Wade Roush's Library tagged cdn → View Popular

25 Jun 08

Yesterday, there was a lot of talk about AT&T and their CDN announcement and as usual, a lot of questions, mostly from Wall Street, on what this means to Akamai and the rest of the CDN industry. While many sites covered the news, I saw very few sites give more details on what, if any, impact this has on the market. Lots of re-hash of the press release with very little additional info or data to compare AT&T's plans with the rest of the market.

07 Mar 08

This morning, I had about half a dozen e-mails from analysts asking about AT&T (T) and their CDN business. Yesterday, at AT&T's analyst day
they announced that they will grow their streaming and caching services
by 6x and said they were going to increase their CDN capabilities.
Because of this, an analyst at Cowen and Co. downgraded Akamai (AKAM) on concerns of greater competition from AT&T.