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To: Nadine Carroll who wrote (633)	2/21/1998 9:28:00 AM
From: Daveyk	Respond to of 1069

It's good to see strong holders after yesterdays blood-letting.Usually I dump early into a sell off but in this case I think it's simply overdone and will hold perhaps 18 months or more.Appears management is on track for the long term IMHO. Dave

To: Nadine Carroll who wrote (633)	2/21/1998 8:46:00 PM
From: PCSS	Read Replies (2) \| Respond to of 1069

My 2 cents... CORRECT....posts which stated there was an overreation CORRECT...too much emphasis was put on DataDirects softness/shortfall which WAS NOT ISLI fault but was dependent upon the # of seats sold by the DB vendors (ORCL, SYBS, IFMX) and the current general Asia "problems" CORRECT...mgmnt's cc presentation was (1) not of the "best performances"..juxtaposing last qtrs cc to this, this one was unnecessarily uptight, less relaxed and uncomforatbly unpositive...especiallly annoying since results were GREAT !!! (2) too much emphasis was spent on the DataDirect "thing" (3) there were obvious (to the analysts) errors in the initially released quarterly report (basically unimportant BUT inaccurate nonetheless leading to a believabiity issue which USED TO BE a historical ISLI mgmnt problem/concern) INCORRECT ...Y2K was 7 million, mgmnt said it increased 7X, and with a current live backlog (NOT UNDER WAY) of minimum 80-90 million lines of code (translation = 80-90 MILLION DOLLARS) this is a SHIT-LOAD WINDFALL AND A LOT OF ADDITIONAL REVENUE...this is BACKLOG and DOES NOT include work underway NOR projects to be won INCORRECT....anal-ysts evaluation of ISLI's results (1) ISLI increased revenue 16+% Y/Y (2) ISLI increased profits 50+% Y/Y I am APPALLED/ANNOYED and DISSAPPOINTED at the evaluations of the 2 so-to-speak "certified" firms which follow ISLI --- VOLPE BROWN WHELAN and FIRST ALBANY CORP. Both did a MISERABLE/POOR/INJUSTICE to ISLI and its investors...Their write-ups were PIQUIUNE (pardon my spelling) and CHILDISH. ISLI has IN-THE-PAST dissapointed anal-ysts and investors and it is MY HUMBLE BELIEF that this was PAYBACK CONSERVATISM. FIRST ALBANY said, "Data Direct had a dismal performance" Volpe said. "Resuts were generally aceptable" and "Data Direct growth...was dissappointing" YET hidden in their write-up was: VOLPE "Maintained buy rating", "Price target $30" 1st Albany "Share are attractive" I know/see BETTER but there ANAL-ysts have done an overly conservative POOR job for ISLI and its investors. ISLI has obviously turned the corner, is doing the right-things-right, has divested itself of bad business units, has developed great business relationships and is continuing growing revenues and profits All investors will be rewarded in time. SORRY for my monologue but I get teed-off by incompetence.