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April 14, 2008Oprah's Second Webcast Does 200,000 Simultaneous Viewers
Analysis of: Oprah's Second Webcast Does 200,000 Simultaneous Viewers | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
This past Monday, Oprah webcast her second class online and peaked at 200,000 simultaneous viewers. While that was down from the 500,000 simultaneous viewers she had for her first class, it's to be expected and is not any indication of failure.
April 11, 2008There are lucrative sweet spots.
Analysis of: Cisco Signals Trouble Ahead | money.cnn.com
Author: Michael Horsch Fizz, Senior Advisor, FCI Inc.
1) Due diligence is expected and the news of tightening belts was predicted.
2) In the last quarter we have found all verticals are experiencing some level of conservative spending.
3) However, we have also seen increased spending with some vendors and/or specific vendor products and solutions. ...
February 11, 2008Vision of the future: all data centers will be green and no company will have its own data center
Analysis of: http://www.infoworld.com/article/08/02/07/Google-Apps-edition-bypasses-IT-department_1.html?source=NLC-DAILY&cgd=2008-02-07 | www.infoworld.com
Author: Hans van Rietschote, Senior Director, Symantec Corporation
Google's team edition of Google apps seems like an IT worst nightmare: all the company documents on a public server. But is it really that bad? What about having all your sales leads on a public server, wouldn't that be even worse? Oh wait isn't that what salesforce.com is all about? Completely outsourced...
January 22, 2008Expect Sustained Data Center Demand in First-Half of 2008
Analysis of: IT Priorities in 2008: A Truly New Year | searchdatacenter.techtarget.com
Author: Everett Thompson, President, Wired Real Estate Group
1) Despite economic uncertainty, data center demand is strong. 2) The data center economy is smarter and stronger than ever.
January 22, 2008Forecasting Data Center Supply & Demand
Analysis of: $137 B Investment Required by 2010 to Close Gap between Demand and Broadband Access Capacity | www.networkworld.com
Author: Everett Thompson, President, Wired Real Estate Group
1) Telecom and data center assets are highly specific infrastruture. 2) Both require significant investment and lead times to deploy. 3) For data center forecasts, the starting point is real estate.
January 22, 2008Can you trust your private data to the web?
Analysis of: MySpace Bug Leaks 'Private' Teen Photos to Voyeurs | www.wired.com
Author: Hans van Rietschote, Senior Director, Symantec Corporation
So if even a MySpace has bugs that exposes private data of their users to anyone on the web, then what about all the other web sites where we enter our private data? How do we know that the banking web site or the credit card web site doesn't have the same kinds of "bugs"? Consumers are trusting more...
January 16, 2008Sun is buying MySQL for almost a billion dollars. This looks like a big gamble. Why are they doing this? Is MySQL worth that much?
Analysis of: Sun Microsystems Announces Agreement to Acquire MySQL, Developer of the World's Most Popular Open Source Database | www.sun.com
Author: Hans van Rietschote, Senior Director, Symantec Corporation
Sun is buying MySQL for almost a billion dollars. This looks like a big gamble. Why are they doing this? Is MySQL worth that much?
December 26, 2007Level 3 Files Suit Against Limelight Networks Over CDN Patents
Analysis of: Level 3 Files Suit Against Limelight Networks Over CDN Patents | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
This morning, Google indexed a filing from December 17th from Level 3 Communications who filed a patent infringement suit against Limelight Networks (Case number 2:2007cv00589) in the District Court of Virgina. I have not been able to get a copy of the filing as of yet but I was able to speak to Level...
December 26, 2007CDN Funding Continues: CDNetworks Raises $96.5 Million
Analysis of: CDN Funding Continues: CDNetworks Raises $96.5 Million | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
Hot on the heels of EdgeCast announcing it had raised $6 million dollars, content delivery provider CDNetworks announced late yesterday that it had raised $96.5 million in private placement. For CDNetworks, this funding now gives them the ability to make a serious push in the U.S. market for content...
December 17, 2007Video CDN Market $450-$500 Million In 2007: Should Grow To $800 Million For 2008
Analysis of: Video CDN Market $450-$500 Million In 2007: Should Grow To $800 Million For 2008 | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
As we near the end of 2007, I've seen a few reports estimating the CDN space to have been anywhere between $800 million and $1.4 billion for the year. The reports I have seen do not break out what specific "CDN" products they are talking to and how those numbers were calculated. So with that in mind,...
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