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Ramzy
2 Comments
Ten Solid Clean Energy Companies to Buy on the Cheap: #5 Trinity Industries Inc. [view article]
Great article Tom, I appreciate the insight, I was unaware as to the extent of TRN's business. I was wondering if you had any thoughts on American Railcar Industries, ARII. Its a direct competitor of TRN, and with the heavy movement of coal on these hopper rail cars recently, what's your take on ARII? Feb 19 11:28 PMInternap is Not the Next Akamai [view article]
I think you are missing the point from the Barron's article. They are simply stating that Internap has alot more room to grow in CDN than does Akamai at this point. Akamai reported earnings last week that showed a significant decrease in growth as they weren't able to beat and raise their earnings expectations. However, the point being made in regards to the fact that Internap's CDN accounts for only 10% of its revenue should be seen as a plus. If they are only getting 10% of their revenue from CDN, and their earnings are projected to grow at a 30% clip, that should underscore the fact that their CDN revenue has tremendous potential to grow as well. From your article it appears that you work within this technology industry, so you have far more knowledge about the technical aspects than I do. But comparing past balance sheets does the Barron's article no justice as the article states that Internap could benefit greatly from Akamai losing market share in CDN. Please feel free to reply to this post as I am currently long on Internap and feel it's revenue and earnings have tremendous growth potential, and provides less risk than Limelight (which is currently named as Defendant in a lawsuit brought forth by Akamai). Jul 31 11:39 AM