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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank
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To: puborectalis who wrote (103533)6/21/2000 11:28:00 PM
From: iod_sherwood  Read Replies (2) of 120523
 
AKAM... I'm an industry professional, i mean, i can see where Akamai is going with their solution/service. The market is growing and they are part of that growth.

But one of the big trends is ARPT. They provide a fuller integrated solution for speeding up content. AKAM is a little too proprietary.

I see Cisco's move to acquire ARPT as a confirmation of RDWR/FDRY/EXTR type technology and more of a rejection of FFIV/AKAM style solutions.

Of course this isn't the be all and end all, nor does the market always realize this in it's trading ways... but one of the biggest things i've found, is ultimately the market becomes discriminating... notice now, CMRC vs. ARBA... I've long questioned the significance of CMRC in the grand scheme of things. This recent acquisition of APNT, makes CMRC look better... but i'm a little weary as to why APNT mgmt let that kind of company pick them up...

anyways... my 2bits... i often find that trading with a piece of mind greatly increases confidence and allows you to make strings of great decisions and moves... Ultimately, I still say swingtraders, short term position traders make the most, and the easiest money.

cheerios,
sherwood
geocities.com
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