Its hugely expensive for them to maintain equipment in all those co-loc facilities though. IBeam uses satellites in addition to land-based networks. All of these players are early stage, in my opinion, because there is no clear dominant solution. The customers are anyone that wants to do streaming video or some other high bandwidth, highly-time sensitive transmission out to a multitude of clients. You can probably go to each of those guys web sites and get a list of their customers.
Suppliers are a little tougher in that sometimes they are part of the special sauce.
In the short term, their technology will help make streaming media a viable delivery method until the network infrastructure can catch up. 5. They have more threats, I think. The CDNs will have a tough time adding a lot of value because today their solutions are all various recipes for getting around inherent limitations in the Internet. Those guys own the networks and they will eventually see it as strategic to be able to give customers this level of service. And customers will demand it.