Davis Freeberg

Alpha Found: VitalStream Acquired by Internap

Thanks for the encouragement S. I'm glad that you liked this piece. I'll look around and see if there is anything that looks particularly interesting to me. I wrote a follow up on AKAM a few months later, but I didn't like the valuation and probably still think it's a little too hot. Did you have a specific stock that you were interested in? I know that Limelight recently went public (or is about to), it might be something worth looking at, but with all of the attention CDN's have gotten, there may be better ways to capitalize on the VOD trends.