Cha2:
Truthfully, I'm not a web-hosting or web-accelerating expert. I think the space is big, and Isld will grow its revenues very well for awhile. With the big boys looking to get in, I would say Isld is a play for rapid growth in the short-term, and a possible acquisition candidate over the mid-term. The next quarterly report should be instructive. BTW, I used to go to Yahoo for Isld info, but have been deeply disappointed in the caliber of posts there, and the lack of substance.
Because it is the first and biggest, I think the best way to play B2B web-hosting is presently Exodus. But again, these companies appear to be royalty plays, not gorilla candidates.
OTOTOT
OK, now turnabout is fair play.......you are the telecommunications maven........why should I buy JDSU in your opinion, how long will it grow, and would I be better off to buy HLIT and SDLI which are growing faster? Again, aren't these royalty plays????
stan |
