Good luck LLNW with your investments. I am long on INAP right now (a lot of upside and growth ahead for INAP), but am watching LLNW closely. I think the biggest advantage you guys have is owning your own fiber. The market is large for CDN and LLNW has received some good press.
Please share some other advantages you have seen in your DD over INAP and AKAM. Knowledge is Power.
You must be the only person out there who doesn't like colo. The demand is much higher than supply...margins have been increasing and its a foundation of customers to feed on with other services for INAP in particular.
INAP is absolutely not a pure CDN play if that is what someone is looking for. The story at INAP is their ability to offer a full solution to their IP and Colo customers who want content delivery or ad insertion. Customers who wish to monitize their content, etc. It is a diversified play for sure - CDN and Colo being the growth markets right now...INAP is position for strong growth in the future.