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Akamai Technologies, Inc. Message Board

  • pantone101naturalblondie pantone101naturalblondie Sep 11, 2010 10:16 AM Flag

    And the winner will be . . . Akamai

    <The battle to control content delivery to your living room is on. One week after Apple (AAPL) unveiled plans for Apple TV, a new home-entertainment delivery system, archrival Google (GOOG) has announced plans for its own TV service . . . .

    . . .

    At the same time, both Amazon (AMZN), which recently announced its own home-streaming service, and Netflix (NFLX), which has been streaming movies for some time, are girding for the new competition. And the major telecom and cable companies are currently hashing out the rules by which the new digital living room -- whatever it looks like -- will be governed.

    . . .

    So where does that leave the cable giants like Comcast (CMCSA) and Time Warner Cable (TWX)? Threatened, according to TV industry analyst Andrew Tyndall.

    . . . "In the next 10 years, the vulnerable sector is going to be cable. . . ."

    . . .

    In the end, according to Tyndall, the big battle will occur not between Google or Apple or Hulu, but between those services and the incumbent broadband providers like Comcast, Verizon (VZ) and Time Warner Cable.

    . . . "Once you get your video from the Internet rather than TV channels, then the cable operators' pricing power disappears. . . .">

    http://www.dailyfinance.com/story/company-news/battle-for-your-living-room-TV/19625208/

    http://www.
    dailyfinance.com/story/company-news/
    battle-for-your-living-room-TV/19625208/


    Remember Akamai has streamed live YouTube events for Google, and Akamai caches Google's small objects.

    Akamai customer (shared with Limelight) Netflix has been expanding aggressively.

    And the blogger sees (Akamai customer) Apple as "the Next Cable Giant," though he notes a big 'IF' . . . which is IF the new Apple TV can succeed where its predecessor failed. Apple has to greatly augment today's Apple TV before it can reach the status of "next cable giant."

    Regardless of the IFs and buts, why do you think the 'missionaries' here have been working overtime to collect AKAM shares from us AKAM holders?

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • >>I was surprised to find out September is the worst month, I always thought that was October. In any event October has to be up there with the worst of them.<<

      Why is September the worst month? Don't the people who sell in May and go away come back to Wallstreetano when summer vacation ends? October is the month with the black reputation, so you weren't wrong. Since September is the worst month, and this September was so good, maybe there is unusual hope for October.

      BUT . . . yesterday's economic numbers were all positive, weren't they? Maybe the October surprise is that the economy will turn around just in time for the regime to get voted back in? And add the possibility that Obama might reduce or forgive mortgage payments.

      >>Roughly. Their market cap is $34.5B so $1.8B is about 5%.<<

      Thanks. On one hand, 5% doesn't seem like an outrageous percentage, on the other hand look at how much it means to banks that stopped paying that kind of interest on savings accounts. In the stock world, how does 5% rank, as a low amount, high, standard?

      >>Not to mention Google's version is (or was) free.<<

      It's not easy competing against free.

    • >> . . . When you add overbought to October, what would that signal to traders?<<

      I was surprised to find out September is the worst month, I always thought that was October. In any event October has to be up there with the worst of them.

      >>Was that dilution [of CHU] big or small, can you tell? . . .<<

      Roughly. Their market cap is $34.5B so $1.8B is about 5%.

      >>Would Apple try to create an office suite when Microsoft has invested so many years and dollars into developing and regularly upgrading Office for the Mac? Would it be wise of Apple to alienate Microsoft?<<

      Not to mention Google's version is (or was) free.

      >>. . . There's a ray of hope that Facebook will work with it [Apple's Ping].<<

      That's good . . . stupid to get in a war.

    • >>Right up until two days ago:
      ...
      http://
      finance.yahoo.com/q/ta?s=AMZN+Basic+Tech.+Analysis&t= 5d
      <<

      That is a _terrible_ plunge. I just remembered something . . . this is October! Since stocks go down every October, and the 'tutes and traders know this and remember it . . . and therefore expect it . . . maybe those with long memories have begun taking their money off the table for a while? AMZN and AAPL were already overbought, AAPL especially so, AMZN somewhat, and AKAM was nearing that state. When you add overbought to October, what would that signal to traders?

      >>That's what usually happens when a company issues new stock, convertible or otherwise. CHU hasn't seemed to notice.<<

      Briefing reported CHU's issue of convertible bonds on Monday. CHU went down for about half that day, then recovered. And the rest of the week CHU has continued going up and up and up, though it slid for a bit on Tuesday before closing up. The previous Friday CHU had closed at $15.17. So maybe it's just getting back on track? But it's a new quarter, big money knows the iPhone 4 is selling so well in China that scalpers have entered the fray, it is the first market day of the new month when the fund managers are buying, today is a Friday when bears usually take their moneypot and run back to their caves . . . and yet right now, in the 'smart money hour', CHU is up 1.24% at $14.74, just 4 cents away from its high of the day.

      Was that dilution big or small, can you tell? This is the Briefing clip again:

      <7:39AM China Unicom Hong Kong issues $1.8 bln in convertible bonds (CHU) 14.28 : Co announces wholly-owned subsidiary had successfully issued US$1.839 bln  convertible bonds. Issued at par and with 0.75% coupon rate, such bonds can be converted to co shares listed on Hong Kong Stock Exchange or CHU ADRs listed on NYSE at the initial conversion price of HKD15.85/share, which was at 35.5% premium to the closing price of CHU shares on Hong Kong Stock Exchange on September 27, 2010.>

      CHU's closing price on the 27th was $14.28, its lowest price since the 1st. Maybe Deutsche Bank's downgrade of CHU from Buy to Sell was the best possible timing? Or would the bond buyers have likely paid a 35.5% premium on a higher price as well? Is there any way to compute what percentage the dilution was?

      >>Good article. Apple can get the cloud through Akamai and they have social networking with Ping. As far as I can tell Apple only lacks an office suite. Not exactly a killer omission.<<

      Would Apple try to create an office suite when Microsoft has invested so many years and dollars into developing and regularly upgrading Office for the Mac? Would it be wise of Apple to alienate Microsoft?

      More good news, maybe tentative so far, about Ping. There's a ray of hope that Facebook will work with it.

      http://www.businessinsider.com/facebook-cto-very-confident-facebook-and-apple-work-together-on-ping-2010-9

      http://www.
      businessinsider.com/facebook-cto-very-confident
      -facebook-and-apple-work-together-on-ping-2010-9

    • >>When you add AKAM, you'll see AKAM dwarfs the other three.

      Then . . . add AMZN!<<

      Right up until two days ago:

      http://finance.yahoo.com/q/ta?s=AMZN+Basic+Tech.+Analysis&t=5d

      http://
      finance.yahoo.com/q/ta?s=AMZN+Basic+Tech.+Analysis&t=5d

      >>You mean now that I've finally bought CHU the company has devalued it?<<

      That's what usually happens when a company issues new stock, convertible or otherwise. CHU hasn't seemed to notice.

      >> . . . It's about who a UBS (impressive credentials: http://en.wikipedia.org/wiki/UBS ) group perceives as leading in "the battle for the global digital living room" and why. . . .<<

      Good article. Apple can get the cloud through Akamai and they have social networking with Ping. As far as I can tell Apple only lacks an office suite. Not exactly a killer omission.

    • pantone101naturalblondie pantone101naturalblondie Oct 1, 2010 12:25 PM Flag

      >>Oh that's right, I already fear for the country.<<

      You'd better keep fearing for it. I see the first Arab (43.75 percent) Resident (only 6.25 percent black) is trying to dupe the blacks again. I wonder how far he'll get with this repeat of his 2007 ruse.

      >>It [CHU] seems to be holding firm in this downdraft.<<

      I wonder if I invested in the next GOOG. Look where CHU was until after mid September . . .

      http://finance.yahoo.com/q/ta?t=3m&s=AAPL&l=off&z=l&q=l&c=GOOG+CHU

      http://
      finance.yahoo.com/q/ta?t=3m&s=
      AAPL&l=off&z=l&q=l&c=GOOG+CHU

      When you add AKAM, you'll see AKAM dwarfs the other three.

      Then . . . add AMZN!

      >>It means at HK$15.85 (I have no idea how much that is in US$s but it can't be too much different from US$s) the stock will get diluted which is normally a downer (or at least a brake on growth). Sometimes they add the stock into the already issued and the dilution takes effect immediately.<<

      Ohh, no. You mean now that I've finally bought CHU the company has devalued it?

      >>If it drops into the low $270s I'll perk up.<<

      :-) So would half the universe. This is different, and encouraging, for Apple. It's about who a UBS (impressive credentials: http://en.wikipedia.org/wiki/UBS ) group perceives as leading in "the battle for the global digital living room" and why. You already know and appreciate the reason why.

      http://tech.fortune.cnn.com/2010/10/01/how-apple-took-the-high-ground-in-the-battle-for-the-global-digital-living-room/

      http://
      tech.fortune.cnn.com/2010/10/01/
      how-apple-took-the-high-ground-in-the
      -battle-for-the-global-digital-living-room/

    • >> . . . More than half the country (including countless cemetery residents) voted for Obama, didn't they? . . .<<

      Oh that's right, I already fear for the country.

      >> . . . I am very happy with CHU so far. . . .<<

      It seems to be holding firm in this downdraft.

      >>Is that good, bad, indifferent?[CHU convertible issue]<<

      It means at HK$15.85 (I have no idea how much that is in US$s but it can't be too much different from US$s) the stock will get diluted which is normally a downer (or at least a brake on growth). Sometimes they add the stock into the already issued and the dilution takes effect immediately.

      >> . . . I noticed that AAPL closed ($287.37) below its 8-day moving average ($287.67) today. Ouch, I just checked its AH price and that is $286.74. It's been overbought, and I'm almost certain you'll see its MACD head below sea level tomorrow. . . .<<

      If it drops into the low $270s I'll perk up.

    • pantone101naturalblondie pantone101naturalblondie Sep 29, 2010 10:05 PM Flag

      >>If people believed that [Jobs has decided to sell Macs, iPads, iPhones in India and China, and manufacture Dell clones for US] I'd fear for the country.<<

      Now, think about that. More than half the country (including countless cemetery residents) voted for Obama, didn't they? Whose fable was the more fabulous?

      >>I don't remember it . . . doesn't mean I didn't read it, Im easily distracted. Anyway it seems like a crazy downgrade.<<

      I am, too. I think the Internet drives people to distraction because it is so chock full of things to read and hear and see that you can't take it all in so you hop from post to article to a link to the stock streamer . . . look at how easily I disappear down Wikipedia's rabbit hole when I come upon gorgeous graphics there. To me that downgrade seems calculated. Calculated to steal shares from the green and gullible.

      >>Probably. I remember I sold my DBA (a DB ETF) because I didn't like something the bank was doing or maybe its prospects.

      >>NEWS! Akamai sues Deutsche Bank<<

      That must have been it.<<

      It was. When I was thinking about Deutsche Bank's seeming deviousness last night, I remembered you had some connection with it, though I thought it was a bank with which you did business. When I yahooed the board's posts, I found that issue with Akamai convinced you to dump your Deutsche Bank fund.

      >>I was really happy with the progress CHU had been making up to that trick.<<

      I hope its two consecutive up days means it's back on track. I am very happy with CHU so far. I have to remind myself that two up days does not a full year make. It is so RARE that I buy a stock and it goes up instead of down. When I saw it dive for a short while today it reminded me of your account of your experience (in your post 700&tid=205431&mid=206163) that is so funny I have to quote you verbatim:

      <I think they were just waiting for my buy "he's in, that's as high as she can go, dive, dive, dive!">

      That was a year and five days ago.

      I almost forgot to tell you, Briefing's 'InPlay' reported on Monday:

      <7:39AM China Unicom Hong Kong issues $1.8 bln in convertible bonds (CHU) 14.28 : Co announces wholly-owned subsidiary had successfully issued US$1.839 bln  convertible bonds. Issued at par and with 0.75% coupon rate, such bonds can be converted to co shares listed on Hong Kong Stock Exchange or CHU ADRs listed on NYSE at the initial conversion price of HKD15.85/share, which was at 35.5% premium to the closing price of CHU shares on Hong Kong Stock Exchange on September 27, 2010.>

      Is that good, bad, indifferent?

      I didn't remember this until I just now came upon it again. Cramer's Mad Money a week ago yesterday (the 21st) reported DB's downgrade of CHU. So the downgrade got BIG press via Cramer, and then more, probably almost as effective, via MarketWatch the next day. With Cramer and MW both shining the spotlight on Deutsche Bank's Buy-to-Sell downgrade, how could poor CHU stand up to that coalescence?

      Unfortunately, or fortunately, depending on whether you're a holder or a buyer, here's a _real_ red alert . . . when I was trying to look at CHU's chart by way of AAPL's earlier, I noticed that AAPL closed ($287.37) below its 8-day moving average ($287.67) today. Ouch, I just checked its AH price and that is $286.74. It's been overbought, and I'm almost certain you'll see its MACD head below sea level tomorrow. The most recent previous negative MACD lasted 15 market days, 3 consecutive weeks. But American Bulls (which I think is oblivious to the 8 DMA rule that Gapper says big money follows) posted a Buy-If. So who knows?

    • >> . . . I could say Steve Jobs has decided to sell all the Macs, iPads, and iPhones in India and China, and will manufacture Dell clones for US consumers. Think that might bring your price down to $270?<<

      If people believed that I'd fear for the country.

      >> . . .Here are the juiciest parts [of the CHU downgrade], with emphasis added:<<

      I don't remember it . . . doesn't mean I didn't read it, Im easily distracted. Anyway it seems like a crazy downgrade.

      >>Now do you see why I believed CHU's sabotaged price was a gift to big money and therefore a gift to me . . .<<

      Yes makes sense.

      >>And wasn't a Deutsche Bank analyst one whose downgrade of AKAM a couple or few years ago seemed contrived? . . .<<

      Probably. I remember I sold my DBA (a DB ETF) because I didn't like something the bank was doing or maybe its prospects.

      >>NEWS! Akamai sues Deutsche Bank<<

      That must have been it.

      >> . . . But a couple days before Deutsche Bank sabotaged CHU's price, it had closed at its high of the year, $15.54.<<

      I was really happy with the progress CHU had been making up to that trick.

    • pantone101naturalblondie pantone101naturalblondie Sep 29, 2010 4:48 AM Flag

      >>I never saw it out of the $280s. I'd definitely buy down near $270.<<

      Want me to try to start a better rumor than the Tim Cook one? :-) I could say Steve Jobs has decided to sell all the Macs, iPads, and iPhones in India and China, and will manufacture Dell clones for US consumers. Think that might bring your price down to $270?

      >>Aha, I didn't even know there was a downgrade. Sounds likely.<<

      *Sigh* she sighed resignedly. It wasn't from my lack of trying. In looking back I see that downgrade link was in the last post of mine to which you replied on Monday, so while my thoughts were fixated on CHU, yours were maybe fixated on chew (supper), which would be just like a man, to quote an axiom. (Or more likely, your mother needed your help with something.) Here are the juiciest parts, with emphasis added:

      <Deutsche Bank slashed its recommendation on Unicom (NYSE:CHU)  , (THE:HK:762)  the sole service provider offering the iPhone on the mainland, to SELL from a BUY . . . .

      . . .

      Deutsche Bank’s downgrade of Unicom came JUST AHEAD of the company’s introduction of the iPhone 4 in China on Saturday. Unicom took nearly 50,000 pre-orders for the iPhone 4 on Sept. 17, the first day it started accepting such orders . . . .

      Earlier this week, Unicom reported that it added 1.69 million new subscribers in August, including 1.01 million customers for its high-speed third-generation mobile services. The increase took its 3G customer base to 9.51 million . . . .>

      http://www.marketwatch.com/story/story/print?guid=B47105A0-C5EC-11DF-BA89-00212804637C

      http://www.
      marketwatch.com/story/story/print
      ?guid=B47105A0-C5EC-11DF-BA89-00212804637C

      Now do you see why I believed CHU's sabotaged price was a gift to big money and therefore a gift to me if I could get to it before big money starts its buying for the new quarter?

      And wasn't a Deutsche Bank analyst one whose downgrade of AKAM a couple or few years ago seemed contrived? Those analysts all blur into each other, but for some reason sticking dimly in my memory a DB downgrade was particularly unwarranted on one occasion. I wish I could remember the details. Hmmm, this was not a downgrade, but it involved Deutsche Bank and Akamai just this past February. I had completely forgotten this, but Yahoo didn't; a Yahoo search brought it to the surface.

      >>NEWS! Akamai sues Deutsche Bank<<

      http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_A/threadview?m=tm&bn=700&tid=210348&mid=210348

      http://
      messages.finance.yahoo.com/Stocks_%28A_to_Z
      %29/Stocks_A/threadview?m=tm&bn=700&tid=
      210348&mid=210348

      Maybe that is why I didn't trust Deutsche Bank even before I read its implausible downgrade of CHU. Before I forget again to tell you, after watching its action since morning, I bought a second hundred CHU just before the close, stupidly at the high of the day ($14.55). But a couple days before Deutsche Bank sabotaged CHU's price, it had closed at its high of the year, $15.54.

    • >> . . .Gee, my streamer says AAPL hit a low of $275 today. Were you lucky enough to get some near that price?<<

      I never saw it out of the $280s. I'd definitely buy down near $270.

      >>I fixated on CHU last night and this morning because I do believe that downgrade was for the benefit of the 'tutes . . .<<

      Aha, I didn't even know there was a downgrade. Sounds likely.

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