Digital Island,Inc - (Nasdaq- ISLD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Pruguy who wrote (1483)	2/25/2000 9:50:00 AM
From: UUplink	Read Replies (1) of 1884

There are several factors at work here that are not discussed in the analysts report. First, as you know, ISLD's revenues are growing explosively (400+ percent y/y last quarter). They will have little trouble reaching $60-80 MM in revenues for FY2000. Getting from there to $300M + by FY2002 doesn't seem unreasonable unless the overall market for this service has been grossly misunderstood. I think the $300 MM estimate is quite conservative. The truly killer application for these so-called "private" networks is security. By enhancing network efficiency they not only offer an essential speed advantage over the public internet, they permit relatively painless (from a routing penalty standpoint) overlay of security software. IMO it is likely that ebusiness will "stampede" to these private network services as security issues continue to remain in the forefront.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next