txlaw Posted March 17, 2011 Share Posted March 17, 2011 I love Reed Hastings. He's awesome. http://arstechnica.com/media/news/2011/03/netflix-going-up-against-cable-with-original-series-deal.ars I hope that Netflix succeeds in producing original content and that it is all in true HD that runs over our pipes. Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted March 17, 2011 Share Posted March 17, 2011 LONDON, March 17, 2011 Level 3 Communications, Inc. (NASDAQ: LVLT) today announced it has added ultra-low-latency network routes to Milan and Zurich to its European financial services portfolio. The routes are available from London, Frankfurt, Madrid, New York City and Chicago. The routes further deepen Level 3’s commitment to the financial services industry and provide financial exchanges and trading venues with access to all six major European financial centres as well as key U.S. centres over Level 3’s international network. With the low-latency routes, customers connecting to financial centres in Milan and Zurich have the ability to access high-speed transport rates with low transmission delays – essential functions for high-frequency trading. In addition to the routes to Milan and Zurich, Level 3’s low-latency network footprint offers connectivity to all of the following financial business centres: Chicago, Washington, D.C., New York City, London, Frankfurt, and Madrid. http://www.level3.com/index.cfm?pageID=491&PR=1003 Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted March 17, 2011 Share Posted March 17, 2011 Brker_guy, I seem to have missed this article where Mr. Rayburn of Frost & Sullivan talks about the complete loss of Netflix business by Akamai to (3). Do you have this data point? By the way, I appreciate Mr. Richards incessant bullishness; however, his price targets are way too low for so much "RISK." It is also NOT COMMENSURATE with his PP&E numbers that are identified as many multiples-four to five-of the original build. imo http://seekingalpha.com/article/258679-level-3-a-takeover-target-with-100-upside?source=yahoo Dan Rayburn, a Frost & Sullivan analyst, said he expected Netflix to end its relationship with Akamai (AKAM). If this occurs, I estimate that Level 3 will capture 80% of Netflix's business with Limelight (LLNW) providing the other 20%. Link to comment Share on other sites More sharing options...
brker_guy Posted March 17, 2011 Share Posted March 17, 2011 Carl, I don't know about the AKAM losing the entire NFLX account to (3) soon. However, I did see this last night: http://blog.streamingmedia.com/the_business_of_online_vi/2011/03/netflixs-streaming-costs-drop-50-from-2009-expected-to-spend-50m-in-2011.html Looks like NFLX is going to spend $50MIL on CDNs for video delivery. So, if our cut is correct in that we get 80% and LLNW gets 20%, this NFLX is worth $40MIL per annum to us as a minimum. We will get some upside from that because bigger file size and bit rate do factor into higher prices. So, if NFLX does go to full FULL HD 1080p, we will see this move up gradually. The big bottleneck is at those last miles monopolists, the caps they are putting on for online users will definitely affecting higher bit rate and better video quality. As for Mr. Richards, I read his articles sometimes from Seeking Alpha, and just don't know what to make of it. I hate to be bashing people, but I will hold my tongue on his articles. It's nice that he is doing a pumping service for us though. ;D Link to comment Share on other sites More sharing options...
brker_guy Posted March 17, 2011 Share Posted March 17, 2011 Everyone, I am on the lookout to find out who got the deal to stream March Madness for this year. Does anyone know who has the streaming deal for March Madness this year with the NCAA? http://marketplace.publicradio.org/display/web/2011/03/17/am-march-madness-online-helps-cbs-turn-profit-on-tourney/ We want these eyeballs to be tuned to our own CDN network... :D Link to comment Share on other sites More sharing options...
brker_guy Posted March 17, 2011 Share Posted March 17, 2011 We invented the Internet, but yet, we are 20th in broadband penetration as a country. http://arstechnica.com/tech-policy/news/2009/06/us-20th-in-broadband-penetration-trails-s-korea-estonia.ars This is what happened when you let those monopolists and lobbysts running our country... We lose all of our competitive edge! Link to comment Share on other sites More sharing options...
mc33 Posted March 17, 2011 Share Posted March 17, 2011 brker_guy Looks like Akamai is running March Madness and have been for awhile. http://blogs.wsj.com/marketbeat/2011/03/14/ncaa-tournament-the-antidote-to-akamais-slump/?mod=yahoo_hs Link to comment Share on other sites More sharing options...
brker_guy Posted March 17, 2011 Share Posted March 17, 2011 MC33, thanks for sharing the article, but I don't see anything there that referred to AKAM owning the NCAA account, even "have been for awhile". That's more like herese from a Goldman conman doing the the typical pump and dump scheme of theirs. But Goldman Sachs analysts wonder aloud whether the NCAA basketball tourney that is March Madness might be just the thing to turn around the shares. I don't know about you, but I always disect people's words very carefully.. :) Link to comment Share on other sites More sharing options...
mc33 Posted March 17, 2011 Share Posted March 17, 2011 brker_guy, I see what you are saying after I re-read the article. You are right with your assumption on Akam having no stake in the NCAA. So I searched a little more for you. http://news.turner.com/article_display.cfm?article_id=5582 Link to comment Share on other sites More sharing options...
mc33 Posted March 18, 2011 Share Posted March 18, 2011 I wonder if those rules on the Comcast/NBC merger are also in play for Time Warner/Turner Broadcasting? Link to comment Share on other sites More sharing options...
brker_guy Posted March 18, 2011 Share Posted March 18, 2011 MC33, I think you are confusing Time Warner Inc. and Time Warner Cable into one company. Time Warner Inc. (TWX) owns the media and contents. Time Warner Cable (TWC) are the MSOs. They are different from the Comcast/NBC situation. Link to comment Share on other sites More sharing options...
mc33 Posted March 18, 2011 Share Posted March 18, 2011 Sorry for my newbism Brker_guy but thanks for breaking that down for me, I would have never known. Since you are in the researching mood, I came across this web-site that tracks internet usage statistics when I was searching for the Turner CDN buisness. Not sure if you have seen this before or even care to check it out. It was interesting to me so I figured I would share. They break down usage stats from tech groups of CDN, Search Engines, to Audio/Video and so on. No (3) stats on there that I could find though. http://trends.builtwith.com/ Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted March 18, 2011 Share Posted March 18, 2011 I utterly despise it when Wall Street and their agents blatantly "CENSOR" the expression of free speech in America! This post continues to be BLOCKED by Comcast Yahooligans in Yahoo Land. The Wall Street Rabble Rousers and Their Complicit Politicians Part of the reason they continue to endorse Cable and Telecom Dumbed Down, "BUNDLED" Stupidity further handicapping Americans in their daily lives-just part mind you-is the fact that their INFLATED EGOS by earning too much money keeps them out of touch with the reality being experienced by most. Most do not have the necessary free time available to even broach on the literally HUNDREDS of channels they are stealing from FOOD MONEY, in order to pay these buffoons greater than three digits per month; in return for their limited selections due to time with or without TIVO. Wall Street and their politicians, on the other hand, could care less over the amount of money they're pissing away on a monthly basis for having access to such superfluous content. They're too fat and too RICH to give a RAT's ass about the PLIGHT of the common man in their lands. At the same time, this old MODEL is DEAD and there is a NEW SHERIFF in town holding all the FIBER to the INTERNET which is going to give FREEDOM to the PEOPLE to make media choices including but not limited to; education, entertainment, and socializing at home or work, extremely more cost effective and meaningful in their lives. The Genie has left the bottle and there is no turning back now! The MONOPOLISTS' GATES are about to BE CRUSHED! Oh yeah, lest you FOOLS have forgotten, you rely on the NEW SHERIFF's backbone of fiber, intercity and more! That company has spent nearly $30B still counting in order to ADVANCE us into the 21st Century! IMO Link to comment Share on other sites More sharing options...
brker_guy Posted March 18, 2011 Share Posted March 18, 2011 MC33, Don't know what to make of the website. I believe it as much as I believe in GoDaddy.BOMB as a big player in CDN. Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted March 18, 2011 Share Posted March 18, 2011 What might be the logistics between this yearly "change" behind the ratios for "potential" reverse stock splits. For example, I just bought in Least Common Multiple's(LCM) of 300 share increments recently because of last year's known approval, without ever being alerted that the proxy had been changed from its "original" request, as follows: <A reverse stock split would reduce the number of outstanding shares of our common stock, and the holdings of each stockholder, according to the same formula. The proposal calls for four possible reverse stock split ratios: 1-for-10, 1-for-15, 1-for-20 and 1-for-25. Each of the prior proposals to grant to the Board discretionary authority to effect a reverse stock split also contemplated four ratios of 1-for-5, 1-for-10, 1-for-15 and 1-for-20.> As of this year's shareholder meeting coming up in May, however, they are reverting back to the old ratios peaking at 1:20, inclusive of a LCM of 60 vs. 300 as identified above. Did I miss something that was corrected at the ASM last year and overruled from what they wrote in their PROXY-causing me to make wrong "incremental buys" all year long in rounding out accounts from "fractional shares" which I despise- or is this management team attempting to piss me off again! <A reverse stock split would reduce the number of outstanding shares of our common stock, and the holdings of each stockholder, according to the same formula. The proposal calls for four possible reverse stock split ratios: 1-for-5, 1-for-10, 1-for-15 and 1-for-20. Each of the prior proposals to grant to the Board discretionary authority to effect a reverse stock split other than for the 2010 Annual Meeting also contemplated four ratios of 1-for-5, 1-for-10, 1-for-15 and 1-for-20.> http://www.sec.gov/Archives/edgar/data/794323/000104746911002346/a2202836zpre14a.htm#do47004_reverse_stock_split_proposal Link to comment Share on other sites More sharing options...
brker_guy Posted March 18, 2011 Share Posted March 18, 2011 Hi Carl, how many times have we seen this proposed reverse-split from these guys now? Has it been 5 years yet? BTW: I saw this interesting little chart today: http://www.telegeography.com/cu/article.php?article_id=36492&email=html Western Europe remains the largest IPTV market, accounting for 40% of global subscribers in 2010...... France remains the leading country for IPTV (23% of the global total), followed by China (16%), the US (16%), South Korea (8%) and Japan (4%). Geez, I wonder why (3) chose to spend their CapEx in Western Europe recently for low latency applications. What could that possibly be? ;D ;D Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted March 18, 2011 Share Posted March 18, 2011 I will smile with you every day of the year when they finally show us the "LARGE TOP LINES," Brker_guy! In the mean time, they SCREWED UP the reverse split proxies and I'm mad based upon the buying assumptions I was making!!!!!!!!!! >:( Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted March 19, 2011 Share Posted March 19, 2011 When it comes to Brker_guy, he cannot be discounted! ;D Comcast is a different beast without "Chinese Walls" separating their "content" owned products from their cable distribution operation. In the case of Time Warner Cable, however, they do maintain Chinese Walls, even as they apply principles against non owned content companies which must come back to haunt their affiliated content company by precedent minimally. http://www.marketwatch.com/story/tv-networks-face-ipad-screen-test-2011-03-18 <Back in June 2009, Comcast and Time Warner Inc., a separate company to Time Warner Cable, unveiled plans to offer online access to cable-TV programming. From a consumer standpoint, the proposal had shortcomings: To get the online access, a viewer had to pay for a traditional TV subscription. But it was better than doing nothing while online video alternatives increased.> As for the "END RUN," let's just get it DONE! ;D Do you want a "Thrilla in Manila" or a "Rumble in the Jungle," excluding a DUMBED DOWN BUNDLE!" ;D http://images3.pocket-lint.com/news/39080/sony-netbox-60s-tv-mash-up Let all Gorillas in CABLE and TELECOM LAND die! And, eject their complicit politicians from their seats because of their blatant acts to handicap U.S. citizens via enabling "content discrimination" on top of the internet! Come on Comcast Gorilla, this is a Thrilla! Link to comment Share on other sites More sharing options...
brker_guy Posted March 20, 2011 Share Posted March 20, 2011 Well, Carl, T-Rex just got a lot bigger by gobbling up my wireless carrier. Look for VZ to gobble up Sprint soon. Link to comment Share on other sites More sharing options...
brker_guy Posted March 20, 2011 Share Posted March 20, 2011 Interesting article from the BBC on a two-tiered Internet network. http://www.bbc.co.uk/news/technology-12791376 Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted March 21, 2011 Share Posted March 21, 2011 Pathetic US political regime. I will drop Deutsche Telekom's, TMOBILE, in one year's time. (3) just found more "churn" like Alltel Wireless earlier. Fortunately, the churn may be limited because, Deutsche Telekom in Europe will not be affected. This is where (3) chooses to list them as a customer on page 8 in recent presentations. http://files.shareholder.com/downloads/LVLT/1197615216x0x445122/0f8b3509-a8d3-4c38-bd7b-41cbb7963ea4/JPM%20High%20Yield%20-%20Level%203%20Communications_20110228.pdf Crowe needs to go, for there continues to be NO PLAN to break MONOPOLY STRANGLEHOLDS, strangleholds which keep getting tighter and tighter around the necks of US citizens. Then again, maybe that Sprint wire-line business will finally be coughed up into (3)'s belly! imo Sprint Nextel Corp. is concerned that AT&T Inc.'s acquisition of T-Mobile USA will leave the U.S. telecommunications market dominated by two companies and hurt its ability to compete, a person familiar with the company's thinking said Sunday. The company worries further bulking up by market leaders AT&T and Verizon Wireless would make it harder to compete on price and secure access to devices in high demand. http://online.wsj.com/article/0,,SB10001424052748704433904576213283181970302,00.html For T-Mobile USA's 33.7 million subscribers, the news doesn't immediately change anything. Because of the long regulatory process, AT&T expects the acquisition to take a year to close. But when and if it closes, T-Mobile USA customers would get access to AT&T's phone line-up, including the iPhone. The effect of reduced competition in the cellphone industry is harder to fathom. Public interest group Public Knowledge said that eliminating one of the four national phone carriers would be "unthinkable." "We know the results of arrangements like this -- higher prices, fewer choices, less innovation," said Public Knowledge president Gigi Sohn, in a statement. http://finance.yahoo.com/news/ATampT-to-buy-TMobile-USA-for-apf-3840669463.html?x=0&sec=topStories&pos=main&asset=&ccode= Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted March 21, 2011 Share Posted March 21, 2011 What's most ridiculous and will lead you to the "Public Knowledge Group's" conclusion about the lack of innovation on the horizon, is the PRICE of this deal to steal customers, nothing more. They're paying what amounts to about $1,150 per sub, probably as much as three times a sub's annual revenue because of family plans. They're buying subs in anticipation of GOUGING them with more expensive "smart phone" plans and overpriced services later. Maybe the types of customers they are buying, are not the types in the MOOD to be GOUGED, and this is why TMOBILE hasn't been able to grow beyond their current situation. Regulators should not let this stand! If they're looking for a precedent of LIES left over from Whitacre when SBC gobbled Ma Bell, right as Ma Bell was releasing CALLVANTAGE to compete with the Vonage's of the world, all while promising "naked DSL" services with CALLVANTAGE on top of it would be subsequently ROLLED out, it never was for it would have cannibalized their land line biz further. imo <AT&T would pay about $25 billion in cash to Deutsche Telekom, Germany's largest phone company, and stock that is equivalent to an 8 percent stake in AT&T. Deutsche Telekom would get one seat on AT&T's board. Like Sprint, T-Mobile has been struggling to compete with much larger rivals AT&T and Verizon Wireless, and its revenue has been largely flat for three years. Bellevue, Wash.-based T-Mobile USA's subscriber count has stalled at just under 34 million, though it posts consistent profits. Deutsche Telekom has been looking at radical moves to let it get more value out of its U.S. holding, including a possible combination with a U.S. partner.> Link to comment Share on other sites More sharing options...
brker_guy Posted March 21, 2011 Share Posted March 21, 2011 Carl, outside of my work cell phones, I have had only 2 wireless carriers in my entire life (Cingular & T-Mobile). It was because of T-Rex that I moved from being a Cingular customer to a T-Mobile customer since 2003. I am one of those loyal, non-churn customers that T-Mobile would like to have, but one that T-Rex would love to abuse. I have been on a month-to-month plan with T-Mobile since 2007. WIth this pending deal, I am now motivated to look around because the LAST THING I want is to be abused by T-Rex: http://online.wsj.com/article/SB10001424052748704156304576003423395003238.html I will not stand for their arrogant ways of doing business. You know what is sad about all of this is that SprintPCS will soon be looking for a marriage partner because they were left at the alter by T-Mobile. So, with all of their in-fightings that they have with Clearwire over WiMax services, I think SprintPCS will land in the arms of VZ soon. That leaves 2 VERY LARGE WIRELESS CARRIERS and a lot of the small and powerless carriers around like MetroPCS, VirginMobile, Cricket, US Cellular, Clearwire, and Cox Wireless etc. It's time for someone to step up and take on these two big boys. If VZ goes after SprintPCS, there is a very high chance that Sprint Wireline will land in the arms of LVLT. Your prediction will come true after all. Come Google, Microsoft and Amazon! It's time for you guys to step up and take on these monopolists! Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted March 21, 2011 Share Posted March 21, 2011 I have been waiting for Sunit's Secret Sauce to be taken off the shelf and sent out to market. Well, here he is, of course, going to the "DEBT MARKETS" for something................................For every ACTION, there is a REACTION. imo BROOMFIELD, Colo.--(BUSINESS WIRE)-- Neel Dev, senior vice president of finance for Level 3 Communications, Inc. (NASDAQ:LVLT - News), will present at the 2011 Barclays Capital High Yield and Syndicated Loan Conference in Orlando, Fla. on Thursday, March 24. Mr. Dev’s presentation is scheduled to begin at approximately 8:50 a.m. ET. Webcast information will be available at http://lvlt.client.shareholder.com/events.cfm. Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted March 21, 2011 Share Posted March 21, 2011 Brker_guy, which SOB do you think will be first out of the gate, in an attempt to disparage (3) tied to today's NEWS? Here's the criminal Cramer setting up Sprint for Ivan Seidenberg's next LUNCH. http://www.thestreet.com/video/11053112/cramer-stay-away-from-sprint.html?cm_ven=RSSFeed&s=1#845458608001 Link to comment Share on other sites More sharing options...
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