I used to, used to, used to, like Inktomi, too. Now I like Akamai better. I like the network effects potential for Akamai because they sell in at both the content and service provider levels. The more content providers then the more service provider locations, then the more content providers, etc.
I also don't like the Inktomi search momentum stall after losing Yahoo search. After Inktomi lost Yahoo, I was at Tim Nelson's office and an Inktomi guy was there who said that Yahoo never renews anybody's deal because they keep prices low that way. Well, Yahoo renewed Akamai's deal.
Akamai Technologies, Inc.
NASDAQ: AKAM/$30.38
Buy
Richard Juarez , eCommerce Infrastructure Services
“We would offer up a simple observation regarding content distribution: size of a network’s footprint matters - a lot,” said Juarez. “We believe that the sheer increase in the number and types of networks reinforces the need for Akamaia ’s services. With over 6,000 servers, 335 network deployments, and 54 countries, we believe Akamai clearly has the most ubiquitous footprint/presence. We are maintaining our estimates and reiterate our Buy rating. While it is difficult to call the bottom, we believe investors will be attracted to stocks like Akamai that have growing markets, attractive and stable pricing, and significant barriers to both entry and exit.”
cnetinvestor.com |
