power and will allow Exodus to continue expanding in the rapidly growing Silicon Valley hosting market by helping to ensure the long-term availability and reliability of electrical power. In addition, the substation will connect directly to local electrical transmission lines, which will help alleviate constraint on the local power distribution system, improve electrical reliability and reduce costs to Exodus.

``The opening of our latest Silicon Valley Internet Data Center continues our aggressive commitment to meet the growing market demand for Web hosting and managed services,`` said Ellen M. Hancock, chairman and CEO of Exodus. ``As we continue to expand to meet customer demand, the new electrical substation will provide us with a reliable source of power for our new IDC and future facilities in Silicon Valley.``

According to a December 2000 report from International Data Corporation, the U.S. Web hosting services market is expected to grow from $1.9 billion in 1999 to $24.8 billion by 2004. Exodus is well positioned to support increased demand for Internet hosting and managed services with over 5.2 million square feet of IDC space open worldwide. The Company plans to increase capacity to approximately 6.7 million square feet worldwide by year end.


State-of-the-Art Infrastructure and Services for Mission-Critical
Internet Operations

Exodus provides complex Internet hosting services for companies deploying mission-critical Internet operations. Exodus provides a variety of services to help ensure that its customers` complex 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 offer a range of benefits including:

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

Scalability: As customers grow, Exodus is positioned to meet their needs for increased hosting space, bandwidth, storage and managed and professional services.

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

[LongTermTom]

Transactions Reported Over the Last Year
http://biz.yahoo.com/t/e/exds.html



February 23, 2001

EXODUS COMMUNICATIONS INC (EXDS)
form 8-K
ITEM 5: OTHER EVENTS.
On February 5, 2001, Exodus Communications, Inc. (the "Company") entered into an Underwriting Agreement (the "Equity Underwriting Agreement") with the representatives of the underwriters named therein in connection with the offering (the "Equity Offering") of 13,000,000 shares of the Company`s common stock, par value $.001 per share (the "Common Stock"). An additional 1,950,000 shares of Common Stock are subject to an over-allotment option granted to the underwriters in the Equity Underwriting Agreement. A copy of the Equity Underwriting Agreement is attached hereto as Exhibit 1.01 and is incorporated herein by reference. On February 9, 2001, the Equity Offering was consummated, and the Company issued 13,000,000 shares of Common Stock. A copy of the February 5, 2001 press release announcing this offering is attached hereto as Exhibit 99.01 and is incorporated herein by reference.

On February 5, 2000, the Company also entered into an underwriting agreement (the "Notes Underwriting Agreement") with the representatives of the underwriters named therein in connection with the offering (the "Notes Offering" and, together with the Equity Offering, the "Offerings") of $500,000,000 aggregate principal amount of its 5 1/4% Convertible Subordinated Notes due February 15, 2008 (the "Notes"), which are convertible into shares of Common Stock. An additional $75,000,000 aggregate principal amount of the Notes is subject to an over-allotment option granted to the underwriters in the Notes Underwriting Agreement. A copy of the Notes Underwriting Agreement is attached hereto as Exhibit 1.02 and is incorporated herein by reference. The Notes are being issued pursuant to a Subordinated Indenture, dated as of February 9, 2001, (a form of which was filed as an exhibit to the Company`s Registration Statement on Form S-3 (File No. 333-40340) (the "Registration Statement") and a copy of which is filed as Exhibit 4.01 and is incorporated herein by reference), and a Supplemental Subordinated Indenture, dated as of February 9, 2001 (the "Supplemental Indenture"). A copy of the Supplemental Indenture is attached hereto as Exhibit 4.02 and is incorporated herein by reference. On February 9, 2001, the Notes Offering was consummated, and the Company issued $500,000,000 aggregate principal amount of the Notes. A copy of the February 5, 2001 press release announcing this offering is attached hereto as Exhibit 99.01 and is incorporated by herein by reference.

The Offerings were made pursuant to the Company`s Registration Statement and under the Securities Act of 1933, as amended. The Registration Statement provides that the Company may from time to time offer its debt and equity securities with an aggregate public offering price of up to $2.0 billion.

[Gricko]

So wie es aussieht, haben die Bären niemanden ausgelassen. Wer eine Aktie kennt, die gestiegen ist, seit März 2000, bitte posten. Das nur nebenbei.
Es stellt sich halt immer wieder die gleiche Frage: günstiger Einstiegskurs oder nicht?

Wer von euch hat sie, und wer nicht, warum nicht?

[LongTermTom]

Tuesday March 6, 8:33 am Eastern Time
Press Release
Exodus Seattle IDCs Continue Operations
Customer Operations Unaffected
SANTA CLARA, Calif--(BUSINESS WIRE)--March 6, 2001--Exodus Communications®, Inc., (Nasdaq:EXDS - news), the leader in complex Internet hosting and managed services, announced its three Internet Data Centers (IDCs) located in the Seattle, Washington metropolitan area withstood the February 28th earthquake without physical damage or interruption of service to customers.

Exodus® IDCs are equipped with a number of redundant subsystems, such as multiple fiber trunks coming into each IDC from multiple sources, fully redundant power on the premises, and multiple backup generators to deliver the highest levels of reliability. Exodus makes significant investments in backup power supply systems for all of its IDCs worldwide. If commercial utility power were to be interrupted, Exodus will rely on its UPS -- Uninterruptible Power Supply -- systems and diesel-powered generators. Thus, Exodus` IDCs are designed to maintain operations with no interruption of service to our customers.

Exodus customers also depend on the Company`s security expertise to avoid both physical and digital security threats worldwide. The security and integrity of each Exodus IDC is crucial to the success of its customer`s business initiatives. To that end, Exodus IDC facilities are constructed for security including seismic stability, and the Company maintains extensive physical controls including manned entry points, alarm systems, biometric identification, video surveillance monitoring, on-site 24-hour certified security personnel, fire suppression and environmental controls, and identification procedures for entry into each of its facilities. These comprehensive features are in place to protect against unanticipated events and unauthorized intrusions.

State-of-the-Art Infrastructure and Services for Mission-Critical Internet Operations

Exodus provides complex Internet hosting services for companies deploying mission-critical Internet operations. Exodus provides a variety of services to help ensure that its customers` complex 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 offer a range of benefits including:

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

Scalability: As customers grow, Exodus is positioned to meet their needs for increased hosting space, bandwidth, storage and managed and professional services.

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




Exodus Comms downgraded by Dain Rauscher Wessels
from Buy Aggressive
to Neutral
http://biz.yahoo.com/c/20010307/d.html?exds


@Gricko
Bin selber zur Zeit nicht in EXDS investiert, weil mir der Gesamte I-net-Sektor momentan zu unsicher ist.
EXDS ist und bleibt aber einer meiner Favoriten und immer ganz oben auf der Watchlist.

Gruss
LTT

[LongTermTom]

Datum: 07.03. 23:28 Dain Rauscher bewertet u.a. Exodus


Dain Rauscher Analystin Cynthia Houlton änderte heute ihre Meinung zu vier Firmen aus dem Bereich Web Communication. So wurde Exodus von `buy` auf `neutral` gestuft. Die anderen Unternehmen, die von der Abstufung betroffen waren, sind Akamai Technologies, InterNap Network Services und StorageNetworks. Unter den Faktoren, die sie zu dem Schritt bewog, nannte die Analystin die anhaltende negative Einstellung von Kunden gegenüber dot-com Firmen, sowie die fehlende Einsicht in zukünftige Finanz-Ergebnisse.

Dabei bleibe jedoch Exodus ihr Favourit wegen der Markstellung, den Cashreserven und der geographischen Reichweite, so Houlton. Zu Akamai und Storage Networks sagte sie, dass die aktuelle Bewertung tradionelle Bewertungsparameter verlassen habe und keineswegs mit der unternehmensspezifischen oder makroökonomischen Situation übereinstimme.

Die Analystin senkte auch noch für alle Firmen die Erwartungen, was Gewinn und Umsatz anbetrifft.


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[LongTermTom]

Monday March 12, 8:31 am Eastern Time
Press Release
SOURCE: Scale Eight, Inc.
Exodus Teams With Scale Eight to Provide Internet Storage Infrastructure Services
Exodus Adds New Storage Service With Scale Eight`s MediaStore
SAN FRANCISCO and SANTA CLARA, Calif., March 12 /PRNewswire/ -- Scale Eight(SM), Inc. and Exodus Communications®, Inc. (Nasdaq: EXDS - news), the leader in complex Internet hosting and managed services, today announced an agreement whereby Exodus® will offer the Scale Eight(SM) MediaStore Internet storage infrastructure service to Exodus customers throughout its worldwide network of Internet Data Centers (IDCs). The agreement provides Exodus customers with a global storage service that stores, manages, and serves files over the Internet. Typical uses include media distribution, document management, or any other application that requires a global file system. MediaStore is available now to Exodus customers worldwide.

``As more and more large files are placed online for distribution around the world, storage solutions are becoming a critical component of our customers` infrastructure needs,`` said Ellen Hancock, Chairman and CEO, Exodus. ``Exodus is committed to providing its customers with best-of-breed storage solutions that meet their specific needs. Scale Eight MediaStore`s global file system uniquely meets the requirements of customers who need to store and access their files from any location worldwide.``

``As the worldwide leader in hosting mission-critical Internet operations, Exodus is the ideal partner to offer our Internet storage infrastructure service,`` said Dick Watts, president and CEO, Scale Eight. ``This agreement establishes a complementary relationship which customers need to rapidly deploy Internet applications around the globe.``

Scale Eight MediaStore for Resale By Exodus

Exodus customers who purchase the Scale Eight MediaStore service will have access to geographically mirrored storage capacity in Scale Eight(SM) StorageCenters located in Exodus IDCs in California, Virginia, London and Tokyo. Multiple access and delivery methods provide customers with minimal deployment times anywhere in the world while maintaining reduced total cost of service. Customers monitor usage through the Scale Eight(SM) ServiceView Web-based control panel, and Scale Eight`s network is monitored at Scale Eight`s 24X7 Service Management Center.

About Scale Eight

Scale Eight operates an Internet storage infrastructure service-an intelligent global network that stores, manages, and serves files over the Internet. Scale Eight`s customers include Akamai, The MTVi Group, Unsurface and Vingage. The company is headquartered in San Francisco, with facilities in the United States, Japan and the United Kingdom. For more information, visit www.s8.com or call 415-896-0788.

About Exodus` Storage Strategy

Exodus offers the most comprehensive suite of fully managed, enterprise-class data storage solutions available on demand. Exodus incorporates the ``best of breed approach`` with industry-leading hardware and software integrated within the Company`s state-of-the-art network infrastructure, IDCs and expertise to offer turnkey solutions to meet customers` data storage challenges. Exodus storage solutions allow customers to source and scale from a menu of available services for the flexibility, security, availability and speed required to address their specific needs.





Wednesday March 14, 11:19 am Eastern Time
Press Release
Viaken Systems Teams with EMC and Expands Relationship with Exodus
Joint Efforts will Provide Life Science Organizations with Real-Time Drug Discovery Solutions
GAITHERSBURG, Md. & SANTA CLARA, Calif.--(BUSINESS WIRE)--March 14, 2001--Viaken Systems Inc. (Viaken(TM)), the premier hosted bioinformatics solutions provider, today announced its agreement to team with EMC Corporation, the world leader in information storage, to deploy EMC`s information storage solutions to its biotechnology and pharmaceutical customers.

At the same time, Viaken is expanding its relationship with Exodus Communications®, Inc., the leader in complex Internet hosting and managed services, to host dedicated solutions for its customers within the Exodus® Internet Data Center (IDC) network.

The efforts of all three companies, including the benefits of the partner alliance between Exodus and EMC, will enable Viaken to provide life science organizations with fast, reliable, and scalable storage solutions. Exodus is providing the Internet systems management expertise that is critical for reliable Internet services and quickly expanding Internet capabilities.

With its high-speed Internet connectivity and global network of IDCs, and EMC providing robust information storage capabilities, Viaken is able to deploy and manage the large-scale bundled solutions that enable real-time access to valuable genomic and drug discovery information.

``Genomic data alone are doubling every six to nine months,`` said Dr. Keith O. Elliston, president and CEO of Viaken. ``The challenges of SNP and proteomic data analysis and storage will require the most reliable and advanced storage solutions available. EMC`s enterprise storage solutions are the highest quality, most capable storage technologies available, and we are pleased to be partnering with the storage technology leader.``

``As all industries are impacted by the content wave of information that will bring the most significant growth in the history of information technology, it is crucial to provide access to reliable and scalable information storage,`` said B.J. Jenkins, EMC`s director of service provider sales. ``By offering access to EMC information solutions, forward thinking companies like Viaken, can ensure that clients in the life science industry are equipped to efficiently and effectively address critical information needs.``

``There is a rapidly growing need for biotechnology and pharmaceutical companies to have secure access to significant amounts of mission-critical data,`` said Chris Arisian, senior vice president, worldwide alliances for Exodus. ``Our relationships with Viaken and EMC will provide the support needed for Viaken`s mission-critical Internet operations, helping pharmaceutical and biotechnology scientists in their quest to understand diseases and discover new drugs. This is an excellent opportunity for us to grow our business in the fast-paced life science industry.``

About Viaken

Viaken Systems is the premier hosted informatics solutions provider, offering enabling solutions for biotechnology, pharmaceutical, and agricultural research and development. Viaken provides a range of informatics solutions including hosting of research applications and databases, strategic research informatics services, High Performance Computing, online user support, and primary user support to its customers in the life sciences.

The company has developed a secure optimized hosting platform called the Viaken Informatics Environment that provides its customers with access to scalable informatics platforms customizable to their specific needs. Viaken also hosts and manages a platform that facilitates business-to-business e-commerce specifically designed for the life science industry.

For more information on Viaken, visit www.viaken.com.





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Monday March 19, 8:31 am Eastern Time
Press Release
Exodus Receives SAS 70 Type II Report From Deloitte & Touche
Service Audit Assures Financial Services Customers that Exodus Internet Data Centers Meet Highest Level of Infrastructure Security and Integrity
SANTA CLARA, Calif.--(BUSINESS WIRE)--March 19, 2001-- Exodus Communications®, Inc. (Nasdaq:EXDS - news), the leader in complex Internet hosting and managed services, today announced it has received the Statement on Auditing Standards No. 70 (SAS 70) Type II Service Auditor`s Report from Deloitte & Touche. The SAS 70 Type II Report documents the integrity of the physical and logical security systems in the Exodus® Internet Data Centers (IDCs). To date, 23 of Exodus` 42 IDCs have been audited, with 22 having received the Type II Report and one IDC having received the Type I Report. The remaining IDCs will undergo SAS 70 reviews in the coming months as they become eligible. To be eligible for SAS 70 review, IDCs must be in operation for at least six months.

The SAS 70 Type II Report assesses the integrity and security of Exodus` systems, processes and controls. Surpassing the requirements of the Type I Report, which defines and documents the existence of controls, the Type II Report includes an exhaustive assessment of Exodus` infrastructure in operation over six months. In the course of the audit, physical and electronic security measures, disaster recovery planning, network access and monitoring, environmental back-ups and network redundancies, change management, new client set-up and customer service are all subjected to testing by the third-party auditor addressed in the Service Auditor`s Report. Systems, processes and controls critical to processing financial transactions, financial information and related financial reporting are also thoroughly evaluated.

Deloitte & Touche conducted the Type II review for the period of July 1, 2000 through December 31, 2000. It is Exodus` policy to engage an independent and qualified CPA firm to provide a Service Auditor`s Report (SAR). The SAR represents an independent third-party review process, and is performed following guidelines from the American Institute of Certified Public Accountants` (AICPA) Statement on Auditing Standards No. 70 (SAS 70).

``Exodus is committed to providing its customers with an environment that ensures the integrity and security of their mission-critical Internet operations,`` said Herbert A. Dollahite, executive vice president, quality and service, Exodus. ``The SAS 70 Type II Report confirms for customers such as banks, brokerage firms, insurance companies, and eCommerce companies that the physical and logical security systems in place at Exodus Internet Data Centers are built to high standards.``

As the number of financial transactions conducted on the Internet continues to increase and security becomes a greater issue, Exodus` customers, especially those in the financial services sector, rely on the SAS 70 standard to determine the integrity of IDCs. A Type II Report provides the highest level of third-party validation that Exodus systems continue to meet the most demanding, current industry standards for risk control.





Tuesday March 20, 8:03 am Eastern Time
Press Release
Yipes Teams With Exodus to Provide Metropolitan Area Network Services
Gigabit Optical IP Services Complement Sophisticated Hosting Services
SAN FRANCISCO & SANTA CLARA, Calif.--(BUSINESS WIRE)--March 20, 2001--Yipes Communications, Inc., the defining provider of scalable bandwidth on demand, and Exodus Communications®, Inc. (NASDAQ: EXDS - news), the leader in complex Internet hosting and managed services, today announced a reseller agreement whereby Exodus will offer its customers Yipes` managed optical metropolitan area network (MAN) services. Exodus will initially roll out Yipes` services in Internet Data Centers (IDCs) in Boston, Chicago and Silicon Valley.

Through the agreement, Exodus will provide scalable, cost-effective local access alternatives to customers that require connectivity from an Exodus IDC to remote application service providers or business locations. Yipes currently serves 20 markets across the country with its pioneering optical IP networks, which connect businesses to each other at speeds ranging from 1 Mbps to 1 Gbps, in 1 Mbps increments. This service complements Exodus` mission to provide customers optimal IP network connectivity and scalability by adding quick provisioning intervals for metropolitan area network connectivity. On-demand data services up to a gigabit-per-second are extended to the metro ring, eliminating the last-mile barriers faced by customers requiring connectivity between their data centers and an Exodus IDC.

``Exodus is known for its sophisticated system and network management solutions,`` said Bruce Talley, vice president of services marketing of Exodus. ``Through this agreement, we can provide our customers scalable bandwidth for metropolitan networks from Yipes. Its Gigabit Ethernet networks will enable our customers to reach out to locations across each region at native LAN speeds.``

``Internet-oriented businesses need a fast, flexible way to access the extraordinary concentration of content and applications hosted at major Internet Data Centers,`` said Kathie Hackler, vice president and chief analyst, Gartner Dataquest. ``The partnership of two industry leaders, Exodus and Yipes, will offer many companies a compelling combination of content and connectivity.``

``We are proud to team with Exodus, the preeminent hosting company,`` said Ron Young, Yipes co-founder and chief marketing officer. ``Its IDCs are an excellent fit for many of our customers that require complex hosting services. And the numerous bandwidth-hungry businesses already hosted at Exodus Internet Data Centers are ideal candidates for our faster, more flexible and affordable network services.``

About Yipes Communications

Yipes is the defining provider of managed optical IP networks. Yipes leverages the elegance of native Ethernet technology to provide Just-In-Time Bandwidth(SM) that is smoothly and quickly scalable from 1 Mbps to 1 Gbps (in 1 Mbps increments), enabling the next generation of Internet services. Yipes` highly affordable services, currently available in 20 markets coast-to-coast, include Yipes MAN (metro area networking), Yipes WAN (wide area networking) and Yipes NET (high-speed Internet access). Yipes is building the first Application-Aware Network(SM), which will empower customers to manage bandwidth and quality of service on a real-time, application-specific basis. Yipes has received $291 million in funding from more than 20 investors including Norwest Venture Partners, New Enterprise Associates (NEA), The Sprout Group/DLJ, Charter Growth Capital, JP Morgan Partners, BancBoston Capital, Soros Private Equity Partners, Focus Capital and Intel Capital. The company is headquartered in San Francisco. For more information, visit www.yipes.com.





Tuesday March 20, 10:49 am Eastern Time
Press Release
bayMountain Joins Exodus Alliance Partner Program - Expanding Global Reach and Customer Hosting Options
Alliance Brings Reliable, Scalable and Secure Web Hosting Advantage to bayMountain Customers
RICHMOND, Va.--(BUSINESS WIRE)--March 20, 2001-- bayMountain today announced it has joined the Exodus Communications® (NASDAQ: EXDS - news) Partnering for Success Alliance Partner program.

Under the agreement, bayMountain, the leading provider of Linux-based managed hosting services, will refer customers to Exodus® for Internet hosting services. As an Exodus Alliance Partner, bayMountain can expand its reach to customers through the Exodus Alliance community.

As an Alliance Partner, bayMountain will have access to the Exodus Alliance Exchange, an online community that enables Exodus partners and customers to build relationships and pursue business opportunities with other Alliance Exchange members. Through the Alliance Exchange, bayMountain can market its Linux-based managed hosting services to other partners and customers across Exodus` global network of Internet Data Centers (IDCs). bayMountain customers now have the option of hosting with Exodus, while Linux-based Exodus customers have the option of subscribing to bayMountain`s managed hosting services.

The Alliance Exchange includes an online extranet and ongoing programs that sustains partner interaction on multiple levels and enables Exodus` more than 1,400 alliance partners to share qualified customer referrals and work closely together within Exodus IDCs. The Alliance Exchange provides a means to strengthen ties in the community of Exodus Alliance Partners whose staff regularly work together inside the Exodus IDCs to service customers` mission-critical Internet operations.

``bayMountain can leverage Exodus` Internet Data Centers to rapidly deploy a highly scalable infrastructure around the United States,`` said Mark Wensell, bayMountain CEO. ``By combining Exodus` hosting services with bayMountain`s Linux expertise, we can provide a multi-site solution that provides hosting and ongoing management for even the most demanding Internet businesses.`` ``We are excited to add bayMountain to our elite Alliance program, and look forward to a relationship in which the two companies work together to meet the complete hosting needs of Linux-based businesses,`` said Ellen M. Hancock, chairman and CEO of Exodus. ``Exodus customers can now turn to bayMountain for their Linux expertise.``

Exodus, a leader in complex Internet hosting and managed services, hosts mission-critical Internet operations for more than 4,500 companies worldwide in the world`s largest global network of Internet Data Centers. Exodus provides a variety of services, including system and network management solutions and technology professional services, to help ensure optimal performance, availability and security for customers` Web sites.

About bayMountain

bayMountain is the leading provider of comprehensive Linux-based managed hosting services for small-to-medium sized businesses. bayMountain`s core competencies include server clustering, load balancing, and proactive monitoring and management. This expertise ensures a scalable growth path for its clients, providing both high-availability and high-performance. Building on the management team`s previous experiences with commercial Internet services and computational clusters, bayMountain has an initial client base utilizing its technology in a variety of business applications. Founded in March 2000, bayMountain is based in Richmond, Virginia. More information about bayMountain is available at http://www.baymountain.com .





Thursday March 22, 7:31 pm Eastern Time
Press Release
Exodus Launches myExodus Portal With Enterprise System Monitoring
Centralized and Secure Web Portal Provides Global Access to Operational Management Tools and Applications
SANTA CLARA, Calif.--(BUSINESS WIRE)--March 22, 2001-- Exodus Communications®, Inc. (Nasdaq:EXDS - news), the leader in complex Internet hosting and managed services, today introduced myExodus(TM), a Web portal that provides Exodus® customers with a view into their mission-critical Internet infrastructures. A centralized and secure portal that can be accessed from anywhere in the world via the Internet, myExodus enables Exodus customers to access a variety of operational management tools and applications provided by Exodus and its third party Application Service Provider (ASP) and Managed Service Provider (MSP) partners, including: monitoring and reporting; network and systems administration; customer support and account management. Exodus today also announced the introduction of its Enterprise System Monitoring (ESM), which is accessible via the myExodus portal. ESM broadens Exodus` growing portfolio of managed services aimed at the enterprise market.

About myExodus

myExodus is a self-service, single, integrated point of access to Exodus managed services and reporting tools. The portal features timely information that companies can use to monitor and maintain system, network and application uptime and performance and service quality, while minimizing the use of scarce internal resources. myExodus also enables Exodus to efficiently deliver news and updates pertaining to its customers` online business and to inform them about new products and services.

About ESM

myExodus also provides a view into Exodus` new Enterprise Systems Monitoring (ESM) service. Exodus ESM offers fully outsourced monitoring of key software infrastructure components including custom applications, operating systems and network devices. ESM assists customers in preventing outages and improving system performance by keeping them informed of key events and historical trends. ESM is part of Exodus` end-to-end monitoring and management solutions, which reduce the cost of monitoring for Exodus` customers by allowing them to focus on their core business, while maintaining performance and flexibility.

``Companies trust Exodus with their mission critical Internet operations. As the market evolves toward fully managed, lights out hosting, the demand for remote visibility, monitoring and management tools increases. We`re pleased to provide customers with an integrated Web portal that allows them to easily access key information on all aspects of their Internet infrastructure,`` said Ellen Hancock, chairman and CEO, Exodus. ``Exodus became the market leader by continually meeting customer needs. These new tools go one step further by enabling our customers to maintain visibility and reduce the time and costs associated with monitoring and management.``

``While companies are increasingly outsourcing the management of their Internet operations, they unanimously still want visibility into how their operations are performing,`` said Ted Chamberlin, Networking Analyst, Gartner Group. ``With the introduction of myExodus and Enterprise Systems Monitoring, Exodus can better serve customers and ensure their outsourcing investments are maximized.``

Because myExodus is Web-based, no software installation is required other than standard operating system and Web browser installation. All that is needed is set-up of the user`s subscription through an administration tool, login and password information. The portal also serves as the customer view for Exodus Managed Web Hosting customers. myExodus and ESM are available today.