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Akamai Technologies, Inc. Message Board

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    • pantone101naturalblondie pantone101naturalblondie Mar 24, 2008 3:40 PM Flag

      >>AAPL, AKAM, and GOOG are roaring. Clearly their problems are market driven, not internal. >>

      No question. And that roaring is a sound for impoverished ears!

      >>Rightly or wrongly people think the pall is lifting from the market. I hope this holds up.<<

      That may be key. Whether they're right or wrong, if people _think_ the market's pall is lifting, won't these believers themselves participate to the degree that they themselves lift that pall? Remember you thought that what was dragging the market down was not facts but people's perception(s)? If mistaken perceptions drove the market to the brink, what are odds that mistaken perceptions . . . especially aided and abetted by optimistic talking torsos . . . can drive it right back to its bull sward?

      >>That could be part of it, and JP Morgan quintupled their bid for Bear-Sterns implying that maybe the worth of those financial companies isn't quite as bad as has been made out.<<

      That certainly makes more sense than an institution with the history and breadth of Bear-Sterns being worth only two dollars a share! I hope Bear-Sterns can find a way to survive without succumbing to JP Morgan's vulturous 'solution'.

      >>Probably, but whatever the cause of the run on BS it teetered on the brink endangering trillions (that's right trillions) of dollars worth of contracts and agreements with other 'tutes that would have had to be unraveled. That in turn might have created a run on those companies. The whole edifice of derivitves and offsetting deals might have totally destructed with unknown consequences . . . I think they (the agitators) stared into the abyss and backed away.<<

      Very graphic . . . and scary. Can you imagine if the Fed hadn't acted? How far out on the precipice do you think Bear-Sterns went with their leveraging of those trillions? with their borrowing?

      >>Probably just Jobs thanking the Nobel laureate, Oscar winning inventor of the internet for saving the world.<<

      Giggle. :-) Seriously, I think your high capacity batteries could go a lot further to save the world.

      >>It can't be too big, NUAN is just up a little considering this rally, especially in techs.<<

      I can't remember who, but some analyst projected that NUAN was heading toward the mid $20s. Maybe it was in one of my emails? Since NUAN has been sort of a proxy gainwise for AAPL, it probably shouldn't be left on a shelf for long.

      We're now in the smart money last half-hour . . .

    • 102 msgs from the idiot and counting!!

    • pantone101naturalblondie pantone101naturalblondie Mar 24, 2008 11:56 AM Flag

      >>He's far from alone . . . a lot of people are calling for at least a temporary bottom, some say the worst is over. I'm not so sure but I hope they're right.<<

      And I hope they're wrong! :-) Some cash has been burning a hole in my portfolio, and I had to turn my back on my streamer this morning because I have a house repair taking place, and each time I come back and glance at my computer, the stocks are up more! They look like they're running away!

      I had hoped for a downer today, because the Monday after witching, stocks usually head in the opposite direction. But this market is not remembering "usually"!

      And a very positive, usually accurate, signal has flashed. During their latest reporting period, ending on the week of 29 February, those infamous NYSE specialists bought stock. They got cheap what the panickers dropped, but the point is they are like weathervanes for the wind's direction. Have the talking torsos mentioned their buying?

      Have you observed how far over their 50 day moving averages the S&P 500 and the NASDAQ are? Their averages are 1,344.28 and 2,315.26 respectively.

      >>That's what I think [that the housing market won't bottom out until later this year], and I doubt the market can really take off until it does. But it's all just conjecture.<<

      Maybe that's why the market seems to be taking off now? Did you see this morning's report, that existing home sales rose, albeit "modestly," for the first time in seven months? Added to the NYSE specialists buying and to the S&P and Naz crossing above their 50 day MAs, that's three positive signs. But of course all these have to stick. They can't be fleeting.

      >>The good folks at CNBC are known for stirring the pot.<<

      I was boiled in their pot, probably more than once, thanks to those good CNBC folks stirring it when I was a neoinvestor. One stock good Joe whatzhisname hyped went belly up.

      >>Mostly optimistic (with requisite cautions). . . too optimistic for me. I think the Bear-Sterns debacle had the market teetering on the brink of a truly economy destroying crash and the analysts are all anxious now to get the market up and running the other way. They're not averse to really big corrections but Armageddon is another matter.<<

      I suspect that Bear-Sterns debacle might have been a down-and-dirty, purpose-filled attack. They were doing alright till their creditors _suddenly_ descended upon them _en masse_. I can't help wondering if J. P. Morgan was the posse leader.

      Why did Apple grant Algore an option to buy 10,000 AAPLs? Is he going to bake them for his next propaganda movie?

      Trade Ideas is saying:

      <
      Time (NY)
      Monday, March 24, 11:36:40 AM
      Message
      New High: +0.01. Next resistance 140.70 from 1/24/2008.
      >

      Did you see Nuance's announcement, that "Samsung Electronics recently signed a multi-year agreement, renewing and expanding its commitment to the full range of Nuance Mobile applications. . . ."? Is that big for Nuance or an everyday kind of thing?

    • pantone101naturalblondie pantone101naturalblondie Mar 23, 2008 7:01 PM Flag

      >>Back up on the roller coaster. Everyone is going to be saying buy, if it crashes again next week, it'll be sell. . . . Maybe, just maybe all this volatility does signal a change (i.e. we passed the bottom) but unless you are a dedicated trader it's probably just best to close your eyes and hold on until the ride smooths out and we're definitely heading up.<<

      Seat belts mandatory, eh?

      >>Let's see, last five days, down 200, up 200, up 400, down 300, and up 200 so far today (when I really expected some serious down). . . yep I've seen some.<<

      LOL And by Thursday's close, the Dow was up 261.56, and on strong volume.

      Joe's conclusion on Thursday morning (pre options expiry) was that risk takers could get aggressive and "start working with the hypothesis that prices may have bottomed, at least for a few weeks."

      http://www.joe-duarte.com/saved_newsletters/2008_03/2008_0319_market_IQ.html

      http://www.
      joe-duarte.com/saved_newsletters/
      2008_03/2008_0319_market_IQ.html

      But he didn't warn that such risk takers should have money to burn! Technically, he's waiting for the S&P 500 to cross back up over its 50-day MA, which the chart says is 1,345.41. And Thursday's close was at 1,329.51. For tech stocks, shouldn't the same hold true re the NASDAQ? The Naz's 50-day MA is 2,318.45, and it closed Thursday at 2,258.11. And why does the DJIA's 50 day MA not count? The DJIA's MA has been over its 50 time and again. Is the DJIA's stock list too limited to signify reality? That's what I'm reasoning, but I don't usually pay rapt attention to the indices.

      >>Nope and it probably should [look like a bear options expiry] . . . there's no way to figure what's happening, I don't think it's connected with reality.<<

      Current headlines confirm your diagnosis. At the moment, MarketWatch is saying:

      <
      From homes sales to consumer confidence data, economic news this week is like to show that while the Fed's recent moves have cheered the financial markets, the U.S. economy is still in the doldrums. Economists think the housing market won't bottom out until later this year.
      >

      And CNBC is trying to instigate more rally "in the face of still weak consumer and housing-related data." Does that sound like any connection with reality? Are the good folks at CNBC known for their conscientious, principled guidance?

      I didn't read those articles or look yet at any other prognosticators (and need to make some supper before my brain can resume functioning). What have the talking torsos been saying over the weekend? The bottom line of your article that you posted this afternoon is fools rush in where angels fear to tread!

      Thank God my patient got through the surgery, which turned out to be much more involved and higher risk than anyone knew till almost the surgery itself. So far (I'm saying guardedly), recovery is progressing well.

      Happy Easter, PE. I hope your ham was well marbled for the best texture and flavor. Who needs Easter ham fat-prohibition? :-)

    • pantone101naturalblondie pantone101naturalblondie Mar 20, 2008 1:32 PM Flag

      >>I knew the housing bubble was going to crash, I just didn't believe it would affect the whole economy as much as it has. I still think the problem is more one of fear and confidence than actual peril, but as far as the market is concerned (and certain financial institutions), that's enough to cream it.<<

      The housing, the mortgage crisis . . . along with fear and shattered confidence is the way banks such as the Bear tried to profit from the mortgages, by borrowing beyond their means to pay back. I don't remember whether circumstemalot was aware of that component of it; I don't know whether he could've known. The realization struck me when reading about how grossly leveraged Bear Stearns was. That icon didn't crash because of the mortgages it held per se, but because creditors, fearing they wouldn't get repaid, leapt on the Bear for their money, and the Bear didn't have it.

      >>They were all sure the 400 point rally the other day was just the beginning of bigger things . . . they could feel the fear lifting. Apparently it descended again overnight.<<

      Joe's newsletter yesterday sounded like he was tossing a coin while driving erratically through the State of Quandary. Today he sounds 30 percent confidant that the bottom's been reached because he is advising that it's finally time to start buying, and he's recommending that 30 percent of portfolio be in stocks. A major reason is that the retreat in commodities likely means that cash will move into stocks. He also suspects the Fed has initiated the drain on commodities. That newsletter should be free to read tomorrow. A bit of it is available free now:

      <
      Big money has been running away from commodities over the last couple of days, with the price of gold leading the way, as the metal has dropped nearly $100 this week alone, followed by oil and agricultural commodities.
      >

      http://www.joe-duarte.com/free/market_summary_weekday.asp

      http://www.
      joe-duarte.com/free/market_summary_weekday.asp

      >>It's up nicely this morning . . . I wouldn't bet a nickel on it staying that way, but then that applies most days lately.<<

      AKAM is quite strongly hanging by its teeth to the rope. It's been looking good! Considering it's options expiry preceding a three day weekend, today's market looks placid and remarkable. Have you seen much volatility?

      I'm bobbing for more AAPLs, but don't want to pay $130. In the past few days, Gap has been bullish on AAPL.

      Usually in the last half-hour or hour of options expiry, the stocks go up. Today does not look like a bear options expiry . . . all the indices are green! Because of window dressing??

    • pantone101naturalblondie pantone101naturalblondie Mar 19, 2008 5:47 PM Flag

      >>I looked around a little bit and I think benchmark Fed rate, and plain old Fed rate are the same thing. Remember when they cut the Fed rate .75% back in January. They called that the benchmark Fed rate too:
      ...
      http://www.
      bloomberg.com/apps/news?pid=20601087&sid=amQ_mDSVec40 &refer=home
      <<

      I do remember the Fed cutting, but I couldn't tell you when they did it or that they used the term 'benchmark'. Thanks for finding that. It looks familiar now, in that context.

      Gee, reading that article now is like reading ancient history. What floods of water have flowed over the dam since then.

      And you know what I keep remembering? Circumstemalot's anxiety as he tried and tried to warn us all. Way before we were aware, he saw it coming, but I blithely ignored his warnings because he had been hot and cold on AKAM so much that I thought it was more of the same. But he read widely (remember all his tech sources?), so apparently was reading the right sources re the coming financial crash. Now not even his Yahoo alias can be found. I wish he'd come back so we could accord him the respect he has due.

      >>Looks like we're giving it all back today. So much for the talking torsos.<<

      LOL Are you saying their credibility isn't so hot today?

      Well, now not only Scottrade but Safari crashed, so I can't see yet the indices' numbers . . . Got 'em. The DJIA over the past five days graph-ically:

      http://finance.yahoo.com/q/ta?s=%5EDJI&t=5d&l=off&z=l&q=l&p=&a=vm,r14,m26-12-9&c=

      http://
      finance.yahoo.com/q/ta?s=%5EDJI&t=5d
      &l=off&z=l&q=l&p=&a=vm,r14,m26-12-9&c=

      The DJIA giveth and the DJIA taketh away. According to Yahoo's hysterical quotes, yesterday the DJIA gained 420.41, and today it lost 293.00, for a net gain of 127.41. And since last Friday, the DJIA has gained 148.57, so it's ahead for the week . . . so far . . . with one day to go. And that one day is witching Thursday before a long weekend . . . Cheers?

      I'm looking at the day before Good Friday in last year's index charts. The DJIA, NASDAQ, and S&P all gained, but it was during the first market days of the month, when the funds were buying. Very different story, all around, this year.

      But for now, the NASDAQ 100 is looking VERY good after hours. Maybe some bargain hunters out there?

      http://dynamic.nasdaq.com/dynamic/nasdaq100_indicator_after.stm

      http://
      dynamic.nasdaq.com/dynamic/
      nasdaq100_indicator_after.stm

    • pantone101naturalblondie pantone101naturalblondie Mar 19, 2008 3:18 PM Flag

      >>Pretty good, but then, I'm happy when there's just no bad news.<<

      :-) Yup, it's down to that, isn't it. This too shall pass. We must be at least getting _nearer_ the bottom.

      >>I missed that difference, I only caught it in passing in a news announcement. I don't know what benchmark Fed funds are . . . a guess, the rate banks/'tutes pay for borrowing against the mortgage paper at the window they just opened for that purpose.<<

      "Benchmark Fed funds" is the strangest way I ever saw it described. That term was in Joe Duarte's newsletter this morning when he was differentiating between the two rate cuts. But whatever they are, aren't they the same funds for which the Fed always cuts and raises lending rates?

      Now what's going on? The indices turned red a while ago and now stocks are going up like from a launch pad.

      Just think, tomorrow is witching Thursday AND the day before a long weekend AND heading into window dressing (for the quarter) week. Is that what's known as a perfect storm? :-)

      In this crazy market, will the window dressing drive prices up? Or will the manipulators drive prices down for the window dressers to go bargain hunting?

    • pantone101naturalblondie pantone101naturalblondie Mar 19, 2008 9:18 AM Flag

      >>No, too many talking torsos saying they smell a bottom. I do think we're near a bottom, or maybe we've already seen one, and we could have a nice rally, but I don't think the market is going to simply rebound now. We could bounce around down here for quite a while. I think the banks have to be secure and housing prices have to revive before we establish another up trend.<<

      That sounds right. The talking torsos :-) have lost their heads. E*Trade's monthly report just arrived. How does it look to you?

      <Customer cash and deposits increased by nearly $1 billion in February, representing the third consecutive monthly increase. Total retail customer assets, which includes customer cash and securities holdings, declined 1.7 percent month over month to $171 billion. This decline was the net result of an increase in customer cash balances, offset by a decline in the value of customer securities holdings. The decrease in customer securities holdings was less than that of the overall market, aided by a return to positive net new customer asset flows during the month.

      E*TRADE generated 43,000 net new accounts in the month - more than double January's growth. The growth in net new accounts was driven by continued strength in new account openings and a reduction in attrition levels. End of period retail accounts totaled 4.8 million, up 0.9 percent month over month and 6.1 percent year over year.

      Total Daily Average Revenue Trades decreased 17 percent month over month, consistent with the weaker market trends in February.>

      Morgan Stanley reports today.

      LaBarge is raising earnings guidance. They haven't done that in a _long_ time. And add that to Adobe's beat and raise. Those two companies aren't suffering much from a recession.

      Merriman Curhan has cut INAP from Buy to Neutral. Did you see Internap is delaying its ER? That could make AKAM look better, could imply Akamai's getting jobs that Internap isn't, but the bashers will say Akamai must be in the same boat as Internap.

      I'm gleaning all this stuff from my email alerts.

      >>But they had a surprise .25 point cut over the weekend (Sunday probably to prevent a meltdown Monday) so the three day total cut was 1.0 point.<<

      I thought those two cuts were for the same entity, but now I've read they weren't. The weekend cut was for the Discount rate and yesterday's was in the "benchmark Fed Funds" rate. I don't understand. Are they for two different sets of borrowers?

      ComTex SmarTrend says that on 28 February, AAPL's trend reversed to up. I hope it's really, really weak today. I overpaid for most of my AAPL in the past weeks, but the last bunch (all of 17 shares) I bought were $120.47. One of these days I'll figure out my average. I never did get to my taxes on Sunday. The best-laid plans . . .

      But now I plan to blend a nice cold glass of chocolate milk, and that one I'll carry through because last night's ham has made me thirsty. There must be a lot of sugar in milk. When I blend unsweetened cocoa into the milk it comes out almost like a creamy milkshake.

    • pantone101naturalblondie pantone101naturalblondie Mar 18, 2008 5:57 PM Flag

      >>Hillary scares me more in that I think she'd be able to do more damage than Obama and you'd have Bill back in the Whitehouse running for king of the world (UN).<<

      I've decided you're right, because your comments reminded me that it was Hillary, while in the White House, who conspired with terrorist Alamoudi to formulate those school rules that promote the celebration of Islamist holidays and try to expel God from the schools. Shudder . . . googling for 'Hillary' and 'Alamoudi' brought up an eyeful in a November IBD editorial titled "Hillary's Jihadist Donors":

      <
      . . . the "Royal Saudi Family" is listed as one of the top donors bankrolling Bill Clinton's presidential library in Little Rock.

      Why would Wahhabists be putting chips on Hillary Clinton and her unofficial running mate? Running down their wish list, you'll find that Hillary checks off on just about everything — from promising to pull out of Iraq and the Middle East to creating a Palestinian state to closing down Gitmo. She also wants to stop interrogations and surveillance of jihadist suspects.

      . . .

      Today, Alamoudi is doing time as a terrorist. In fact, the Treasury Department says he was one of al-Qaida's top fundraisers in the U.S. Alamoudi, whose brothers live in Saudi Arabia, also is closely tied to the Safa group suspects, who not coincidentally are now turning up as donors to Clinton's presidential campaign.
      >

      http://www.ibdeditorials.com/IBDArticles.aspx?id=279503728849153

      http://www.
      ibdeditorials.com/IBDArticles.
      aspx?id=279503728849153

      The damage Hillary would do would be in concert with the group toward whom Bill feigned blindness. Remember he was handed three golden opportunities to capture OBL? OBL wasn't the known terrorist then that he later became, but the Clintons' buddying with Islamists takes away from that argument. Aren't those three opportunities the ones to which Sandy Berger said "No" each time? And then, before Bill Clinton's testimony to the 9/11 Commission, Berger was found stealing classified documents from the National Archives and destroying them. And last I heard, Berger is Hillary's foreign policy advisor! What the overall scenario threatens is terrifying!!

      >>Apparently Apple doesn't do Java well.<<

      Nor for a long time. Look how old my OS is and how new yours is. I'm going to try to remove every smidgeon of Java from my computer and reinstall the newest version for my OS to see if that helps.

      >>Well, it's been down then up now down again. I don't think anyone knows how to react.<<

      Today's finale was encouraging, but because it's a short week concluding on Thursday with options expiration, and more shoes are expected to drop, I don't dare think "bottom" yet. How about you? Was today's just a relief rally or did it look stronger than that? AKAM closed up 5.76%. That does not look like a downtrend! But even LLNW closed up 5.00% after 15,945 shares lifted it to its day's high, $3.82, and then it slowly edged back to close at $3.78. And in the last 3/4 hour, LVLT went up almost perpendicularly to close with a gain of 6.52%.

      Wow . . . LEH closed up 46.43%, oh my, on volume of 142,958,297 after yesterday's plunge on 224,521,900 shares. LEH's average volume is 21,298,600. And LEH represents (along with others) the financial sector.

      One thing I like a lot, the Dow's 420.41 point gain was despite the Fed potentially disappointing, cutting 0.75 point instead of the expected full point. Do you remember what the point gain was last time the Fed cut?

    • pantone101naturalblondie pantone101naturalblondie Mar 18, 2008 2:59 PM Flag

      >>No, but hopefully they aren't violent like the old one.<<

      The 'New' Black Panther party endorsing Obama reminds me of the Communist USA party endorsing Kerry in 2004. Between those Black Panthers and Obama's "spiritual advisor," Obama scares me!

      >>Maybe but I've seen other oddities on that site, e.g. lines overlapping and so rendered unreadable. Also you can get stuck there waiting for ads to load . . . forever.<<

      Those overlapping lines I have been seeing for I think at least more than a year. When I deselect my minimum font size (17), the text lines look normal. Also, even while my minimum text size is selected, increasing the font size (via the menu) separates the lines. Sometimes more than one increase is necessary, sometimes even several incremental increases. Those overlapping lines seem Java independent, too; the lines overlap whether or not Java is turned on. Maybe both Safari and Firefox have changed something in the way they handle fonts?

      Till about an hour or so ago, I thought I had everything figured out. Before I could post that post to you this morning, a RoadRunner repairman phoned and he was VERY helpful. After I described my various experiments to him, he was convinced the problem was Java.

      Also, after reading another item Google had found this morning when I'd searched for 'virus', 'artifacts', etc., I'd been wondering whether my problem could be my computer's video card, and the repairman and I addressed that possibility. The answer is an emphatic 'no' because, if my video card generated those artifacts, I'd be seeing then when using programs other than my browser. I never, ever, have seen one of those artifacts from within Word, iTunes, Firefox, QuickTime, Adobe Reader, Photoshop, or any other program. I see them ONLY in Safari.

      So, certain that Java was the culprit, I turned off Java and JavaScript an hour or so ago . . . but I've STILL been seeing the colored rectangles!

      My next experiment will be to turn on the Scottrader in Firefox and see if it generates the colored rectangles on various pages there. The cause is so _elusive_!

      >>Better take it when you can get it. I have a feeling you'll get all the down you want in the next few months.<<

      Maybe even tomorrow or today during the smart money hour? What do you think now that the Fed lowered by less than the full point hoped for and expected?

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AKAM
71.27+0.84(+1.19%)Sep 2 3:59 PMEDT