Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: buck who wrote (18294)	2/22/2000 5:40:00 AM
From: Dinesh	Read Replies (1) of 54805

buck Cool report. 1. You are very right about the high barriers to entry. On the switching costs front, I think it's as easy as switching the ISP. Large sites usually are designed with change in mind, particularly, changes that are not visible to the end user. 2. Akamai has crossed the chasm, and is out of the bowling alley I noticed you have classified it as an Apps Gorilla but are still reluctant to commit purchase. Any reasons for the hesitation ? 3. Do you have an estimate for the market size ? I am wondering it may not be huge, since it provides a service that's not a key component of the offer (of the website.) Let's see. Light travels 186 miles/msec. So, a server located on wrong coast will have an expected lag of about 20 ms compared to a most optimally located Akamai server. (assuming very long haul networks. else add some more delay) This is not truly a horrendous delay. So, the savings really comes down to the bandwidth costs. This puts an upper limit on what Akamai can charge for its services. 4. technology risk can there be other technologies that will obviate the need for Akamai ? Such as smarter DNS servers that resolve names better. Regards Dinesh

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next