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Below are the Price/Sales ratio and Gross margin for NTKI, CDNW and AMZN:

          Price/Sales    Gross Margin
NTKI          6.7             19%
CDNW          8.3             17%
AMZN          36.8            21%

The three companies also have similar revenue growth
projections.  If AMZN 
can justify a 37x revenue multiple, there's no reason why CDNW/NTKI can't 
maintain a 7x multiple with 50% annualized revenue growth.  I bought in 
at 6, and plan to hold on to it.

Also, based on the order-number analysis, I think the "official" revenue 
projections are conservative.

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