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Thanks for chiming in Steve and yes....the debt.....has been a big concern about AKAM for some time particularly as much of it comes due in the next couple years.

What is really intriguing about the whole story though is its apparent exclusive position as compared to other PIBC's. The others have competitors that are therefore unlikely to utilize their server networks.

Take for example, MSFT that has a deal with AKAM (and accounts for some 10% of its revenue), obviously Google is a direct competitor to MSFT and is unlikely to be attractive to MSFT as a vendor. So it appears that AKAM is customer agnostic and one has to wonder with the announced IPO of Google....if this will light up AKAM as well.

The author of the above article implies that AKAM's "wholesale" position could be a stronger one longer term?......maybe.

If one puts the debt issue aside for a moment.....what about the strength of AKAM's business model.......is it really sustainably competitive? It is afterall a "throw back" of the "build it and they will come model" that took down so many other companies in the dot come era......but there AKAM sits....still alive.

Any thoughts here?
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