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Dan Rayburn  

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  • Gene Munster's Apple TV Predictions And Data Are Seriously Flawed [View article]
    And I never will help you make - or lose money. I'm not a Wall Street money manager that is paid to give out stock advice.
    Aug 14, 2012. 11:05 AM | 2 Likes Like |Link to Comment
  • Gene Munster's Apple TV Predictions And Data Are Seriously Flawed [View article]
    I'm not a Wall Street money manager, I don't make these kinds of predictions.
    Aug 14, 2012. 11:04 AM | Likes Like |Link to Comment
  • Netflix: Open Connect Will Likely Fail [View article]
    Terrible article. Where's your data to back up your argument as to why "Open Connect Will Likely Fail"? You give no technical, business or competitive reasons as to why it might not work.

    The quality of the content on Seeking Alpha continues to decline.
    Jun 19, 2012. 10:01 AM | Likes Like |Link to Comment
  • Redbox, YouTube, Netflix, Apple, And The Future Of Content Dissemination [View article]
    More articles from people who have clearly never used the platforms they are writing about or else they would never say"

    "We think Apple is the biggest threat to both Hulu and Netflix, in that iTunes is so much easier to use than both of the their services."

    With Netflix you login once and click one button to start the movie playing. How is Apple's iTunes easier than that? It isn't. Hulu and Netflix are as easy as you can get, iTunes is easy too, but to say it is "easier to use than Netflix" is wrong. There are no facts to back that up and any real user of these services knows that.
    Jun 11, 2012. 05:49 PM | Likes Like |Link to Comment
  • The Light At Limelight Networks Darkens - Soon To Go Pitch Black? [View article]
    I find it interesting to see this post show up the night before Limelight's earnings, by someone who won't use their name and has never written any other articles on SeekingAlpha.com. Clearly a red flag.

    Also, Brightcove never competed with Limelight, they re-sold Limelight's CDN until Limelight decided to compete with Brightcove by acquiring Delve Networks, a cloud based online video platform, which was in the same market as Brightcove. So the author has that backwards.

    Brightcove is not a "value-add CDN" as Brigthcove's owns nothing network related and re-sells CDN services from other companies.

    Also, anyone who has seen who these letters are going to will notice they are mostly small hosting companies and regional networks, not major ISPs. So the letters they are sending out aren't going to a large percentage of their ISP and peering partners and it's not going to companies who push a lot of traffic. Limelight even says in the letter that those they sent it to "no longer meets their minimum requirements". These aren't large networks.

    All of this is out there to see if you simply look at the details or talk to some of the folks who have gotten the letters, which it does not sound like the author has done.

    The author says, "the CDN market is technologically highly specialized", but it's not when it comes to video and the kind of volume traffic Limelight is pushing. It's become so commoditized that Limelight and all CDNs are trying to diversify into services outside of CDN as quickly as possible. If CDN was that sticky and "specialized" then CDNs would still be focusing on non-value add services.

    Also, I think if anyone is going to suggest a company is going to go under, it's a good idea to report how much cash they have on hand, which this author doesn't.
    May 2, 2012. 07:52 PM | 6 Likes Like |Link to Comment
  • How Dish Network's Blockbuster Buy Is Paying Off [View article]
    The title says "how dish networks's blockbuster buy is paying off", but then you say in the post that it is, "too early to tell if the Blockbuster experiment will be a success." Which one is it?

    So how exactly is it "paying off"? They got 20,000 new subscribers, which is less than 1% of Netflix's total subscribers. And how many of those 20,000 subscribers are as a result of Blockbuster? There is no way to know.

    I don't see any actual hard data, numbers or proof of any kind to say that the blockbuster buy is "paying off".
    Mar 5, 2012. 07:09 PM | 1 Like Like |Link to Comment
  • IPO Preview: Brightcove [View article]
    YouTube is an option for some customers, but it does not have most of the functionality that a platform like Brigthcove has. Brightcove and others offer a true white label solution, their platform ties into many different ad networks, ad platforms and reporting systems, they support live streaming and they player has far more features and custom options than YouTube does.

    Most major publsihers don't use YouTube for their monetization platform. Yes they want to try and get the eyeballs from YouTube, but they don't use it to run their company wide video ecosystem.
    Feb 16, 2012. 01:41 PM | Likes Like |Link to Comment
  • IPO Preview: Brightcove [View article]
    It's not a "knee-jerk reaction" when you are confusing the facts and it's clear you have never even used Brightcove's platform before.

    If Apple launches a streaming movie service, that will be a content service sold to consumers.

    Brightcove offers a video platform for businesses who want to mange their video ecosystem. They don't license content, sell content or offer any kind of consumer service.

    But you classify these different offerings by Apple and Brigthcove as the "same very approximate space". You can try and relate them all you want, but it's factually inaccurate.

    Google's Drive offering will be a service that allows customers to store content. That's it. It does not do transcoding, video management, give you the ability to build a media player, add meta data, do distribution, support live video or all of the other things the Brigthcove system does. So now a simple Google storage system is suppose to be in the "same very approximate space" as Brigthcove who offers a system to manage and monetize video? Not even close.

    I find it funny that you say that you are "a little irritated that BCOV did not name any competitors in their filing". If you truly knew this space or what Brigthcove really did, you would very easily know who some of their competitors are. Ooyala, Kaltura, Twistage, Kit Digital, etc.. some don't offer all of the services Brigthcove offers and some are targeting MSOs more than publishers, but they are all in the online video platform industry. That's not a space Apple or Google are in.

    You "use the service with another company," yet you don't know who any of Brightcove's real competitors are? Makes no sense.

    You do a dis-service to the industry when you profile a company you know nothing about and relate them to companies not even in the same sector. If you know this space so well, where is you're data on the market?My data speaks for itself:

    http://bit.ly/zMtuem

    http://bit.ly/xrfW1o

    http://bit.ly/zd5Fzi

    http://bit.ly/yARkpu
    Feb 16, 2012. 01:37 PM | Likes Like |Link to Comment
  • IPO Preview: Brightcove [View article]
    Apple is not competitive to Brigthcove in any way, shape or form. What is the name of the Apple product that competes with Brigthcove? Can a publisher like the New York Times call up Apple and sign up to use a cloud-based video ecosystem? No, because Apple does not offer one and is not in that business at all.

    And Rackspace, what cloud based video ecosystem do they have? They don't. Google has no product either. They could offer one if they wantd to do and they did buy an OVP called Episodic, which you don't mention, but today, Brigthcove is not competiting with YouTube's platform.

    More mis-information from so called "analysts" - who have never even used the products and services from these companies they are talking about and really have have no understanding what they do or what problems their platforms solve.
    Feb 16, 2012. 11:29 AM | Likes Like |Link to Comment
  • More Thoughts On The Akamai/Cotendo Deal And Its Impact On AT&T [View article]
    http://bit.ly/uUuToC
    Dec 25, 2011. 11:01 AM | Likes Like |Link to Comment
  • DISH Offers No Streaming Subscription Service, No Threat To Netflix [View article]
    "store traffic is up 100% ". So what. Are the stores profitable? I can throw out stats and numbers all day that look impressive, but if the business is still operating at a loss, with a brand that is COMPLETELY dead with consumers, who cares.
    Sep 26, 2011. 11:16 AM | Likes Like |Link to Comment
  • Has Market Volatility Created Buying Opportunities in Data Center Sector? [View article]
    Seems like a reasonable explination. Thanks.
    Aug 13, 2011. 03:13 PM | Likes Like |Link to Comment
  • Has Market Volatility Created Buying Opportunities in Data Center Sector? [View article]
    Neither Limelight or Akamai would be classified under the category of "data centers" and comparing them to others on your list would not be accurate. Neither company owns or operates their own data center or sells any kind of colocation or managed services offering.
    Aug 12, 2011. 07:56 PM | Likes Like |Link to Comment
  • Akamai and Amazon Have Outages, Limelight Misses Earnings, XO Settles With Level 3 [View article]
    Anything is possible, but of the two companies I hear that Limelight is in discussions with, DISH is not one of them. If DISH had a streaming service as big as Netflix, it would only cost them about $50M a year to support the streaming service via a third party CDN. And since they would launch with much less than Netflix, their costs would be easily half that. So does not make a lot of sense for them to spend $500M+ to acquire Limelight.
    Aug 11, 2011. 11:16 AM | Likes Like |Link to Comment
  • All Signs Point to Limelight Networks in Discussions to Be Acquired [View article]
    Honestly I have no idea. I'm not a financial or Wall Street analyst and don't track who is selling what or why.
    Aug 4, 2011. 10:31 AM | Likes Like |Link to Comment
COMMENTS STATS
254 Comments
155 Likes