HD online is coming your way. HD with interactivity, simplicity and served to you from the edge, then transmitted to your screen of choice.
Check this out, Tipping point of HD/IP, High definition video over the internet. HD with interactivity will revolutionise the TV industry. Same thing that happened to media and print is about to happen to TV.
Which amongst the pipe owners, the pipe improvers, content and service providers and subscriber database owners will outperform? Who will get the lions share of TV advertising revenue coming online? What will happen to …

Revenue and earnings above forecasts and strong guidance send Akamai shares higher. Cash flow continues to be a strength.

Akamai, the web content delivery and application gorilla, will report Q3 2009 on 28-Oct-09 AMC. Consensus forecasts is for $0.35 eps on $199.8M revenue. AKAM has excellent cash flow, a strong balance sheet and reasonable potential for growth for years to come. While competition continues to increase in the CDN space, Akamai continues to differentiate itself with higher value added services. Forward earnings forecasts in the internet information provider industry offer no reliability, but the overall growth in data and applications being served should provide enough market for several winners. Akamai …

Earnings and revenue beat estimates. Share repurchase to offset employee options.

Akamai, the web content delivery gorilla, will report Q1 2009 29-Apr-09 AMC. It’s time for a quick preview and analysis.

Akamai is due to report earnings between 30-Oct-08 and 9-Nov-08.
AKAM’s stock price has been  hammered in the last four months, down from over $40 to $17. The masses are sure that competition will eat the lunch of this established leader and are pricing AKAM as if growth will be negative going forward.

View the full AKAM chart at Wikinvest

Fundamental View
Cheap on all metrics. Watch for slowing in growth.

Lowest Price to free cash flow ever. FCF has increased every year since 2000.
Lowest Price to sales since 2002.
Slowing growth more than priced in.

Worst …

Akamai Technologies Inc. (AKAM)
While Flight of the Choncords may be my current favourite purveyors of mirth, I do get a good laugh when I read “analysis” like this by Steve Biggs from Zacks.
Akamai is currently trading at its 52-week low price. The company’s P/E ratio of 15.2x is based on our 2008 EPS estimate of $1.29 and 4.2x our 2008 revenue estimate of $4.69 per share. Although the valuation has fallen to the low-end of historic levels, we would not be the buyers of the stock given the risk of …