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Technology Stocks : Akamai (AKAM) -- Ignore unavailable to you. Want to Upgrade?


To: coachbobknight who wrote (423)1/15/2000 12:01:00 PM
From: Pruguy  Read Replies (3) | Respond to of 695
 
I agree with you that isld is an absolute steal compared to akam and most other hosters...their product offering is more complete than anyone elses barring none( that includes Exodus, which I am long)

However, the market cap is double your estimate. Don't forget the new shares from Sandpiper. The lock-up expired on 12/28 and freed up some 16mm shares....I guarantee not all those shares will be sold...Stock is down 50% in 1 month because of this and the selling must be nearing completion.....ISLD will likely double in the next 6 moonths IMHO and still only trade at a fraction of the value of AKAM or EXDS



To: coachbobknight who wrote (423)2/1/2000 11:45:00 AM
From: cardcounter  Read Replies (1) | Respond to of 695
 
i've reached the same conclusion (akam overvalued)using a simple comparative analysis...

sandpiper vs. akam
$1.1 bln vs. $25 bln
1,200 servers vs. 2,000 servers
Footprint's caching vs. FreeFlow's "extremely complex proprietary algorigthms"
deliver html& non html vs. non-html only
"cache coupling" w/ INKT vs. Cache interface protocol w/ Cisco

AKAM is severely overvalued....