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Technology Stocks : Digital Island,Inc - (Nasdaq- ISLD)

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To: Frank A. Coluccio who wrote (157)	7/20/1999 2:52:00 PM
From: Thomas Zoran	Read Replies (1) of 1884

Frank, Couldn't agree more...if market dynamics change, ISLD must adapt quickly to retain leadership. This is essentially the case with all leaders, however, but their failure to do exactly that is common...re: The Innovator's Dilemma from Christenson from Harvard. What's good about holding the leader though is that they will have better means to adapt to rapid change than new upstarts... In general, I think we are in good agreement. And I agree on the colo glut theory...there is no way people will spend $6000/mo for a 42U rack at Exodus down the line with the amount of supply coming in. Tom

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