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All GLG News Analyses Filed Under: Internet

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Kenneth Eisner Posted December 31, 2007
Facebook and MySpace: International expansion requires methodically re-creating the network effect
Analysis of: Facebook to launch German version in 2008 | www.telecom.paper.nl
Author: Kenneth Eisner, Principal Eisner Consulting
Google's Orkut, a complete failure in the States, has experienced tremendous success in Brazil and in some Asian countries, as has the social shopping sites like OSOYU and ShopStyle in the UK.  Facebook and MySpace can create an international "network effect" as well, but, to do so, they will have...
Kenneth Eisner Posted December 31, 2007
The Evolution of Social Networks: Morphing Facebook and MySpace, Vertical Networks, and the Utility of Master Profiles
Analysis of: Just How Much Do We Want to Share On Social Networks | online.wsj.com
Author: Kenneth Eisner, Principal Eisner Consulting
Social networks, and the contribution of user-generated content and interaction that is at the heart of Web 2.0, will morph over the years as it becomes more embedded into the Web.  Vertical networks will become more prominent, replacing the kaleidescope that MySpace and Facebook often portray. ...
Posted December 26, 2007
Monetizing on Web 2.0 communities - Beware of Regional Differences, particularly concerning data protection
Analysis of: Facebook to launch German version in 2008 | www.telecom.paper.nl
Author: Thomas Clark, CEO TC Media Research
Facebook will follow Myspace and launch a German version of its service, some time in the first half of 2008. While Facebook has faced criticism in the USA for the way it introduced a new model of targeted advertising (Facebook Beacon), the issue of monetizing the user behavior of its...
Dan Rayburn Posted December 26, 2007
Level 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...
Dan Rayburn Posted December 26, 2007
CDN 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...
Posted December 18, 2007
This article is a complete manipulation
Analysis of: The Depth of eBay’s Problems 2: Angry Sellers | bits.blogs.nytimes.com
Author: GLG Member Program Contributor
Is eBay really that bad or is this just another spin of the media? It's more spin that reality.
Posted December 18, 2007
eBay PowerSellers on Amazon: Who's There, Who's Not?
Analysis of: The Depth of eBay’s Problems 2: Angry Sellers | bits.blogs.nytimes.com
Author: GLG Member Program Contributor
Amazon is aggressively courting eBay's top tier of PowerSellers, and doing this quite successfully. But not all PowerSellers are created equally, so we need to look more closely at what's happening. 
Dan Rayburn Posted December 17, 2007
Video 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,...
Dan Rayburn Posted December 17, 2007
Analysts Covering Akamai Should Not Be Worried About AT&T
Analysis of: Analysts Covering Akamai Should Not Be Worried About AT&T | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP StreamingMedia.com
This morning, I had about half a dozen e-mails from analysts asking about AT&T and their CDN business. Yesterday, at AT&T's analyst day they announced that they will grow their streaming and caching services by 6x and said they were going to increase their CDN capabilities. Because of this,...
Posted December 17, 2007
Don't be misled by the flap on Facebook Beacon - it can yet deliver many benefits.
Analysis of: Just How Much Do We Want to Share On Social Networks | online.wsj.com
Author: GLG Member Program Contributor
Consumers, marketers and social networks will continue to rethink and evolve the notion of electronic connections. Advertising and marketing dollars will continue to move online to take advantage of electronically enabled relationships.
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