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All GLG News Analyses Filed Under: Internet

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Dan Rayburn Posted December 17, 2007
Are All The New Internet CEO Changes A Sign Of VCs Getting Impatient?
Analysis of: Are All The New Internet CEO Changes A Sign Of VCs Getting Impatient? | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP StreamingMedia.com
In the past three quarters, at least 27 vendors in the industry have had changes at the CEO level. While there are always changes in executive management, I don't recall there being that many new CEOs in such a short period of time in our industry. It begs the question, are VCs getting impatient and...
Dan Rayburn Posted December 17, 2007
Pricing Pressure On Akamai and Limelight Overblown By Analysts
Analysis of: Pricing Pressure On Akamai and Limelight Overblown By Analysts | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP StreamingMedia.com
Everywhere I turn, all I keep reading about is the "pricing wars" taking place in the CDN market and how much it is affecting Akamai and Limelight. Yet to date, I have not seen a single article in the media or from an analyst that actually mentions any real numbers or examples when it comes to the pressure...
Dan Rayburn Posted December 17, 2007
Akamai Shows P2P Solution To Select Customers
Analysis of: Akamai Shows P2P Solution To Select Customers | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP StreamingMedia.com
While no official announcement was put out by Akamai recently about their P2P offering, in late November in Munich Germany, Akamai showcased some of it's P2P offering for a very small select group of clients and partners. Based on what some of those customers have told me, Akamai stated that P2P traffic...
Dan Rayburn Posted December 17, 2007
NBC Direct To Use P2P Video Delivery From Pando Networks
Analysis of: NBC Direct To Use P2P Video Delivery From Pando Networks | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP StreamingMedia.com
In September, NBC announced that come this fall they would launch a new service, named NBC Direct, that would enable viewers to watch some of NBC's top TV shows as ad-supported downloads. While NBC plans to use many platforms to make their content available including iTunes, the move by NBC is essentially...
Dan Rayburn Posted December 17, 2007
VeriSign Expected To Sell Their CDN Business
Analysis of: VeriSign Expected To Sell Their CDN Business | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP StreamingMedia.com
A few weeks ago, VeriSign held they annual analyst day where they unveiled new details about the company's strategic direction for 2008. Their newly announced strategy is to sell a number of businesses in the company's portfolio, such as communications, billing and commerce and focus instead on their...
Dan Rayburn Posted December 17, 2007
Adobe's New Flash Server Pricing Improves CDNs P&L, Lowers License Fee For Customers
Analysis of: Adobe's New Flash Server Pricing Improves CDNs P&L, Lowers License Fee For Customers | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP StreamingMedia.com
While Adobe has gotten a lot of traction in the market with their Flash video platform, many content companies have not adopted Flash streaming due to the server license costs or the license fee that CDNs are required to charge for Flash streaming. With today's announcement by Adobe of Flash Media Server...
Dan Rayburn Posted December 17, 2007
Adobe Launches New Websites Showcasing HD Video Content
Analysis of: Adobe Launches New Websites Showcasing HD Video Content | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP StreamingMedia.com
Last week, Adobe quietly launched two new HD websites that showcases content in HD quality using the Flash platform. The launch of the sites also coincided with the launch of a new product section at the top of the main Adobe.com website. Different images and products are highlighted each time you load...
Dan Rayburn Posted December 17, 2007
Content Delivery Pricing: Understanding CDN Overages
Analysis of: Content Delivery Pricing: Understanding CDN Overages | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP StreamingMedia.com
I’ve seen numerous reports lately by some in the financial community talking to “bursting” overages by CDN providers. Many of these references talk to overages incorrectly and some analysts might benefit from better understanding the two different ways CDNs charge for their services and exactly how...
Dan Rayburn Posted December 12, 2007
CDN Pricing Data: Average Cost Per GB Declines In Q4 Due To Startups
Analysis of: CDN Pricing Data: Average Cost Per GB Declines In Q4 Due To Startups | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP StreamingMedia.com
With all the talk in the market about the"pricing wars" taking place in the CDN industry, each quarter I review what the average going rate is and how it compares to pricing in the previous quarter. (Q3 pricing details here) The pricing data below is from my presentation last week at the Streaming Media...
Posted December 12, 2007
Who is responsible?
Analysis of: eBay Accused of Being a "Rat's Nest" of Fakes | www.moneyobserver.com
Author: GLG Member Program Contributor
If there are fake items on eBay, who is responsible?
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