what's the relevance of comparing Akamai to F5 and or VM Ware?
That blew his credibility to me since he didn't bother to explain why he proposed those two companies.
I want to see positive press but not some knucklehead who throws out 125 bucks a share based on two companies that don't compare to akamai. Every company in the world uses products like VM Ware and F5.
Akamai has a smaller customer base. Akamai's growth is not in numbers of customers, but in volume of traffic, driven by the internet.
Totally different metrics will drive the revenue success of these companies