GLG News by Content Delivery Services Experts

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC

Can you trust your private data to the web?

January 22, 2008

Analysis of:MySpace Bug Leaks 'Private' Teen Photos to Voyeurs | www.wired.com

So if even a MySpace has bugs that exposes private data of their users to anyone on the web, then what about all the other web sites where we enter our private data? How do we know that the banking web site or the credit card web site doesn't have the same kinds of "bugs"? Consumers are trusting more and more information to the "web" but is it really safe to do so?

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC

Sun is buying MySQL for almost a billion dollars. This looks like a big gamble. Why are they doing this? Is MySQL worth that much?

January 16, 2008

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

Sun is buying MySQL for almost a billion dollars. This looks like a big gamble. Why are they doing this? Is MySQL worth that much?

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.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Akamai Shows P2P Solution To Select Customers

December 17, 2007

Analysis of:Akamai Shows P2P Solution To Select Customers | blog.streamingmedia.com

While no official announcement was put out by Akamai recently about their P2P offering, in late November in Munich Germany, Akamai showcased some of it's P2P offering for a very small select group of clients and partners. Based on what some of those customers have told me, Akamai stated that P2P traffic will be priced lower than CDN traffic, but Akamai did not give out any pricing details.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

NBC Direct To Use P2P Video Delivery From Pando Networks

December 17, 2007

Analysis of:NBC Direct To Use P2P Video Delivery From Pando Networks | blog.streamingmedia.com

In September, NBC announced that come this fall they would launch a new service, named NBC Direct, that would enable viewers to watch some of NBC's top TV shows as ad-supported downloads. While NBC plans to use many platforms to make their content available including iTunes, the move by NBC is essentially driven by the desire to cut out the middle man and deal directly with the viewer.

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