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  • Akamai: As It Turns Out, Not Immune to a Downturn [View article]
    Dan Rayburn,

    We were just being polite towards our colleague. In case you hadn't noticed, we repeated ourselves in our comment...

    Thanks for the link.

    CrossProfit
    Apr 14 18:41 pm |Rating: 0 0 |Link to Comment
  • Akamai: As It Turns Out, Not Immune to a Downturn [View article]
    We agree with Katherine Egbert on the bookings/target issue alone. However, we think that most analysts, including Katherine Egbert, are underestimating the shortfall. For a 50+ P/E multiple, the PPS is still priced to perfection and then some.

    We first noticed subtle signs of a developing trend in October 2007 and were somewhat surprised that this was not mentioned by any of our colleagues in January. Perhaps we should be grateful that others picked up on it in April. From the PPS, the general market hasn't a clue.

    See;
    www.crossprofit.com/vi...

    The other three points mentioned in the article are of less concern to us, assuming that they are correct. We have not verified.

    We disagree with the hold rating.

    consensus CrossProfit
    Apr 14 17:00 pm |Rating: 0 0 |Link to Comment
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