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


To: coug who wrote (1080)12/9/1999 12:45:00 PM
From: cmchang  Read Replies (1) | Respond to of 1884
 
definetely agree. valuations should tightent between akam and isld. If they meet halfway at $10B, that put's isld over $250. Having the first jump (akam) is quite an advantage, but given the Sun/Inktome relationship/investments and the fact that their network is powered by Sun servers instead of (akam) wintel boxes, I think isld has legs. Just need to hold for a bit and shake out the weaker hands, day/momentum traders.



To: coug who wrote (1080)12/9/1999 8:15:00 PM
From: Pruguy  Read Replies (2) | Respond to of 1884
 
your share count is way off...The sandpiper deal will add about 110% to the number of shares...also, we know that SUNW and INKT are getting shares also....still comparitively cheap, but not as much as you thought.