Wednesday, August 13, 2008

Telecom Rumblings - Internap, Its CDN, and Strategy follow up

a comment by Dan Rayburn:

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I agree that Limelight will never buy Internap. It’s not a fit for their company, their services or their strategic plans moving forward.

That being said, I would not be surprised if Internap wrote off the VitalStream acquisition. But I doubt they will exit the CDN business as shareholders would punish the company even further than it has and Internap already has spent the money and time to integrate the CDN offering. If Internap hired someone who knows how to productize, price, package, market and sell the CDN services, then they would see revenue grow. Until they hire some CDN folks experienced in the “business” of CDN and not the technology, it will be hard for them to make it work.

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