GLG News by Content Delivery Services Experts

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Content Owners Struggling To Compare One CDN To Another

April 14, 2008

Analysis of:Content Owners Struggling To Compare One CDN To Another | blog.streamingmedia.com

I've blogged before about how most CDNs don't give out data points in the market or to customers for them to try and fairly compare one CDN to another. It's impossible to measure performance, capacity and many other aspects of a content delivery service offering from one provider to another. I got an e-mail this morning from a content owner who summed up what I hear all the time from customers:

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Why Level 3 Should Acquire Limelight Networks

April 14, 2008

Analysis of:Why Level 3 Should Acquire Limelight Networks | blog.streamingmedia.com

While many seem to think I am crazy for thinking anyone would acquire Limelight, it would make sense for a company like Level 3. Yes, we all know Level 3 has had some problems with the integration of all the acquisitions it has made as of late. But putting that one hurdle aside, there are many reasons why this would make sense in particular for Level 3.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

CDN Survey Data: Price and Customer Service Ranked Most Important

April 14, 2008

Analysis of:CDN Survey Data: Price and Customer Service Ranked Most Important | blog.streamingmedia.com

The StreamingMedia.com survey on CDN pricing is nearing its end and to date we've had 1,041 respondents. We're starting to compile all the raw data for the final report and will be giving away the iPhone this week.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Content Owners See Their Video Traffic Growing 2-4x Over Last Year

April 14, 2008

Analysis of:Content Owners See Their Video Traffic Growing 2-4x Over Last Year | blog.streamingmedia.com

I talk to a lot of content owners large and small and no matter what subject we are discussing, I always ask them for their predictions on their traffic growth for 2008. While many of them share their numbers with me but don't allow me to make them public, the vast majority of content owners are telling me that they expect to deliver 2-4x more bits this year when compared with 2007. For most of them, that does not take into account the fact that this year, many content owners are bumping up their encoding bitrates from 300Kbps to 500-750Kbps. Taking that into consideration, with increased bitrates they could see their traffic growing from 4-8x over last year.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

"Streaming Content to Generate $70 Billion By 2013" - An Unrealistic Claim

April 14, 2008

Analysis of:"Streaming Content to Generate $70 Billion By 2013" - An Unrealistic Claim | www.emarketer.com

Insight Research is forcasting that streaming content will generate almost $70 billion in the U.S. by 2013. I don't know how they come up with that number as I have not seen the full report, but $70 billion? They say the revenue prediction comes from audio and video files transmitted over the Internet, via an IPTV network or to mobile phones. They say that advertising revenue will fuel this growth and that "Questions surrounding consumers’ willingness to pay for content have been dispelled by the popularity of satellite radio and iTunes." I would disagree. Customers are willing to pay for music via iTunes, but so far, not videos on a mass-market scale. Over time, yes, more video specific content via iTunes will be purchased but you have to  back up the $70 billion number with more than just iTunes as an example. And what does satellite radio have to do with streaming?

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Oprah's Second Webcast Does 200,000 Simultaneous Viewers

April 14, 2008

Analysis of:Oprah's Second Webcast Does 200,000 Simultaneous Viewers | blog.streamingmedia.com

This past Monday, Oprah webcast her second class online and peaked at 200,000 simultaneous viewers. While that was down from the 500,000 simultaneous viewers she had for her first class, it's to be expected and is not any indication of failure.

Michael Horsch FizzPrincipal AdvisorFCI Inc.

There are lucrative sweet spots.

April 11, 2008

Analysis of:Cisco Signals Trouble Ahead | money.cnn.com

1) Due diligence is expected and the news of tightening belts was predicted. 2) In the last quarter we have found all verticals are experiencing some level of conservative spending. 3) However, we have also seen increased spending with some vendors and/or specific vendor products and solutions.  There are profits to be made during these next few quarters.  

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC

Vision of the future: all data centers will be green and no company will have its own data center

February 11, 2008

Analysis of:http://www.infoworld.com/article/08/02/07/Google-Apps-edition-bypasses-IT-department_1.html?source=NLC-DAILY&cgd=2008-02-07 | www.infoworld.com

Google's team edition of Google apps seems like an IT worst nightmare: all the company documents on a public server. But is it really that bad? What about having all your sales leads on a public server, wouldn't that be even worse? Oh wait isn't that what salesforce.com is all about? Completely outsourced IT services will be the future. Why have your own data center if you can rent the services on a as needed basis? Companies do not have their own power generators so why have your own data center or your own IT staff? What needs to happen before we can get there?

Everett ThompsonPresidentWired Real Estate Group

Expect Sustained Data Center Demand in First-Half of 2008

January 22, 2008

Analysis of:IT Priorities in 2008: A Truly New Year | searchdatacenter.techtarget.com

1) Despite economic uncertainty, data center demand is strong. 2) The data center economy is smarter and stronger than ever.

Everett ThompsonPresidentWired Real Estate Group

Forecasting Data Center Supply & Demand

January 22, 2008

Analysis of:$137 B Investment Required by 2010 to Close Gap between Demand and Broadband Access Capacity | www.networkworld.com

1) Telecom and data center assets are highly specific infrastruture. 2) Both require significant investment and lead times to deploy. 3) For data center forecasts, the starting point is real estate.

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