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Level 3 (LVLT +2.4%) has finished a major capacity expansion for its content delivery network...

Level 3 (LVLT +2.4%) has finished a major capacity expansion for its content delivery network (CDN), and has also expanded into a number of foreign markets. Dan Rayburn continues to see Level 3's ownership of its fiber network as a major competitive advantage relative to rivals AKAM and LLNW, and thinks the company can profit from its relationship with top customer Netflix (NFLX), in spite of aggressive pricing. (previous)
Comments (1)
  • Dan Rayburn is to CDN what Warren E. Buffett is to FINANCE. Don't bet against them. IMO
    17 Apr 2012, 02:26 PM Reply Like
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