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Xerox big bet on services with ACS acquisition is not likely to be successful

October 4, 2009

GLG Expert Contributor

Xerox Bets Big on Services | www.businessweek.com

Xerox's attempt to neutralize its main revenue decline by acquiring ACS will end up further de-focusing the company's core business as well as the weakening of ACS's competitiveness in the marketplace. Xerox big bet on services with ACS acquisition is not likely to be successful.

ZTE has a good chance to become No. 3 in mobile handset market by 2013.

October 3, 2009

GLG Expert Contributor

ZTE has ambitious goals for its devices business | www.telecomasia.net

Mobile handset market is very dynamic, and history has shown that market leaders do not stay in their position for too long. Look at Motorola, Sony Ericsson, Siemens, etc.ZTE's strategy of starting from low end, local market, and moving up strategy and branching out with carrier centric customization...

iPhone in Korea will have very little impact against Samsung & LG

September 24, 2009

GLG Expert Contributor

South Korean officials to allow sale of iPhone | www.totaltele.com

iPhone in Korea will face numerous uphill battles in Korea including CDMA technology, Korean language interface, lack of application, lack of eco-system, retail channels, cultural barriers, and will not be able to take any significant market share away from Samsung & LG.

Dan Rayburn, Principal Analyst

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INCWhat is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.What is a Premium Council Partner?|Premium Council Partners are leading Professional Service Firms that work exclusively with GLG.

CDN Highwinds Raises $55 Million, Targeting Resellers

April 14, 2008

CDN Highwinds Raises $55 Million, Targeting Resellers | blog.streamingmedia.com

In March, Highwinds announced it had raised $55 million from General Catalyst Partners and Alta Communications. Highwinds plans to use the capital to do additional build out of their network named "RollingThunder" which includes a CDN offering.

Dan Rayburn, Principal Analyst

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INCWhat is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.What is a Premium Council Partner?|Premium Council Partners are leading Professional Service Firms that work exclusively with GLG.

CDNs Getting Ready To Benefit From Higher Bitrate Content

April 14, 2008

CDNs Getting Ready To Benefit From Higher Bitrate Content | blog.streamingmedia.com

Of all the calls I do with analysts, money managers and others tracking the content delivery market, rarely do those I speak with ask about video birates. For me, the growth of the content delivery market and the very success of the CDNs relies heavily on the trend we see developing for increased bitrates....

Dan Rayburn, Principal Analyst

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INCWhat is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.What is a Premium Council Partner?|Premium Council Partners are leading Professional Service Firms that work exclusively with GLG.

P2P Vendors Struggling, CDNs Not Interested In Adopting

April 14, 2008

P2P Vendors Struggling, CDNs Not Interested In Adopting | blog.streamingmedia.com

About six months ago, I was really convinced that P2P might start to get some traction in the new year and that we would see some content owners commit to the technology. But aside from the Pando Networks and NBC deal, as we enter Q2 not much has transpired from the end of last year. P2P networks are...

Dan Rayburn, Principal Analyst

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INCWhat is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.What is a Premium Council Partner?|Premium Council Partners are leading Professional Service Firms that work exclusively with GLG.

Akamai, Limelight and The Writers Strike: What It Really Means

April 14, 2008

Akamai, Limelight and The Writers Strike: What It Really Means | blog.streamingmedia.com

Limelight put out earnings this week and once again, many analysts are unfairly comparing Limelight and Akamai numbers and data. Why is it that so many analysts and reporters are willing to make very specific statements about CDN providers, but do so using general terms? Sounds confusing just saying...

Dan Rayburn, Principal Analyst

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INCWhat is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.What is a Premium Council Partner?|Premium Council Partners are leading Professional Service Firms that work exclusively with GLG.

JumpTV Selling Their CDN: Shows It's Too Expensive To Operate Your Own Network

April 14, 2008

JumpTV Selling Their CDN: Shows It's Too Expensive To Operate Your Own Network | blog.streamingmedia.com

Last week, JumpTV announced that it was looking to sell its content delivery network and would be "refining its strategic focus toward high-value sports and Hispanic broadcast content." This is a great example of where trying to own and operate your own network specifically for the delivery of video...

Dan Rayburn, Principal Analyst

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INCWhat is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.What is a Premium Council Partner?|Premium Council Partners are leading Professional Service Firms that work exclusively with GLG.

CDN Survey Data: 52% Have No Commit Contracts, 63% Use One CDN Vendor

April 14, 2008

CDN Survey Data: 52% Have No Commit Contracts, 63% Use One CDN Vendor | blog.streamingmedia.com

The StreamingMedia.com survey on CDN pricing and trends has now been filled out almost 1,000 times. I'll be keeping it open for another week or so and then we'll start to compile all the data and give away the free iPhone. Taking a look at some of the preliminary data that has been collected reveals...

Dan Rayburn, Principal Analyst

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INCWhat is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.What is a Premium Council Partner?|Premium Council Partners are leading Professional Service Firms that work exclusively with GLG.

Yahoo! Buys Maven Networks: Revenue Multiple Too High

April 14, 2008

Yahoo! Buys Maven Networks: Revenue Multiple Too High | blog.streamingmedia.com

As I'm sure you've read by now, Yahoo! announced earlier in the week it had acquired Maven Networks for approximately $160 million. While I see some of the synergy of the deal, I think Yahoo! paid too much. Based on the price tag, Yahoo! paid about 11x the sales revenue that Maven had in 2007. It's...

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