• Akamai Technologies Inc. (AKAM)
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• Cloudflare Inc. Class A (NET)
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Q: It's been a while since any questions on this company - what are your current thoughts on it's operations compared to competitors and any thoughts re: catalysts to drive earnings higher?

Thanks for all you do, John

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Read Answer Asked by John on May 04, 2023

• Akamai Technologies Inc. (AKAM)
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• Cisco Systems Inc. (CSCO)
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• Fastly Inc. Class A (FSLY)
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Q: There is a rumor that CISCO might buy FSLY. If they do what price range will it go for. How much Debt or CASH does FSLY hold. News is only on some site. Is there anything on Bloomberg?
Do you think CISCO is a good fit or any other company that might be interested to buy?

Thanks for the great service
Hector

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Read Answer Asked by Hector on December 10, 2020

• Akamai Technologies Inc. (AKAM)
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• Fastly Inc. Class A (FSLY)
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• Cloudflare Inc. Class A (NET)
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Q: These companies are all operating a cloud platform that delivers a range of network services to business world. Are they basically similar so they are competing against one another? If I am interested in this space, should I buy them all in equal weight? or just one or two names? Your thoughts please. Thanks.
Lin

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Read Answer Asked by Lin on October 19, 2020