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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 229.12-0.2%Nov 26 3:59 PM EST

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To: H James Morris who wrote (107505)8/24/2000 1:42:06 PM
From: Bob Kim  Read Replies (1) of 164684
 
Content distribution is becoming a very crowded field.

From ML's AKAM, EXDS, ISLD analyst:

"We believe Akamai will face competition from Content Bridge. Intermediate-term stock performance should reflect this threat. However, the game is still in early stages and we expect Akamai to respond strongly."

The analyst started coverage of AKAM a few weeks ago at $110 with a $130 price target. Which stock performance do you think he is talking about? BTW, he started coverage of ISLD with a $125 price target when it was close to $110 as well.

HB put out a sarcastic note on INKT this morning questioning whether the content announcement was worth an 8% move in the stock. I guess someone didn't like it because that note was removed and re-issued without the sarcasm.
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