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Akamai Technologies, Inc. Message Board

  • valubuyx valubuyx Feb 25, 2009 2:19 PM Flag

    Limelight can be bought for 1/12the the price of Akamai

    If any CDM co. will be bought it will be Limelight. CDM technology of Akamai is no better than CDM technology of Limelight. No co. is going to pay the premium to buy Akamai.

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    • >>Thanks for the amusement. I win.<<

      LOL. Well you certainly get a prize for keeping your cool (a trait in short supply on these boards).

    • Thanks for the amusement. I win.

    • >> . . . It's all about speed of delivery. . . .<<

      Limited by the speed of light and the need for computers to communicate. Akamai whispers in your ear . . . the other providers call you on the phone.

      >> . . . a local server based architecture does not allow for this.>>

      Sure it does. Hell I've got four terabytes of storage on my desk and it's just for my amusement . . . not doing anything serious.

    • "It gets their content to the edge over the internet . . . it delivers it to the end users from there."

      Thank you!

      "Their advantage is based on theorems in topology, graph theory and the laws of physics. You can't out technology that until you invent the faster than light drive. It isn't about who has the fastest server or network, it's about who is closest."

      Not accurate. You absolutely can,"out technology that" and it is being done now as we speak. Nothing to do with law of physics and speed of light. AND it can all be done without infringing on any type of existing, patented technologies out there today.

      "it's about who is closest."

      Also not accurate. It's all about speed of delivery. I said it before, I have seen both head to head in network tests. akam does better in some regions than the competition and worse in others. It is also about scale and user experience. The ability to store in cache, and deliver a 1950's movie as efficiently as a new release so that the user experience is the same for both. There is a reason Netflix chose to use one cdn over another. Scalability and the ability to hold in cache, large libraries for longer periods of time...... a local server based architecture does not allow for this.

    • >>-How does akam get their customers traffic to "the edge"?<<

      It gets their content to the edge over the internet . . . it delivers it to the end users from there. Think of them as your local convenience store, they don't have to send back to Procter and Gamble everytime you want a tube of toothpaste.

      >> . . . akam is a 1st generation cdn. . . .<<

      And last generation. Their advantage is based on theorems in topology, graph theory and the laws of physics. You can't out technology that until you invent the faster than light drive. It isn't about who has the fastest server or network, it's about who is closest.

    • Your are also............. < less notable as time goes on. >

      Go back to the Limelight board !!! Preach to your people...

    • "Ever hear of Edgesuite"
      -Know it very well

      "Akamai's network and process for delivering content from the edge of the internet"
      -How does akam get their customers traffic to "the edge"?

      " from the user's ISP or other close provider?"
      -Yes, that is called the internet.

      "their advantage is topology not technology"

      -topology = no advantage. akam is a 1st generation cdn. They addressed the needs of the internet early on and did a good job of it. Their "topology" is no longer an advantage. The ONLY advantage akam has at this point in time is applications(as a result of buying companies)they can wrap around their cdn and offer up to their customer base. And that advantage is less notable as time goes on.

    • >> they are sending ALL traffic over the internet<<

      Ever hear of Edgesuite . . . Akamai's network and process for delivering content from the edge of the internet, i.e. from the user's ISP or other close provider? Akamai doesn't deliver to the end user 'across the internet.' That's the whole point, their advantage is topology not technology.

      >> . . . You will see on the next earnings call. . . .<<

      That's what the Dodgers used to say about the Yankees, wait 'til next year. Next year they'd get beat again.

      >> . . . I know far more than you do about specifics.<<

      You don't know the future. The fact that Limelight already lost the case automatically gives Akamai the edge in the appeal.

    • "They aren't sending a lot of stuff across the whole internet on demand."

      -Correct, they are sending ALL traffic over the internet, on demand video, live streaming, HTTP, etc. There is no other way for them to move content.

      "I'll say it again, Limelight doesn't make money with their pricing. The low prices are mainly an attempt to undercut Akamai. It's not working."

      -It is working. Akamai's margins and revenue are getting hurt. Not just by LL. You will see on the next earnings call. Limelight DOES make money. Listen to their last earnings call, gross margin went up. And yes, I understand they are not net income positive YET.

      "I repeat. They already lost it. They're simply appealing. It's unlikely to be reversed."

      -It will be reversed, but that is a matter of opinion. From what you have stated regarding the lawsuit, I know far more than you do about specifics.

    • >> , , , How does customer content get to the edge? The Internet . . .<<

      But they don't have to have high speed dedicated backbone to do most of it. They aren't sending a lot of stuff across the whole internet on demand.

      >>And you know this how? :GS helped Limelight with the Olympics]<<

      Blondie posted info that inplied that . . . but I'm going by memory, it might have been an event other than the Olympics, but GS has a vested interest in seeing Limelight succeed, they are Limelight's backers.

      >>With regards to pricing, I'll say it again, akam is overpriced. . . .<<

      I'll say it again, Limelight doesn't make money with their pricing. The low prices are mainly an attempt to undercut Akamai. It's not working.

      >> . . . LL will win this one. . . .<<

      I repeat. They already lost it. They're simply appealing. It's unlikely to be reversed.

      >> . . . What was akam's CapEx last year? last 5 years? Check it out.<<

      Ask Captiva, he's the expert on that . . . he thinks it's way too much.

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