We are raising our 12-month target price to $45 from $40, based on revised DCF analysis. We are also raising our EPS estimates for '13 to $1.43 from $1.37 and '14's to $1.68 from $1.57. We are setting a '15 forecast of $2.00. Following AKAM's Investor Summit held last week, we see notable growth opportunities, including video, cloud computing, security and mobile. We think communicated changes to cost classifications and non-GAAP terminology/methodology might have confused some. We see near-term investments to develop, sell and support new products as worthwhile.