GLG News by Akamai Software Users

Scott HolcombChief Executive OfficerHOLCOMB ENTERPRISES INC

Got it dead wrong

February 5, 2008

Analysis of:Spyware forum: Computer users often to blame for problems | www.computerworld.com

Virus is not spyware; To much money to prevent malware.

Scott HolcombChief Executive OfficerHOLCOMB ENTERPRISES INC

Sepculation Drives the Market not the Quality of the product

February 1, 2008

Analysis of:Wall Street scores VMware's Q4 results an error | www.computerworld.com

Virtualization is here; Squeamish brokers only control short term markets; VMware has strong and stable product offerings.

John PirontiPresidentIP Architects LLC

Business Continuance Becomes a Top Of Mind Issue

February 1, 2008

Analysis of:Internet failure hits two continents | www.cnn.com

Business continuance will now become a top of mind issue, especially in global outsourced solutions.

Scott HolcombChief Executive OfficerHOLCOMB ENTERPRISES INC

Of Course - Why Not

January 17, 2008

Analysis of:Sun Microsystems Announces Agreement to Acquire MySQL, Developer of the World's Most Popular Open Source Database | www.sun.com

LAMP is the future of the Internet; MySQL has a toe hold with good partners; Consolidation, in this case, is good.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Level 3 Files Suit Against Limelight Networks Over CDN Patents

December 26, 2007

Analysis of:Level 3 Files Suit Against Limelight Networks Over CDN Patents | blog.streamingmedia.com

This morning, Google indexed a filing from December 17th from Level 3 Communications who filed a patent infringement suit against Limelight Networks (Case number 2:2007cv00589) in the District Court of Virgina. I have not been able to get a copy of the filing as of yet but I was able to speak to Level 3 about the filing this morning.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

CDN Funding Continues: CDNetworks Raises $96.5 Million

December 26, 2007

Analysis of:CDN Funding Continues: CDNetworks Raises $96.5 Million | blog.streamingmedia.com

Hot on the heels of EdgeCast announcing it had raised $6 million dollars, content delivery provider CDNetworks announced late yesterday that it had raised $96.5 million in private placement. For CDNetworks, this funding now gives them the ability to make a serious push in the U.S. market for content delivery of video and static content. The funding announcement also coincides with the launch of a new company website.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Video CDN Market $450-$500 Million In 2007: Should Grow To $800 Million For 2008

December 17, 2007

Analysis of:Video CDN Market $450-$500 Million In 2007: Should Grow To $800 Million For 2008 | blog.streamingmedia.com

As we near the end of 2007, I've seen a few reports estimating the CDN space to have been anywhere between $800 million and $1.4 billion for the year. The reports I have seen do not break out what specific "CDN" products they are talking to and how those numbers were calculated. So with that in mind, here is how I sized the market for 2007 and the data I used to come up with the number. This does not include revenue numbers for P2P only based vendors.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Analysts Covering Akamai Should Not Be Worried About AT&T

December 17, 2007

Analysis of:Analysts Covering Akamai Should Not Be Worried About AT&T | blog.streamingmedia.com

This morning, I had about half a dozen e-mails from analysts asking about AT&T and their CDN business. Yesterday, at AT&T's analyst day they announced that they will grow their streaming and caching services by 6x and said they were going to increase their CDN capabilities. Because of this, an analyst at Cowen and Co. downgraded Akamai on concerns of greater competition from AT&T.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Are All The New Internet CEO Changes A Sign Of VCs Getting Impatient?

December 17, 2007

Analysis of:Are All The New Internet CEO Changes A Sign Of VCs Getting Impatient? | blog.streamingmedia.com

In the past three quarters, at least 27 vendors in the industry have had changes at the CEO level. While there are always changes in executive management, I don't recall there being that many new CEOs in such a short period of time in our industry. It begs the question, are VCs getting impatient and demanding a quicker return on their investment? Or are they starting to really see the opportunity and bringing in those who have experience in growing companies larger and faster?

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Pricing Pressure On Akamai and Limelight Overblown By Analysts

December 17, 2007

Analysis of:Pricing Pressure On Akamai and Limelight Overblown By Analysts | blog.streamingmedia.com

Everywhere I turn, all I keep reading about is the "pricing wars" taking place in the CDN market and how much it is affecting Akamai and Limelight. Yet to date, I have not seen a single article in the media or from an analyst that actually mentions any real numbers or examples when it comes to the pressure in the market. Many keep saying Akamai and Limelight are feeling pressure, but then give no details on what percentage of their contracts, customers, business or products they think it is affecting. Most of them, don't even know what the services cost. Way too many analysts are speculating without any real data on the true impact of the pricing decline in the market.

Previous Page : 123456Next21 to 30 of 53