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

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To: ratan lal who wrote (1709)7/18/2000 3:30:57 PM
From: Michael Olds  Read Replies (1) of 1884
 
I guess we don't call you rat for short?

I'm bullish on ISLD. Did you listen to the conference call?

I think last night's and todays actions are a result of A. confusion about the target number, B. the fact that the acquisition was announced along with earnings, and C. the market today.

It's hard to put a number on such a new entity, but if you look at quarter to quarter we are talking about 300% growth. They just doubled their customer base, their old customers are doubling the services they use at almost the rate that new customers are being signed. They are the only player that offers the full spectrum of services needed for the full broadband market. Streaming video is a force of nature. And, for me, not last in importance is the fact that Ruanne is not publicity shy: she knows the importance of stock price as currency in this market.

A fair number of analysts are talking numbers from 80-- 125. My chart analysis tells me 75 is in the near future.

mo
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