Monday, November 10, 2008

Level3 CDN Ecosystem

Level3 is an interesting company to watch. Their stock closed under $1 today, but I think there is some real potential for this company to take off. Level3 started out in 2008 with a focus on the CDN Market. You can follow events on the archives at Data Center Knowledge, but since then they have had a change in CEO, acquired IBM's CDN patents, and dramatically increased the capacity of their CDN.

I ran across two things today that put Level3 on my radar. The first was an article at the blog about the Level3 Broadcast Encoding Centers. These encoding centers are a part of their ecosystem offerings that the article discusses.
"The new broadcast centers allows level 3 to provide support for encoding up to 24 simultaneous live events in Windows Media, Flash or Move Networks formats. And with both broadcast centers tied into Level 3's Vyvx offering, the company can also ingest video directly from customer's locations and downlink and uplink video from nearly 95% of the world's satellites"
The second item I found on the Level3 website -- an investor presentation that goes over the usual stock and company performance data.... but the first half of slides in the show really drive home the market they are in, how they plan to attack the opportunity, and really not a bad summary of where things are going in the market.

Kevin Rose, of and Revision3 fame .... I believe..... recently said he stopped all cable and satellite services in favor of watching everything on his computer. Maybe the IPTV movement will be the thing to watch in 2009. I know I am certainly watching a lot more shows/episodes/podcasts/whatever online anyway.

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