I thought I made it obvious. Let me clarify my comments further:
If the aforementioned companies are crushing estimates, and AKAM benefits directly from those companies (i.e. it's the area of greatest growth), AKAM should easily top estimates and should be trading A LOT higher than it is right now.
I guess my strong buy sentiment disclosure didn't give it away.
Thanks, but I'm not a short term momentum trader. I invest in companies in which I see value and growth. My conservative 1-year target for AKAM is $32. I re-evaluate all my investments on every earnings report. This was a great quarter for AKAM. Things are looking up.