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April 15, 2008
China Market
Analysis of: HSBC targets new bank at China rich | www.ft.com
Author: GLG Expert Contributor
The exponential rise in wealthy individuals in China is staggering.  Relatively young people are becomming billionaires in a very short space of time.  This will continue to increase as China's market accelerates at a phenomenal rate. 
April 15, 2008
Challenging the conventional wisdom that the Yahoo saga is good for Google.
Analysis of: News Corp., AOL Pursue Yahoo Deals | online.wsj.com
Author: Lee Baler, Associate Media Director, Digitas Inc.
A recent piece in Forbes was titled, Micro Who? Google Rules The Ad Roost. Basically the longer this goes on, the better it is for Google. while it doesn't hurt Google to see their competitive set take whacks at each other, this is the same Google who needs to find more balance in their overall offerings....
Dan RayburnApril 14, 2008
CDN Highwinds Raises $55 Million, Targeting Resellers
Analysis of: CDN Highwinds Raises $55 Million, Targeting Resellers | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, 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 RayburnApril 14, 2008
CDNs Getting Ready To Benefit From Higher Bitrate Content
Analysis of: CDNs Getting Ready To Benefit From Higher Bitrate Content | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, 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 RayburnApril 14, 2008
P2P Vendors Struggling, CDNs Not Interested In Adopting
Analysis of: P2P Vendors Struggling, CDNs Not Interested In Adopting | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, 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...
April 14, 2008
Breakfast Shows are no longer just drive-time
Analysis of: Radio in the Digital Age | www.bizcommunity.com
Author: GLG Expert Contributor
By harnessing new technologies that drive social networking such as blogging, radio is putting these social drivers to good use, to such an extent that it is fundamentally changing the way listeners engage with the brand and jocks.
Dan RayburnApril 14, 2008
Akamai, Limelight and The Writers Strike: What It Really Means
Analysis of: Akamai, Limelight and The Writers Strike: What It Really Means | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, 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 RayburnApril 14, 2008
JumpTV Selling Their CDN: Shows It's Too Expensive To Operate Your Own Network
Analysis of: JumpTV Selling Their CDN: Shows It's Too Expensive To Operate Your Own Network | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, 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 RayburnApril 14, 2008
CDN Survey Data: 52% Have No Commit Contracts, 63% Use One CDN Vendor
Analysis of: CDN Survey Data: 52% Have No Commit Contracts, 63% Use One CDN Vendor | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, 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 RayburnApril 14, 2008
Yahoo! Buys Maven Networks: Revenue Multiple Too High
Analysis of: Yahoo! Buys Maven Networks: Revenue Multiple Too High | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, 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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