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Akamai Technologies, Inc. Message Board

solef63tread 9 posts  |  Last Activity: 22 hours ago Member since: Jan 5, 2007
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  • Reply to

    $100M shelf offering

    by dbtunr Aug 31, 2015 8:02 PM
    solef63tread solef63tread 22 hours ago Flag

    You usually appear on "value" stock boards. This is a value "trap"...Last Q they pumped up equity and earnings by declaring (almost by fiat) that their sub-prime lending bank was worth more than they had it for on the books....voila $10mm. The quarter before they cashed in some one-time goodies. Read the current Business Week for a slight flavor of what is happening in their markets. Forget whether Uber is this or that; this company appears to be on its hands and knees. In the last 6 months the COO exercised options at $9.22 and flipped EVERY share at $10.41 (and the options had 3 years to run!!). He also sold $10,500 at over $10. The Chief Compliance officer sold about 2800 and Director Weicker sold 10,000 over $10.

  • Reply to

    $235 is the price

    by stillwater9999 Aug 10, 2015 7:06 AM
    solef63tread solef63tread Aug 10, 2015 7:14 AM Flag

    I can't believe someone was stupid enough to buy at $250?? Just goes to show that trading pre and post-market is a fool's game.

  • Reply to

    New embeddable sim card

    by cu_momo Jul 16, 2015 7:33 PM
    solef63tread solef63tread Jul 17, 2015 1:44 AM Flag

    This is a positive as an embedded SIM card can only be activated and provisioned remotely, which is EVOL's business. It is highly likely that an embedded SIM card will gain a higher market share initially in "wearables" and will build share over the next 3-5 years if adopted by both Apple and Samsung and becomes an industry "standard." It may also gain large share in M2M devices.

  • solef63tread by solef63tread Jul 13, 2015 8:31 PM Flag

    http://seekingalpha.com/article/3319325-put-evolving-systems-on-your-radar?auth_param=csev:1aq8lqh:8663714f9e1f592cc4fd32206ab89e63&uprof=75

    If Yahoo kills the link just go to Seeking Alpha and you will find it.

  • 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 cc...so 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?

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