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To: Robert Rose who wrote (108536)9/18/2000 1:56:42 PM
From: GST  Respond to of 164684
 
Rob: ISLD is an infrastruture play and lacks revenue at this point. The applications supported by its infrastructure are only going to be ramping up from here on it -- and i think they will ramp in the next twelve months to become huge "all of a sudden". The question is, what is the best time to buy. The initial runup was premature, but partly in aniticpation of the huge market down the raod. This might actually be a good time to buy ISLD -- although I am not keen on buying unitl the Naz gets down around 3000 and starts to stabilize -- good luck.



To: Robert Rose who wrote (108536)9/18/2000 2:14:23 PM
From: fedhead  Read Replies (3) | Respond to of 164684
 
I would stick with AKAM in this space. They are the gorillas
in this space.

Anindo



To: Robert Rose who wrote (108536)9/18/2000 2:28:48 PM
From: Glenn D. Rudolph  Respond to of 164684
 
isld is a highly-leveraged high-flying second-tier player in its space.

The bold is the problem with ISLD. AKAM or INKT much beter positioned.