u********e
发帖数: 4950 | 1 Seems very cheap now for me
In for rebound | w******s
发帖数: 16209 | 2 I doubt about akam valuation..
industry changed.. its potential depreciated a lot
【在 u********e 的大作中提到】
: Seems very cheap now for me
: In for rebound
| u********e
发帖数: 4950 | 3 Thanks for the opinion
If you are right, I might need to lower my target price | w******s
发帖数: 16209 | 4 the world changing to cloud based solutions,
the traffic side akam may get a lot of benefit in this trend, but check
solution providers like amazon they have their own cdn infrastracture build
up..
I can't see anyone could live without akam. akam is not important in the
cloud based services..
akam could be a good business, but i donno what's the potential.
(my understanding about akam is old picture two or three years ago when I
last trade akam.. if they changed their business model.. then I may miss
something)
【在 u********e 的大作中提到】
: Thanks for the opinion
: If you are right, I might need to lower my target price
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