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Akamai Technologies, Inc. Message Board

  • pantone101naturalblondie pantone101naturalblondie Oct 21, 2009 7:39 AM Flag

    Red flags

    Today Akamai has made two announcements:

    <Akamai HD Media Analytics for Broadband Video & Audio Provides Rich Business Metrics for HD Delivery Formats

    Provides detailed business intelligence on content usage and audience engagement for broadband media assets across multiple formats and devices>

    and

    <Akamai Makes Available New Application Delivery Reference Architecture for the Global Enterprise

    Reference architecture highlights role of Akamai services working together with Cisco Application Networking Services (ANS) to address any access method, for any type of user, anywhere in the world, on any device>


    Yesterday Akamai announced:

    <Akamai Helps Retailers Reach in-Market Consumers and Drive Transactions with Ease and Efficiency>


    To me those announcements are intended to cushion the landing of raised hopes for a good earnings report. I hope I'm wrong, but got your parachute on?

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    • pantone101naturalblondie pantone101naturalblondie Oct 27, 2009 5:28 PM Flag

      >>Yes, saw that product of the bailouts. It's the new American way, responsible people must pay for the actions of the irresponsible.<<

      If I say the banks can't get more reprehensible, they will, so I'd better not say it. That criminal fee makes the inactivity fees charged by the brokerages during the bubble burst seem like a Pollyanna solution.

    • >><Banks 'Experiment' By Charging Fees For Having Perfect Credit...>

      That headline was not misleading, either!<<

      Yes, saw that product of the bailouts. It's the new American way, responsible people must pay for the actions of the irresponsible.

    • pantone101naturalblondie pantone101naturalblondie Oct 27, 2009 2:04 AM Flag

      >>No, I'm not getting any info about the bills except Americans really want the public option and Harry Reid is going to make sure they get it. MMMMM-MMMMM-MMMMM.<<

      LOL Aren't those devotional plights nauseating?!

      You are NOT going to believe this! I just clicked on Drudge's page and saw this:

      <Banks 'Experiment' By Charging Fees For Having Perfect Credit...>

      That headline was not misleading, either!

      <. . . Bank of America started notifying customers like Mullen-Kress that they will be charged a new annual fee of $29 to $99.

      . . .

      . . . ". . . we're testing the fee on a very small number of accounts . . . ." Citigroup is also trying out an annual fee with some card holders . . . .

      The banks are starting to charge fees to reliable customers in response to a slew of new credit card industry regulations that will limit when banks can hike interest rates. . . .>

      http://wcbstv.com/consumer/credit.card.fees.2.1272124.html

      http://
      wcbstv.com/consumer/
      credit.card.fees.2.1272124.html

      If either of my credit card banks do that to me I will switch to paying by cash and check.

      If creative plundering catches on, what do you think it will do to the shopping habits of the few people left in the US who have anything to spend?

    • >>Have you seen this particular [healthcare] scheme yet?<<

      No, I'm not getting any info about the bills except Americans really want the public option and Harry Reid is going to make sure they get it. MMMMM-MMMMM-MMMMM.

    • pantone101naturalblondie pantone101naturalblondie Oct 26, 2009 11:54 AM Flag

      >>Yes but Limelight's annuncement was mostly about what they're going to do and how sweet it will be, not what they're doing.<<

      At its site, Limelight seems to be saying its XD is available now, but I'm not sure about that. Wouldn't you think that somewhere Limelight would say what 'XD' _is_?

      Anyway, now Akamai has trumped Limelight again and this one is BIG. Did you happen to read about the U2 concert that would be streamed live, via YouTube, from the Rose Bowl? I didn't. But when I was searching for more info about Sony's Playstation 3, I bumped into a short report about a U2 concert being streamed live by Akamai, although, at the time, Akamai's streaming was unconfirmed. By the time you read this, you'll have read that post. What I didn't know, because the writer didn't mention it and I didn't pay attention to the graphics, was that it was a huge concert at the Rose Bowl.

      After a little more trekking, the pieces fell together. Then, when I tried the 'official' Google/YouTube/U2 link, what to my wondering eyes should appear . . . well, you look and see . . .

      http://www.
      youtu
      be.co
      m/u2

      Keep your eyes glued to the bottom left of the status bar. What you'll want to see appears only briefly before Google/YouTube tries to get you to sign in.

      Sorry about the link assembly kit. Yahoo's been balking at it.

      >>No but the projected $10-$11 trillion deficits over the next few years has got to be a healthy portion of it. That's really the problem . . . nobody will loan us money when we're so much in debt and so the whole borrowing ponzi scheme will come to an end and the whole country will look like Bermie Madoff.<<

      Is there nothing but fraud and corruption in Washington and on Wall Street? Wikipedia says Madoff is now Federal inmate #61727-054. Your investment decisions are beating the system, but it's a wonder when you add up all the crooks trying to grasp it from you.

      Have you seen this particular scheme yet?

      <Officials familiar with the talks say businesses would not be required to provide health insurance under legislation being readied. But large companies would owe significant penalties if any worker needed government subsidies to buy coverage on their own.

      For businesses with more than 50 employees, the fee could be as high as $750 multiplied by the total size of the work force if only a few workers needed federal aid, these officials said. . . .>

      http://apnews.myway.com/article/20091026/D9BIO3800.html

      http://
      apnews.myway.com/article/20091026/D9BIO3800.html

    • >>In one of your posts you said Limelight's XD sounded similar to Akamai's ABS HD delivery system, but I don't think you were saying the two were the same technology:<<

      Yes but Limelight's annuncement was mostly about what they're going to do and how sweet it will be, not what they're doing.

      >>But Obama is running up the deficit like the US has all the world's wealth. Do you have an estimate of what wealth the world's governments have? I'm wondering when Obama's deficit will 'outperform' that total.<<

      No but the projected $10-$11 trillion deficits over the next few years has got to be a healthy portion of it. That's really the problem . . . nobody will loan us money when we're so much in debt and so the whole borrowing ponzi scheme will come to an end and the whole country will look like Bermie Madoff.

    • pantone101naturalblondie pantone101naturalblondie Oct 25, 2009 2:20 PM Flag

      >>It wouldn't. It would only require an ap from Netflix. Maybe they can't make such an ap because their CDN doesn't do HTTP ABS like Akamai does.<<

      Netflix's CDN is Limelight. Didn't Dan Rayburn say Limelight has been doing HTTP ABS? Maybe not; I can't find any post by him mentioning both Limelight and either of those abbreviations or Silverlight or Smooth Streaming, but he might have called it something else. In one of your posts you said Limelight's XD sounded similar to Akamai's ABS HD delivery system, but I don't think you were saying the two were the same technology:

      <So if Akamai announces an ABS HD delivery system, a very specific well defined technology, it's fluff, but when Limelight, to not be left out, announces some nebulous 'XD' similar sounding technology that's just gonna be really good, that's important stuff.> (206489&mid=206501)

      >>No, but iPhone/touch would be a desirable addition beause of the number of users it would reach.<<

      It certainly has what the Netflix CEO called, for his mystery partner, a "material installed base"!

      >>Well, back to the game console specuation.<<

      :-) Just remember that interview took place a little more than a month ago. Is one month a thousand days in the eyes of CEOs with muffled lips?

      >>yes a bunch of bank failures . . . the economy really isn't so hot.<<

      But Obama is running up the deficit like the US has all the world's wealth. Do you have an estimate of what wealth the world's governments have? I'm wondering when Obama's deficit will 'outperform' that total.

    • >>Why would it have to be a new version to download a movie? People play games on the iPhone now.<<

      It wouldn't. It would only require an ap from Netflix. Maybe they can't make such an ap because their CDN doesn't do HTTP ABS like Akamai does.

      >>Can you derive anything from these CC excerpts?<<

      No, but iPhone/touch would be a desirable addition beause of the number of users it would reach.

      >>we are not focused on mobile yet, but (instead) on the TV, on Blu-ray and on the video game consoles. We will get to mobile eventually, including the iPhone.><<

      Well, back to the game console specuation.

      >>Did you see your home state's dubious honor?<<

      yes a bunch of bank failures . . . the economy really isn't so hot.

    • pantone101naturalblondie pantone101naturalblondie Oct 24, 2009 3:52 PM Flag

      >>I hope so . . . the rope-a-dope routine hasn't been very effective. It's long past time for them to stand up and fight.<<

      They've got to. The jungle is closing in on them. Their competion is not only Limelight, but Level 3, other CDNs, and AT&T as well. Limelight has even begun trying to compete on the VAS.

      >>Wii is Nintendo's game machine:

      http://wii.com/
      <<

      Thanks for the link. So even a gaming machine can download a movie. Live and learn (I lead a sheltered life).

      >>Since it's in this quarter he might be right . . . I don't think Apple will be introducing any new iPhones/iTouches before next quarter. . . but that's just a guess.<<

      Why would it have to be a new version to download a movie? People play games on the iPhone now.

      Can you derive anything from these CC excerpts?
      Reed Hastings is Netflix's founder and CEO.

      <In terms of subscriber guidance, you will notice that we raised our Q4 numbers. We intend to launch a partnership with a CE firm later this year that has a material installed base, and growth from that partnership is now included in our guidance for Q4. We will have more to say about this partnership shortly but no more on this call for contractual reasons.

      . . .

      Barry McCarthy

      . . . And we disclosed our plans to make Netflix available on an additional device in Q4, which will accelerate our already fast sub growth. We see that faster growth reflected in our upwardly revised guidance for Q4, our third consecutive quarter of upwardly revised guidance. For the full year, we are now projecting net sub growth of more than 2.7 million subscribers measured from the midpoint of guidance. That’s 77% higher net sub growth than the midpoint of our January full-year guidance forecast.

      . . .

      Deborah Crawford

      He had one more question. Could you talk about the constraints involved in gaining distribution on other gaming devices, i.e., PS3 and Wii?

      Barry McCarthy

      Well, there’s two parts. One as we said is our Xbox deal is exclusive at the current time, and then two would be deals with the other game companies that made sense to them. So, you probably would expect.

      http://seekingalpha.com/article/168407-netflix-inc-q3-2009-earnings-call-transcript?page=-1

      http://
      seekingalpha.com/article/168407-netflix-inc
      -q3-2009-earnings-call-transcript?page=-1

      A month ago, a Reuters interview with CEO Hastings included this:

      <Reuters: Any plans to work in partnership with Apple and the iPhone?
      Hastings: it’s something that’s likely to come over time. But nothing in the short term. (With) movie watching, we are not focused on mobile yet, but (instead) on the TV, on Blu-ray and on the video game consoles. We will get to mobile eventually, including the iPhone.>

      And just for the info in general, keeping in mind that Limelight streams for Netflix:

      <Hastings: . . . . And the streaming is exploding. So we are getting nice growth in the DVD side and huge growth on the streaming side.>

      http://blogs.reuters.com/mediafile/tag/reed-hastings/

      http://
      blogs.reuters.com/mediafile/tag/reed-hastings/

      Did you see your home state's dubious honor?

      <Florida's Partners Bank closed by regulators in 100th bank failure of the year>

      I hope it's not your bank.

    • >> . . . Do you suppose one reason Akamai has been so proactive with the PRs lately is so potential customers will notice and derive the (correct) impression that Akamai is THE capable CDN, virtually the one-and-only when compared to the popguns?<<

      I hope so . . . the rope-a-dope routine hasn't been very effective. It's long past time for them to stand up and fight.

      >>Netflix reported, and spoke quite a bit about adding, in the fourth quarter, a "device" to its array of hardware that can download its movies. Dan Rayburn is betting the device is Wii (what exactly is that?). I wonder what are the chances of the device being the iPhone and iTouch. And if so, who would be the CDN?<<

      Wii is Nintendo's game machine:

      http://wii.com/

      Since it's in this quarter he might be right . . . I don't think Apple will be introducing any new iPhones/iTouches before next quarter. . . but that's just a guess.

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