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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (870)	4/7/2000 12:44:00 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 33421

Quick note on AKAM....I don't like them for the long term. Pretty much all I can say.

To: John Pitera who wrote (870)	4/8/2000 3:29:00 PM
From: August	Read Replies (3) \| Respond to of 33421

Biggest competitive threat to Akamai is Mirror Image a subsidiary of XCELERA.COM XCELERA.COM's stock trades around $1/4 for many years, and ran from 1/4 to 225 in a a year (no typo here, a 900 bagger in a year). The company (or the stock at least) on the surface looked like a classic off-shore penny stock scam, when it was around $4. At $225, it is a real company and important internet player. The problem with Akamai is that it used to be percieved to have the field to itself ==> some kind of monopoly, and valued based on this monopoly potential. With the emergence of XCELERA.COM, Akamai can no longer sustain this monopoly image. XCELERA.COM which some would argue has superior technology than Akamai, but at a vastly lower valuation than Akamai (at least until recently), combined the loss of Akamai's monopoly potential, made AKAM-the stock look rather unattractive. Not being a patent lawyer, I just don't how these two companies could have patented their "technologies". Seems like straight forward logical ways of dealing with the problem. (I'm not doubting that the patents are valid, otherwise they would have being challenged. It's simply that not being a patent lawyer, I just don't how these two companies could have patented such straight forward ideas.)