Akamai (AKAM +15.4%) is soaring after delivering a Q3 beat and in-line Q4 guidance, and rivals Level 3 (LVLT +4.5%) and Limelight (LLNW +4.4%) are outperforming in sympathy. However, Collins Stewart is maintaining a cautious stance, noting revenue growth has been decelerating, and competitors are becoming a larger problem. (transcript)
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