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.

great company that spews off cash. The worry lately has been competition. However, the main competition is Limelight and it loses money and I don't think can survive a recession. Therefore, AKAM keeps a near monopoly on a growing business if the economy stays bad or it is still a cheap growth stock if the economy is ok.

Companies more expensively valued relative to their R&D, like surgery-robot maker Intuitive Surgical (ISRG) or the operator of Internet-acceleration servers Akamai Technologies (AKAM) offer less scientific bang for the buck.

Jon Najarian is seeing unusual options action in Charles Schwab (SCHW) and Akamai (AKAM). That suggests to me positive news could soon send these stocks higher, he says.

Goldman said it is downgrading Akamai (AKAM) to Sell from Neutral based on valuation. See competition and pricing concernss during 2008. Price target lowered to $33 from $35.

Akamai (AKAM) was downgraded from Buy to Hold at Citigroip. $42 price target. Valuation call, as the stock already trades at 17 times expected 2009 EBITDA.

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