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Akamai Technologies, Inc. Message Board

  • pantone101naturalblondie pantone101naturalblondie Nov 21, 2010 12:40 PM Flag

    Mary Meeker's Web 2.0 Summit

    You need no introduction to Mary Meeker. She presents some gorgeous data in this!

    http://www.morganstanley.com/institutional/techresearch/pdfs/tenquestions_web2.pdf

    http://www.
    morganstanley.com/institutional/techresearch/pdfs/tenquestions_web2.pdf


    What's your favorite and why?

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    • pantone101naturalblondie pantone101naturalblondie Jan 20, 2011 2:25 PM Flag

      >>Especially now college is just about useless for helping you make money.<<

      But what better place to l earn Socialism.

    • >>And before he began building iPhones! Just think what Jobs could've achieved had he sat it out in college. Not. :-)<<

      Especially now college is just about useless for helping you make money.

    • pantone101naturalblondie pantone101naturalblondie Jan 19, 2011 3:16 PM Flag

      >>LOL interesting that he was a phone hacker before he began building computers.<<

      And before he began building iPhones! Just think what Jobs could've achieved had he sat it out in college. Not. :-)

      There must be a specific DNA element . . . one of my brothers was always inventing, even as an adult (probably hasn't stopped). My mother told me about one of his inventions that she claimed "revolutionized" a particular industry. Yet his success in school depended on whether he felt like "surprising" his teacher that day. Ninety-nine days out of a hundred he did not. Bill Gates, too, dropped out of college. Them that can, do, and Gates DOSsed and then went on to build an empire aka The Evil Empire.

      >>That worked out pretty well.<<

      Yes, and until Apple began leaving Microsoft in the dust, business PCs and the Mac "for the rest of us" complemented each other.

      >>There's always a whistleblower somewhere. I doubt they'd take the chance. I wouldn't [tip off earnings results].<<

      Remember you're talking about the phone hacker. :-) Not to mention about the beneficiary of those options investigated by the SEC.

    • >>Was that the inception of the iPhone? :-)<<

      LOL interesting that he was a phone hacker before he began building computers.

      >><Jobs gives Bill Gates a demo of the Macintosh, and Gates agrees to develop software for it. Bill Gates and Steve Jobs disagree on the future of the computer, Gates believing in its business utility and Jobs believing in its benefit to common people.><<

      That worked out pretty well.

      >>Could anyone prove that the green- or red- (or yellow-?) colored Apple logo was purposefully a tipoff to investors? . . .<<

      There's always a whistleblower somewhere. I doubt they'd take the chance. I wouldn't.

    • pantone101naturalblondie pantone101naturalblondie Jan 18, 2011 3:44 PM Flag

      >>51 million by early afternoon and yes the approaching ER has tempered AAPL's loss from$22 to $6. Jobs picked the right moment to make his announcement.<<

      Could any less be expected of his shrewdness and genius? And now that volume is 54 million going on 55 million.

      Did you see the timeline of Jobs's history that Gizmodo published late yesterday afternoon? It has a lot of photos and some stuff about the Woz that I don't remember ever reading elsewhere. But I do remember, and I bet you do, this anti-AT&T technology :-)

      <After reading an article in Esquire about phone phreaking, they begin working on Blue Boxes used to crack codes on the public telephone systems for free calls. Steve Jobs was still a senior in high school. They sold these boxes for $150 on campus . . . .>

      Was that the inception of the iPhone? :-)

      I also remember that Jobs studied calligraphy (as a college drop-in, which I didn't remember), and you know what his studying calligraphy did for the Apple printers, both dot matrix and laser.

      I like the second sentence here:

      <Jobs gives Bill Gates a demo of the Macintosh, and Gates agrees to develop software for it. Bill Gates and Steve Jobs disagree on the future of the computer, Gates believing in its business utility and Jobs believing in its benefit to common people.>

      http://gizmodo.com/5301470/the-life-of-steve-jobs-+-so-far

      http://
      gizmodo.com/5301470/
      the-life-of-steve-jobs-+-so-far

      >>I didn't buy any AAPL, just didn't retreat far enough.<<

      I had the audacity to put in an order for $324. Didn't quite make it.

      >>I remember that but I doubt it's true. Apple would be taking a big chance doing such a thing.<<

      Could anyone prove that the green- or red- (or yellow-?) colored Apple logo was purposefully a tipoff to investors? Each time the color did match the ER.

      BTW, when looking for his take on Jobs's announcement, I found Denver hadn't posted on the AAPL board since August. Then I saw that a member of the cliquey 'Apple Sanity' board (mostly old AAPLers) at IV invited him to join them, and after that, no more Denver on the AAPL board, so I'm guessing that's where he's posting now. Someone there a couple years ago asked me to join, but I hate their cliquishness, so I didn't. It's too bad Denver didn't stay 'public' because he was one very informed individual re Apple and related industries.

    • >> So what do you guess AAPL's volume will be here tomorrow . . . and will the earnings anticipation temper the expected selloff? . . . <<

      51 million by early afternoon and yes the approaching ER has tempered AAPL's loss from$22 to $6. Jobs picked the right moment to make his announcement.

      >>And you might have to fight me for some of those shares. :-)<<

      I didn't buy any AAPL, just didn't retreat far enough.

      >> . . . what Denver (who still posts at the AAPL board) discovered in Apple's QuickTime Player announcements on the eve (or near eve?) of Apple's ER? If the report was going to be good, the Apple logo on that QuickTime page was green, and if the report was going to disappoint, the Apple logo was red. . . .<<

      I remember that but I doubt it's true. Apple would be taking a big chance doing such a thing.

    • pantone101naturalblondie pantone101naturalblondie Jan 17, 2011 6:04 PM Flag

      >>Yeah saw that . . . it'll spook AAPL for sure. <<

      It's probably been at least a year or two, in fact likely since long before the 2008 election, since I looked at my page of European et al. overnight trades, but would you believe I remembered my macro's key combo to get to the page? This is how AAPL traded in Europe and Mexico today. You can also see that AKAM closed up in the two markets in which it traded today.

      Click on the volumes for more insight. AAPL's 3-month average volume in Frankfurt is 4,734, but today 71,682 shares traded . . . more than 15 times its average there. On the Xetra, 759,469 shares traded vs AAPL's 3-month average volume of 14,994 . . . and that was almost *FIFTY-ONE* (50.652) x the average!!

      http://finance.yahoo.com/q/cq?s=AAPL+AAPL.MX+APC.BE+APC.DU+APC.F+APC.HM+APC.MU+AP-U.TI+APC.SG+APC.DE+___+AKAM+AK3.BE+AK3.DU+AK3.F+AK3.HM+AK3.MU+AK3.SG+AK3.DE+___+INAP+IP9A.BE+IP9A.F+___+SAI+S6I.BE+S6I.F&d=v1

      http://
      finance.yahoo.com/q/cq?s=AAPL+AAPL.MX
      +APC.BE+APC.DU+APC.F+APC.HM+APC.MU
      +AP-U.TI+APC.SG+APC.DE+___+AKAM
      +AK3.BE+AK3.DU+AK3.F+AK3.HM+AK3.MU
      +AK3.SG+AK3.DE+___+INAP+IP9A.BE
      +IP9A.F+___+SAI+S6I.BE+S6I.F&d=v1

      So what do you guess AAPL's volume will be here tomorrow . . . and will the earnings anticipation temper the expected selloff?

      On second thought, here's prima facie evidence, published at 4:32 PM, that the media will do all it can to foment (remember Cramer's notoriously famous tutorial?) AAPL's price down.

      http://www.nasdaq.com/aspx/company-news-story.aspx?storyid=201101171632dowjonesdjonline000208&title=jobs-absence-comes-as-competition-against-apple-increases

      http://www.
      nasdaq.com/aspx/company-news-story.aspx?
      storyid=201101171632dowjonesdjonline000208
      &title=jobs-absence-comes-as
      -competition-against-apple-increases

      It just occurred to me that when you read this post, the European numbers might have changed from today's. So here they are as they're listed now. The times are all EST, and I changed the AM and PMs to 24-hour to eliminate those space-consuming letters.

        Symbol        Time     Last Trade     Change     Volume
      AAPL.MX     15:39     3,960.00      - 5.49 %           995
      APC.BE         13:42         240.20      - 7.64 %         1,132
      APC.DU        13:56         239.87       - 7.81 %         1,013
      APC.F            13:54         239.50      - 7.96 %       71,682
      APC.HM       13:49         240.50     - 6.89 %         9,433
      APC.MU       13:58         239.30      - 8.15 %         5,501
      AP-U.TI        12:00        240.02      - 7.00 %         2,046
      APC.SG         13:55         239.45      - 8.00 %      19,442
      APC.DE         11:35         244.05      - 6.21 %     759,469

      >>If it spooks it enough it might be a buying opportunity.<<

      And you might have to fight me for some of those shares. :-)

      >>That occurred to me too, he surely wouldn't pick this time to make that announcement if the numbers weren't good, that would really crash AAPL.<<

      For sure. And your comment reminded me of an historical Apple semaphore. :-) Do you remember, back when Apple's ups and downs made us feel like we were on the Budweiser park's roller coaster, what Denver (who still posts at the AAPL board) discovered in Apple's QuickTime Player announcements on the eve (or near eve?) of Apple's ER? If the report was going to be good, the Apple logo on that QuickTime page was green, and if the report was going to disappoint, the Apple logo was red. If the report was going to be so-so, the logo might've been yellow; I don't remember that for sure. So now I believe Steven P. Jobs, who loves Apple, was flashing green in his email.

    • >>I suspect that by the time you try to sell your AAPL you won't get its fair value. . . .<<

      Yeah saw that . . . it'll spook AAPL for sure. If it spooks it enough it might be a buying opportunity.

      >>Now I think Jobs announced his illness today because he knows Apple's ER is a winner and he believes it will triumph over concerns about his illness. . . .<<

      That occurred to me too, he surely wouldn't pick this time to make that announcement if the numbers weren't good, that would really crash AAPL.

    • pantone101naturalblondie pantone101naturalblondie Jan 17, 2011 1:30 PM Flag

      >>Timing is the trick here. I'm thinking the first half of the year might be OK but I'm not so sure about the second half. Some of that debt owed by al those states and countries is eventually going to come due.<<

      True. They can't avoid it. When you see a state trying to raise its income taxes 66% you know it's desperate. All the Clinton-Dodd-Frank heyday corruption has not only come home to roost but is laying rotten eggs.

      I suspect that by the time you try to sell your AAPL you won't get its fair value. In my email was an alert quoting an email from Jobs to all Apple employees. And now I see Drudge has an article quoting some of it. If you haven't seen Jobs's full email, you can read it here at Apple's site:

      http://www.apple.com/pr/library/2011/01/17advisory.html

      http://www.
      apple.com/pr/library/2011/01/17advisory.html

      That announcement the day before earnings release does not sound good to me. He does say he hopes "to be back as soon as I can" and follows that with "In the meantime," but prefaced it with "I love Apple so much." That scares me.

      >>I remember seeing it [Level 2's broker info] somewhere. It might have been on an E*trade facility but I think it was one of those use limited free tools out there.<<

      Yes, I too saw that broker info in some freebie version of Level 2 quotes a few years back, but don't remember who provided that version. I wonder if it's still available somewhere.

      Hmmm, I just went back to Drudge and read the last paragraph in the report about Jobs:

      <Apple is scheduled to report first-quarter earnings after the bell on Tuesday, and is expected to say that revenues rose 50 percent as sales of its iPad tablet computer build on momentum of the popular iPhone and earlier iPod.>

      http://www.cnbc.com/id/41118102

      Now I think Jobs announced his illness today because he knows Apple's ER is a winner and he believes it will triumph over concerns about his illness. If AAPL drops considerably tomorrow maybe I'll buy some. What think ye?

    • >>In light of the Dow creeping up on 12,000, selling much may be a very good move. . . .<<

      Timing is the trick here. I'm thinking the first half of the year might be OK but I'm not so sure about the second half. Some of that debt owed by al those states and countries is eventually going to come due.

      >>[don't get broker info] Not via the free window Level 2 . . .<<

      I remember seeing it somewhere. It might have been on an E*trade facility but I think it was one of those use limited free tools out there.

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AKAM
53.57+0.61(+1.15%)Apr 15 4:00 PMEDT

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