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Akamai Technologies, Inc. Message Board

  • jfra5900 jfra5900 Sep 22, 2003 3:20 PM Flag

    Re: $6 here we go!!!

    ..Platform, shmatform baccuss, the market is getting hammered and this thing is holding like a rock..I've seen this too many times not to have learned my lesson, and the end result is always the same, that someone knows something and dollars to donuts were trading $6 by the end of the week!!!

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    • "The comparison isn't really valid because, well, IBM is IBM and Akamai is Akamai. What IBM is doing is good and synergistic with their overall strategy. Same goes for Akamai. Both have tremendous value to offer."

      That's exactly what I was saying. There's room for both, they're just going after different markets. Here's a question for you, how do you think the IBM and MSFT deals are structured to benefit AKAM? It's starting to look like IBM and MSFT want a piece of all communication traffic and AKAM will benefit on a referral basis. If you could give me your take I'd appreciate it.

    • blablablablabla!!!!!
      earnings and revenue will improve each and every quarter!!!
      that's what you should looking for.
      doctors!!!
      a belgian citizen

    • one year ago AKAM was at 1,5usd
      today Akam is at 4,1usd
      in one year AKAm will be at 8usd.
      to buy today is an opportunity.

    • Ah. And herin lies the rub. Examine for a moment the applications mentioned in the article. SAS? Wow - talk about complexity of management. Credit risk analysis? Wow again.

      Now let's talk about why IBM is doing this (purely my conjecture, BTW). If you look at IBM's revenue lines, the professional services unit is always far and away the leader. The point I'm trying to make is that when you offer up complex apps like analytics as grid computing (SAS tools) you have to have a lot of in house knowledge about the customer's business (credit risk analysis in this case) because the customer is not only going to expect you to support the application but they're also going to expect you to help them model it - software apps of this nature NEVER come out of the box ready to run.

      Sounds like one hell of a professional services engagement to me :)

      Now, on the other hand, Akamai has never placed much emphasis on professional services. They don't have 200 consultants sitting around on the beach waiting for a gig. So, their strategy of providing simple "hands off" java apps as a commodity grid service make sense for their company.

      Both models are profitable and good ideas for the respective business models. IBM won't offer java registration apps at the edge because they're not really interested in 20K/month customers. They're interested in 200K/month financial services apps (for example) with a 5 million dollar prof svcs kicker. Akamai won't offer SAS tools at the edge because they're not in the business of sending in 200 financial analysts and actuaries to help model a risk assessment app.

      The comparison isn't really valid because, well, IBM is IBM and Akamai is Akamai. What IBM is doing is good and synergistic with their overall strategy. Same goes for Akamai. Both have tremendous value to offer.

    • DITTO!! Right on Perl.


      "i'll type slowly so you can follow me....
      i never said that akam wasn't a form of distributed processing. i never stated akam wouldn't save some customers cash...
      in fact.. i've stated both.. so get your facts straight..."



      Funny. I can't find a single instance of you stating that Akamai can save customers dollars on applications. In fact, all I see is carefully crafted statements that portray a decidedly negative spin on Akamai. While it's true that you never actually told a bald-faced lie (bully for you) like "Akamai absolutely, positively does not engage in any form of grid computing whatsoever," you routinely ridicule posters who dare to suggest that they do. This is deceptive at best.




      "what i simply said..and tried to explain.. was that akam is over-hyping... regarding the term they use... and while you might know the difference.... as evidenced by this thread.. others didn't..."



      What an arrogant statement. Poor assumptions seem to be your strong suit, from Akamai's real capabilities to the knowledge base of posters to this board. As the self-appointed guardian of technology buzzword purity, and someone on a mission (out of the kindness of your heart, no doubt) to save us poor AKAM investors from our own stupidity, I would think that you might have the decency to present both sides of the argument. Not once have I seen you put a positive spin on anything Akamai is doing, other than the damning-with-faint-praise "Akamai has solid technology for a small niche of customers" (or words to that effect).

      Further, another poster here makes an excellent point. If you have no position (which is about as believable as your other claims) then why bother to bash? Certainly, if I didn't have a long position I wouldn't be wasting my time here.

    • "i'll type slowly so you can follow me....
      i never said that akam wasn't a form of distributed processing. i never stated akam wouldn't save some customers cash...
      in fact.. i've stated both.. so get your facts straight..."



      Funny. I can't find a single instance of you stating that Akamai can save customers dollars on applications. In fact, all I see is carefully crafted statements that portray a decidedly negative spin on Akamai. While it's true that you never actually told a bald-faced lie (bully for you) like "Akamai absolutely, positively does not engage in any form of grid computing whatsoever," you routinely ridicule posters who dare to suggest that they do. This is deceptive at best.




      "what i simply said..and tried to explain.. was that akam is over-hyping... regarding the term they use... and while you might know the difference.... as evidenced by this thread.. others didn't..."



      What an arrogant statement. Poor assumptions seem to be your strong suit, from Akamai's real capabilities to the knowledge base of posters to this board. As the self-appointed guardian of technology buzzword purity, and someone on a mission (out of the kindness of your heart, no doubt) to save us poor AKAM investors from our own stupidity, I would think that you might have the decency to present both sides of the argument. Not once have I seen you put a positive spin on anything Akamai is doing, other than the damning-with-faint-praise "Akamai has solid technology for a small niche of customers" (or words to that effect).

      Further, another poster here makes an excellent point. If you have no position (which is about as believable as your other claims) then why bother to bash? Certainly, if I didn't have a long position I wouldn't be wasting my time here.

    • I'll buy that!!!

    • While everyone here is focusing on the fact that AKAM's network is grid computing in its basic form, usc_dog is trying to explain why corporate intranets can and will benefit from grid computing without the services of AKAM. Both have valid points but do not address the same problems.

      As for pfitzy1 telling me to get a clue, please reread these posts explaining how IBM is gaining traction in grid computing and consider why AKAM is not playing a roll in it.

      http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=1600431925&tid=akam&
      sid=1600431925&mid=62643


      http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=1600431925&tid=akam&
      sid=1600431925&mid=62644


      It's one thing to root on your investment, it's quite another to bury your head in the sand and dismiss varying opinions as nonsense.

    • It�s not hype when folks from Asia want to see USA sites and the other way too.
      Or anywhere around the world for that matter.
      And that is the main beauty of Akamai their bread and water.

      Akamai�s marketing folks will make the decision in grid-computing yea or nay
      Or been profitable or not the main heads in Akamai are MIT gurus
      We do not talk to their clients we do not know exactly their needs or is it cost efficient
      for all we know is like a Co. making ball bearings and now want to make shoes
      GE and Tyco can getaway with it Akamai may or not WANT to.
      talking and posting 30 to 40 posts is just wear and tear on the keyboard.

    • Oh yeah, and by the way...GO CAL!!!

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