To: speedbot who wrote (40 ) 7/7/1999 12:50:00 AM From: djane Read Replies (1) | Respond to of 1884
speedbot, you've got some wrong numbers (see corrections below). Were these intentional errors? -- you obviously spent some time on this effort. ISLD should be an easy double from here to $60/share and a $2 billion valuation. I love the numbers you've provide me for EXDS. Heck, EXDS can move $20/share on a day with a 41 mil share float. ISLD has a 5M share float and hasn't even reached its 7/26/99 end-of-quiet-period period when new IPO share prices tend to ramp up in anticipation of underwriter strong buys. Thanks for this valuation exercise. It makes ISLD look like a positive bargain compared to EXDS (and ABOV and USIX). Keep in touch, djane See this Hoovers link and prior posts on the thread for the correct numbers on ISLD, e.g., ipocentral.com *Numbers not looking too good: [ISLD looks undervalued] _________________EXDS__________ISLD [Correct numbers] Recent Price_______130 1/2_________32 11/16 Market Cap________5.37 bil________1.96 bil* [1.06 bil] [big error] O Shares__________41.2 mil________60 mil* [35 mil] [big error] Float_____________35.4 mil________6 mil [Lowered to 5 mil] 98 Revenue________52.7 mil________2.34 mil* 98 Income_________-66.4 mil_______-16.27 mil* 1 Yr Growth Rate___325%____________---- [+ 974%] Bonus: 99 Revenue and Income. Steve Harmon says ISLD revenue growth is accelerating, which makes sense given the sterling customer list of Digital Island. Heck, as I review these numbers again, I'd say ISLD has a good chance of reaching the EXDS $5 bil market cap. And, there's always the takeover kicker. As such, ISLD's stock price will be roughly $150/share. P.S. ISLD is responsible for Cisco's world-class service. Ya got a problem with that :-)