SM: Let’s take that question and apply it to all these recent media reactions you are getting about Level 3’s announcement that CDN is going to be a commodity and all these telcos are going to provide CDNs. [My previous coverage here.] TL: I think the Telcos have always provided CDN. There has been no
SM: You are saying that the middle does not have a business model supporting it. The first mile and last mile have business models, but the middle does not. TL: Right. The middle mile is where you get into a lot of problems with the Internet. It is because there is no money flowing in
SM: Let me ask you a couple of detailed questions on that framework. You have servers inside of various ISPs. The intelligence in that server is your technology and that is how you route traffic. Is that fair to say? TL: At a very high level that is correct. There is a lot of detail
SM: Even though you had entered the 50K competition, and had started talking to potential customers, Akamai was not a company yet? TL: We really had no desire to make a company out of our research. We were all academics and we liked writing papers, proving theorems, and giving talks. We were not businessmen in
Tom Leighton, co-founder of Akamai, is the Chief Scientist and a member of the Board of Director at Akamai. You can read more about him by visiting his bio here. Akamai Technologies (NASDAQ: AKAM) is the leading content delivery network (CDN) provider which, among other things, allows content providers to accelerate the delivery of Internet
Online Video is a clear growth market, and many parts of the ecosystem are benefiting as a result. I have done a series called Online Video Beneficiaries, which you can catch up on here: * Online Video Beneficiaries: Introduction * Online Video Beneficiaries: Polycom * Online Video Beneficiaries: Cisco * Online Video Beneficiaries: 3Com?
Here are a few technology stocks that I own and cover. My method had been investing in trends, and in markets that have momentum. Akamai (AKAM) Coverage: Online Video Beneficiaries: Akamai and Level 3’s Impact on Akamai? Clearly, my bet is on the growth in Online Video, and how the network infrastructure needs to scale
I wrote about Akamai earlier this week, and thought it would be a good idea to add this short post about Level 3’s price cuts. The Level 3 announcement that they would be offering CDN services at the same rate as normal bandwidth has thrown a lot of confusion in the market. Mostly, it is