Dan Rayburn's take on the CDN market:
>>I keep reading a lot of reports and quotes by people who all agree that there are lots of CDN providers in the U.S. and as a result, that must mean that industry consolidation is inevitable. The problem is, right now, very few CDNs have enough revenue to make them worth anything. And with many of the new CDNs not focusing on applications and IP, why would we see consolidation when there is nothing yet to acquire?
Friday, June 6, 2008
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