Cashiers,I agree that Akamai is special in this space. I see as their competition just about everyone that is in the streaming media distribution space including Real Networks, Yahoo (Broadcast.com) and others. However, Akamai seems was recently embraced by one of its competitors (even though Akamai does not have its own player/server system that is proprietary, they are competitors in the sense that Real Broadcast Networks sells their services as a webcast distributor). See following excerpt from news today-Akamai, RealNetworks Sign Web Media Delivery Pact Updated 11:17 AM ET April 10, 2000 CAMBRIDGE, Mass. (Reuters) - Akamai Technologies Inc. (AKAM.O), which provides services that speed the delivery of Web pages, said on Monday it signed an agreement with RealNetworks Inc.(RNWK.O) to improve the delivery of audio and video content over the Internet.Full article at: http://news.excite.com/news/r/000410/11/net-realnetworks-akamaiAnother less visible recent acquisition by Akamai is Cupertino-based Network24 which compliments Akamai/Intervu's webcasting capabilities. As I understand it, Network24 brings some proprietary software and services that enhance the ability of companies and others to do their own webcasting.Anyhow, I think these 2 acquisitions plus today's deal with Real show that Akamai is staking a leading position in the streaming media content distribution biz and I hope that is soon reflected in the stock price of ITVU.
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