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

To: GraceZ who wrote (1586)	4/8/2000 12:25:00 AM
From: Danny Chan	Respond to of 1884

Thanks, it's indeed long. I'll have to go over it later. However, what worries me is that the lofty valuation in the sector, Akamai 16 billion, Mirra Image at least 4.5 billion (674m for 15% stake by EXDS), can potentially finance more competitors in the space. So far Akamai leads the customer count, but 400 is just a small drip among the millions of businesses that potentially needs e-commerce, so it's really the technology advantage that may not be easily reproduced.