Dan Rayburn

Content Owners Struggle To Compare One CDN To Another

The major players as defined by revenue are Akamai, Limelight, Internap and Level in that order based on 2007 CDN revenue. I expect Level 3 to pass Internap this year and be the number 3 provider based on CDN revenue. To me, Level 3 is the one to really watch due to their unique offering in the market that is only getting stronger.

We will definitely see consolidation down the road but right now, with all of the CDNs having just recently raised money, they can all survive for the next 18-24 months. I expect it will take until that time before we see a lot of consolidation.