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Akamai Technologies, Inc. Message Board

solef63tread 280 posts  |  Last Activity: May 26, 2015 4:31 AM Member since: Jan 5, 2007
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  • Reply to

    Wow great quarter!

    by hweb2 May 14, 2015 12:53 PM
    solef63tread solef63tread May 26, 2015 4:31 AM Flag

    Have owned and liked this stock since they did the sale/leaseback and unlocked the cash. The stock has started to really move higher (over 150% in last year) and would go even higher, but there are some headwinds (won't bother me as I am a long-term holder):
    a.) Liquidity...only about 7mm shares in the float (insiders, ESOP and two shareholders own the rest) with the usual bid/ask spread one needs to overcome for an OTC stock.
    b.) They continue to have too many $$ of their assets and continue to lose $$ on their "namesake" product.
    c.) Between Ulta and Walmart they account for 40%+ of their total business for all products and Walmart can be very "pushy" on suppliers.
    d.) They "rent" the two product lines that are minting them money and give them such strong growth and profitability; one of the contracts runs, I recall (could be off by a year) to 2016/2017 and the other to 2017 with the usual mutual renewals etc. If they are doing well for these companies, no sweat...but if they were to lose either one, they would be back at $.50-$.75 in a heartbeat.

  • Doubt he would do that if there were anything cooking. This company will get blown away by the new Walgreens/Theranos tests.

  • Reply to

    NEWL facts!

    by money_prof Mar 14, 2015 5:18 AM
    solef63tread solef63tread Mar 15, 2015 1:08 AM Flag

    Do you work or receive any compensation from TCA??

  • solef63tread solef63tread Mar 9, 2015 11:20 PM Flag

    In the past there has been a PR one week prior to the release and I would expect the PR about it to come out within a few days.

  • Reply to

    Earnings for 4th qtr out in March

    by wywiseman1 Feb 26, 2015 12:40 PM
    solef63tread solef63tread Mar 3, 2015 5:42 PM Flag

    Oftimes it can be totally unrelated to the specific stock. Could be that a fund has a margin call somewhere else and needs liquidity, could be an individual has the same issue. Maybe they owned Lumber Liquidators?

  • Lots of total gibberish on this board. How about trying to make some money with GE??
    Most of you probably live in tents anyway, so why don't you upgrade. I don't want to be paying
    for you when you are sitting on a sidewalk eating dogfood.

  • This just does not seem to be Carl's kind of company. They have a negative tangible net worth of -$800,000,000 (approx). While they SEEM to have robust Cash Flow from Ops (showing $473mm, $395mm and $358mm for 2012, 2013, 2014)...part of that is because they somehow do not consider the $193mm, $159mm and $175mm of stock compensation (WOW!!) to be real (that is how all of these companies get away with their phony "adjusted" EBITDA kinds of numbers like giving out stock and paying interest and taxes aren't real??) The trend is DOWN and the stock dilution is real (they have to buy back stock to try and keep the total outstanding and that is a use of cash for the non-cash stock compensation....catch 22??)

    In any event this is a pig with lipstick at best and certainly not the kind of company Carl usually digs into. Maybe he fell in love with SIRI's voice?? Maybe this is Brett's folly??

  • Reply to

    Earnings very good

    by orchidgaga Feb 17, 2015 4:15 PM
    solef63tread solef63tread Feb 17, 2015 11:47 PM Flag

    Seems like you are comparing apples to bananas....try a fully-taxed, stock-compensation expensed version...otherwise known as GAAP earnings (for a good reason) and see what they would look like. They sell at a humongous PE compared to their meager growth. However, if you like the stock I am sure you will be able to buy it for $3 over the next 2-3 weeks as the downgrades pour in based on the #$%$ guidance and inability of their two touted new products to gain meaningful tractions.

  • Reply to

    Last quarter earnings

    by buylowinutah Feb 7, 2015 11:18 AM
    solef63tread solef63tread Feb 9, 2015 7:43 PM Flag

    For 2013, net income by quarter was: 1173, 909, 920 and 804

  • Reply to

    Last quarter earnings

    by buylowinutah Feb 7, 2015 11:18 AM
    solef63tread solef63tread Feb 8, 2015 11:44 PM Flag

    Not sure who has the estimates, but Q4 is seasonally a relatively soft Q, so I expect about $7.1mm in revenue and about $1.1 in net income (about $.10/share). This would be a nice YOY comp. Not sure who has the crystal ball, but all I want to see is YOY growth in Revenues and NI continue.

  • solef63tread solef63tread Feb 5, 2015 7:46 AM Flag

    I wouldn't be terribly concerned. Synchronoss is getting a lot of love and with the dividend putting a floor under the price, this has a lot of upside once it develops some momentum. I strongly disagree with the buy at $9 sell at $10.50. I genuinely expect that this company will get taken out in 2015. A company like Synchronoss could give $15/share as a "bolt on" and it would be accretive from day one for them. Several other companies may want a toehold in this space.

  • solef63tread solef63tread Dec 11, 2014 4:00 PM Flag

    There is a good chance that when the Chapter 11 is over the stock will be cancelled. If not, they will hand out way "out of the money" warrants only worth a few pennies at most.

  • Reply to


    by osprey.watch3 Dec 9, 2014 9:07 AM
    solef63tread solef63tread Dec 10, 2014 11:41 AM Flag

    Because this company IN MY OPINION is nothing more than a "roll-up" pyramid where the insiders get the mine and the public gets the shaft. Based on the Wells Fargo letter it looks to me like they will write the next Chapter (11?) in January.

  • Reply to

    COPY still around

    by analyst112 Sep 5, 2014 9:29 AM
    solef63tread solef63tread Nov 29, 2014 2:27 AM Flag

    Yes, I was there in 1987. Ten years later I was saying to myself that when the world ends there would only be three things left...Cher, Cockroaches and Copytele!!

  • Reply to

    EVOL is ex-dividend this Friday

    by wywiseman1 Nov 12, 2014 6:04 PM
    solef63tread solef63tread Nov 16, 2014 7:36 PM Flag

    Why are you looking at the PRICE of the stock day to day on a thinly-traded microcap? Just keep your eyes on the COMPANY. If, over the next two years, they do well, so will the stock price.

  • Reply to

    Easy quarterly comp coming up.

    by audphil78 Oct 5, 2014 4:35 AM
    solef63tread solef63tread Oct 8, 2014 8:46 PM Flag

    I agree with your perception of the stock and am not as concerned about the short-term price movement with relatively low volumes. If they continue to grow and continue to pay their dividend the stock will follow suit over time. Not a lot of coverage or following of these tiny companies.

  • Reply to

    CCG-Disastres all over the place

    by solef63tread Sep 16, 2014 7:41 AM
    solef63tread solef63tread Sep 16, 2014 7:42 AM Flag

    P.S. Too much coffee...should be Disasters not Disastres...sorry

  • This is clearly the gang that couldn't shoot straight. This is their OWN brand and it has happened in several places. I am sure that the leasing numbers and collection $$ numbers will ultimately reflect this circus:
    "LOUISVILLE, Ky. (WHAS11) -- Deplorable and unsafe. That's how hundreds of University of Louisville students are describing their new off campus housing.

    They began moving into The Grove Apartments Saturday to find much of the facility still under construction. You'd expect to find concrete floors, bedrooms without doors and windows missing from apartments months, maybe weeks before a building's completion, but not after the doors open to students two days before the start of school.

    "We obviously walked into a construction zone," Samantha Frank, a UofL sophomore said.

    Hard hat areas, piles of dry wall, countertops and exposed wiring are just a few of the 70 major complaints filed by dozens of UofL students at the newly developed Grove Apartments, off 4th Street.

    "They talked about all the amenities, and how it was a fully loaded college campus experience and...our door locks don't even work yet," Nolan and Patton Scott, two brothers who moved in Saturday said.

    Without working locks, anyone can walk inside the complex.

    "We don't feel safe. It was not what it was advertized. Told it was a gated community. This is not gated at all," Frank said.

    Some students mentioned an armed robbery occurred here just last night. However, Louisville Metro Police did not have any evidence of this on record.

    While some students continued to move in to these apartments, some already paid in full, others were on their way out."

    Sentiment: Sell

  • solef63tread solef63tread Aug 18, 2014 10:34 PM Flag

    What kind of jerk would give a thumbs down to a public service announcement?? Must be the guy who was fired from EVOL for exposing himself repeatedly in the elevator.

  • solef63tread solef63tread Aug 5, 2014 4:46 PM Flag

    Yes, very serious. Read the newspapers and SEC filings of Tekmira and you will realize that NNVC is full of shix and just trying to scam you again.


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