>>Maybe not so weird . . . their average daily volume is just 342k. At their current price that's barely a million dollars. The float's only 34m. Institutes hold almost 60%, maybe they're just holding because they know GS will support the price. <<

If GS does, maybe the price will go up from its present $3.41? If it goes up only a dime, that's 3%. But the low volume and current downward trend mitigate against its being a lucrative day trader.

Back to Limelight's ER, comparing its per-customer revenue is not easy because it reports annual, not quarterly, average. Akamai's Q3 ARPU was $22,700, "roughly consistent" with its Q2 ARPU and about 4% lower YoY. Limelight's _Q2_ average annualized revenue per customer was $95,000 ("about level" YoY). Then, in the report for _Q3_, Lunsford said Limelight's AARPC "grew to $95,000." What kind of growth is that??

Dividing Limelight's AARPC by 4 quarters, its Q3 ARPU is $23,750, about 4.6% greater than Akamai's. Would Microsoft's revenues being 15% of Limelight's total account for Limelight's higher (calculated) ARPU?

Here's how the two companies' revenues per customer compare over the past five quarters:

Akamai ARPU
2008 Q3 . . . . . $23,500
2008 Q4 . . . . . $24,000
2009 Q1 . . . . . $23,600
2009 Q2 . . . . . $22,800
2009 Q3 . . . . . $22,700

Akamai's 2009 Q3 ARPU is 96.60% of 2008 Q3 ARPU.

Limelight ARPU (25% of AARPC)
2008 Q3 . . . . . $25,500
2008 Q4 . . . . . $26,750
2009 Q1 . . . . . $24,250
2009 Q2 . . . . . $23,750
2009 Q3 . . . . . $23,750

Limelight's 2009 Q3 ARPU is 93.14% of 2008 Q3 ARPU.

These net customer counts are from SEC EX-99.1 filings:

Akamai
2008 Q3 . . . . . 2,808
2008 Q4 . . . . . 2,858
2009 Q1 . . . . . 2,950
2009 Q2 . . . . . 2,979
2009 Q3 . . . . . 3,031

Limelight
2008 Q3 . . . . . 1,304
2008 Q4 . . . . . 1,336
2009 Q1 . . . . . 1,365
2009 Q2 . . . . . 1,370
2009 Q3 . . . . . 1,370

See that Limelight's Q2 and Q3 customer counts grew only infinitesimally over Q1's, too?

This is how Lunsford presented Limelight's customer count in the CC:

<At present our business was gaining traction along all three of these growth factors. At the end of Q3, our customer count was approximately 1,307 [sic, should be 1,370] which include mobility and monetization solutions customers. We signed contract with over a hundred of new customers in the quarter but also continue to attrite less attractive ones. The value of our customer relationships increased slightly in the quarter as average, annualized revenue per customer grew to $95,000 in the quarter. We are pleased with our overall bookings performance which is an increase over Q2.>

http://seekingalpha.com/article/171343-l...

http://
seekingalpha.com/article/171343
-limelight-networks-inc-q3-2009
-earnings-call-transcript?page=-1

Was that shady? Not only did he avoid comparing Limelight's customer count to those of the previous quarter and 2008 Q3, he misrepresented that static $95,000 AARPC as growth!

>>I suspect the iPhone is doing so well with business because of the ap store. Everyone can see that means unlimited potential.<<

RIM must've seen it, too, as it scurried to set up its own app store. What a long way the iPhone has come. Remember the first iPhone users bringing their iPhones to work and begging their bosses to let them use them instead of their Berries? In those days, the IT managers refused to acquiesce because managing two different phone systems was so problematic. Now the apps are nulling those problems. It's funny . . . while Jobs sits back with his feet on his desk, thousands of iPhone users are breaking down the barriers into business on his behalf . . . Mr. Corporate, tear down this wall! :-)