“The web” is only getting bigger….
And how does the web get bigger? With more content.
And what kinds of companies win when more and more content needs to be delivered? Companies who focus on getting content delivered effectively and efficiently.
And what are two of those companies that I have been tracking? Akamai (AKAM) and InterNAP (INAP).
Read about them. Yes, they have both had growth — Akamai in particular has had some explosive growth — but perhaps not at the rate of growth that rich content is being delivered on the web.
Disclaimer: I do not buy/sell stocks for a living and my opinions, although I think they’re good, should not be used as the sole criteria for investing (or not investing) in a company. Bottom line — I’m not responsible for what you do in case that needed to be said.