On2.com (ONT-AMEX) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : On2.com (ONT-AMEX)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Larry S. who wrote (372)	3/2/2000 7:01:00 PM
From: AJ Berger	Read Replies (1) of 553

IMHO these are the only guys who would kill/buy ONT akamai.com AKAM has everything needed to dominate this market should they ever manage to demonstrate a half decent streaming media technology that works well with browser based consumers. Set top boxes is a whole nother story. ONT has managed to demonstrate value to both markets as well as console gaming systems. AKAM may have learned from Bill Gates the art of sitting back, and relaxing, while other pioneers like ONT get started in this new market. Then by the time Broadband Subscribers add up to some serious numbers, AKAM could come in and clean up. I'm firmly long ONT, but mindful that we are investing in pioneering technology here. Being first out the starting gate does not always mean you'll win the race. With AKAM's over inflated market cap, they should seriously consider a stock swap deal to gobble up ONT, that would give AKAM a foothold in the entertainment sector, and a damn good CODEC. Whereas ONT which is woefully behind in making alliances in this industry, could not do better than to find themselves catering to AKAM's expanding customer base, and benefitting from AKAM's superior caching infrustructure.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next