Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (1939)	10/5/2000 8:32:15 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 57684

Read his reasons one more time. They're amazing to me. What's your take? His reasons were tax selling which you mentioned and no catalyst for upside move. That basically was a roation of cash from Akami to telcomnication firms. He also added more energy firms but I believe the proceeds from Akami was not for that sector. It was strictly telecom and optical. This brings up a conflicting issue in my mind. The optical sector is to increase abndwidth and the telecom sector does the same with the use of the optical. The problem is the margins in the other part of the businesses for telecoms is falling hard. The use of Akami's servers would reduce the need for bandwidth causing cost efficiencies to Akamis's customers. Akami's customers is almost a who is who in internet. The catalyst for Akami is huge sales growth and margins are improving. Telecom's margins are decreasing and sales are not growing since the cost of bandwidth is falling. My take is as bradband is deployed to the masses, Akazmi will benefit even more. I believe he errored. Akami doe have fair mount of debt but most if not all is convertibles. I do nto know the terms of these. however, all the telecoms have a ton of debt. That is my take. Glenn