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Re: akamaii post# 134017

Tuesday, 04/28/2020 5:30:04 PM

Tuesday, April 28, 2020 5:30:04 PM

Post# of 147296
But do you think their revenues will miss to the downside or surprise to the upside? I assume you’re expecting a downside miss. It will no doubt be interesting, they’ve been transitioning to a services based model and lately people have been hitting the services pretty hard. Also many are actually making more on unemployment than they were getting paid at their jobs, the whole idea behind that has always been to keep spending money flowing.

Inflation later no doubt, but thats down the road a ways.

It will be interesting.

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