Earlier in the week when Akamai's (AKAM) share price was crushed, I remarked that part of the reason was competition.
This weekend Barron's said the same, but gave an edge to upstart Internap (INAP). Summary here.
While CDN only represents about 10% of Internap revenues, they are forecasting 30% earnings growth. They have an edge on Akamai and Limelight since their proprietary software that allows them to guarantee 100% content delivery.
Subscribe to:
Post Comments (Atom)
0 comments:
Post a Comment