Thus far, merger-watchers eyeing the rumored bidding for Cotendo seem to be asking: Why this high a valuation compared to the rest of the CDN industry? Who are the potential suitors and why? What if anything does Cotendo offer that other CDNs don’t? How do the various dynamic offerings in the market compare? Who else might be ripe for acquisition? What is the general trend of M&A activity in the CDN industry going forward? Do I agree with Dan Rayburn’s commentary on this deal?

However, for various reasons, I am not currently publicly commenting further on Twitter or my blog, or really in general with non-Gartner-clients, regarding the potential acquisition of Cotendo by Akamai (or AT&T, or Juniper, or anyone else who might be interested in buying them).

If you are a Gartner client, and you want to discuss the topic, you may request a written response or a phone call through the usual mechanisms for inquiry.