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Lycos or Amazon, but it's fun. At IBM, the networking division was also fun, but different.
And Apple was really different from that, I would imagine.
Actually, Apple and Exodus are much closer in attitude. Because of size, and because of type of culture, IBM was much more disciplined. At Exodus, we really took a lot from Apple. We have a lot of ex-Apple employees. We're used to the Apple style. While Apple was a reasonably large company, it still had a free-flowing style and we try to put that to work here.
You started at IBM out of graduate school and stayed there for 29 years. If you had to start your high-tech career over again today, what would you do?
I would go to IBM again. I learned a lot there. It's an excellent company, and very supportive of women in management. They gave me a lot of assistance. But today I would have come out to Silicon Valley earlier. I'm not unhappy with how it turned out, but those of us who joined companies in the '60s and '70s thought of our jobs in terms of lifetime employment. Today people are making more moves, and to some extent I think it's healthy to make those moves.
You've been in this business for a long time. What do you think of the mania today for treating Silicon Valley like the next Gold Rush?
I first came out here to work for National Semiconductor. That was definitely not a get-rich-quick situation. The same held true for Apple, as well as the other more mature companies. But now there are these new companies that are going public, and these companies are making millionaires out of their employees. If you asked me two years ago if I'd have the net worth I have at Exodus now, I'd have thought that was a strange question. But things are very different now.
Well, Exodus was definitely on to something with network outsourcing, but did anyone think back in 1994 that Web sites would be as big as they are today?
We had not forecasted this growth. Hotmail came in with 12 or 14 servers and they're now at 1,500. We couldn't have guessed that. We also didn't realize how quickly the industry would shift from corporate enterprise to consumer-oriented enterprise. We have a lot of large technology companies using our services, but we didn't realize how quickly the industry would shift to Geocities, Nordstrom, Johnson & Johnson, Virgin ... last quarter, 40 percent of our business was coming from consumer enterprises.
The size of companies is also different. We have a lot of young companies still coming in, but also sophisticated companies, like Sun's Java site. It's amazing how many technology companies are using Exodus. Sun, Fujitsu, National Semiconductor, Gateway, HP ... I could keep listing them.
Do all companies look the same from the back end?
It's really fun to walk through a data center and see all of the different site setups. Even if you've seen a hundred sites, each one gives you a different feel. You'll go by one with DEC Alphas and Cisco routers; the next one has an NT front end and Solaris back end. Everyone sets up their site differently. They are all different in structure, and we have to be ready for that. If a customer has Linux we can support them, if they have NT we can support them, if they have Mac we can support them.
What do you see most these days?
I've definitely seen more NT over the last year. A lot of sites are choosing NT for the front end, then Solaris, Unix or Linux for the back end. You'll still do things like search on a Unix system, usually a Sun, but the front end is diversifying as more people pick front-end Intel-based systems with an NT base. There used to be much more Unix. The one OS that has gained on the front end is NT. But it's still a mix.
Why NT?
Because of its ease of use on the front end. People want to use graphics. They want personality. They're using NT for that, focusing on the way the site looks to you as a consumer. Search engines will still usually be done on a Unix system.
Exodus is expanding at astonishing speed. As an executive, how do you handle that kind of explosive growth?
You can't reach the big revenue without growth. It's not that you have to be big, but you should be open to being big. We have a management team that has managed large-sized companies before. We're comfortable with that. We're not afraid to expand, to be in London, Tokyo, those kinds of places. We just make sure that we have the right people in place for growth. If it does get to a large size, we have more of a comfort level.
In a recent Fortune article, an analyst was quoted as saying, "As long as the Net grows, Exodus wins." Do you see that changing ever?
I have confidence that we will continue to see growth on the Internet for a long time. As more and more enterprises go to the Web, it will only get bigger, and they will need more network support. Now companies talk to us about supporting streaming media and graphics that will take even more network growth. As we impose more interaction with cable