Isilon Systems, Inc. (NASDAQ:ISLN.DL)

CAPS Rating: No stars

The Company designs, develops and markets clustered storage systems for storing and managing digital content.

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Player Avatar kaputnikov (< 20) Submitted: 10/3/2007 2:02:59 PM : Underperform Start Price: $7.05 ISLN.DL Score: +8.84

as just another storage hw-company thereis no real rational logic, that theycan become better on a EPS basis than NetApp or EMC.Esp. as ISLN's product doesn't target the vital part of enterprises (ERP/database, etc) where price is secondary.Instead ISLN targets the high-capacity areas, which is price-sensitive - and they target companies (media) which have huge capacity needs - but never willing to pay a lot.So regardless what big media-name you take - those guys are just not willing to pay big bucks on a per dollar/gigabyte basis ...And this will screw ISLN's margin - and profits.

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