Akamai Technologies: Stronger Performing Segments May Be Overlooked By The Market

I recommended a buy rating for Akamai Technologies (NASDAQ: AKAM ) when I wrote about it earlier this year, as I expected growth to accelerate back to high single-digits. However, it appears that I got my timing wrong, as I I consider an investment ideal if it performs its core business in a sector projected to experience structural (organic) growth in excess of GDP growth over the next 5-10 years; profits from sustainable competitive advantages that translate into attractive unit economics; In the hands of ...