Netflix (NFLX) and the Streaming Wars 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.

Technology Stocks : Netflix (NFLX) and the Streaming Wars

NFLX 104.35

-1.2%

Nov 21 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: 2MAR$ who wrote (753)

6/5/2012 8:02:08 AM

From: 2MAR$

of 2280

Netflix CDN plans to drive near-term weakness in vendors, says Jefferies

Jefferies notes that Netflix announced it has been actively building its own single-purpose content delivery network, or CDN, with plans to eventually deliver a majority of its traffic through the network. Jefferies believes the move is an attempt to reduce Netflix's reliance on commercial CDNs, which it feels will lead to near-term weakness in shares of vendors including Akamai (AKAM), Limelight Networks (LLNW) and Level 3 (LVLT). The firm expects Limelight to be the focus of the weakness as Netflix accounted for 11% of the company's revenue in 2011.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next