Ϲ ġڵ Ȯ ȾѴ. ڼ ٸ ü ٴ ̴.
Ư, ڿ IT , Ŭ Ȯϰ, ̼ δٰ Ǵܵʿ ұϰ żϱ ̴. ͳ ܰ ƴϴ. ȸ Ρ þ иص â ǹ ̴.
̴ ⺻ BM(Business Model) õ ̴. ٰ IT ̳ ͳ ٴ ƴϴ. Ϻ ȸ ݸ 캸 ȸ縦 ߰ ִ. ̹ 캼 ͷ Ʈ.
Ʈ CDN(Contents Delivery Network: ͳ Ʈũ)о ξü. 2000 5 60% 1. ʾ Ը 251 1 üӿ ұϰ ״ ũ 73 29.1% ͷ ߴ.
̳ ͱԸ ӵ. ϱ 2002⸸ ص 35 Ұ 2003 90 , 2004 188 , ۳ 251 2002 92.8% . ƽϴ. Ⱓ 3 73 183.5% ߱ ̴. Ʈ ü ͷ ȭ ִ.
ٸ Ʈ ַ CDN ؼ ڼ ˾ƺ .
Ϲ ͳ 帧 . ϳ ڰ ȸ IDC CP(Content Provider) Ѵٰ غ ϳ ڴ ϳ 麻 , ϳ Ű ȸ ִ IX(Internet eXchange) ͳ ȸ , ȸ IDC ġ CP ִ ν ش Һϰ ȴ.
̷ ͳݸ Ư CP Ư IDC ε ȴٸ Ѳ ش ٿε , ۼӵ ũ ϵǴ Ұϰ ȴ.
, CDN ʿ. ֳϸ CDN ̷ ȭ ֱ ̴. , CP ߵ ִ ߿ ͳ κ αⰡ ų 뷮 ū , IDC лŲ CDN ̸ ν Ʈ л ϰ ϰ ش.
ͳ 䰡 Ҽ, ȭҼ CDN ۿ . CDN ( 40% ) 谡 ִٰ ִ.
CDN 뷮 Ƽ̵ ߽ . ʱ ȭ ν ʾ ¶ ӽ ϸ鼭 CD ġ ͳ ¶ ȯʿ ٿε ϰ ư, Ϲȭ ͳ ۰ ¶ ȭ , ޱ ɹ ¶ Կ Ʈ ν 缺 ΰƴ.
Ʈ ¶ ġ ٿε ( 48%) ͳ ¶ ȭ, Ʈ ( 43%) ߵ ִ. 240 ü ֿ ε ٿε ι Ʈ, ؽ, ڵ Ӿü, Ʈ ι ް͵, û eü KBS ͳݰ CJͳ ̵ü̴.
Ʈ ̵κ ſ Ʈ Ḧ ϴ ݱ ִ. Ʈ ٽ ȭ, Ʈ л̱ ſ Ǵ Ʈ ġ ᰡ ȴٰ Ѵ. Ʈ ϳ ʴ ִ Ʈȷ 70% ּ ü ȴٴ ̴. Ϲ ٿε , 100Mbps 180 , Ʈ 100Mbps 364 Ḧ Ѵٰ Ѵ.
Ʈ ŷ BM ϳ κ ̱ ϴٴ ̴. Ҽ ް ִ. ֿ ȸ( ISPü Ʈũ ȸ ̿Կ ), , ΰǺ, Ÿ µ ȸ װ Ǵ κ̶ Ѵ.
ݸ鿡 ISPκ Ʈũ ȸ ӴϿ CDN ý (, 丮, ġ ) CAPEX ε ؼ CAPEX Ұ Ը ϰ ִ .
ͳ ϸ鼭 ϴ ̰, CDN ƴ忡 ִ ̴. ϴ Ѵٴ ֵ ͳ ϴ ȸ簡 Ѵٰ ȴ. ͳ ٽ̱ ̴.
̷ ŷ ϴ Ʈ PER 40.6迡 Ѵ. ֱ 4б 66 ðѾ 2,670 忡 CDN ִ. ܱ 55% ϴµ ̷ο ġڷ ˷ T. Rowe Price International ֱ 4 9.47% ϰ ִٴ ̴.
Ű ͵ ϴ°....
ư ݵ ؾ߸ ǰ ǰ °̶
Ʈ ƴұ!!
ʿ ξ Ƿ ü ֽϴ.
ü ߿ϸ Ʈ 1 ִµ Ը ȭ (,,) Ǿ ֽϴ.
δ ϴ. ں ʿմϴ.
˸ е Ʈ ϰ ִ Դϴ.
ŭ ŷ̶ DZ
̰ Ǫ ӵ ٴ ϴ
ؼϼ..