AKAM Akamai Tech: Look for AAPL to announce online movie rentals at MacWorld; AKAM to benefit - AmTech

AKAM Akamai Tech: Look for AAPL to announce online movie rentals at MacWorld; AKAM to benefit - AmTech

AmTech expects Apple (AAPL) will discuss a new movie rental service for iTunes at MacWorld Expo 2008. They believe this will be viewed as a positive demand driver for online content delivery services and for AKAM in particular. Such a move by AAPL would likely force both AMZN and NFLX to respond, and this could become a catalytic event for the industry, says the firm... They say AKAM is a key beneficiary as the primary distribution partner for AAPL to the extent that AAPL moves the industry, this should be good for all CDN providers. The firm believes this will be another strong year for content delivery moving online and expect the stock will be a strong performer.