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Dan Rayburn

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  • 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 07:52 PM | 6 Likes Like |Link to Comment
  • iPad's Lack of Flash Is Not Due to Any 'Shortcomings' With Flash; Blame Apple [View article]
    The idea that Flash "slows down and impairs the web experience" is simply rubbish. Without Flash, how would content owners monetize their content? Most of the advertising in this world is Flash banners. You may think they slow down your computer yet ads are the sole reason why nearly every website you visit is free, because of the advertising. Without those ads, business models would not exist.

    So you and others want to complain how bad Flash is yet none of you are answering the question of why all the content owners use it? If Flash provides such a bad experience, why does it drive the vast majority of all content models on the web today.

    Get an iPad, go to a website like Amazon, ebay, Petfinder.org and look at all of the blank areas on their pages where the ads don't work. Then look at how the videos don't work. Now try and tell me that the user experience Apple is providing with the iPad is "better" than what Flash offers. The video experience on an iPad STINKS, outside of some dedicated apps like Netflix and MLB.
    Apr 3 11:46 PM | 6 Likes Like |Link to Comment
  • iPad's Lack of Flash Is Not Due to Any 'Shortcomings' With Flash; Blame Apple [View article]
    I love all the Flash haters who want to argue by using examples that have nothing to do with Flash video. You've pointed out hat clearly you don't like Adobe for something pertaining to their Creative Suite, InDesign and PhotoShop business, yet that's your reason why Apple should not support Flash. No logic there.

    And you say that "Flash simply clogs the Internet". What you fail to miss is that nearly all of the video centric websites that have a real business model today that use Flash. Just look at MLB.com who makes money from their content, and use all of the components of Flash to do it.
    Apr 3 11:38 PM | 6 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
  • H.264 Is a Codec, Flash Is a Platform: One Can't Kill Off the Other [View article]
    This article is not about Flash, it's about what H.264 is and what it isn't. H.264 is a video codec, nothing to do with Flash.
    May 6 05:19 PM | 4 Likes Like |Link to Comment
  • Apple Dropped the Ball on an NFL Deal [View article]
    This post makes no sense.

    For starters, the Apple TV has a very low sales rate. Even if this deal was made, how many Apple TV units would they really sell? Who's going to spend a few hundred dollars for a device that only gives them NFL games?

    Also, people who have DirecTV use it for all their cable channels, not just NFL content. There would be no "exodus" from DirecTV if NFL games were on Apple TV because Apple TV does not give you any cable programming.

    Also, you say that "For many consumers looking to quit cable or the dish there was a problem: live sporting events. The MLB deal changes that, making live baseball games easily accessible and affordable."

    But you neglect to mention that if you want to watch your local MLB team, live, you can't do that via Roku or the PC with MLB's offering. All local games are blacked out. So how does "the MLB deal change that"? It doesn't.
    Aug 21 11:52 AM | 4 Likes 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
  • Steve Jobs Blogs on Why He Hates Flash, But Can't Get His Facts Straight [View article]
    Does not matter to me, I don't make or lose money either way. Interesting though in that you like having a choice to see Flash content or not to see it. I wish as consumers we got to make that choice with Apple mobile devices, instead of Apple making the choice for us.
    May 1 12:17 AM | 3 Likes Like |Link to Comment
  • Steve Jobs Blogs on Why He Hates Flash, But Can't Get His Facts Straight [View article]
    When did I ever say that Flash was the dominant format for mobile devices? In fact, I wrote a post last week where I point out how Adobe has been slow to adapt to the mobile market:

    The Underlying Story Behind Adobe’s Failed Mobile Strategy
    blog.streamingmedia.co...
    Apr 30 11:12 PM | 3 Likes Like |Link to Comment
  • iPad's Lack of Flash Is Not Due to Any 'Shortcomings' With Flash; Blame Apple [View article]
    At no time did I say, claim, or imply that Flash is a "standard". If you want to imply that, you need to re-read what I wrote.

    All I can do is laugh to your comment of "regain some of the respect you lost today." I'm posting under my own name, with no stock in any company. You're posting under an alias and have stated in other comments you're an Apple shareholder. So who could benefit financially from the outcome? Not me.
    Apr 4 12:39 AM | 3 Likes Like |Link to Comment
  • iPad's Lack of Flash Is Not Due to Any 'Shortcomings' With Flash; Blame Apple [View article]
    Here we go again. You say "Flash wouldn't be so despised by web users today". What percentage of web users are un-happy with Flash? You have any stats on that? Any data? You make a general statement you can't back up. If it's so bad, why is it still around? And why do more content owners like MLB, NFL and others keep providing more and more content in Flash? No one wants to answer that question.

    Clearly some don't like Flash, but considering the adoption Flash has and how many content models make money from Adobe providing their Flash encoder and server, for both live and on-demand video, you have no ground to stand on.

    Show me just a single content owner who has said that their advertising business is suffering due to consumers blocking their Flash based ads. If so many web users don't like Flash as you say, then content owners would be affected, but that's not happening.
    Apr 4 12:05 AM | 3 Likes Like |Link to Comment
  • iPad's Lack of Flash Is Not Due to Any 'Shortcomings' With Flash; Blame Apple [View article]
    First, I suggest you find out who Jan Ozer is before you try to "correct" anything. Jan Ozer makes money from writing and teaching about Flash, Silverlight, Sorenson, Telestream and many other topics. In fact, Jan is getting paid specifically to teach classes in May on "H.264 Video". So you want to disagree with his data, do so on the merits of the results and not based on your false perception of his business.

    You imply that if I don't support the iPad with my content then I have to try "to make a living by catering to the torrent crowd using Windows and Linux and paying for nothing." Our video content is free, always has been, so your point is not relevant to my business.

    Folks are so quick to comment about what I should, or should not be doing, yet how many of you have actually visited streamingmedia.com so that you even know what we do or what our business model is?
    Apr 3 11:58 PM | 3 Likes Like |Link to Comment
  • Apple Negotiating Paid Interconnect Deals With ISPs For Their Own CDN [View article]
    "these can become a major hurdle for new innovative products come to market"

    these types of interconnection deals have taken place since the late 90's and have allowed internet services to get to the point they are at today. are you saying that there are fewer "new innovative products" as a result of paid interconect deals? if so, please provide a single example of a service that has been negatively impacted due to paid interconnect deals.
    May 20 11:54 AM | 2 Likes Like |Link to Comment
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245 Comments
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