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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Chip McVickar who wrote (841)	4/18/2000 12:36:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 2850

Hi Chip, Tom has some reservations on AKAM. It's down so low even at 86 that you should buy at least a little if you've always wanted to own it. I am getting many messages on SI, and business is very hectic, sorry for the slow response. John

To: Chip McVickar who wrote (841)	4/19/2000 7:48:00 PM
From: August	Read Replies (2) \| Respond to of 2850

>>>Maybe they are still the fastest, but only buy a few milli seconds... <<smile>> If Akamai is faster by a few mili seconds, that would be a significant advantage, possibly worthy of its former 30 Billion market cap. Some savvy technology guru believes that Akamai technology is inferior. I am not sure, but I can see why Akamai technology can be inferior: Centralized vs. distributed topography. Even if Akamai technology is slightly better. This is a situation of one plus one equals less than one. (A monolopoly of a crucial choke point on the internet is worth more than the combined value of two equal, competing, of the same technology.) >>>And maybe they are no longer the cheapest provider..?>>> With a monopoly, Akamai can potentially charge many many times more than the minimal marginal cost of providing the service. Without a monopoly Akamai can not, not to mention the possibility that its technology is inferior. You said, Wednesday, Apr 19 2000 9:31AM ET To: August (who wrote) From: Chip McVickar CH, Thank You for that link. One of the "star quality facets" of the early AKAM IPO was the mathematical invulnerability of their algorithmic sequences. Nobody could match their quality, it was flatly stated. This may still be true, but the general trading public has to rely on perception and news statements to measure each others interest. Having competition changes that picture somewhat....? Maybe they are still the fastest, but only buy a few milli seconds... <<smile>> And maybe they are no longer the cheapest provider..? Chip