In the Google/YouTube aftermath – What stocks benefit the most?

I think Akamai and Adobe are the big winners.

Flash and Speed are the winners in the video age. This deal just amplifies it by 10.

I like this thought post from Arrington on Fox and other possible outcomes . This is nuclearthermaltacticalvideo warfare. Read it!

Sweet for Akamai and Adobe

Disclosure – Long Akamai and Adobe.

3 comments

  1. Mr Angry says:

    How good is Adobe’s purchase of Macromedia looking in retrospect? A lot of people questioned it at the time, but they picked it. Flash is the future for online video (don’t waste my time saying quicktime looks better – nobody cares) and photoshop for Flickr pics.

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