Web Hosting Strategies
Analysis and review of the web hosting and managed services industry by Doug Kaye.
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Exodus on the Rocks. It looks like the UK's Cable & Wireless is about to jettison its US web-hosting and content-delivery acquisitions, Exodus and Digital Island. It's not clear whether they'll be sold or just shut down. Here's a timeline from my weblog archives:
- On August 22, 2001, I suggested that the resignation of three of Exodus' board memebers meant more than what it might appear.
- In September, Andrew Schroepfer of Tier 1 Research predicted that the telcos would take over the hosting business.
- In October, I reported that many of my clients were leaving Exodus out of fears of the impact of financial instability. Even Sun was reported to be pulling out.
- In November, I finally agreed with Tier 1 and projected it would take two years for realistic pricing to return to data-center colocation and hosting, but only for those that could hang in for that long. (We're only half way there.)
- A few days later, C&W announced it was in "advanced talks' to purchase the assets of Exodus.
- Things were quiet for a while, and in May, Adam Eisner of The Web Host Industry Review thought things looked pretty good for Exodus.
Posted Sunday, November 10, 2002 1:35:42 PM 
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