Cramer’s Mad Dash: Akamai

All right, It’s a Friday version of the mad dash. We stand for it to celebrate Friday as well. Oh my God, you’re wearing Hocus. I’ve been. I love that style of Deckers forever. Your Hocus were introduced. Money and they and everyone. Success it was 14 years ago. It took that long. Anna Martinez, terrific. We’ll take a look at Deckers at the end of this, but we want to talk Akamai. Yes, we have to because Akamai is a tale of two companies. Akamai has a division, which I think is the foremost cybersecurity division that nobody talks about the US Army contract. They did amazing numbers up more than 20% growth. But they also have a content delivery network system, which is like Fastly and frankly also Cloudflare, which is a good company. And those are awful, because companies, some people feel letter acts have been cutting back. There is a social network company, we don’t know who because I have not disclosed it pulled out of Akamai and that was a loss of more than, I mean the amount of money that people put in. They lost 40 to 60 million because that social media company pulled out large social media custom with them with this division of action. So you have this one division that is just on fire and would be the jewel of cybersecurity and it’s being masked by this content delivery network system which is old fashioned. It’s still they need to consolidate but they’re because the FDCI think they can’t. Vastly needs to merge with Akamai or Akamai. Needs to merge with cloud flare and let Cloudflare Matthew Prince take it over. Has to happen, but right now it’s just buried within. This is maybe the jewel of the crown cybersecurity. Interesting. Yeah, And I just think that doctor get any credit. Cybersecurity is not going to outweigh the exact result. They did it unlike some of our competitors who struggle to defend against small attacks. Akamai’s cable protecting the hyperscale. And they saved the hyperscale from a gigantic attack, but they wouldn’t reveal who the hyperscaler is. So they have great technology and they have a another company that’s doing poorly. I think this one, David, is worth a great deal if you close the offload, the port division. Got it. Twice. All right. You’ll love it. You’ll be doing this story, David. You’ll be working. I don’t know if it can be a reverse March. Trust. You just spin it. All right. Well, we’ll look into it. Oh, yeah, yeah, we’ll look into that. Meanwhile, I’ve got an opening bell about 5 minutes from now. Don’t forget, by the way, you can catch us anytime and anywhere by listening to and following the squawk on the street. People are doing it, you know. You know what? I talked to somebody who’s listening to the podcast.