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Akamai Technologies, Inc. Message Board

  • pantone101naturalblondie pantone101naturalblondie Apr 1, 2011 6:20 AM Flag

    Stocks and clouds

    Time to change the subject line from "Check out Cramer's recent opinion of LLNW" to something less specific. I'm replying to your 3:07 PM post of yesterday, "Re: Check out Cramer's recent opinion of LLNW" (231007&mid=231507) at

    http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_A/threadview?m=tm&bn=700&tid=231007&mid=231507

    http://
    messages.finance.yahoo.com/Stocks_
    %28A_to_Z%29/Stocks_A/threadview?m=tm
    &bn=700&tid=231007&mid=231507

    >>...
    http://
    news.cnet.com/8301-31001_3-20049197-261.html
    <<

    Now what will Apple do with its new data center? :-) While Apple and Google weren't looking, Amazon beat them both to a free digital storage locker. Have you read the reaction of either Apple or Google anywhere?

    <Amazon, said the sources, has expressed interest in streaming the video that users have uploaded to its cloud.>

    You know who Amazon's video CDN is, don't you? Akamai serves Amazon in other capacities, but, as far as I know, not in video streaming.

    But . . .

    <. . . At the same time Amazon debuted Cloud Drive, the company also unveiled the Cloud Player, which enables users to play their music from Amazon's servers. The company, however, did not offer a similar player for video.

    This is another reason why the studios aren't panicked by Amazon's new cloud service. It just isn't built for video, say the sources. Not only does Cloud Drive not have a video player, but the price won't be compelling for those with film libraries.>

    So it looks like Amazon will major in music and books storage. Still, I think whatever streaming takes place will be facilitated by Limelight.

    <Film industry sources said Amazon is a good partner.>

    Have you ever read/heard such a comment about Apple or Google? The music industry chafes, almost seethes, at Apple's rigid control, and TV entities have been balking at Google's intent to carry their programming via GoogleTV. It appears that Amazon is liked by its retail customers and marketing partners alike. And apparently by investors.

    So you think Amazon's Cloud Drive is why investors have been piling in? That does add up.

    On second look (at AMZN's chart), that cloud announcement would account for AMZN's action since the 29th (Amazon's announcement), but not since the 18th, when AMZN began its recent climb. Oh, you know what would be the impetus as of Thursday?! Wal-Mart's prediction of "serious" inflation arriving rapidly:

    http://www.usatoday.com/money/industries/retail/2011-03-30-wal-mart-ceo-expects-inflation_N.htm

    http://www.
    usatoday.com/money/industries/retail/
    2011-03-30-wal-mart-ceo-expects-inflation_N.htm

    Besides normal buying, some people will start their Christmas shopping very early . . . like yesterday . . . and with rising prices and $4 gas, who will drive to their semi-local malls to shop? Don't expect this Suzy Smart-shopper to choose driving to Wal-Mart over my gasless shopping at Amazon.

    On third thought, hasn't Obama done a remarkable job of helping your AMZN holding so that you can afford to keep shopping?

    >>Yes, should have bought 8-9 months ago. I unfortunately bought two years ago (but I'm green now so who's complaining).<<

    Too bad you didn't have a crystal ball when it peaked at $28.49 intraday in October 2009, but better late than never, and watching HK surpass $28.49 this time around will be way more fun.

    >>DRYS? For spinning off Ocean-Rig?<<

    Not yet . . .

    http://www.rttnews.com/Content/BreakingNews.aspx?Node=B1&Id=1587503

    http://www.
    rttnews.com/Content/BreakingNews.aspx
    ?Node=B1&Id=1587503

    and

    http://www.reuters.com/article/2011/03/31/dryships-shares-idUSL3E7EL1BJ20110331

    http://www.
    reuters.com/article/2011/03/31/
    dryships-shares-idUSL3E7EL1BJ20110331

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    • >> . . . did you ever notice that the Yahoo font's zero looks like a lowercase 'O' ('o')? . . .<,<

      I didn't even know Yahoo had a font . . . I thought I picked my display font.

      >> . . . can anyone be sure that Google does NOT transmit its archived dossiers (including search dossiers linked to the searchers' IP addresses and including children's SS numbers) . . . to the very g0vernment you fear? . . .<<

      No, but even if they don't the government can probably get it from them with a court order. They can do the same thing with your doctor, your lawyer and your banker but heck why bother when they can probably get it all from your facebook page. Privacy ain't worth spit in a data driven networked computer age.

      >> . . . Google plans to make all those kiddy SS numbers available for searchers to read?<<

      Probably censor them to all but those authorized to look . . . sort of like they do with user data.

    • pantone101naturalblondie pantone101naturalblondie Apr 25, 2011 1:26 PM Flag

      >>Well Y is killing my posts today. I don't want to try to rewrite my reply, too involved. I'll recapitulate by saying I fear the government far more than any private company (that can't use force and usually just want to sell you something). <<

      That's a good point. And I do feel exactly the same way. But that begs a question . . . but first this question, did you ever notice that the Yahoo font's zero looks like a lowercase 'O' ('o')? Except for that '0' (zero) and the font's lousy alignment of figure columns, it's a well-designed font.

      Now for the question . . . Given Google's active campaigning in 2008 for 0, given Schmidt's reported visits to the WH, given Google's sweeping of certain anti-0 reports/discussions to the bottom of, and/or completely off of, its find lists (which I observe regularly because my search templates bring up 100 finds per page, and which chimes with businesses' complaints that Google's algorithms favor the ads of certain ad buyers), and given the report that 0 plans to appoint Schmidt Secretary of Commerce, can anyone be sure that Google does NOT transmit its archived dossiers (including search dossiers linked to the searchers' IP addresses and including children's SS numbers) . . . to the very g0vernment you fear? If you are certain that Google does not do that, what, besides unquestioning faith, forms your peace of mind regarding that possibility?

      >>And that kiddy SS# is weird . . . I'm thinking data for data's sake like their effort to digitize every book ever written.<<

      In other words, Google plans to make all those kiddy SS numbers available for searchers to read?

    • Well Y is killing my posts today. I don't want to try to rewrite my reply, too involved. I'll recapitulate by saying I fear the government far more than any private company (that can't use force and usually just want to sell you something). And that kiddy SS# is weird . . . I'm thinking data for data's sake like their effort to digitize every book ever written.

    • pantone101naturalblondie pantone101naturalblondie Apr 23, 2011 10:58 PM Flag

      >>No but I really doubt they'll be a trillion dollar company in three years.<<

      Oh, is that what the speculators are saying? I didn't read any of the articles, just glanced at Google's headline list. But think about it. How many years did it take Obama to turn the US into a $14 trillion mass producer of debt? ;-) If Obama can do that in less than two and a half years, couldn't Apple gross $1 trillion in three years? I'm just kidding, but look at how short the time needed to generate 'trillion' numbers.

      >>I'm not bothered by what data either company collects when I use their products . . . I would be bothered if it was the government doing the collecting. <<

      Can one be confident that neither Apple nor Google is feeding their collected data to the government? Remember (liberal?) Steve Jobs was invited to Obama's business-leader dinner in the White House and sat on the lefthand side of Obama (not across the table or a couple guests away)? And Eric Schmidt not only actively campaigned for Obama in 2008 and reportedly met with him in the White House since then, now the word is that Obama will appoint Schmidt Secretary of Commerce. What value to the government might Obama think he can derive from Apple and/or Google? Doesn't vast amounts of information about citizens fit right in with Obama's history and his desire to control the Internet?

      >>Ethically though, if there is a problem I would find it hard to condemn Google but forgive Apple.<<

      Nor could I view them differently if the problem were the same for each. Let's say each was found pipelining its data collections to a government organization or czar. I'd view both companies as equally complicit.

      So far, Apple _seems_ to be receiving its data from iPhones as part of the process of providing GPS or maybe a related kind of information to the users of those apps, and Apple claims the data is free of linkage to the iPhones' respective identification numbers. But that's only Apple's word. Investigators could find that Apple lied. Remember I did not give Apple or Steve Jobs a free pass when the alleged options duplicity came to light? Not once did I even suggest such duplicity _could_ be 'acceptable' for one reason or another. Likewise I won't give either Apple or Jobs a free pass regarding ANY other duplicity that might come to light in the near or far future.

      Google is reported to have collected data from Android phones using every kind of app (not just GPS-related), plus collects data from those phones when NO app is being used. And all that data includes, respectively, the identification number of each Android smartphone that emits it. And not long ago, Google held some kind of a contest for children and required each entrant to include his or her Social Security number. Have you ever seen a contest for any age bracket that required the entrant's Social Security number?

      All along, I've feared Google's data collection . . . whether to snoop into the affairs of private citizens or for the purpose of defending America against terr0rists . . . has been at the behest of our government. Didn't we suspect Bush of similarly using Google? I really don't know what to make of the Android data collection and the Social Security number collection. But I cannot imagine how Google would use Social Security numbers to enhance its online advertising.

    • >>I don't expect Apple's growth to slow tomorrow, though. :-) . . .<<

      No but I really doubt they'll be a trillion dollar company in three years.

      >>The bottom line as I see it, obviously the tracking must be done to provide the GPS service, but it's also obvious which company appears to be doing the tracking solely for that purpose and which company hasn't shed its habit of collecting data on people every chance it gets.<<

      I'm not bothered by what data either company collects when I use their products . . . I would be bothered if it was the government doing the collecting. Ethically though, if there is a problem I would find it hard to condemn Google but forgive Apple.

    • pantone101naturalblondie pantone101naturalblondie Apr 22, 2011 4:58 PM Flag

      After writing quite a bit about the AAPL and ETFC recent performance, good old Y deleted my post. So I'll try that one again later. Yahoo sure knows how to antagonize people!

      >>Must be foreign carriers, sure not Sprint.<<

      At least one of the carriers was SK Telecom, and Apple was pondering a second Korean telecom, but I don't remember seeing that second one actually got the iPhone yet. Oh, I just found the third mentioned in a summary I hadn't seen. Remember reading that Saudi Telecom would be selling the iPhone? I think the Saudi one is the most recent.

      >>Probably a good indication that their growth will slow. Nothing grows to infinity. <<

      I don't expect Apple's growth to slow tomorrow, though. :-) Apple is just getting started in enterprise and has a megaton of momentum. Remember Apple's market share compared to Microsoft's and Android's?

      >>And what do you think about iPhones tracking users and sending the data back to Apple?<<

      SAI's Henry Blodget wonders why there's no uproar over it like there has been with "any other company":

      <IT'S OFFICIAL: Apple Has Brainwashed The Whole Country -- How Else To Explain The Lack Of Outrage Over Apple's Secret Location Tracking?>

      WSJ did some investigating and found:

      <. . . an HTC Android phone collected its location every few seconds and transmitted the data to Google at least several times an hour. It also transmitted the name, location and signal strength of any nearby Wi-Fi networks, as well as a unique phone identifier.

      . . .

      Apple . . . "intermittently" collects location data, including GPS coordinates, of many iPhone users and nearby Wi-Fi networks and transmits that data to itself every 12 hours, according to a letter the company sent to U.S. Reps . . . last year . . . .

      . . .

      Google['s] . . . location data appears to be transmitted regardless of whether an app is running, and is tied to the phone's unique identifier.

      In its letter . . . Apple said that it only collects location data from people who use apps that require location. . . .>

      WSJ has a lot more information; those ellipses aren't enough to relate all the info.

      http://online.wsj.com/article/SB10001424052748703983704576277101723453610.html

      http://
      online.wsj.com/article/
      SB10001424052748703983704576277101723453610.html

      The bottom line as I see it, obviously the tracking must be done to provide the GPS service, but it's also obvious which company appears to be doing the tracking solely for that purpose and which company hasn't shed its habit of collecting data on people every chance it gets.

      Well, now to see if Big Brother will think this post, too, is coming from the vvar zone to inform the enenny.

    • >> . . and we're happy to have gotten it out to 3 more large carriers.>[Jobs]<<

      Must be foreign carriers, sure not Sprint.

      >>And have you seen the widespread speculation that Apple will be the first trillion dollar company?<<

      Probably a good indication that their growth will slow. Nothing grows to infinity. And what do you think about iPhones tracking users and sending the data back to Apple?

    • pantone101naturalblondie pantone101naturalblondie Apr 22, 2011 10:56 AM Flag

      >>We know why. Even Apple couldn't fill the demand for iPads, that's why they fell short of the estimate and Apple has all the parts.<<

      Apple is one monopoly I like. :-) What a long way Steve Jobs has come from emulating Sony's business plan. Did you see Jobs made a cameo appearance in the CC? And what a neat coincidence. Remember just a post ago I quoted the Verizon CFO's LTE stat? Here's Jobs, answering a question that Morgan Stanley's Katy Huberty asked:

      <I would ask this question or similar question when we launch the iPhone with Verizon. And what I've said then and I still see it as being the case today and I think you can see this in the products that have been shipped is that the first generation of LTE chipsets force a lot of design compromises with the handset, and some of those, we are just not willing to make. And so we are extremely happy with the iPhone 4 and the iPhone 3GS. And hitting 18.6 million units was something much larger than we thought we could do this quarter, and we're happy to have gotten it out to 3 more large carriers.>

      http://seekingalpha.com/article/264616-apple-s-ceo-discusses-q2-2011-results-earnings-call-transcript

      http://
      seekingalpha.com/article/264616
      -apple-s-ceo-discusses-q2-2011
      -results-earnings-call-transcript

      RTT News quoted Jobs:

      <"With quarterly revenue growth of 83 percent and profit growth of 95 percent, we're firing on all cylinders," said Steve Jobs, Apple's CEO. "We will continue to innovate on all fronts throughout the remainder of the year.">

      http://rttnews.com/ArticleView.aspx?Id=1602694

      http://
      rttnews.com/ArticleView.aspx?Id=1602694

      Also in the CC, Tim Cook _very encouragingly_ answered Gene Munster's question about Steve. You'll like Cook's last sentence. :-)

      <He is still on medical leave, as you say, but we do see him on a regular basis. And as we previously said, he continues to be involved in major strategic decisions. And I know he wants to be back full-time as soon as he can.>

      Sung to the tune of "These are a few of my favorite things," these are a few of my favorite headlines following Apple's ER in case you missed some of them.

      <Apple earnings nearly double, helped by iPhone

      Apple Profit Nearly Doubles After IPhone's Verizon Debut

      "We Sold Every iPad 2 We Could Make"

      Apple earnings surge, blowing away forecasts

      Apple Crushes Estimates With iPhones

      Apple Beats EPS by Almost 20%

      Apple Q2 profit up 95%, revenue up 83%

      Apple Profit Leaps, Easily Outpaces Forecasts

      Live Blog: Apple on Its Massive Earnings

      Apple Earnings Cheat Sheet: Revenues ROCKET 82% as iPad Delivers Success

      Apple Earnings: $24.67 Billion Revenue, 18.65 Million iPhones, 4.69 Million iPads

      Apple Annihilates Estimates, Posts 94.8% Earnings Jump>

      And have you seen the widespread speculation that Apple will be the first trillion dollar company?

      http://www.google.com/search?q=Apple+first+trillion&num=100&hl=en&safe=off&um=1&ie=UTF-8&sa=N&tab=bw

      http://www.
      google.com/search?q=Apple+first+trillion
      &num=100&hl=en&safe=off&um=1
      &ie=UTF-8&sa=N&tab=bw

    • >>LOL Do you know that (1) adding just a whiff of baking soda . . .and (4) then continuing the cooking as usual, will leave the reporter with nothing to report? . . .<<

      Heck, reporting is great fun and the dogs love it.

      >><More players delay launch of tablet PCs><<

      We know why. Even Apple couldn't fill the demand for iPads, that's why they fell short of the estimate and Apple has all the parts.

    • pantone101naturalblondie pantone101naturalblondie Apr 20, 2011 3:51 PM Flag

      >>I always report on beans.<<

      LOL Do you know that (1) adding just a whiff of baking soda (no more than will stick to a spoon) a short while after you've begun boiling the dry bean seeds, (2) boiling another 10 minutes, (3) then draining that baking-soda water and covering your beans again with fresh water, and (4) then continuing the cooking as usual, will leave the reporter with nothing to report? I think adding caraway seeds to cabbage has the same effect. I wonder how baked beans with caraway seeds would taste. I bet good!

      >>I suspect they don't 'give away' any iPhones. I'm pretty sure the eager prize winner will end up paying something probably for something less than he bargained.<<

      Wheeler dealers sure take advantage of the suckers born every minute, don't they? Some of the email scams are laughable, yet I've heard of people losing thousands to them.

      >>Voice down and data up for an over all 39% gain in profits. I think AT&T is now an internet provider.<<

      A 39% profit gain is awesome! Too bad AT&T's Internet provision is with CDN Cotendo's collusion. I wonder how Akamai's litigation against Cotendo is faring.

      Did you notice AAPL had a near-death experience a few minutes ago? It dived down the chart worse than ETFC did earlier. Now it's trying to resuscitate. The Level 2 sampling shows more bidders than sellers (now the margin has dangerously narrowed), and it showed a similar ratio during the dive.

      I forgot I'd copied this before tax deadline to tell you about:

      <More players delay launch of tablet PCs>

      http://www.digitimes.com/news/a20110415PD205.html

      http://www.
      digitimes.com/news/a20110415PD205.html

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AKAM
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