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SeekingAlpha Internet Stocks (Free subscription) | 10/10/2008
Dan Rayburn submits: Yesterday, the New York Times Bits blog had a post that rationalizes how Netflix (NFLX) could become the leader in online video content. While I agree that Netflix has made huge strides due to their deals with XBOX, Starz and of course the Roku player, the real question is how they plan to make money from this new distribution strategy? Each time Netflix streams a movie...
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Seeking Alpha (Free subscription) | 08/10/2008
Dan Rayburn submits: At the end of this month, folks from the Microsoft (MSFT) Research team are presenting their results at the Internet Measurement Conference from a recently completed CDN study entitled " Measuring and Evaluating Large-Scale CDNs ". While the event is not for a few weeks, the technical study is now public and available from the Microsoft Research website . Having read through...
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Seeking Alpha (Free subscription) | 06/10/2008
Dan Rayburn submits: For content owners who want to stream Flash videos with a CDN in the Adobe (ADBE) FVSS program , it has always been more expensive to deliver streaming videos with Flash than Windows Media. The reason for this is that unlike Microsoft (MSFT), which makes its money by charging a CPU fee per Windows server that can then run Windows Media Services, Adobe gives CDNs a special...
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Seeking Alpha (Free subscription) | 05/10/2008
Dan Rayburn submits: Over the last few weeks, I am getting more and more customers asking me why Akamai (AKAM) is quoting one price for streaming delivery and another price for HTTP based video delivery. And I'm not talking about Flash streaming where some CDNs still charge an Adobe license fee. Even with Windows Media, Akamai is charging a higher price to deliver content via a streaming media...
