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Akamai Technologies, Inc. Message Board

  • pantone101naturalblondie pantone101naturalblondie Jul 24, 2012 1:07 PM Flag

    Stock and circumstances

    Since this topic has strayed far from Richard's "Amazon needs Akam" I am going to make it a new topic. I'm replying to your 23 July 2:02 PM post 248282 at

    http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_A/threadview?m=tm&bn=700&tid=248049&mid=248282

    http://
    messages.finance.yahoo.com/
    Stocks_%28A_to_Z%29/Stocks_A/threadview
    ?m=tm&bn=700&tid=248049&mid=248282

    >>The money is a problem but remember this guy is a PHD candidate. He'd be smart enough to outfit himself.<<

    Because of ¥'s sensibilities, I omitted the detailed part of the quote. But I can quote some of the fourth (full) paragraph under that same subtitle "Holmes was clearly provided with exotic gear" (bold emphasis is the author's):

    <It was a carefully planned,*heavily funded* and technically advanced . . . .>

    http://www.westernjournalism.com/was-colorado-shooting-staged-by-the-government/

    http://www.
    westernjournalism.com/was-colorado-shooting-staged-by-the-government/

    Do smart, unemployed PHD candidates usually have access to $20,000 together with the contacts for procuring exotic military equipment "much of which is very difficult for civilians to get"?

    On a different note, this seems like a good compilation of information from Apple's suppliers.

    http://seekingalpha.com/article/738871-apple-earnings-preview-insights-from-its-suppliers-and-the-road-ahead

    http://
    seekingalpha.com/article/738871
    -apple-earnings-preview-insights-from
    -its-suppliers-and-the-road-ahead

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    • pantone101naturalblondie pantone101naturalblondie Jul 24, 2012 4:06 PM Flag

      PE, guess what . . . again . . .

      http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_A/threadview?m=tm&bn=700&tid=248304&mid=248304

      http://
      messages.finance.yahoo.com/
      Stocks_%28A_to_Z%29/Stocks_A/threadview
      ?m=tm&bn=700&tid=248304&mid=248304

    • >>. . . and you know what misled investors who've lost money via such misleading do.<<

      Indeed, class action suit. It happens quite a bit.

      >>But NObody mentioned Ryan! It was like they were unaware . . . and maybe they were?<<

      Where were you, at a zombie jamboree?

    • pantone101naturalblondie pantone101naturalblondie Aug 16, 2012 1:52 AM Flag

      >>It's blah today except for AKAM which is flying (up almost 5% right now). It has to be the AT&T rumor . . . maybe it's more than a rumor that Akamai wins it.<<

      I don't have a clue. Dan said:

      <No deal has yet to be finalized and considering this involves AT&T, who doesn’t have a track record of moving quickly, we’ll have to wait and see if they execute on this plan. From the details I have, Limelight has put forth a better offer business wise but AT&T has more confidence in Akamai’s ability to sell into the enterprise market. While Akamai does have the advantage there, the downside is that AT&T will run into a lot of channel conflicts with Akamai since a very large percentage of enterprise customers are already taking services from Akamai. AT&T would have less channel conflict re-selling Limelight’s CDN services, but to date, Limelight hasn’t had a lot of success in growing their enterprise business.>

      http://blog.streamingmedia.com/the_business_of_online_vi/2012/08/att-in-talks-to-re-sell-akamai-or-limelights-enterprise-cdn-services.html

      http://
      blog.streamingmedia.com/the_business_of
      _online_vi/2012/08/att-in-talks-to-re-sell-akamai
      -or-limelights-enterprise-cdn-services.html

      You know what's interesting to me? What kind of value has EdgeCast been adding to AT&T's CDN services if now AT&T is looking to Akamai or Limelight to resell their CDN services?

      Also, AT&T didn't include Level 3 in the dealmaking. AT&T left Level 3 in the cold. Is that because, both of them owning fiber, they are competitors?

      AKAM and LLNW finished up fairly equal, 3.84% and 3.59%, and both on heavier than usual volume. But, on Barchart's 1-minute intraday chart, LLNW's accumulation/distribution line is erratic, whereas AKAM's a/d line climbed steadily until shortly before 10:00 AM, then stayed aloft until the 2:00 PM hour when it dipped almost imperceptibly and then, in the final 40 minutes of the 3:00 PM hour, dipped down a little more (after rising in the first 20 minutes of that 'smart money' hour).

      Darn! Yahoo Finance is getting worse and worse and worse!!! You won't be able to see ¥'s 1-day comparison chart tomorrow because the chart won't be for today. But when I try to pull up ¥'s 5-day comparison chart, so you might look at Wednesday's action, ¥ still presents its 1-day!! And you know what ¥ has been doing with its foreign quotes. For WHAT exactly are Yahoo's advertisers paying?? And how trustworthy/reliable is ANY of Yahoo's financial information??

      I almost forgot to let you know that, even though AAPL closed in the red, in the final minute of trading, some big money trader(s) stepped up to the plate and bought approximately 550,000 shares (translation: more than half a million), and AAPL's a/d line commensurately shot up vertically. Kind of interesting for options expiry week?

      >>Exactly [investors/traders will sell on either the QE3 announcement or the news there'll be no QE3] unless its some sort of open ended 'we're going to keep the market up' sort of deal, which I highly doubt.<<

      We're both in this market up to our eyeballs. Probably all of us on this AKAM board are heavily invested. And the financial world is teetering on the precipice. Are we all insane? masochists?

    • >> . . Has any news source or blog quoted any Perry comment about Romney's energy plan?<<

      Not that I've seen but he has to be happy. I wonder if he's speaking at the RNC.

      >>LOL I just remembered 'tsk tsk' was another one I pronounced phonetically (inserting an 'i') when I came upon it in comic books. STILL do when I read it somewhere.<<

      Me too. In fact I don't really know how to pronounce it except as a sort of tongue/lip sound with no vocal.

      >>What do the states regulate? . . .<<

      Taxes, transportation, education, land use, housing, food, drink, law, marriage, inheritance, the environment, mining, agriculture, medicine, disease control, . . . the list goes on.

      >> . . . It does say that Paul is holding a "We Are the Future" rally on Sunday at U of South Florida's Sun Dome and that <in an email to supporters this month, promised his address would be the “speech the Republican National Convention doesn’t want the rest of America to hear.”>.<<

      That's got to be interesting . . . though I have news for Paul, the rest of America probably won't hear it unless they watch C-Span.

      >><In a startling assertion almost buried in last night’s “On the Record” interview with Greta Van Susteren on Fox News, . . . Darrell Issa indicated he has criminal charges in store for an ATF official implicated in the Fast and Furious “gunwalking” operation. . . . Issa let slip with what should be considered a bombshell announcement, and a precursor for things to come.><<

      Hmm, will that ATF official take one for the team? I wouldn't.

      >><“This is a win for the unborn, for states’ rights, and for taxpayers."

      Court Rules that Texas Can Defund Planned Parenthood><<

      If they can do it in Texas they can do it anywhere. That's good, taxpayer money has no business funding abortions.

    • pantone101naturalblondie pantone101naturalblondie Aug 28, 2012 2:01 PM Flag

      >>Yes, I read there has only been one arrest so far. That must be a record for any convention.<<

      If every municipality handled 'occupiers' and their ilk the way Tampa has been doing, that movement never would've survived. Tampa should be held up as an example to the cities that rolled out their red carpets and welcome wagons for such creeps.

      >>They'll probably run out the clock on this year. <<

      Issa doesn't seem to be trying to do that. He has now summoned the DOJ's Inspector General (Michael Horowitz) to a hearing by his Oversight Committe on September 11. I'm rereading at that Washington Times link and at the Sipsey Street blog that linked to it. The WT doesn't have Mike Vanderboegh's comment that Mike made following his quote of the WT. ¥ won't allow me to post SS's link but you can google for it if you want to. Mike said:

      <We have been told through our sources for some time to be ready for a "September Surprise." The idea was to get the OIG report on the record and then, if it was a whitewash, to blow it out of the water with additional documents and witnesses already in the hands of the Issa committee.>

      So once again, hope springs.

      >>I wonder if Romney wins if they'll pursue any of the criminality in the Obama administration.<<

      I don't know whether Romney wants to, but if he does, they'll have a better chance if he doesn't include Chris Christie in his circle of advisors. Remember Romney said loudly and clearly at one of his Massachusetts rallies that <No one's ever asked to see my birth certificate. They know that this is the place that we were born and raised.>?

      But today:

      <New Jersey Gov. Chris Christie said Tuesday he suspects Mitt Romney would "take back" his recent "birther" joke if given the chance.

      . . .

      "He has been the clearest, most affirmative of all the Republican candidates who were running for this nomination in saying he didn't think this was an issue. He believes the president was born here in the United States and that it shouldn't be discussed.">

      http://thehill.com/video/campaign/245869-gov-christie-if-given-the-chance-romney-would-take-back-birther-joke-

      http://
      thehill.com/video/campaign/
      245869-gov-christie-if-given-the-chance
      -romney-would-take-back-birther-joke-

      The Obama campaign with the mouthy aid of TinglingLegs have been doing a big Offended act over that; I think even a cowed Romney claimed he was joking, but I don't remember whether, or where, I might have read that. What a bunch of politically correct, 90-pound weaklings.

    • pantone101naturalblondie pantone101naturalblondie Aug 20, 2012 8:48 AM Flag

      >>[odds of a PIIGS member defecting from the Euro] 100% The question is when.<<

      Ugh. I vaguely remember that when they created the euro it didn't seem like a good idea.

      >>Yes, people need the right to make money off their invention. Give them 15 years, then its public domain.<<

      Even for patents that take years and years to complete? Some research takes decades. It is intellectual property. How would you feel if laws changed so that you could own your physical property . . . for which you yourself labored . . . for only 15 years?

      >>Yes saw that, first I'd heard of it. There is a lot of battery news in PhysOrg just now. In addition to the self charging battery to which you also linked there's a story on a fast charging lithium battery which, if it becomes available, will make electric vehicles much more viable:
      ...
      http://
      phys.org/news/2012-08-lithium-ion-battery-fast-charge d-minutes.html
      <<

      At long last! But how expensive can they be? More expensive than a year's worth of $4 or $5 per gallon gasoline?

    • pantone101naturalblondie pantone101naturalblondie Aug 27, 2012 2:28 PM Flag

      >>Didn't those rads get rained out? I heard they cancelled their activities.<<

      Not entirely, but besides General Isaac, you've got some very good anti-rads there in Florida!

      <. . . Protesters blamed Tropical Storm Isaac and a massive police presence Monday for their weak showing at the Republican National Convention. Only a fraction of the 5,000 expected demonstrators actually turned out to criticize the GOP's economic and social policies.

      Hundreds of police officers and heavily armed members of the Florida National Guard patrolled the streets of downtown Tampa. . . .

      . . .

      "They've militarized Tampa. The chilling effect has succeeded," . . . .

      . . . 16 buses of protesters . . . canceled . . . . He said the bus companies didn't want their equipment and drivers headed into possible problems . . . .>

      http://www.wpri.com/dpps/onpolitix/rnc/small-crowds-attend-republican-convention-protests-nd12-jos_4396864

      http://www.
      wpri.com/dpps/onpolitix/rnc/small-crowds-attend
      -republican-convention-protests-nd12-jos_4396864

      >>Good question. It probably started with one or a few states and grew as states protected their local insurance companies (ours can't sell to you, yours can't sell to us).<<

      Interesting. Intra-national protectionism. Is that the states wielding their states' rights?

      >>They ought to make a stink about it and raise the stakes some way.<<

      Remember Issa did say that <ATF’s McMahon ‘will probably be referred for criminal prosecution’>. But the wheels of justice grind slowly against the enemy Department of Justice, don't they?

      http://wwwexaminer.com/article/issa-says-atf-s-mcmahon-will-probably-be-referred-for-criminal-prosecution

      http://www.
      examiner.com/article/issa-says-atf-s-mcmahon-will
      -probably-be-referred-for-criminal-prosecution

      I haven't been following it as closely as I was . . . now that I've said that, look at what I missed yesterday! Sipsey Street featured this, but since ¥ forbids b.log.s.pot links, go here instead, to the original to which SS links:

      http://www.washingtontimes.com/blog/watercooler/2012/aug/26/picket-issa-calls-dojs-ig-horowitz-capitol-hill-se/

      http://www.
      washingtontimes.com/blog/watercooler/
      2012/aug/26/picket-issa-calls-dojs
      -ig-horowitz-capitol-hill-se/

    • pantone101naturalblondie pantone101naturalblondie Aug 10, 2012 5:13 PM Flag

      >>Sure. I think of the cloud as backup to my backup (i.e. off site).<<

      Good. For convenience, it's great! As long as cloud dwellers don't link all their vulnerable devices in a single glorious daisy chain like our antihero. :-)

      >>Yes, I'm surprised Apple didn't request a different judge . . . maybe they're consumed with political correctness.<<

      Having a judge with an endogenous possible (probable?) bias isn't right for any reason.

      >>Sounds like Susan Estrich should have been thrown out of court but wasn't . . . it might show a bias on Judge Koh's part. We will see.<<

      No word anywhere about a decision, and FOSS's Mueller has posted about yet another unreasonable Samsung complaint (the size of Apple's standard-size exhibit labels on the backs — not fronts — of Samsung devices where the labels do not obscure any design), so I wonder whether Susan Estrich is on the back burner or Judge Koh let her forbidden presence slide.

      Want to see some fun evidence, outside of the trial, of Samsung's seeming cunning wiliness? Remember Samsung reports shipping numbers and not sales? Truth doesn't come any richer than this!

      http://tech.fortune.cnn.com/2012/08/10/apple-sold-5-7-million-tablets-in-the-u-s-last-quarter-court-documents-show-samsung-sold-37000/

      http://
      tech.fortune.cnn.com/2012/08/10/apple-sold
      -5-7-million-tablets-in-the-u-s-last-quarter
      -court-documents-show-samsung-sold-37000/

    • >>For sure. Here's a cautionary tale:
      ...
      http://
      blog.chron.com/techblog/2012/08/security-lapses-at-ap ple-and-amazon-lead-to-an-epic-hack-this-could-be-you/
      <<

      That was a broadside! And this should make you think twice about uploading to ANY cloud ANYthing from your computer(s):

      <. . . They now had control of Honan’s iCloud account, to which his iPhone, iPad and MacBook Pro were linked.>

      This is what I've been doing ever since an entire Word document (several hundred pages) became totally blank one day. At least once a day, unless I forget, I copy to an SD card my current Word doc and whatever financial/stock doc to which I may have appended a new record, and whatever other important odd or end I may have acquired. Obviously that backup method isn't foolproof because my SD card could fail. But I do alternate between three SD cards, and they take up only a tiny bit of space plugged into my D-Link.

      Clouds are TOO convenient, and now those hackers' creative methodology has been publicized to inspire yet more-creative variations. You don't want your computers invaded!

      >>They could have just pointed out that while Limelight's ARPU was growing so were their losses. Akamai's profits were growing.<<

      I opine that's something Sherman and/or Sagan might've done, but at that time Sherman's understudy was already there. I believe that man is the one who convinced Akamai's charter members to do things HIS way. Have you noticed the CCs never mention a new customer's name or a renewed contract? Such clampdown on details that always interested us is not the old Akamai way. And I don't care how stupendous Akamai's revenues, margins, profits et cetera et cetera et cetera might be . . . without those human interest inclusions the CC is bone DRY.

      >>I'll be looking for Obama's news conference in which he'll explain to those voters that their dole will end after they reelect him. :-)<<

      LOL better not hold your breath.

      :-) I'd turn blue.

      I couldn't finish reading your cautionary tale yet because I need to run to an appointment, but I will when I get back.

    • pantone101naturalblondie pantone101naturalblondie Aug 9, 2012 11:21 PM Flag

      >>Yes. Thanks [saw post].<<

      You're welcome. I still can't understand how such a tech-savvy guy didn't have a single one of his treasured photos or even Week 1 of his eight years of his Gmail backed up in a physical archive. I don't know whether to think he's naive or his elevator doesn't go to the top.

      >>Yes but also with their contracts (e.g. with Akamai). I think a lot of companies don't want it known that they aren't doing their own content delivery.<<

      Over the years, Akamai has named many customers during its CCs. Remember Major League Baseball, Olympics, March Madness, Netflix? To borrow from Sara Lee, nobody doesn't know that those entities use one or more CDNs. However, _competitor_ CDNs made it known that they were serving some of Akamai's customers. Remember that during its 3 May 2011 CC, Level 3's CEO, James Crowe, announced it was serving MLB?

      <. . . the growing relationship between the Major League Baseball Advanced Media Division and Level 3 is an example of the true partnership based on this creation to consumption model. Level 3 provides MLB Advanced Media broadcast services as well as co-location, High Speed IP and data services for their New York City facilities. More recently, Level 3 has also become a content delivery partner for MLB.TV, a subscription-based video service that served more than 1 billion live videos streams entering 2011. The scalability, enhanced platform and high performance of Level 3's network were among the key factors in MLB Advanced Media's decision to select the Level 3 solutions. . . .>

      And during the Q&A, Crowe said (emphasis mine):

      <. . . we deal with some of the most sophisticated and demanding customers. Jeff mentioned MLB, Major League Baseball. They're generally known in the sporting industry as among the most demanding of customers. . . . Netflix is certainly near the top of the list in terms of demanding customers. . . . We think we have a better cost structure than any of our competitors. . . . Put that altogether, we have a very compelling proposition. And as I said in my remarks, we're TAKING SHARE, we believe.  . . . we are adding site acceleration, application acceleration. . . . We add new capability all the time. But I'll tell you, without a doubt, we are determined to be a market leader in content distribution and in all services related to content distribution that our customers want from us. . . .>

      http://seekingalpha.com/article/267352-level-3-communications-ceo-discusses-q1-2011-results-earnings-call-transcript?part=single

      http://
      seekingalpha.com/article/267352-level-3
      -communications-ceo-discusses-q1-2011
      -results-earnings-call-transcript?part=single

      And remember during their CCs, both Level 3 and Limelight have crowed about their serving Netflix? That had to have pained Akamai worse than it pained us longtime shareholders. So I suspect someone in Akamai decided it is best to never mention a customer during a CC or in its ER because a competitor will come along and embarrass Akamai. And was that someone the same individual who mandated no more announcements of customer count or of ARPU?

      >>What do you do if you lose your iPad [in your iPad-controlled house]?<<

      LOL I think you're up a creek without an iPaddle.

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