PDA

View Full Version : Interesting news from CSCO


BuyOnDips
04-01-2008, 09:35 AM
CSCO came out with news that they are selling lots of routers. Video on the internet is driving companies to expand their capabilities.

http://biz.yahoo.com/rb/080401/cisco_routers.html?.v=3
http://biz.yahoo.com/iw/080401/0382070.html


I think this news is great for AKAM. They accelerate delivery content over the internet so end users don't have to wait for video or applications. Unfortunately, AKAM got upgraded this morning. I think the stock should really do well the next several years.
http://biz.yahoo.com/ap/080401/akamai_ahead_of_the_bell.html?.v=1

EMC is probably another way to play the huge demand in online videos. More information means more storage. The same can be said for STX and WDC. More people making videos or storing videos on their PCs need more hard disk space. Videos take up lots of space. Those external hard drives they sell are becoming very popular.