This was originally sent to subscribers of TheStreet.com Breakout Stocks on March 1 at 2:12 p.m. EST. For more information on this newsletter, click here.The world is dependent on information, and increasing numbers of people worldwide are getting their news and entertainment from the Internet. That is why we believe Akamai ( AKAM), which provides the technology for companies to make their content available for streaming or download on the Web, is poised for a period of solid earnings growth and premium shareholder gains. That said, we aren't adding Akamai to our model portfolio today because we want to wait for a better entry point in lieu of the stock's 100% run-up since September. A pullback under $25 from the current quote of $26.91 would compel us to initiate a position. We will update subscribers before taking action. Akamai makes money by selling space in its server network to companies with Web applications so they can deliver their content over the Internet. According to Akamai's Web site, the company has 15,000 servers in 1,100 networks in 69 countries. The company's technology delivers content from an origin database to end users, thus reducing the need for in-house technology for companies expanding to the Web. Akamai is well positioned with 40 resellers of its products to capture a large percentage of the infrastructure business required to deliver digital content over the Web. One of the big drivers of Akamai's products is content, such as video and music sold over the Web that can be downloaded into a portable device like an iPod. With more than 14 million iPods sold by Apple ( AAPL) in the fourth quarter and the number of song downloads from iTunes surpassing 1 billion since April 2003, Akamai is experiencing an enormous expansion of its addressable market. With its iPods, Apple is a high-profile Akamai customer. The two companies affirmed their partnership in the fourth quarter when they agreed to extend their current contract. With most of the demand now coming from the music side, we believe higher adoption and use of video iPods -- which were released in October -- will have a meaningfully positive impact in the coming year.