Friday, September 01, 2006
Hot Stock: AKAM
via Briefing.com:
So, how can you profit from the increasing demand for bandwidth, as video demand on the internet explodes (YouTube)?
Answer:
Limelight Networks.
The only problem: Limelight is NOT publicy traded, yet.
One thing is certain, the CDN market is on fire. AKAM is the leader and should do well. However, if you are looking for a little more risk/reward; take a look at competitor VSTH. I believe SVVS still has a few chips in the game as well.
Also, remember Xcelera?
Pretty much dead now: XLACF.
Xcelera owns 99% of Mirror Image, competitor of AKAM.
And, finally, I have a short list of companies that are providing services to Limelight Networks.
They are:
MRVC, AVCI, FDRY, ADBE, RNWK, EQIX and GLBC
Some of Limelight's customers include: YouTube, MySpace.com, enough said.
Akamai Tech says benefitting from more music and videos online- Bloomberg (39.90 +0.70) : Bloomberg is also reporting the CEO says most growth will be organic, says handling economic downturn would be 'no problem', CEO sees demand rise as broadband used more.
So, how can you profit from the increasing demand for bandwidth, as video demand on the internet explodes (YouTube)?
Answer:
Limelight Networks.
The only problem: Limelight is NOT publicy traded, yet.
One thing is certain, the CDN market is on fire. AKAM is the leader and should do well. However, if you are looking for a little more risk/reward; take a look at competitor VSTH. I believe SVVS still has a few chips in the game as well.
Also, remember Xcelera?
Pretty much dead now: XLACF.
Xcelera owns 99% of Mirror Image, competitor of AKAM.
And, finally, I have a short list of companies that are providing services to Limelight Networks.
They are:
MRVC, AVCI, FDRY, ADBE, RNWK, EQIX and GLBC
Some of Limelight's customers include: YouTube, MySpace.com, enough said.
Comments:
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Interesting stuff. I never heard of Limelight before. A lot of people forget that Akamai was founded by MIT, and employs MIT students. Smart company means innovative technology.
Oh yeah, and "akamai" means "smart" in Hawaiian. But here in Hawaii, we use it in a negative way, like "A brah, not so akamai."
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Oh yeah, and "akamai" means "smart" in Hawaiian. But here in Hawaii, we use it in a negative way, like "A brah, not so akamai."
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