akamai this morning, up about 3% tom leighton, ceo, joins us now.orning. >> good morning. >> this story is kind of following the trajectory of other conversations we've had, particularly when it comes to ott, over-the-top streaming. things like disney plus, et cetera, that are affecting the business for you guys. as we look out into 2020 with more streaming launches, with olympics coming from the parent of this network as well, how much of that is baked into expectations already, or how much upside do we think there might be for that? >> it's a little of both we are excited about the potential for traffic growth in 2020 as you mentioned there's a lot of big events. also the u.s. election major streaming launches, and we're a big part of all of those. so that's factored into our guidance but there's potential for upside as well it should be an exciting year for akamai. >> how much of a difference is there between streaming services and then some technology that runs over the network like gaming we've got a couple big consul launches at the end of the

>> akamai.ecurity business went over a billion in revenues they are the cloud when the traffic goes to the cloud look at them as the traffic cop. the more that goes to the cloud the better they do 5g hasn't even really hit the enterprise space yet when it does look out. it is going to be explosive. terra dine i also added to again, that was a full position. that was the best quarter and the best stock broke out of a 20-year, you know -- you know, basically flatness on the curve. it just went through their 2000 highs. the stock traded up to $80 it was below $70 i had to add to it i think it is one of the most compelling plays out there micron analysts came out and upgraded yesterday. i don't know where they have been pricing has been fichl consolidation happened they are going to do well. i think that's also compelling. >> fair you have in, akamai. tear dine and mu. >>> let's get the news headlines with sue herera. >> thank you very much, brian. here's what is happening at this hour, everyone one

akamai, it is selling at a discount to the market growing at 25% roughly the market multiple. i love that. terra dine as well very cheap stocks. >> let's get micro roku rallying after reports. losses coming in less than expected anybody here -- you are shaking your head jim? you don't like it? >> first off it is not rallying. it was rallying. it is on an elevator ride down all day. >> skating all day. >> what the company issing to in in terms of its business is incredible and fabulous. what the stock is doing is dangerous for anyone who owns it let me be clear, public service announcement, i never have and i never will say short this stock. but if you are in this stock at ten times next year'sers -- excuse me, ten times next year's sales, dh are going to be up 42% and still no earnings, you have to ask yourself, what price is too high for this stock? the fact that it opened this morning at $151 is down now at $139 is one healthel of a tell. >> there is a term for that. it is called a doegy and this is a very, very ugly one. if we close where it is right now. it will have the b