While today’s announcement is good for Akamai, there’s not a lot of revenue attached to it. AT&T will do less than $20M in total CDN revenue this year and it will take them and Akamai a long time to sell a joint solution in the market, let alone one that can handle content delivery outside the U.S. I don’t expect today’s announcement to affect AT&T’s wholesale CDN services and federation model, so I would expect AT&T would still manage that portion of their CDN business with EdgeCast’s platform.
Dan wrote August 1, 2011 that he thought LLNW would be acquired: 'All Signs Point To Limelight Networks In Discussions To Be Acquired'. Rich Miller seconded the thought giving credit to Rayburn: 'Rayburn: Limelight May Be in Acquisition Talks'...Rob Powell gave credit to Rayburn's accuracy in this field and a list of potential acquirer: 'M&A Journal: Who’s Buying Limelight?'. His number one acquirer was Verizon. My question is now that ATT partnered with AKAM, will Verizon finally go after LLNW?