Dan Rayburn

Akamai's Webcast Recap: Stream Buffers, No Real Answers, No New Story

@ Wobatus: You are right, I do have an agenda, which is to write about things I think are relevant to the industry and explain the difference between facts and opinions.

I don't know why it is so hard for some investors to believe that someone like me does not actually play the stock market and has never bought shares before.

Akamai's Webcast Recap: Stream Buffers, No Real Answers, No New Story

I don't have any brothers and my Spouse has no stock either.

When I write positive things about Akamai, you shareholders love it. and I see no complaints.

When I write negative things, you guys want to complain all day. What a surprise.

Next you'll ask, when have I written anything positive about Akamai? Read:

Why Amazon's CDN Offering Is No Threat To Akamai, Limelight or CDN Pricing
blog.streamingmedia.co...

AT&T's CDN Offering Not Displacing Akamai or Limelight Anytime Soon
blog.streamingmedia.co...

Goldman Has It Wrong: Akamai Not Affected By Network Operators and P2P
blog.streamingmedia.co...

Internap Is Not The Next Akamai
blog.streamingmedia.co...

Akamai Confirms No Outage Of Their Web Acceleration Network
blog.streamingmedia.co...

A Detailed Look At Akamai's Application Delivery Product - Part 1
blog.streamingmedia.co...

Highlights Of My Day In Cambridge With Akamai
blog.streamingmedia.co...

Akamai's Webcast Recap: Stream Buffers, No Real Answers, No New Story

The facts speak for themselves. Akamai's CDN revenue has been down for two quarters now. Akamai's traffic growth has been slowing for longer than that. I don't need to back up anything, just listen to Akamai's earnings calls.

I don't need to predict if Akamai is going to miss earnings or not, I don't own any stock in them, or any other public company. I have no vested interest in their stock price.

Recent Analyst Research on the CDN Market Needs to Be Questioned

@Wisdom: You say " I have read about CDNetworks problems from other sources, I would have appreciated a more precise defense."

A more precise defense? You kidding? The point I was making was that CDNetworks has not made any major mistakes with their CDN offering. Internap on the other hand has had many public facing issues, not to mention writing down $150M of the VitalStream acquisition. It's all public info. I don't need to "defend" CDNetworks, the facts are the facts. Point me to something that shows CDNetworks has made mistakes as large as Internap.

You also say, "It is difficult to analyze CDNs when you do not want to upset advertisers of 'streaming media magazine."

Again, make no sense. Internap is one of the largest advertisers with Streaming Media magazine, so if I was worried about "upsetting" them, I would not have written this post saying that CDNetworks should be listed above Internap.

Recent Analyst Research on the CDN Market Needs to Be Questioned

@CatsJam: This article is from my blog, where no ticker symbols are included. SeekingAlpha takes some of my posts and includes their own info with it on their website. If a ticker symbol appears, it's been added by SeekingAlpha and you'd have to contact them about it.

The Rapid Decline in Bandwidth Costs Since 2005

cdnpricing.com

Limelight to Challenge Akamai with E-Commerce, Whole Site Delivery Product

The article is not comparing either of the CDNs services from a technology level, so it's not the place to mention any "improvements" that Akamai has made to "keep them in the lead in the CDN space", or on the flip side, any features or functionality Limelight has created to give them an edge. That's not the point of the article.

I find it odd you complain I didn't mention any of these things you wanted to see mentioned, yet in your follow up comment you didn't mention any of them yourself.

Limelight to Akamai: 'My Network Is Bigger Than Your Network'

There has been no updated ruling as of yet. It was expected one would have come at the end of December, but that did not happen. It's a waiting game at this point.

Level 3 and Limelight Patent Suit: Here's How to Settle It

Akamai's primary motivation was to impede a competitor as well, and so far, that lawsuit hasn't. While many thought the Akamai suit would be a big thorn in Limelight's side, look at what has happened since the suit. Limelight continues to win business, increases revenue and improve their margins, all while taking some of Akamai's business. Why would Level 3 be any more successful than Akamai?

And customers don't care which CDN is suing another. Over the past ten years there have been at least a dozen such suits like this. To date, no CDN has ever been shut down and no customer has been affected. These suits are no different.

Limelight and Akamai Have No Threat by Amazon's New CloudFront Service

Amazon says that when it comes to CloudFront specifically, they do not have better pricing for larger customers. When I asked about lower pricing for higher volume customers they went on record to say, "we are not making custom deals for CloudFront".

2009 Should Be a Good Year for Level 3's Content Delivery Business

On the title comment, SeekingAlpha.com takes these posts from my blog where they originally appear at BusinessOfVideo.com and sometimes changes the title of the post at their own discretion.

I asked that this title be changed from the original title which was too generic. I was not implying that Level 3 as a company would have a good year, as I only track Level 3's CDN business, which is what this specific post is about.

Akamai and the BBC: News Reporting on CDNs Getting Shoddy

Sorry, I no longer track KIT Digital and have no interest in the company.

Digging Deeper Into Limelight's Earnings Call

I agree, the wording could be better, the downside of not having an editor for my blog.

What I was trying to say was that Limelight is building out their CDN for partial business customers have give them, with the idea that if their build out is successful, they could win more of the customers business from other competitors or from in-house solutions.

Digging Deeper Into Limelight's Earnings Call

Hi Roger, not sure what you are asking to clarify?

Same CDN Major Players Getting All Live Business

The numbers I am going on are the numbers the providers give me. I have yet to hear from any distribution provider of any live event this year, other than sports, that did over 50,000 simultaneous streams. They may be out there, and if so are very few, but so far, none of the numbers I am getting back from those delivering the content are very big as compared to the events in the U.S.