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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Kimberly Lee who wrote (19862)	10/25/1999 10:56:00 AM
From: nick stalin	Respond to of 108040

Now, with this acquisition, ISLD becomes a 1st Tier InFrastructure play.

To: Kimberly Lee who wrote (19862)	10/25/1999 11:03:00 AM
From: SouthFloridaGuy	Read Replies (2) \| Respond to of 108040

Picked up ISLD in the high mid 20's in pre-market trading. Based on the assumption that Akamai will rival Sycamore in it's explosiveness on IPO day, what's a fair valuation for ISLD, Kimmie?

To: Kimberly Lee who wrote (19862)	10/25/1999 11:05:00 AM
From: gizmo&jack	Respond to of 108040

What a great day. Still holding CYSV and BWAY from Friday. (BWAY should really move later this week). PLRX undervalued as I mentioned this morning. Added to my position in the low 17s. Got ISLD at market open at 28.25. This reminds me of CYSV in that it can only jump so far at first. Then AKAM will IPO drawing more attention to ISLD. Perhaps a CNBC report on ISLD will follow. Stock price rise and volume alone will draw further attention to the stock. And before you know it, it's at 50. Very exciting times. (Also, did smart thing and took my loss on MCKC. Just no interest on this one right now. Should have gone into NAVI. Still think MCKC will run in the future though. Will watch it).