2 analysts examine the Internet Infrastructure segment in this 15-page report from The Wall Street Transcript.
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Internet Infrastructure: Software & Services: Rodney W. Ratliff, Stanford Group Company
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Internet Advertising & e-Commerce Trends: Sandeep Aggarwal, Collins Stewart LLC
Topics covered: Business longevity - Reputation among customers - Revenue expectations - Data center providers - Content delivery network providers - E-commerce back office outsourcing providers - Fewer commercial searches - The media and entertainment vertical - Online advertising - Video advertising - The economic slowdown - Positive secular growth rates
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Companies covered: Akamai Technologies (AKAM); Equinix (EQIX); Art Technology Group (ARTG); Digital River (DRIV); F5 Networks (FFIV); Level 3 Communications (LVLT); CD Networks; Google (GOOG); Yahoo! (YHOO); Microsoft (MSFT); GSI Commerce (GSIC); comScore (SCOR); Amazon (AMZN); eBay (EBAY); Netflix (NFLX); YouTube.


