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To: Matt Brown who wrote (2164)	7/8/1999 4:53:00 PM
From: gladman	Respond to of 5041

FM, I'm up 7 1/2 on ELNK, i've heard takeout rumors in the 85 range. MSPG jumped today as well on 'combination' statement pumped on CNBC, AOL and VRIO also showed strength today. The ISP segment of the INETS clearly coming back to life. Once a sector begins to show strength, I look for undervalued players in the sector that show promise. I'm bullish on AOL and VRIO and extremely bullish on ELNK & MSPG. MSPG was to be my next pick as they report on 7-28-99, will watch this one closely next week. Dave

To: Matt Brown who wrote (2164)	7/8/1999 5:59:00 PM
From: djane	Respond to of 5041

Here's some info on ISLD to correct a mistake in an earlier post on this thread. ISLD should fly soon. djane Talk : IPOs : Digital Island,Inc - (Nasdaq- ISLD) \| Previous \| Next \| Edit your message \| To: speedbot (69 ) From: djane Thursday, Jul 8 1999 5:39PM ET Reply # of 71 speedbot, ISLD has 35M (not 60M) post-offering shares and 6M low float. Again, ISLD at $30 and $1B market cap (soon to be $60/share and your $2 billion figure :-)) is cheap especially compared to the $5+B EXDS market cap, $14B market opportunity in 2003 and sterling customer list, including Cisco, E*Trade and BidCom. In a bonus feature which I don't believe the market knows or has focused on yet, as techbuzz pointed out in an earlier post, ISLD also has technology which compares favorably to Akamai and Sandpiper (soon to be very hot IPOs with billion dollar market caps). Based on its very promising fundamentals as a net infrastructure play and low float, ISLD stock price should have a nice run up to the end of the quiet period on 7/26/99 and strong buys from the underwriters. If I may, I think your mistake is the $60 million amount to be raised based on a $10 proposed offering price. The following sites (including Hoover's) list 35.47 (not 60) million post-offering shares. ipocentral.com ipodata.com (type in ISLD) sites.stockpoint.com (type in ISLD) ___________________________________ Talk : IPOs : Digital Island,Inc - (Nasdaq- ISLD) \| Previous \| Next \| Respond \| To: djane (70 ) From: speedbot Thursday, Jul 8 1999 5:51PM ET Reply # of 72 Dammit. You are right djane, I read it completely wrong. Sincerest apologies.