http://www.nyquistcapital.com/2006/08/15/the-inevitable-competition-of-akamai-and-google/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 http://wordpress.org/?v=2.9.1 hourly 1 http://www.nyquistcapital.com/2006/08/15/the-inevitable-competition-of-akamai-and-google/#comment-579 Akamai Alpha No More at Nyquist Capital Mon, 30 Oct 2006 19:55:30 +0000 http://www.nyquistcapital.com/2006/08/15/the-inevitable-competition-of-akamai-and-google/#comment-579 [...] From ‘The Inevitable Competition of Akamai and Google‘: Our assumption appears to be breaking down, as Google deftly repositions itself a more of a mediator of video content rather than an author/owner. The WSJ article captures the leading edge of this trend very well. Google appears to be convincing major networks like CBS to allow them to host and monetize high value content. This is very negative for Akamai. [...] [...] From ‘The Inevitable Competition of Akamai and Google‘: Our assumption appears to be breaking down, as Google deftly repositions itself a more of a mediator of video content rather than an author/owner. The WSJ article captures the leading edge of this trend very well. Google appears to be convincing major networks like CBS to allow them to host and monetize high value content. This is very negative for Akamai. [...]

]]> http://www.nyquistcapital.com/2006/08/15/the-inevitable-competition-of-akamai-and-google/#comment-578 Ranjit Mathoda Tue, 15 Aug 2006 19:22:36 +0000 http://www.nyquistcapital.com/2006/08/15/the-inevitable-competition-of-akamai-and-google/#comment-578 It seems to me that Google, Yahoo, Microsoft, YouTube and BrightCove are all putting significant resources into monetization engines (software systems that create an ecosystem of advertisers that are then algorithmically linked to their own or other's webpages). I thought Yahoo was a big customer of Akamai, but may be mistaken. If none of the forementioned companies are significant Akamai customers, it would make sense for Akamai to either develop its own monetization engine or buy a startup in this space. If they are customers of Akamai, there may be some channel conflict in Akamai getting into that business. It seems to me that Google, Yahoo, Microsoft, YouTube and BrightCove are all putting significant resources into monetization engines (software systems that create an ecosystem of advertisers that are then algorithmically linked to their own or other’s webpages). I thought Yahoo was a big customer of Akamai, but may be mistaken. If none of the forementioned companies are significant Akamai customers, it would make sense for Akamai to either develop its own monetization engine or buy a startup in this space. If they are customers of Akamai, there may be some channel conflict in Akamai getting into that business.

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