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Akamai Tech: Eliminating traffic jams on the information superhighway

Some investors/readers probably are not aware that the internet -- critical as it is today for commercial activities and the flow of information -- was not designed to handle the volume and complexity of today's web tasks. Moreover, the appearance of internet traffic jams created an opportunity for Akamai Technologies.

Akamai Technologies (NASDAQ: AKAM) solutions accelerate and improve the delivery of internet content and applications.

Analysts like Akamai's broad 1,800-member customer base, including many blue-chip companies. Further, analysts also like the fact that AKAM has continued to deliver material revenue increases and earnings gains, despite expansion/infrastructure investments.

Further, the consensus among analysts is that 28,000-server Akamai will continue to have a competitive advantage in its key business segments for at least the next two years. The Reuters F2008/F2009 EPS consensus estimates for AKAM are $1.68/$2.04.

Continue reading Akamai Tech: Eliminating traffic jams on the information superhighway

ADC Telecommunications: Easing the transition to the hyperband

Some investors / readers may not be aware that the Internet -- critical as it is today for commercial activities and the flow of information -- was not designed to handle the volume and complexity of today's web tasks. Moreover, the appearance of Internet bottlenecks and ensuing upgrades to broadband and, eventually, to hyperband, has created an impressive business opportunity for ADC Telecommunications.

ADC Telecommunications (Nasdaq: ADCT) is a global supplier of broadband network equipment, software, and systems integration services that enable communications service providers to deliver highspeed Internet, data, video, and voice services.

In F2008 analysts expect strong fiber connectivity sales, including substantial work from telecommunications giant AT&T Inc. (NYSE: T). Further, ADCT's product mix should improve, with high top-line connectivity products offsetting some sector-wide pricing pressure.

Continue reading ADC Telecommunications: Easing the transition to the hyperband

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