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Dan Rayburn

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  • WSJ's Apple / Comcast Story Not Accurate, News Being Overblown On Wall Street [View article]
    Two companies meeting is not a "story". Apple speaks to all the major content owners on a regular basis. That's not news.
    Mar 25 10:52 AM | 1 Like Like |Link to Comment
  • WSJ's Apple / Comcast Story Not Accurate, News Being Overblown On Wall Street [View article]
    I don't have to accuse them of anything. Their poor writing shows they don't understand the technology that are writing about. They also clearly have poor sources or for all we know, all they did was hear a rumor. Far less has been used to write a story.
    Mar 24 11:12 PM | 1 Like Like |Link to Comment
  • WSJ's Apple / Comcast Story Not Accurate, News Being Overblown On Wall Street [View article]
    I don't need to define any tech terms as I didn't use any. Nor did I use any vague terms like "flow" or "special treatment". And I did define what bandwidth is.
    Mar 24 09:17 PM | 3 Likes Like |Link to Comment
  • WSJ's Apple / Comcast Story Not Accurate, News Being Overblown On Wall Street [View article]
    This article was not written for Seeking Alpha, it was replublished from my blog, which targets video professionals.
    http://bit.ly/NM1k7a
    Mar 24 08:38 PM | 3 Likes Like |Link to Comment
  • WSJ's Apple / Comcast Story Not Accurate, News Being Overblown On Wall Street [View article]
    There are many ways to invest money, not all of them have to be public. Private businesses, real estate, gold, family business etc. - lots of other alternatives to the stock market.
    Mar 24 08:37 PM | 5 Likes Like |Link to Comment
  • WSJ's Apple / Comcast Story Not Accurate, News Being Overblown On Wall Street [View article]
    No idea what you are talking about, but as I said in my post, I don't buy/trade stocks. This post was not written for Seeking Alpha, they republished it from my blog.
    Mar 24 08:34 PM | 5 Likes Like |Link to Comment
  • WSJ's Apple / Comcast Story Not Accurate, News Being Overblown On Wall Street [View article]
    Oh, I have commented:
    http://bit.ly/1jyznuj
    Mar 24 08:32 PM | 1 Like Like |Link to Comment
  • WSJ's Apple / Comcast Story Not Accurate, News Being Overblown On Wall Street [View article]
    Except that channels are sparse and the amount of headend hardware required to do this would be staggering.
    Mar 24 08:30 PM | 1 Like Like |Link to Comment
  • Here's How The Comcast And Netflix Deal Is Structured, With Data And Numbers [View article]
    They already disclosed this to the street years ago. They have known for 2+ years that their Netflix business would be slowly tappered off.
    Mar 3 04:55 PM | Likes Like |Link to Comment
  • Here's How The Comcast And Netflix Deal Is Structured, With Data And Numbers [View article]
    What? If it was $30M-$60M in revenue for Comcast last year, why would you think this is $1B in five years? Makes no sense. There aren't dozens of companies like Netflix, Microsoft and Google in the market whom Comcast can do deals with.
    Mar 3 04:53 PM | Likes Like |Link to Comment
  • Inside The Netflix / Comcast Deal And What The Media Is Getting Very Wrong [View article]
    http://bit.ly/1mJNXog
    Feb 28 12:34 AM | Likes Like |Link to Comment
  • The Net Neutrality Monster Has A Close Relative [View article]
    Netflix won't have to pay more. They don't buy direct from someone like Comcast, they buy transit from someone else who connects with transit. Or, Netflix goes back to having 100% of their video in the U.S. delivered by Level 3 and Limelight.
    Feb 13 12:20 AM | Likes Like |Link to Comment
  • Netflix's Streaming Quality Is Based On Business Decisions By Netflix And ISPs, Not Net Neutrality [View article]
    I didn't imply anything about what a consumer should expect quality wise based on the size of the network they are on or how many subs it had, my point of comparing the two is that Netflix's ISP rating isn't a true apples-to-apples comparison. They are comparing a company with a very small footprint, to ones that are much larger. It's much easier to delivery a good QoS, for any service, when you don't have to deliver it to a lot of people.
    Feb 13 12:09 AM | Likes Like |Link to Comment
  • Netflix's Streaming Quality Is Based On Business Decisions By Netflix And ISPs, Not Net Neutrality [View article]
    Define "plenty". There are between 100M-110M pay TV subscribers in the U.S. At no point in time have all of the MSOs combined lost even 1% of that, in a single quarter. A few hundred thousand subscribers is not "plenty".

    Twice in my post I said that some ISPs "see Netflix as a competitor".
    Feb 13 12:06 AM | Likes Like |Link to Comment
  • Netflix's Streaming Quality Is Based On Business Decisions By Netflix And ISPs, Not Net Neutrality [View article]
    Lots of words are thrown around by many people like "throttling", "filtering", "prioritizing" etc. yet they all mean different things from a technical standpoint of how they are done.

    I didn't suggest it wasn't possible for ISPs to degrade the quality of video being delivered, but they can do it simply by not buying enough capacity and upgrading the links with their peers. It's that simple. They don't need to do any complex technical "filtering", "shaping" or "throttling" of traffic.
    Feb 13 12:02 AM | Likes Like |Link to Comment
COMMENTS STATS
239 Comments
143 Likes