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Limelight Networks, Inc. Message Board

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  • hyc12778 hyc12778 Dec 6, 2012 12:14 PM Flag

    Dan Rayburn..any ideas?

    Well, Dan part of your prediction came through (ATT). Now the one about a buyout a few years ago needs to happen.

    Sentiment: Buy

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    • as Dan points out,

      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.

      • 1 Reply to bulwerlytton
      • 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?

        Sentiment: Buy

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