Akamai Technologies, Inc. Message Board

Fundamentally, ALU has some positives. The company's EPS is expected to grow by 108% next year. ALU is trading for 1.25 times book value. The company has $2.77 in cash per share. Book value per share is $1.12. Furthermore, the balance sheet and cash flow statement are much improved taking the cash burn worry out of the picture.

Gold retakes $1,400/oz. after falling as low as $1,337 overnight. Coincident with any big macro move are rumors George Soros is on the right side of it to the tune of hundreds of millions in profits. "Gold was destroyed as a safe haven, proved to be unsafe."

Is Fallen Apple Equals A Gift To Investors Even If Sales And Margins Decline?

AIG is initiated a Buy at BMO Capital with $50 price target

Swedish telecom firm Ericsson AB (ERIC: Quote) agreed Monday to acquire software giant Microsoft Corp.'s (MSFT: Quote) Mediaroom IPTV platform. The companies have not disclosed the financial terms for the deal, which is expected to close in the second half of 2013.

SPY is already green

Sentiment: Buy

Be involved:
" Tell me and I forget,
Teach me and I remember,
Involve me and I learn"
Benjamin Franklin

Alcatel-Lucent has announced a pair of field trials for its VDSL2 vectoring technology (see “Alcatel-Lucent announces Zero Touch Vectoring for VDSL2 broadband”). One, with China Telecom, is touted as the first such trial in China. The other was with Tunisie Telecom.
Vectoring is a noise cancellation technology which, when paired with channel bonding, can enable VDSL2 networks to support download speeds of up to 100 Mbps. Alcatel-Lucent and others have asserted the technology provides carriers with a large copper-based footprint a means of increasing broadband access data rates without switching to fiber to the home (FTTH).
The trial with China Telecom took place in Foshan, a city in Guangdong province of southern China. The field test used Alcatel-Lucent’s end-to-end System Level Vectoring technology implemented within the 7302 Intelligent Services Access Manager (ISAM) and G.vector customer premises equipment. China Telecom is evaluating the technology as a tool to achieve the goals of the country’s “China Broadband” program, which include supplying high-speed broadband connections to more than 250 million urban and rural homes by 2015.

If S&P500 can get over 1553 then rising channel resistance on S&P500 is now in the 1565 area.

S&P 500 : Another Fractional Gain In Advance of Friday's Jobs Report

Apple will have to reveal more of its inner workings after California judge Paul Grewal told the company to show how it is complying with a previous court order to hand over evidence to plaintiffs in a privacy lawsuit over the collection of customer-location data from iPhones. Grewal also told Apple to provide unrestricted documents related to its app-review process under an "attorneys-eyes-only" designation, if warranted.

"The current bull market might be one of the strongest of our careers, says Richard Bernstein, believing the next 4 years may rival the 4 beginning in 1982. Concerns of the current cycle are not unique, he says, saying now as then investors are concerned with the Fed, Iran, slow-growth, and the last decade's poor returns. "Many investors still do not even believe that a bull market is underway."

AIG improves its debt picture, saying it will redeem on March 15 all of its 7.7% junior subordinated debt due in 2047. A total of $1.1B of the paper is outstanding.

Fed Stress Tests: Ally Financial is the only bank not meeting the Fed standards. All of the other 18 holding companies showed a Tier 1 Common Ratio higher than 5% under the central bank's severe loss scenario.

@Robert
You bought ALU@1.10, it looks like a steal today.
Congrats!

Alcatel-Lucent (ALU +4.9%) and Ericsson (ERIC +3.4%) have joined the rally seen in telecom equipment and optical component makers following Ciena's market-pleasing results and guidance.