Level 3 Communications Inc. (LVLT)

All Comments on LVLT

  • commenter
    Joe88t
    Sep 05 04:52 AM
    Cowen Downgrades Level 3 On Merger Integration Problems [view article]
    Level 3 has now stopped the integration of companies.
    Lack of money is cited.
    Level 3 also stated they can't afford to upgrade equipment. They now have equipment that is End of Life!
    Level 3 communications is also laying off employees to show less losses per Quarter for the investor. The more RIFs they give out the less losses they show. RIF = Reduction In Force letter.     Reply
  • commenter
    ksmithdc
    Aug 23 09:41 AM
    My Website
    Akamai and the BBC: News Reporting on CDNs Getting Shoddy [view article]
    Interesting read. Reply
  • commenter
    Dan Rayburn
    Aug 22 07:27 PM
    My Website
    Akamai and the BBC: News Reporting on CDNs Getting Shoddy [view article]
    Sorry, I no longer track KIT Digital and have no interest in the company. Reply
  • commenter
    PizzaRater
    Aug 22 02:33 PM
    Akamai and the BBC: News Reporting on CDNs Getting Shoddy [view article]
    I would like your opinion about KIT digital and their delivery of mobile content throughout Europe and Asia. You argued against KIT in favor of Brightcove last May on the NewTeeVee Blog and since then the company closed the deal with Kamera and added new clients.
    Your opinion would be appreciated.     Reply
  • commenter
    User 178468
    Aug 15 04:56 AM
    Cogent, Level 3, TW Suffer As Oppenheimer Grows Cautious About 'Emerging Telecom' [view article]
    Just because of some idiot from Oppenheimer, who probably doesn't have a clue other than to justify what he does for a living. It amazes me the power these so called experts have over the stock market. Especially if his family or friends own the stock, one quick way to short the day and make a nice little bundle. The stocks will go right back up the next day.
    Philipt13@aol.com
    Reply
  • commenter
    Dan Rayburn
    Aug 01 03:53 PM
    My Website
    Same CDN Major Players Getting All Live Business [view article]
    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. Reply
  • commenter
    Ludolf
    Aug 01 11:24 AM
    Same CDN Major Players Getting All Live Business [view article]
    Good news then. Finally, some hard numbers on Europe. I am curious to see that later.

    Regarding live-events: that's not correct, live-events in China and Korea do have definitely more than 20.000 viewers. That's not a unique number to US events.

    Eurovision? European broadband penetration is roughly 50% out of 320 million people = 160 million, take 1% or even 0.1% of that and you have a number which is bigger than 20.000 viewers, I would say.     Reply
  • commenter
    Dan Rayburn
    Aug 01 10:29 AM
    My Website
    Same CDN Major Players Getting All Live Business [view article]
    Next month Frost & Sullivan is releasing their CDN World Markets report where we spoke to each CDN provider in the U.S., Europe and Asia. We will be breaking out revenue numbers by region and growth projections by region. After speaking to the CDNs in Europe and Asia, all of them combined are not even doing the CDN revenue that Akamai is doing. And this is data directly from the CDNs in Europe and Asia themselves. That's reality. The market is just a lot smaller in Europe and Asia. There is less business, less providers, fewer CDNs and less data from those regions for a reason. Which is why we are aiming to include the entire market, global, for the CDN report.

    I've covered many of the CDNs in Europe and Asia on my blog. Two weeks ago I did two posts just on European based CDN Velocix. I cover more than just the US market, but the US market is still where the majority of the CDN business is.

    Yes, I know about events outside the U.S. like e-stars, Eurovision, Rock am Ring and others, but those events are all small and don't even reach 20,000 users at once. My post was very specifically asking about large scale live events that have hundreds of thousands of simultaneous users.
     Reply
  • commenter
    Ludolf
    Aug 01 04:23 AM
    Same CDN Major Players Getting All Live Business [view article]
    Dan,

    1) Why does it matter if I would work for any CDN provider? Why do you think my name is not real?

    2) Events in Asia...hm....how about Estars in Korea/China/Japan? Do you know these events at all? How about the presidential election and various live sports evens in Korea with millions of viewers? Do you know whether JStream or CDNetworks or also Chinese companies will stream Olympics? Do you know anyone in these companies at all? Have you ever been to Korea, China, Japan?

    My point is not that you are making wrong conclusions, and basically I like reading your blog.
    However, my point is that you need to be a bit more careful when speaking about "the CDN industry", because there are various other players outside the US, too (yeah, yeah, nobody is as global as Akamai...). Listening to Akamai's stumbling revenue forecasts and their newly announced international importance, I think it's time to really consider Asia and Europe.

    3) Generally, I don't see any detailed analyses on Europe NOR Asia. There is nobody looking into the European market, neither you nor any other opinionate person. If you check any Tier1 Research paper, their numbers area amazingly small, while at the same time the general internet/broadband networks are much more advanced than in the US. I am speculating that these numbers are way below what's actually out there.

    You know it's easy to say you know an industry when there is two US players dominating it. But it's much more trustworth if you can prove you can go outside your comfort-zone.     Reply
  • commenter
    Dan Rayburn
    Jul 31 01:13 PM
    My Website
    Same CDN Major Players Getting All Live Business [view article]
    A lot of live European events are streamed by Level 3. Not all, but many of them. That's part of the reason they acquired European based Servecast.

    This article is talking specifically to events that are streamed live. So Hulu, ABC and HBO would not be fair comparisons as that content is all on-demand.

    The point of the article is that while many new CDNs have entered the market and many of them are focusing on live, saying that can do it cheaper and scale better than Akamai or Limelight, to date, they are not winning any of that business. Trying to point out the fact that it's not as easy to scale a network for live content as some think it is. Don't now the size of the market for medium events. Have not seen any data on that.

    I am not recommending stock of any company. I have never bought, sold or traded stock in any public company ever. I have no vested interest in any public company's stock.     Reply
  • commenter
    User 214551
    Jul 31 12:56 PM
    Same CDN Major Players Getting All Live Business [view article]
    What about Soccer, internationally. Who streams that?
    Cricket? Australian sports? Hulu? ABC programming? HBO on iTunes?

    What is the point of this article anyway? Are you recommending buying shares of AKAM, Limelight, LVLT?

    How big is the small to medium event market? Competing for the obvious contracts isn't always a recipe for success in business. Big contracts come with extremely low margins.     Reply
  • commenter
    Dan Rayburn
    Jul 31 11:27 AM
    My Website
    Same CDN Major Players Getting All Live Business [view article]
    I think you need to learn your facts.

    JStream is not doing any large events on the scale that Limelight or Akamai is doing. JStream does not have any global reach, no global network and says on their website they can only support 30,000 live streams at once. They are based only in Japan. Akamai's network is global and is supporting well over a million live streams in any given month. Your opinion may be one thing, but facts are facts.

    You say there are "large scale streaming events outside the U.S.". Ok, then list them. Don't just say they are events, name them. There are a few, but show me a list of events in Asia that are as big as the ones we have in the U.S. and happen as often.

    I think it's a bit weak to continue to read comments by people who champion for a particular vendor, without saying if they work for that vendor or even including their real name. Each comment always seems to include a reference to CDNetworks. I wonder why.     Reply
  • commenter
    Ludolf
    Jul 31 05:07 AM
    Same CDN Major Players Getting All Live Business [view article]
    Dan, I think you need to learn that the world and the CDN industry is not only limited to the US. There are various CDN players who also have large-scale streaming events, outside the US. CDNetworks is one in Korea, JStream in Japan, etc.
    It's a bit weak to continuously read your comments about the "CDN industry" and it's in fact nothing more than some stuff going below your horizon.     Reply
  • commenter
    sam7go
    Jul 25 09:31 AM
    General Discussion on LVLT
    hi
    i would like to know when the price will going up for lvlt i had heard form some people its will be $10 by of the end of this year     Reply
  • commenter
    ED K
    Jul 24 11:51 PM
    Level 3 Communications, Inc. Q2 2008 Earnings Call Transcript [view article]
    INVESTORS BEWARE!!!!!SOUNDS LIKE THE SAME RHETORIC OF PAST QUARTERS.$33 MILLION IS A LOT OF MONEY TO LOSE.WITHOUT THE $96 MILLION FROM THE SALE OF VYVX THEIR LOSS WOULD HAVE BEEN $129 MILLION.IN THE NEXT QUARTER THEY WON'T HAVE THAT $96 MILLION TO ADD IN.DOESN'T SOUND LIKE THEY'VE TURNED THE CORNER YET. Reply
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