GLG News by Content Delivery Services Experts

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

VeriSign Expected To Sell Their CDN Business

December 17, 2007

Analysis of:VeriSign Expected To Sell Their CDN Business | blog.streamingmedia.com

A few weeks ago, VeriSign held they annual analyst day where they unveiled new details about the company's strategic direction for 2008. Their newly announced strategy is to sell a number of businesses in the company's portfolio, such as communications, billing and commerce and focus instead on their core business and a smaller group of products and services.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Adobe's New Flash Server Pricing Improves CDNs P&L, Lowers License Fee For Customers

December 17, 2007

Analysis of:Adobe's New Flash Server Pricing Improves CDNs P&L, Lowers License Fee For Customers | blog.streamingmedia.com

While Adobe has gotten a lot of traction in the market with their Flash video platform, many content companies have not adopted Flash streaming due to the server license costs or the license fee that CDNs are required to charge for Flash streaming. With today's announcement by Adobe of Flash Media Server 3 and the new Flash Media Interactive Server, those licensing costs have now been drastically reduced.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Adobe Launches New Websites Showcasing HD Video Content

December 17, 2007

Analysis of:Adobe Launches New Websites Showcasing HD Video Content | blog.streamingmedia.com

Last week, Adobe quietly launched two new HD websites that showcases content in HD quality using the Flash platform. The launch of the sites also coincided with the launch of a new product section at the top of the main Adobe.com website. Different images and products are highlighted each time you load the page and one of them promotes "The fusion of TV and the Internet" and links to a site I had not seen until now at adobe.com/flashon. The flashon site contains movie trailers from some of the major studios as well as some other content. It's been a busy week for Adobe and they have really increased the volume of HD quality content for demonstration on their websites.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Content Delivery Pricing: Understanding CDN Overages

December 17, 2007

Analysis of:Content Delivery Pricing: Understanding CDN Overages | blog.streamingmedia.com

I’ve seen numerous reports lately by some in the financial community talking to “bursting” overages by CDN providers. Many of these references talk to overages incorrectly and some analysts might benefit from better understanding the two different ways CDNs charge for their services and exactly how “bursting” fees play into a CDNs bottom line.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

CDN Pricing Data: Average Cost Per GB Declines In Q4 Due To Startups

December 12, 2007

Analysis of:CDN Pricing Data: Average Cost Per GB Declines In Q4 Due To Startups | blog.streamingmedia.com

With all the talk in the market about the"pricing wars" taking place in the CDN industry, each quarter I review what the average going rate is and how it compares to pricing in the previous quarter. (Q3 pricing details here) The pricing data below is from my presentation last week at the Streaming Media West show entitled "CDN Pricing: Costs for Outsourced Video Delivery". The on-demand video of the presentation will be available shortly.

Marty ShindlerChief Executive OfficerOculus3D Corporation

Will 3D be the savior for IMAX?

December 7, 2007

Analysis of:IMAX makes screen play | www.variety.com

Lots of us considered IMAX down and out in recent years as the institutional theater market (museums, etc.) began to dry up and as IMAX and others failed to provide sufficient appropriate content to the commercial theater circuits to which the Company was selling systems. Now with 3D being one of the very HOT topics in Hollywood and due to the success of two opening weekends of Beowulf in Imax 3D, the time may be right for Imax.

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC

Your PC is safe now, but your MySpace page is not!!

November 26, 2007

Analysis of:Looming Online Security Threats in 2008 | www.businessweek.com

Most if not every PC user knows they need some form of malware protection and most if not all PCs ship with some form of malware protection. So our PCs are pretty safe these days. But most people who use MySpace have no idea that they need protection when on MySpace (or FaceBook or any other "social" website).

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC

Is Second Life the next Internet?

November 26, 2007

Analysis of:CNN enters the virtual world of Second Life | www.cnn.com

The online world Second Life (SL) and the similar World of Warcraft both seem to indicate that the Internet is no longer just for websites. Even Google is rumored to be working on its own online world. So are these just other ways of showing more online ads or is this something new?

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC

Why might Apple be allowing their new MacOS Leopard to run inside a Virtual Machine?

November 1, 2007

Analysis of:Apple to Allow Virtualization of Leopard | db.tidbits.com

If Apple does indeed allow for their MacOS to run inside a Virtual Machine then people will no longer have to buy Apple computers to run MacOS.  This could open the way for Apple's MacOS to be used inside corporations who normally do not want to spend too much money on "computers that look pretty". It also allows Apple to participate in the next wave of desktop virtualization. Are they starting to make their MacOS a separate business?

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC

VMware had a great 3rd quarter and their stock is way up, but can it last?

October 25, 2007

Analysis of:VMware Reports Third-Quarter Results | vmware.com

VMware has first mover advantage, but they are not alone in this "new" space of server virtualization. When will Microsoft enter this space? And if they do how will it impact VMware? Is VMware doing enough to stay ahead of the game?

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