Posted on 1/7/19
Akamai: Commodity Business Or Hidden Gem?
SummaryDespite Akamai’s technological superiority and scale, the commodity nature of CDN business and the company’s perceived dependence on big tech companies appear to have influenced the . . .
Posted on 10/2/18
VeriSign: Just Doesn't Add Up
SummaryVeriSign has multi-year contracts to operate the .com and .net internet registries, helping the company maintain a stable financial profile.The company has invested most of its . . .
Posted on 9/21/18
Cognizant: Dieting Over
SummaryCognizant used to be lenient with its margin profile until Elliot Management bought a $1.4 billion position in the stock.Mr Paul Singer’s reputation is likely to . . .
Posted on 8/3/18
Ciena: Play On Growing Data Consumption With A Limited Upside
SummaryCiena is a network strategy company, selling (hardware, software and services) to customers ranging from network operators to government departments.The company is a play on the . . .
Boston
