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

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To: djane who wrote (170)7/21/1999 12:10:00 PM
From: Mr. Miller  Read Replies (2) of 1884
 
Hello ISLD thread. I am new here, but not new to the industry. I have followed EXDS, ABOV, GBIX, ISLD, and INIT. I have been in(and out at times) of these stocks for the past several months. Started EXDS at $60 pre-split, ABOV at $30 pre-split, and GBIX since $35. I have never been in INIT or ISLD, but I have taken a position today in ISLD. It is too difficult for me to determine who is good or who is not, but it seems to me that all are doing well and will continue to do well. EXDS having so many(9) quarter to quarter growth rates over 40% is amazing. ABOV is basically out of the picture now. GBIX is up and coming and has good growth quarter to quarter, but nothing like what ISLD is posting. The last two quarters have shown increasing % growth sequential quarter to quarter. Is this company going to report 100% quarter to quarter revenues growth for the period from quarter ended 3/99 to the quarter ended 6/99? BTW, when is the quarterly going to be announced?

Anyway, EXDS has a nice lead, but all seem to be well positioned to grow. However, there seems to be more and more of these web services companies popping up, so I may have to be more discriminate going forward. I think EXDS has a dominant position, but I think the best up and coming may be right here in ISLD. Great management, great business plan, great partnerships, and thus far, exceptional growth(the highest of EXDS competition).

I notice the word here is that the quiet period will end in the next week. That should bring out analyst commentary and coverage initiation. As a result, the stock price should benefit much to the upside.

Long ISLD.

Miller
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