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To: re3 who wrote (108534)9/18/2000 12:54:21 PM
From: Robert Rose  Read Replies (3) | Respond to of 164684
 
ike, fwiw, here's my take on isld's decline:

isld is a highly-leveraged high-flying second-tier player in its space. Such stocks tend to soar during market bubbles and tank during corrections. Such explains isld's behavior in '99 and '00. Its performance mirrors those of dozens of other such new econ stocks this year.

Tangentially, patent infringement suits and counter suits with akam have been announced, but these seem like tangential influences on the stock, given the broader currents at work. just my $.02.



To: re3 who wrote (108534)9/18/2000 1:51:50 PM
From: GST  Respond to of 164684
 
Hi Ike: re ISLD -- the collapse of tech stocks is not helping, nor are the lawsuits with Akami -- I expect a good year ahead and I will double my position if it gets down to around 17-18. Good luck.


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