Dateline 15 November 2011
>>Whoops, ignore last post(s) let myself get time warped back to November.<<
No way can I ignore your immediately prior post . . . that CNBC graph is another 'one picture is worth a thousand words' illustration. Those insiders knew what was coming, and those graph bars evinced that. I was going to say especially the December and January bars, but the November and February bars were shorter because they were for half-months. Limelight filed its mixed shelf in precisely the middle of November and we're not through February yet.
And you must've been receiving the radar, anyway. My post containing the CNBC link to which you replied/linked was only three (3) posts and twelve (12) minutes away from the post to which I linked in this "Now we know why!" thread! Amazing!
Something here punctuated that graph, too. Within seconds, at most a minute, after I posted my reply (the one before this reply), my surge protector stopped a surge and my computer turned off taking Scottrade's AKAM and LLNW 'live' charts with it. :-) I didn't get to see the 'smart money' hour's final minutes. So now I'm going to reopen my streamer.
P.S. If it slips my mind again, remind me to let you know what I learned regarding PBR.
What? The money raised could be for many reasons like merger\acq. etc. Good time to do that for llnw as the stock is soaring or is being manipulated for that. Yesterday FBR just came up with some news mid day and llnw shot up the maount it is loosing today. Talk about manipulation. If llnw business hits roadblock then they are in deep trouble but if business accelrates this is nothing.
At this point I am wondering what is up with AKAM. May headwinds for akamai, IMO like big business doing in house or moving inhouse, compettion catching up with value added serves or beginning to at least with recent PRs from llnw wtc..
>>What? The money raised could be for many reasons like merger\acq. etc. Good time to do that for llnw as the stock is soaring or is being manipulated for that. Yesterday FBR just came up with some news mid day and llnw shot up the maount it is loosing today. Talk about manipulation. . . .<<
The operative word is 'manipulation' . . . for both LLNW and AKAM. By the manipulators juicing LLNW while torpedoing AKAM, that made LLNW look like the crown jewel of CDNs.
Do you remember that Friedman, Billings, Ramsey was one of the five underwriters of Limelight's IPO? Want to bet FBR's PR or whatever it was yesterday (I didn't see it) was _purposefully_ to drive up the stock for insiders to dump some of their shares before the dilution news hit today?
>>At this point I am wondering what is up with AKAM. May headwinds for akamai, IMO like big business doing in house or moving inhouse, compettion catching up with value added serves or beginning to at least with recent PRs from llnw wtc..<<
Did you notice the tsunami of other stocks down in sync with AKAM? Drudge's headlines explain a lot about AKAM's and other stocks' directions. Stir in software such as Goldman Sachs's, and there's your hot pot.
When you read posts that crow about being right about AKAM, just remember that the rooster did not know about Libya et al. when he crowed.
And remember that that same rooster posted this:
<. . . I'm having real trouble determining what I'm missing when it comes to the stock market's resurgence.
I have positions on both sides of the market and I can't figure out which one to pull. . . .>
>>Having put a lot of portfolio into AAPL I sincerely hope they sucked up all the loose parts.<<
:-) Aussi moi. In fact, now that I see AAPL sliding, I'm keeping a closer watch on it in hopes it reaches bargain basement level.
Look at this plunge on increased volume:
I did read that analysts were commenting negatively, which probably accounts for the dive. That was another article I had open to finish reading before I rebooted. I'm so glad Safari keeps a record of where its browsers have browsed, so I can follow my breadcrumb trail.
Have you read or heard anything other than analyst negativity to account for AAPL's slide? I just remembered some are questioning Verizon's sale of the iPhone . . . did Verizon sell fewer than anticipated?
I think Apple reports earnings on the 20th, a week before Akamai. Specifically, I'm wondering if certain analysts are trying to drive down the price to 'cheap' level for buying post ER.
>> . . . I'd been smart enough to buy when it was in the $14s and when it was in the $16s. How shortsighted I was to not save half when I sold them. Guaranteed if I buy CHU now it will sink because, one nanosecond later, China Mobile will announce it, too, will be selling iPhones.<<
The CHU CHU has left the station $18.56 up 7% today.
>>And another analyst's comments re Apple's move in Japan:<<
Apple has been caught out in the past unable to deliver the goods which has apparently made them a bit paranoid about supply. Looks like it could pay off big for them now.
>>Can the Justice Department or FTC go after Apple for doing that if someone like Microsoft, RIM, Google, or any of the Android device manufacturers asks them to investigate?<<
I don't know. Buying up all the supply is very different from having a monopoly on the sale of something but both would restrain trade.
>>Well, I hope you don't sell it now![HK] . . .<<
I won't. I think natgas has a good future.
>>I was thinking about maybe buying some HK, but that would guarantee its price to dive . . .<<
Did you see its chart? It just got over a two year dive.
>>Do you remember that AAPL plunged so dramatically one day that, after the Naz announced, it was suspected that whoever caused that plunge had inside information about the Naz's rebalancing? . . .<<
Sure and evidence that it's probably futile to try to sell now and buy back lower, you could get snookered when the hedgies decide to quit playing games.
>>Please guess before you peek.<<
I guessed right. That's interesting. It makes me think that rather than Android taking Blackberry share, it's iPhone that's taking that share. Meanwhile Android is just outgrowing everyone. I hope iPhone is taking over the enterprise, that's truly the grand prize.
>>That has been my conclusion but reached on AKAM's past history and the fact they had a pretty good report that didn't merit the subsequent action (which isn't anything new but raises the same old suspicions).<<
Your suspicions are well-grounded. And Akamai did have a good report. Despite the analysts pointing at lowered video streaming rates (or was it something different?) Akamai’s ARPU increased 10.83% quarter over quarter, which was greater than its 7.08% year over year increase.
Some factors that did _not_ help Akamai were Limelight’s spectacular percentage increases and the hyping by then-hot now-cold Cramer. Vnwkmar2003 said those percentage increases were because of EyeWonder. But still, Limelight did post a loss, not a gain, and underscored that loss by its secondary offering.
To recap and compare with Akamai, in its ER, Limelight said:
<The Company anticipates first quarter revenue to be in the range of $48.0-$49.5 million and full year revenue to increase 15 to 20% over 2010 reported revenue."
In the CC, Sherman said:
<. . . we are expecting Q1 revenue of $265 million to $275 million, up 10% to 15% from Q1 of last year. . . .
. . .
As for our longer-term outlook, we plan to continue our practice of not giving specific guidance beyond the current quarter. We are maintaining our objective of 15% plus growth for the year. . . .>
>>Somebody wants cheap shares? Maybe all the more so because there's a rumor out that SAI is getting ready to start paying dividends (statement from an analyst on CNBC).<<
That would be an incentive, but do institutional investors go for comparatively small percentage increases? Or do the 'tutes like dividends because they're sure, not a gamble?
>>This is AI's summary of analysts' expectations for the iPad, iPhone, and MacBook Air segments of Apple's ER.<<
Doesn't sound pessimistic to me.
>> . . . I can't believe 0 said "Drill here, drill now.<<
He said that? I heard nothing of it. Of course the MSM wouldn't want to repeat it .
>>The retreat isn't based on any news or events, i.e. it's manufactured and they won't keep it up forever. If the market turns they'll give up and AKAM should rocket.<<
That's what I'm hoping for. After reading this, posted by dar6502000 yesterday afternoon, I put in a bid for $37. With my luck, AKAM will open $2 higher.
Oh, jeepers creepers, Akamai just this minute published a PR that I suspect will jack up AKAM's price even before the open.
Also, remember yesterday began the monthly 5 days during which the fund managers spend their money? Plus, futures are green. Hang onto your seat . . .
>>I saw that weighting thing but I'm not so sure it will have that big of an effect. Google was re-weighted up and yet GOOG got clobbered while AAPL just nudged down a bit. People are going to buy on what they consider the prospect for the stock, not somebody's weighting algorithm. <<
This isn't about AAPL's future trading, but are you wearing your tinfoil hat?
If there was a leak, who leaked . . . and why?
>>I do [smell buying opp] for GOOG but I'm not buying anything now.<<
Someone(s) attributed GOOG's dive to the possible antitrust suit that Bloomberg reported. But even if no such possibility existed, you may be wise to postpone buying more GOOG. After reading and comparing the growth prospects at Zacks last night, I looked at AAPL and GOOG's comparison charts in all of Yahoo's possible time frames. The _sole_ chart in which GOOG outperformed AAPL was in the most recent 5 days. If you haven't already looked at those charts, begin with the 5-year chart and work backwards to the present:
But then there's the truism that the best time to buy a stock is when it's lower, not when it's in an ascendency like AAPL.
>>I doubt Apple feels much of a need to tout their sales numbers anymore (other than at an ER or product intro).<<
You jogged a thought . . . maybe Apple is keeping its Verizon iPhone sales secret because Jobs, or whomever, plans to announce them at ER on the 20th?