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Author Topic: LLNW Limelight Baby Akami $6.20
invester
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This will double or be bought.
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Ripler
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Is there a pending offer? Where did you hear about it being talked about as buyout?

--------------------
Bargain Hunter

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invester
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$6.63
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invester
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$6.71....broke trend...next stop is $8
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invester
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Options are exploding. Up 100% today alone.
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invester
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$7.12
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invester
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Earnings Nov. 4th
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invester
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8:04AM Limelight Networks beats by $0.01, beats on revs; guides Q4 revs in-line (LLNW) 7.15 : Reports Q3 (Sep) net of breakeven, excluding non-recurring items, $0.01 better than the Thomson Reuters consensus of ($0.01); revenues rose 53% YoY to $49.8 mln vs $47.81 mln Thomson Reuters consensus. Co issues in-line guidance for Q4, sees Q4 revs of $51.5-53.5 mln vs. $53.24 mln Thomson Reuters consensus. "We are pleased with our financial performance as we enter the second phase of Limelight's growth. Consumers are pulling massive amounts of content onto a rapidly expanding universe of Internet-connected devices, creating growing waves of traffic on our platform. This rapid growth creates complexity for publishers and businesses, and Limelight is experiencing strong reception for our complementary, value-added services that help these customers meet the challenges of this new environment."
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invester
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$8 pre market
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invester
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Huge!!!

Akamai to Lose Netflix as a Customer, Level 3 and Limelight Pick Up the Business
2 comments | by: Dan Rayburn November 09, 2010 | about: AKAM / LLNW / LVLT / NFLX Font Size: PrintEmail Recommend 0 Share this page
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At the beginning of this year, Akamai (AKAM) took the Netflix (NFLX) business away from Level 3 (LVLT) and became the primary CDN for Netflix, with at least 51% of their traffic. While it was a big win for Akamai at the time, it appears that it was short lived. Due to poor performance issues that Netflix has experienced with the Akamai network, Netflix now plans to move all of their traffic off Akamai in the coming months and will go back to only using Level 3 and Limelight.

Last week, on Limelight's Q3 earnings call, the company announced that Netflix had extended their contract with Limelight for another three years until the end of 2013. And while Level 3 did not mention any customer by name, they also said on their earnings call last week that part of their recent CAPEX spend was, "in support of a large content customer CDN contract we just won in October," with Level 3 expecting to see revenue from that contract beginning to ramp in 2011. In addition, Level 3 also put out a release saying that they added 1.65Tbps of capacity to their CDN network in Q3 and added five new network locations, not surprisingly, two of which were in Canada. Clearly a move by Level 3 to offer more support for Netflix's new streaming service in that region.

I sent Akamai an email to see if they wanted to comment on my post and they said, "Itís no secret that Netflix has a multiple vendor strategy. We continue to have an ongoing relationship with Netflix but we donít comment on the specifics of customers, contracts or other providers." So while Akamai is accurate and Netflix is still a customer of Akamai today, it won't be for much longer.

While I am not going to go into Netflix's pricing at this time, it is interesting to note that Netflix moved to Akamai for lower pricing, yet they didn't get the performance they wanted. It's another great example in the market that the CDN business is not just about the low cost leader, but rather good performance with reasonable pricing. Naturally, one of the things you have to wonder is why Netflix would have performance issues with Akamai, yet other video customers I speak to say they don't have any. It's hard to know exactly why that is, but part of it could simply be that Netflix has more video traffic going over CDNs than anyone else on the web, by far.

If there is one thing Netflix is good at, probably the best in the industry, it's measuring the quality of their streaming. They constantly send out emails asking customers to rank the quality of the video they just watched and they have so much data on what works and what doesn't. So when they choose one provider over another, they really have the data to back it up.

I know some are going to ask me what the value of Netflix's business is to Akamai, and while I don't have exact numbers, it's in the $10M-$15M range. In addition to Level 3 picking up the Netflix business, Limelight also stands to get more Netflix business in the New Year, as Limelight indicated on their earnings call, especially when it comes to Netflix expanding further out into the mobile space. And I heard at the Streaming Media West show last week that Netflix plans to release an Android app in the New Year, which would generate even more ridiculous growth for Netflix.

Another interesting point to note is that Limelight isn't spending any additional CAPEX to support the increase in Netflix traffic, but Level 3 said that they estimate they will spend $14M in CAPEX in Q4 just to support "a large content customer" and already spent $10M in Q3 for additional CDN capacity. That's $24M of CAPEX in two quarters for Level 3, just for their CDN business. That shows some of the differences in network capacity between Limelight and Level 3 and also gives you an idea of just how big of a customer Netflix really is.

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invester
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Up 400% on my options. I'm letting them ride. This will be $12 soon. That deal with Netflix is huge. Potential cloud buyout.
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invester
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Sold half for a 400% gain. Was up 500%...coming in a little.
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Brooks
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Netflix broke it off? Is it true?
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invester
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quote:
Originally posted by Brooks:
Netflix broke it off? Is it true?

No...some joker downgraded Limelight on pricing wars concern.


Nov. 15, 2010, 10:50 a.m. EST

Akamai, Limelight fall as Oppenheimer cuts ratings

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invester
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Wow, the same day the analyst downgrades. Ridiculous.


*DJ Limelight Networks Files Mixed-Secs Shelf For Up To $150M

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Brooks
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Has the damage been done? Is it going to "underperform" like the articles say?
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invester
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quote:
Originally posted by Brooks:
Has the damage been done? Is it going to "underperform" like the articles say?

LoL...No
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invester
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Groupon Improves Online Customer Experience With Limelight Networks' Website Acceleration Services

ShareretweetEmailPrintCompanies:Limelight Networks, Inc. Related Quotes
Symbol Price Change
LLNW 7.14 +0.09


{"s" : "llnw","k" : "a00,a50,b00,b60,c10,g00,h00,l10,p20,t10,v00","o" : "","j" : ""} Press Release Source: Limelight Networks, Inc. On Monday November 29, 2010, 8:00 am EST
TEMPE, AZ--(Marketwire - 11/29/10) - Limelight Networks, Inc. (NASDAQ:LLNW - News) today announced that Groupon is deploying Limelight's website acceleration services to maximize site performance and improve the online experience. After implementing these services in August 2010, Groupon instantly noticed a substantial increase in site speed -- a crucial factor to the success of their daily deals.

"Site speed is critical to our customer experience and online conversions," says Shinji Kuwayama, Director of Engineering, Groupon. "After evaluating several options, we found Limelight to have reliable, flexible services to meet our business needs. Since employing their solution, our performance has increased, and we look for more ways to use the service."

Launched in November 2008 in Chicago, Groupon is a deal-of-the-day website featuring geographically-specific deals from local merchants. If a certain number of consumers sign up for the offer, then the deal becomes available to all; conversely, if the minimum is not met, nobody gets the deal. Thus, small- to medium- sized local retailers inexpensively promote their businesses while consumers enjoy unique experiences at unbeatable prices. This platform is resonating well with retailers and consumers alike. In just two years, the company has expanded to nearly 300 cities and 31 countries. To meet increased demands and ensure the best online experience possible for their growing user base, Groupon turned to Limelight Networks.

Groupon's key goals are to maximize site performance on both the deal and confirmation pages. To boost site speed on the deal page, Limelight is caching content on their geographically distributed local servers. This includes the deal page updater, which quantifies the number of deals sold every couple of minutes. By storing the updater physically close to each end user, Limelight's services have significantly improved the feature's performance.

Limelight is also helping Groupon maintain their secure checkout process by caching SSL content on the checkout page, which is the first transactional page consumers see when they choose to buy the deal. This faster checkout process is critical to delivering a successful online customer experience.

"Today's consumers expect websites to appear without any delays, and failure to meet this demand leads to site abandonment," notes David Hatfield, Senior Vice President, Limelight Networks. "Limelight's website acceleration services coupled with our massive private network infrastructure ensure ideal website performance regardless of site traffic or end user location. This enhanced user experience builds brands and increases sales for both Groupon and the local merchants providing the deal of the day."

About Limelight Networks, Inc.
Limelight Networks, Inc. (NASDAQ:LLNW - News) provides solutions that enable business and technology decision makers to profit from the shift of content and advertising to the online world, the explosive growth of mobile and connected devices, and the migration of IT applications and services into the cloud. Over 1600 customers worldwide use Limelight's massively scalable software services that engage audiences, enhance brand presence, analyze viewer preferences, optimize advertising, manage and monetize digital assets, and ultimately help build stronger customer relationships. For more information, please visit http://www.limelightnetworks.com or follow us on Twitter at www.twitter.com/llnw.

Copyright © 2010 Limelight Networks, Inc. All rights reserved. All product or service names are the property of their respective owners.

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Brooks
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Invester, you thinking this downgrade will blow over soon then back in the mid 7's again?
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invester
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quote:
Originally posted by Brooks:
Invester, you thinking this downgrade will blow over soon then back in the mid 7's again?

He downgraded because of the $150 million mixed security registration. I still think that even if it was all convertible into common, this can double shortly. There just coming on to strong with Netflix and Groupon. Cheap stock./ I think the analyst will be wrong. Current $6.71. We shall see.
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