Sometimes we change our impressions of a company on the fly. Take Akamai (AKAM) . Like many, I had come to think of the company as a commodity content distributor. But it has spent a fortune becoming the secure-from-cyberthreat content distributor and it paid off big time last night when it reported.
It reminds me of Proofpoint (PFPT) , which is an email security company, another area of vulnerability.
This is all top of mind because of my interview last night with Preet Bharara, the U.S. Attorney of the Southern District of New York, who explained that the government is behind in its attempts to fight cyberterrorism.
The time has come where we need the private sector to step up because the government can't. We are connecting everything through smart systems, but they aren't so smart that they can't be hacked.
Email and Internet of Things at content distribution are all under fire and I thought last Friday's attacks would be a wake-up call.
Instead, in a far more pedestrian way, they were simply a wake-up call to buy the stocks of Akamai and Proofpoint.
That's not good enough from the national imperative, but it is always good to know why stocks are soaring, and in Akamai's case it's not because it is a content distributor, it is because it is a secure content distributor. One's a commodity, the other is proprietary.
Leave it at that.