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To: H James Morris who wrote (119135)3/3/2001 11:52:36 AM
From: Glenn D. Rudolph  Respond to of 164684
 
>Maybe but I believe Akamai will do well long term.
Glenn, a lot of people feel the same way about Amazon.com!


James,

I agree about the people that believe in Amazon. I am using FA and the results at which I arrive indicate that is impossible but not so for Akamai. Maybe their product will never turn out to be in demand enough to make margins sufficient for decent profits. In hind sight, I know I paid way too much for Akamai. I did for Ariba too and I could go on.

Please keep in mind my argument is not Akamai is a leader or has unlimited potential. They simply are creating a products that I believe wil be in high demand at the fringe for the net. It is a speculative buy. It is not like buying GE or something.

Glenn

Glenn