Study Group: Council Members who are Knowledgeable on Music Publishing

GLG News^SM Analyses by this Study Group's Leading Experts(?)

CDN Highwinds Raises $55 Million, Targeting Resellers

April 14, 2008

Analysis by:Dan Rayburn, Principal Analyst,

Analysis of: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.

CDNs Getting Ready To Benefit From Higher Bitrate Content

April 14, 2008

Analysis by:Dan Rayburn, Principal Analyst,

Analysis of: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. Most think CDNs can only grow their business by signing new customers or growing their existing customer base. But increased video birates has a huge affect on any CDNs bottom line and 2008 is the year that the bitrates of old finally turn the corner.

P2P Vendors Struggling, CDNs Not Interested In Adopting

April 14, 2008

Analysis by:Dan Rayburn, Principal Analyst,

Analysis of: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 still talking up a storm in every interview I read about how much cheaper their pricing is as compared to CDNs and leading with price as the major value proposition. Most P2P companies are still missing the point that cost is not the only thing customers care about and if it was, then P2P networks would have a ton of business by now, which they don't.

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

April 14, 2008

Analysis by:Dan Rayburn, Principal Analyst,

Analysis of: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 it but I'll prove my point in a second.

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

April 14, 2008

Analysis by:Dan Rayburn, Principal Analyst,

Analysis of: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 does not makes sense. In the release, JumpTV said "The content delivery network is currently a significant cost center for the company, and the Company believes its sale will enable it to lower its ongoing operating costs."

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