- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Coaching Changes
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
1
Posted on 8/7/20 at 8:40 am to LSUregit
quote:
Probably will retest 78-80.
I set an overnight buy order at $85.5. Woke up and looked at the chart and saw the bid/ask got as low as $86.3. Obviously my order didn't fill. I'm going to see what this thing does today. I'm honestly comfortable buying anywhere in the 80's but if it does have more room to fall I think today is the day.
Posted on 8/7/20 at 9:13 am to jmcwhrter
quote:
You could say the same about the rise, no?
A fair point
Posted on 8/7/20 at 9:24 am to AA7
“A TikTok ban in the U.S. could prevent FSLY from hitting 3Q/FY20 guidance,” Horan said. “TikTok is FSLY’s largest customer and is likely ~15% of revenues in 1H20, with about half that generated in the U.S. We do think a TikTok/ MSFT deal is far from certain, and long-term MSFT could move TikTok delivery on its own edge infrastructure.”
Posted on 8/7/20 at 9:29 am to poncho villa
A lot of vague talk in that quote.
Posted on 8/7/20 at 9:31 am to deaconjones35
It's dropping like a rock. I hope this is good long term.
Posted on 8/7/20 at 9:32 am to deaconjones35
No but it would make sense.
If MSFT buys Tik Tok, why the frick would they outsource CDN if they already have their own? Now I don't know if they have their own but I'm sure they can figure something out.
If MSFT buys Tik Tok, why the frick would they outsource CDN if they already have their own? Now I don't know if they have their own but I'm sure they can figure something out.
Posted on 8/7/20 at 9:32 am to xxTIMMYxx
It sucks, but I am not budging. Actually wish I had more funds cleared to buy more.
Posted on 8/7/20 at 9:34 am to deaconjones35
quote:
“The banning of the app in the US would create short-term uncertainty around Fastly’s revenue contribution from ByteDance; however, management believes it has the ability to backfill the majority of this potentially lost traffic,” Reback said.
Posted on 8/7/20 at 9:37 am to deaconjones35
I bought a lot (and TDOC). I think they will be good long term though.
Posted on 8/7/20 at 9:38 am to poncho villa
quote:
If MSFT buys Tik Tok, why the frick would they outsource CDN if they already have their own? Now I don't know if they have their own but I'm sure they can figure something out.
Isn’t there a connection with Fastly and Microsoft’s CDN?
Posted on 8/7/20 at 9:44 am to AA7
quote:
Isn’t there a connection with Fastly and Microsoft’s CDN?
I think I read that here yesterday. Which is why I upped my position. Got my average cost down to $103 too
Posted on 8/7/20 at 9:47 am to poncho villa
Because fastly is faster and more experienced the next best CDN competitor is 3x slower than them
This post was edited on 8/7/20 at 9:48 am
Posted on 8/7/20 at 9:49 am to xxTIMMYxx
quote:
As long as it doesn't go below 84. I got it at 86 (and older puts at 81).
You mean you’re short 81 puts? If you don’t mind saying, what’s the expiration?
Posted on 8/7/20 at 9:49 am to PropofoLSU
i think if MSFT buys tiktok's global operations from bytedance, they will make one more related acquisition...
starts with an "F" and rhymes with ghastly
starts with an "F" and rhymes with ghastly
Posted on 8/7/20 at 9:51 am to PropofoLSU
Per cgrand...MSFT owns github.
github traffic is handled at the edge by...FSLY
Also, wouldn’t worst case for fastly be that tik tok is banned in US and that only accounts for 6%?
github traffic is handled at the edge by...FSLY
Also, wouldn’t worst case for fastly be that tik tok is banned in US and that only accounts for 6%?
Posted on 8/7/20 at 10:25 am to cmlsu
quote:
Also, wouldn’t worst case for fastly be that tik tok is banned in US and that only accounts for 6%?
I believe that is worst-case. 6% of sales is a big deal - but I don't think a lot of people grasp the growth potential and cutsomer pool here with Fastly.
This is from Ophir on CML Research Pro which I would highly recommend to anyone, especially an investor in FSLY:
quote:
Fastly reported 304 enterprise customers, the company sees 30,000 – 100,000 enterprise customers as its total addressable market.
They have ground breaking tech in an industry that is growing and is only going to grow each year for the next 5-10 years. Losing TikTok in the short term is really bad. In the long term, a blip. That's the way I see it. The bigger concern to me is being in a space with so many giants and who knows who else waiting in the wings that can beat their tech. So they have to continue to stay ahead of the game or else.
Posted on 8/7/20 at 10:46 am to Tigerfan56
I'm in at $80.5/share. Settle down FSLY! Let's get some hard support at this mark.
Posted on 8/7/20 at 11:07 am to skewbs
I might play the retracement...looking to see if it gets in the 79.50-75 range.
Posted on 8/7/20 at 11:11 am to natsoundup
I have a limit order set at $78.00. There is still a ton to like about this company even without TikTok
Page 32 of 98
Popular
Back to top
Follow TigerDroppings for LSU Football News