>>WE ARE UPGRADING Akamai Technologies (ticker: AKAM) to Buy [from Neutral] as we believe that consensus expectations are conservative -- revenue growth of 10.5% (8.5% organic) in 2009 already reflects the impact from the macro environment, in our view.
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Akamai should be a core investment holding in the Internet infrastructure group along with Equinix (EQIX) and Switch & Data Facilities (SDXC), in our view.
Our investment thesis is that growing Internet usage, the increasingly larger size of rich media content and the migration of software applications to a Web-centric and Software as a Service model, among other things, will continue to drive volume growth on Akamai's network, as well as in the co-location space at Equinix and Switch & Data.
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4 comments:
non vedo la colonna blog autoaggiornanti.
c'è nessuno? ehehehehe
guarda che qui l'Italiano è proibito... :-)
ho aggiunto il feed rss commenti e post su Seeking Alpha a dx, se era questo che mi chiedevi...
un saluto al mio unico lettore Italiano... ;-)
addirittura il feed rss sui commenti, mooolto tecnologico :-)
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