Archive for the ‘Analysis’ Category
Wednesday, February 20th, 2008
After the recent Amazon S3 outage we decided to investigate why people use S3 to serve content. On the surface it seems like a good deal but if you actually investigate the bandwidth costs, geographic locations, reporting and fault-tolerance, you'll see it may not be the best deal out there ...
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Wednesday, February 6th, 2008
Disclaimer
The views expressed here are opinions and guesstimates for research purposes. There are insights that can be made about Internet systems; however, without inside information, it is impossible to determine the exact implementation of a system. Our goal in this post is to research the litigious nature of Akamai.
The ...
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Monday, February 4th, 2008
In what will undoubtedly be the largest tech deal of 2008, Microsoft has announced that they would like to get closer to Yahoo!, a lot closer. Microsoft is in acquisition talks with Yahoo! for the mind-blowing sum of $ 44.6 billion.
Forced Hand
Yahoo! has been under intense investor pressure for the ...
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Wednesday, January 16th, 2008
Today Sun announced that they would acquire MySQL for one billlllion dollars. This is a surprising exit for the extremely popular open source database. It wasn't too long ago that Red Hat acquired JBoss for $350M. It appears as if MySQL wasn't able to fully monetize the consulting and enterprise ...
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Tuesday, January 15th, 2008
There have been several bloggers talking about Microsoft purchasing Limelight. The real question is why would they do this? Limelight is a public company with an EPS of -0.53. Perhaps Microsoft believes they can streamline operations and turn the company around. This sounds like a pipe dream to us. Another ...
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Tuesday, December 11th, 2007
It's a little early, but we wanted to get a jump on the competition. Here are the Deft Labs social tech predictions for 2008:
Social Networks
We don't believe there will be the massive rush to develop applications for LinkedIn. We think recruiting, consulting and contact management applications will have a lot ...
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Monday, December 10th, 2007
So far it appears that Google's OpenSocial still hasn't impacted the Facebook application market. Facebook opened their platform to developers in May and there are already over 10,000 applications available. The rate of new applications continues to grow at an astounding pace. In the last month there were roughly ...
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Wednesday, November 28th, 2007
There is a hot rumor going around that News Corp is working on a deal to acquire LinkedIn. We're going to dig into this match :-)
Rumors and Theories
VentureBeat believes that News Corp is interested in LinkedIn to bolster the declining Wall Street Journal classifieds business. We think this might be ...
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Friday, November 23rd, 2007
In a previous post we analyzed the market value of the 3rd party applications on Facebook. Now, we're looking at Facebook's platform costs for 3rd party applications. We could go into a lot more detail when doing an estimate of this type but we're looking for a rough estimate. We ...
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Wednesday, November 7th, 2007
Despite the release of OpenSocial, Facebook applications continue to be released. The chart below shows the growth of Facebook applications over the last week. It will be interesting to see what the trend looks like next week.
Despite the tone of previous posts we still think OpenSocial is good for the ...
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