Dan Rayburn posted today on the likelihood (or lack thereof) of substantial consolidation in the CDN space, and I have to say that I think he has the situation exactly right.
The only thing that might happen is a carrier without a CDN might buy one, but that's not actually consolidation since there are the same number of players before and after. But Dan mentions 'one of the many telcos who are looking to enter the market'. Dan's not a carrier/telecom guy so I wouldn't expect him to delve too deeply there, but I'm not so sure there are so many telcos looking to play in the CDN space right now. Verizon is the only large one I see that might have both the interest and the mojo, the rest of the USA fiber backbones either have a CDN (T, LVLT) or are, for various reasons, not in a position to make a serious effort in a new sector (Sprint,GLBC,XO,SVVS,Cogent). I *suppose* Q might, but it doesn't feel likely.
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