ratsharp

Limelight Darkens; Will Someone Want To Buy?

- gs bought 38% of llnw @ 3.6 usd a year back and have a lockout till dec 07 , stock options issued in past year ranged from 6.5 usd to 13 usd ...
- 2 of their cofounders have been reprimanded/fined by sec earlier for "irregularities in other companies"
- But these guys seem to be new to the business of "beat and raise culture ".. somthing which other high growth stocks do a better job at i.e. crm... maybe they will learn now..seeing all their options washed out...
- the bottom is around 7 usd for llnw , given a 3.5 ev/sales support
- they have been conservativ on 3Q and 4Q ; giving them enough space to beat and raise
- the only caveat seems to be margins ... but if they beat the topline handsomely ; they will probably be forgiven in the land of the crazy ( look at erts .. who never seem to make money consistently... but have all the analyst supporting it with their buys)
- id i miss anything else???

Despite Akamai's Tumble, the CDN Industry Is Still Strong

llnw was recently upgraded by GS to buy from neutral and a top 5 pick.... not surprising considering GS owns 38% of LLNW stock and has 20% of board seats ...