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

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To: Michael Olds who wrote (1643)	6/7/2000 2:37:00 AM
From: Jon Khymn	of 1884

thetelecommanalyst.com James H. Henry, Telecommunications Analyst, Bear, Stearns & Co. Interviewed by Taylor Smith The Telecomm AnalystSM recently spoke with Bear Stearns telecommunications analyst James H. Henry about network service provider DIGITAL ISLAND (ISLD). Bear Stearns was the lead manager for DIGITAL ISLAND's June 29, 1999 initial public offering. Mr. Henry owns no DIGITAL ISLAND stock. [The TELECOMM ANALYST ? TAYLOR SMITH] What does DIGITAL ISLAND do? [JAMES HENRY] DIGITAL ISLAND is a network service provider (NSP) that provides content delivery, intelligent networking, Web hosting, and a variety of professional services. In aggregate, ISLD enables the e-business aspirations of companies on a global basis. Like other NSPs, DIGITAL ISLAND uses telecom infrastructure for delivery of its product. [TS] Who are DIGITAL ISLAND's competitors? [JH] AKAMAI (AKAM) is a competitor on the content-delivery front and companies such as DIGEX (DIGX) and DATA RETURN (DRTN) compete in Web hosting. But there are very few companies like DIGITAL ISLAND that bring a suite of services under the same umbrella. The company provides leverage by combining its suite of services and its underlying network to more successfully penetrate its customer base. [TS] What has been happening recently with DIGITAL ISLAND? [JH] From a corporate development standpoint, one bit of good news has followed another over the past quarter. DIGITAL ISLAND has a strong and compelling business model and is well positioned competitively. The good news that has come in helps highlight the profitability of the company's concept. One issue that plagues the stock is the elimination of the lockup on 20 million shares of DIGITAL ISLAND's stock, which has elicited a somewhat negative reaction with investors. [TS] What rating do you have on the stock? [JH] I have a BUY rating on the stock. From 1999's revenue of $12.4 million, I am estimating growth of 319% to $52 million this year. Next year my forecast is for $147.5 million in revenue, an increase of 184%.

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