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Technology Stocks : Digital Island,Inc - (Nasdaq- ISLD) -- Ignore unavailable to you. Want to Upgrade?

To: William F. Wager, Jr. who wrote (951)	11/3/1999 5:53:00 PM
From: Carolyn	Read Replies (2) \| Respond to of 1884

Just listened to the very long conference call. I hope I can remember everything. Sandpiper will integrate significant globalization of ebusiness applications & support secure transactions. Little overlap with products. Are in 21 countries with 5 regional data centers, reaching 85-95% of business users in the world. Talked about partners and customers - see previous post. Customers very happy with products - increased response times, lower complaints from their customers. AsiaAlliance.com - support for tech startups/phenomenol growth. Financial Times mentioned. Interesting Global Partners Program - ISLD trains its customers, who in turn train their customers, which leads to more customers, all involving marketing, enetworking, support. Sales force now at 79, 16 a year ago. New Services - new components to Traceware, making it 96% accurate in determining where user is coming from, accurate global delivery. In 21 countries, just added Italy and South Africa. In Sep, added Inktomi and Real Networks global streaming audio and video to e-business/Traceware. CFO - Proxy probably be ready by end on November, expect to close before March 2000. 1.07 shares of ISLD for every 1 of Sandpiper. When complete, 59 million outstanding shares, 67 million fully converted, 40% owned by Sandpiper. Loss reflects expansion, infrastructure development, new hires. 75 million in cash onhand. Questions from analysts - 1. Lehman Bros. Customer reception to products has been phenominal, a salesman's dream. Customers calling them. Re Sandpiper, much synergy, integration issues clear, little overlap. No constraints on growth. New products - transactions, distribution content, partners, security, quality of experience, Last Mile alternatives. 2. Thos Michael (?) INKT/RNWK - first phase available today: On Demand, as needed by application and customer. Second phase available by end of year - live streaming audio/video (Sandpiper doing this now). Company will offer, up to customer to decide if wants. 3. Bear Sterns a. Revenue mix - 70% intelligent network and content delivery, 30% hosting and value-added services. Both breaking out. b. what services does customer base use? Increasingly moving to multi-use services c. Direct sales = 100% revenue. Partners & resellers too recent 4. Growth: partners and new products all moving forward. Robust area - Last Mile partners. Also application services and infrastructure services & e-stuff partners. 5. Right now, capacity 100% leased, because they see bandwidth prices lowering. Comfortable with next quarter. Combination effects probably won't be realized until later in 2000.