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Akamai Technologies, Inc. Message Board

  • pantone101naturalblondie pantone101naturalblondie Jan 29, 2010 1:18 PM Flag

    (Akamai related) Apple

    Gonna lop this multi-threaded topic and make it a new one. I'm replying to your 2:09 PM post on the 26th, "Re: (OT) Re: Akamai considerations (1)" (209697) at

    http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_A/threadview?m=tm&bn=700&tid=209016&mid=209697

    http://
    messages.finance.yahoo.com/Stocks_%28A_to_Z
    %29/Stocks_A/threadview?m=tm&bn=700&tid=
    209016&mid=209697

    >>I hadn't seen that ["The accounting change accounted for the other half of the $4 billion"], so they did really well on revenue.<<

    Yes. But the accounting change left the analysts confused, understandably. It's hard to judge even the guidance, which was higher than the street expected, but the accounting change contributed to that.

    Eric Savitz made a very interesting observation. He noted that Apple finished its quarter with "close to $40 billion in cash and securities" and then he compared that figure with Dell's entire market cap, which is only $27 billion.

    http://blogs.barrons.com/techtraderdaily/2010/01/25/apple-fy-q1-the-early-read-from-the-street/

    http://
    blogs.barrons.com/techtraderdaily/2010/01/25/
    apple-fy-q1-the-early-read-from-the-street/

    What was it Michael Dell said the time someone asked him what he would advise Apple?

    >>No except they [desktop Macs] did far better than expcted i.e. halo effect. That's what they've always been aiming for.<<

    How do you like Oppenheimer's last stat?

    <I would now like to turn to the Apple Retail stores. Revenue in the quarter was $1.97 billion compared to $1.75 billion in the year-ago quarter, an increase of 13%. Our stores sold a record 689,000 Macs compared to 515,000 Macs in the year-ago quarter. About half the Macs sold in our stores during the December quarter were to customers who had never owned a Mac before.>

    This is Timothy Cook answering one of Gene Munster's questions:

    <We are thrilled to see the Mac at 33% growth rate. It is about two times the market . . . . I would point out some of the markets that we are in the Mac group was absolutely spectacular. As an example, Italy, France, Switzerland and Spain all grew at 40% or higher. Australia was up over 70%. China was up almost 100%.>

    http://seekingalpha.com/article/184328-apple-inc-f1q10-qtr-end-12-26-09-earnings-call-transcript?page=-1

    http://
    seekingalpha.com/article/184328-apple-inc-f1q10-
    qtr-end-12-26-09-earnings-call-transcript?page=-1

    How do y' like them Apples? :-)

    Oh, another good stat, Tim Cook again, on iPhone sales in China:

    <. . . Earlier this month we had cumulatively activated over 200,000 units, crossing the 200,000 unit mark. We ramped the point of sales across that period of time to end at about 1,500 by the end of Q1 and we are very, very focused on the quality of the point of sale and customer experience. We would prefer to move slow because we are building the brand for the long-term and we are very much focused on the long-term in that market because we think there is significant potential there.>

    Will the halo effect now begin in China?

    And did you see the announcement just this morning that iPhone users can now make Internet-based calls? What will _that_ do for Akamai?

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    • pantone101naturalblondie pantone101naturalblondie Feb 7, 2010 12:23 AM Flag

      >>That to me is where the deception lies. People, in frustration, quit looking for a job so they are taken off the unemployed list. Unemployment goes down but no one went to work to make it go down. In fact things are worse than before because people are giving up.<<

      That is 100 percent truth. Something else those stats don't reveal . . . a wage earner's lost job and lost unemployment benefits are not isolated stats. The nonworking members of the family become impoverished concomitantly with the breadwinner(s). So the family members are virtually unemployed. What is the average size of a family today? Let's say both parents lost their jobs and they have two children. (I'm guessing most families have more than two.) That DOUBLES the jobless/unemployment rate!

      Think of some couples voting in 2008. He voted for McCain or one of the minor parties and now has lost his job. She swooned over Obama and voted for him. She voted her husband out of his job!

    • >>. . . In fact, Rick Santelli on CNBC this morning said that the level of manipulation on these numbers is intensifying. Without the move to remove how many jobs there are in the marketplace, he says the rate would be 10.6% for January . . . <<

      That to me is where the deception lies. People, in frustration, quit looking for a job so they are taken off the unemployed list. Unemployment goes down but no one went to work to make it go down. In fact things are worse than before because people are giving up.

    • >>A general term subsuming Marxism, socialism, communism, fascism, or any system in which the individual submits to the collective.<<

      No wonder I smelled Communism in the definition.

      >>Social Security and Medicare are excellent scapegoats except that Democrats are the champions of those two programs and so blaming them would be like blaming Democrats.<<

      LOL That puts them between a rock and a hard place, doesn't it?

      Yesterday morning I tried to read the report on jobs and unemployment but failed to understand it, so concluded my problem was that I didn't know the terminology. DJ's report began with:

      <The U.S. unemployment rate unexpectedly declined in January, but the economy continued to shed jobs . . . .>

      http://www.nasdaq.com/aspx/stock-market-news-story.aspx?storyid=201002050845dowjonesdjonline000354&title=data-snapus-jan-jobless-rate-falls-to-97-payrolls--20k

      http://www.
      nasdaq.com/aspx/stock-market-news-story.aspx
      ?storyid=201002050845dowjonesdjonline
      000354&title=data-snapus-jan-jobless-rate
      -falls-to-97-payrolls--20k

      And I wondered, does "unemployment" mean one thing while job loss is a different term? Later I read elsewhere that the report had confused analysts, or whoever are the people who usually understand these reports. Now in trying to find that article by searching for 'unemployment jobs confused', I'm seeing that investors, too, were confused. How about you? Were you able to grasp it? A couple hours ago I wandered over to Rush's site and, lo and behold, his featured transcript is titled "Unfortunately, the Unemployment Number Drop is Merely an Illusion." His explanation makes sense. Please see if you agree.

      <. . . They did include the revised number of unemployed people up to eight million instead of seven, and they did include the first wave of Census Bureau hires -- and they're going to be hiring these workers all through June and they're gonna hire a million of them. So you're going to see the unemployment rate drop because of that, but . . . those Census jobs are temporary. . . .

      . . .  In fact, Rick Santelli on CNBC this morning said that the level of manipulation on these numbers is intensifying.  Without the move to remove how many jobs there are in the marketplace, he says the rate would be 10.6% for January . . . .  He was specific on the Obama administration lowering how many jobs are even in the total marketplace.  I think they took it from 136 million and changed it down to 129 million.  So if there is a smaller universe of jobs, naturally you're going to have a lower percentage of those unemployed.  They have been manipulating and doing everything they can to keep this number at or below 10%, but of course this is what's called the U3 number.  The U6 number includes -- and this is the number that's around 17 or 18% -- people who have stopped looking . . . .  whose unemployment compensation benefits have expired. . . . But everybody was stunned by this. Not just the usual experts were surprised. . . .>

      There is more, but that's the crux.

      http://www.nasdaq.com/aspx/stock-market-news-story.aspx?storyid=201002050845dowjonesdjonline000354&title=data-snapus-jan-jobless-rate-falls-to-97-payrolls--20k

      http://www.
      nasdaq.com/aspx/stock-market-news-story.aspx
      ?storyid=201002050845dowjonesdjonline
      000354&title=data-snapus-jan-jobless-rate
      -falls-to-97-payrolls--20k

    • >>And bleary eyed youth challenged people have the money.<<

      Oh, the irony. Or "Oh, the humanity" as jcarob aka grim_reaper_cometh aka some other aliases used to say.

    • >>I'm not familiar with collectivism. . . .<<

      A general term subsuming Marxism, socialism, communism, fascism, or any system in which the individual submits to the collective.

      >> . . . Do you believe taxing food will catch on in all the states, and that the taxation will include state and county as well as local? . . .<<

      I'd expect a wealth tax before a food tax.

      >>How about Social Security? . . .<<

      Social Security and Medicare are excellent scapegoats except that Democrats are the champions of those two programs and so blaming them would be like blaming Democrats.

    • >> . . . iPad is big enough for seeing things as easily as on a laptop, . . .<<

      And bleary eyed youth challenged people have the money.

    • >>That's certain though a collectivist oriented north might have failed by now and the whole thing be the CSA.<<

      I'm not familiar with collectivism. Its definition sounds like a hybridization of capitalism and Communism. Why would it have failed?

      >>And the grocery stores and restaurants all moved outside the city limits?<<

      I'll bet they wish they could! Do you believe taxing food will catch on in all the states, and that the taxation will include state and county as well as local? From the taxing ingenuity I've seen reported in various articles, we'll end up being taxed about 99% of our income.

      >>He just has to have something or someone to point at. The media will do the rest.<<

      How about Social Security? Did you see that his policies are now seen as destroying the Social Security reservoir? Think that will work for him?

      http://finance.yahoo.com/focus-retirement/article/108747/next-in-line-for-a-bailout-social-security?mod=fidelity-readytoretire

      http://
      finance.yahoo.com/focus-retirement/article/
      108747/next-in-line-for-a-bailout-social
      -security?mod=fidelity-readytoretire

    • >>But have you realized that if the states hadn't stayed united you'd be on the free-speech, free-enterprise, capitalist, health-insured, lower-tax side of the border right now? . . .<<

      That's certain though a collectivist oriented north might have failed by now and the whole thing be the CSA.

      >>There is a state, also, that wants to impose a FOOD tax in order for the state to keep afloat. Correction and update: it wasn't a state but Phoenix, and its city council voted approval . . .<<

      And the grocery stores and restaurants all moved outside the city limits?

      >>You don't think it's too late for him to camouflage his role in that destruction? . . .<<

      He just has to have something or someone to point at. The media will do the rest.

    • >>Not really . . . there were smart cellphones and music players but Pod and iPhone were so different and such a step forward they redefined those items.<<

      They did. I remember watching a video of a reporter wandering the floor of a Consumer Electronics Show before Jobs launched the iPhone. The reporter described the other smartphone makers as trembling, nervous wrecks (not his words, but the image he evoked). They had looked into the future and the future was iPhone, and they knew their phones could not compete. You might remember that video because I think you gave me the link to it.

      And IDG's most recent data might be the future that those smartphone makers saw and dreaded:

      http://www.idc.com/getdoc.jsp?containerId=prUS22196610

      http://www.
      idc.com/getdoc.jsp?containerId=prUS22196610

      >>Personally I want an iPad more than I ever wanted an iPod and even an iPhone. I suspect there must be a lot of other people like me so I think iad will be a huge success. On the Cube, true it flopped, but its follow on, the Mini Mac, is a big success.<<

      Same here. Primarily because the iPad is big enough for seeing things as easily as on a laptop, not all scrinched into a teeny tiny frame. And what person whose vision is not 20/20 wouldn't want the bigger viewing area?

      I couldn't figure out why the Cube flopped. I wanted one. I'm glad now I didn't buy one because I like the Mini Mac's design better. It is a beautiful, minimalist design, and I usually like rounded corners better than sharp. I even like the heart and spade cards better than the diamond and club.

      >>But closed at 10002. Bad bad day . . . but it's coming from foreign influences. If Europe doesn't die I don't think it can drive us down too far. I don't think we get a bleaker future until 2011.<<

      That's encouraging. Literally. Thank you.

    • >>I don't know . . . it was probably pretty close.<<

      In one way, it's a good thing the North and South stayed united, so there are more states to fight the K-arpetbagger. But have you realized that if the states hadn't stayed united you'd be on the free-speech, free-enterprise, capitalist, health-insured, lower-tax side of the border right now?

      While I was writing this, a salvo was just fired in a different civil war. Amazon sent an email (you probably got one, too) announcing "Free two-day shipping on Kindle."

      >>When you figure in sales tax, state income tax, and property taxes it probably is more than 50% for many peope.<<

      Oy vey, you're right. Then add gasoline tax, cigarette tax for smokers, and in NYS soda tax . . . it looks like 20% gratuities for waitrons might become extinct. There is a state, also, that wants to impose a FOOD tax in order for the state to keep afloat. Correction and update: it wasn't a state but Phoenix, and its city council voted approval . . . because they are "desperate to save police, fire and other city jobs."

      http://www.azcentral.com/news/articles/2010/02/03/20100203foodtax0203.html

      http://www.
      azcentral.com/news/articles/
      2010/02/03/20100203foodtax0203.html

      And I'll bet you my last slug that other cities and towns will light up over the idea and vote likewise.

      >>I think he as to destroy the middle class (in a way he isn't directly blamed) so they clamor for the government to save them. Whatever does that should work.<<

      You don't think it's too late for him to camouflage his role in that destruction? One writer after editorialist after blogger have come right out and accused him of Socialism, Marxism, Fascism, and Communism and have stated their belief that he is purposefully destroying our economy. And look at how, faster than summer lightning, he attacked the stock market . . . a middle class habitat . . . via attacking Wall Street. And who is he blaming (besides Bush)?

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