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To: fedhead who wrote (87754)12/16/1999 9:08:00 PM
From: Lizzie Tudor  Read Replies (4) | Respond to of 164684
 
You and me both. I use akam as my justification for b2b stock price!

Is akam so superior to inkt?



To: fedhead who wrote (87754)12/16/1999 9:38:00 PM
From: James Thai  Read Replies (1) | Respond to of 164684
 
Just a thought..

ISLD:
Shares OS - 34.9mm
Float - 6.9mm
= 20%

AKAM: Shares OS - 91.4mm
Float = 9.0mm
= 10%

And besides, ISLD isn't a "pure play". They should spinoff Sandpiper. Can you spinoff a company before the deal closes? :)

James.



To: fedhead who wrote (87754)12/17/1999 12:09:00 AM
From: Bill Harmond  Read Replies (1) | Respond to of 164684
 
>>Can't figure out why AKAM should be valued at 21 bil.

Neither can I. I thought the same at $16 billion, too.