CDNs and Centrality

Re:CDNs and Centrality by pm90 on Saturday July 03, 2021 @10:02PM (#27726731)

The fact that the stock price of both akamai and fastly increased after these incidents makes it seem like these incidents don’t matter. I wonder what’s the threshold at which market sentiment flips from “everybody makes mistakes” to “these providers are incompetent and will lose customers”.

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Re:CDNs and Centrality by slyall on Saturday July 03, 2021 @10:47PM (#27726877)

I think in fastly's case they were not very well known and suddenly the market became aware that they were actually a big deal with lots of big customers. Probably a one-off event.

Note: I am a fastly customer, reasonably happy.

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Re:CDNs and Centrality by midev on Saturday July 03, 2021 @11:42PM (#27727070)

> makes it seem like these incidents don’t matter

They don't really matter, to be honest.

If anything, they give insight into the growth of companies, showing how many key players use them. Fastly goes down and you're like damn, all these people using Fastly... I had no idea.

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Re:CDNs and Centrality by viraptor on Saturday July 03, 2021 @10:47PM (#27726875)

Stock price is not a great place to look at for these incidents, I believe. It includes people who think the incident means the company is overvalued, people playing against the first, and people who think it matters in general but not for the company survival/customers long term.

In the end, the views may balance out, or even the "I'll make a quick buck shorting / buying on bad news" sentiment may actually raise the price.

(In other words, if "everyone knows" where the price will move today, the price won't move unless something is really affected long-term)

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Re:CDNs and Centrality by netr0ute on Saturday July 03, 2021 @10:25PM (#27726818)

> I wonder what’s the threshold at which market sentiment flips from “everybody makes mistakes” to “these providers are incompetent and will lose customers”

When some internal document leaks that reveals "internal struggles" or some master plan, akin to the Panama Papers. The problem is, the Panama Papers are just about forgotten today.

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Re:CDNs and Centrality by dannyw on Sunday July 04, 2021 @04:15AM (#27728079)

Stock prices do not go down when interest rates are near zero; simply because investors have no choice but to buy stocks.

If the Fed fund rates were 2% or 5%, FSLY and AKAM would look very differently.

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Re:CDNs and Centrality by Santosh83 on Saturday July 03, 2021 @11:58PM (#27727129)

Stock price will dip if the market thinks the company is not doing well or projected to not do well. Nothing else is in consideration.

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Re:CDNs and Centrality by toomanybeersies on Sunday July 04, 2021 @05:59AM (#27728492)

For me, the threshold is when they actually start losing customers (or more specifically, losing revenue).

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