I see Akamai (AKAM) moving off it. I also see the usual mobile Internet tsunami stocks that are needed to be able to handle the Google (GOOG)/YouTube volume.

This was one of the winners

good tech

This stock is a strong hold, says Citi analyst Mark Mahaney. However if the business stabilizes and the stock drops below $18, I’d become a buyer.

llnw

No particular reason

cloud computing

100,000 1,141

Najarian says that other names worth keeping on your radar are Ciena [CIEN] and Akamai [AKAM] -- both big names in the networking space.

Najarian mentioned that Obama wrote a piece in the Wall Street Journal that was bullish on the broadband infrastructure build-out. He said to look at names like Akamai Technologies(AKAM), VeriSign(VRSN) and Broadcom(BRCM) to play the potential build-out.

low barrier to entry for competition

overvalued

Paid well then sold off too soon.

below 200 dma

I don't uderstand why VMWare's virtualization software won't dramatically increase Akamai's capabilities, but according to the market it won't. Every time I argue with the market, I lose.

From Barron's 7-30-07:

"Akamai's shares (ticker: AKAM) got whacked more than 20% last Thursday, after revealing that margins in its Internet content-delivery-network, or CDN, business could be shrinking, and that order growth is cooling."

bears of akamai schooled me

Overvalued. Investors are paying too much for Growth.

Great company/sector. Too darn expensive. Possibly collision with goog

way overvalued