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Technology Stocks : John, Mike & Tom's Wild World of Stocks
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To: Chip McVickar who wrote (841)4/19/2000 7:48:00 PM
From: August  Read Replies (2) of 2850
 
>>>Maybe they are still the fastest, but only buy a few milli seconds... <<smile>>
If Akamai is faster by a few mili seconds, that would be a significant advantage, possibly worthy of its former 30 Billion market cap.

Some savvy technology guru believes that Akamai technology is inferior. I am not sure, but I can see why Akamai technology can be inferior: Centralized vs. distributed topography.

Even if Akamai technology is slightly better. This is a situation of one plus one equals less than one. (A monolopoly of a crucial choke point on the internet is worth more than the combined value of two equal, competing, of the same technology.)

>>>And maybe they are no longer the cheapest provider..?>>>
With a monopoly, Akamai can potentially charge many many times more than the minimal marginal cost of providing the service. Without a monopoly Akamai can not, not to mention the possibility that its technology is inferior.

You said,
Wednesday, Apr 19 2000 9:31AM ET
To: August (who wrote)
From: Chip McVickar

CH,

Thank You for that link.

One of the "star quality facets" of the early AKAM IPO was the
mathematical invulnerability of their algorithmic sequences. Nobody
could match their quality, it was flatly stated. This may still be true,
but the general trading public has to rely on perception and news
statements to measure each others interest.

Having competition changes that picture somewhat....?

Maybe they are still the fastest, but only buy a few milli seconds...
<<smile>>
And maybe they are no longer the cheapest provider..?

Chip
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