Ludolf

Same CDN Major Players Getting All Live Business

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.

Same CDN Major Players Getting All Live Business

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.