Blog Feed: Telecom Ramblings

One last roundup to finish off the week: British-based service provider Six Degrees Group (6DG) made its fourth acquisition of the year, belatedly making it onto my radar. They’re buying Datahop, by which they not only add 16 new data center PoPs to their footprint but also expand their network across the English Channel into [...] > read more

Telkom confirms preparing a Pacnet bid

Published on 2012-05-25 01:32:16

This article was authored by Dylan Bushell-Embling, and was originally posted on telecomasia.net. Indonesia’s PT Telkom has confirmed it has submitted a preliminary bid for subsea cable operator Pacnet, and that it is on track to deciding whether to make a final offer in June. … [visit site to read more] > read more

Cuba’s Missing Submarine Cable

Published on 2012-05-25 01:06:11

The strangest bit of news this week comes bubbling up from the submarine cable sector, where people are wondering just whatever happened to that new ALBA-1 submarine cable system between Venezuela and Cuba. Alcatel-Lucent finished it more than a year ago, after which it seems to have vanished from sight. … [visit site to read more] > read more

Network Roundup 5/24: SurfTelecoms, MetTel, IFN, Orange, NTT

Published on 2012-05-24 08:25:52

Here’s a quick survey of some news items, the first two of which are from companies new to me (and hence to Telecom Ramblings): … [visit site to read more] > read more

Industry Spotlight: Sean Baillie on Windstream’s Fiber Plans

Published on 2012-05-24 02:41:31

Windstream has been blazing a new path over the past few years, assembling a unique blend of ILEC, CLEC, fiber, and cloud assets to take on the enterprise market from a unique angle. With the addition of the PAETEC assets over the winter, they have become a major player in the fiber business. With us [...] > read more

Industry Spotlight: Sean Baillie on Windstream’s Fiber Plans

Published on 2012-05-24 02:41:31

DANTE Goes Multi-Terabit

Published on 2012-05-23 08:00:54

With Infinera (NASDAQ:INFN, news, filings) obviously kicking off its DTN-X launch, you knew there had to be a research network in there somewhere. And so there is. DANTE has picked the Infinera’s new gear to help power GÉANT’s next generation Multi-Terabit pan-European optical network upgrade. Nothing creates big data like big science nowadays. … [visit [...] > read more

DANTE Goes Multi-Terabit

Published on 2012-05-23 08:00:54

Ajubeo Launches Its Cloud

Published on 2012-05-23 06:51:32

This morning saw a new Infrastructure-as-a-Service company formally leave the launch pad. Backed by private equity firm Grey Mountain Partners, Ajubeo (news) is quickly building out while taking aim at the rapidly evolving space with on-demand compute, storage, and network resources. Their first node is in Denver, with additional locations in New York and London waiting [...] > read more

Ajubeo Launches Its Cloud

Published on 2012-05-23 06:51:32

Colo Bytes 5/23: Interxion, Terremark, IO, Digital Realty

Published on 2012-05-23 06:24:31

Here’s a quick survey of some recent news from the colocation front: … [visit site to read more] > read more

Colo Bytes 5/23: Interxion, Terremark, IO, Digital Realty

Published on 2012-05-23 06:24:31

Here’s a quick survey of some recent news from the colocation front: … [visit site to read more] > read more

Barney Leaves Pacnet’s Door Swinging

Published on 2012-05-23 01:53:55

Pacific regional operator Pacnet has an interim leader in place following the sudden departure of longtime CEO Bill Barney. The current CFO, Brett Lay, has taken over CEO duties while the board seeks a permanent replacement. However, given the recent rumors about a bid from … [visit site to read more] > read more

Barney Leaves Pacnet’s Door Swinging

Published on 2012-05-23 01:53:55

Google Pushes Out KC Fiber Launch Again

Published on 2012-05-22 18:22:50

But just a little bit. When last we heard, Google had promised to launch its initial 1Gbps fiberoptic service to some Kansas city, Kansas neighborhoods by the end of June. The company has now pushed that further out, albeit with the less concrete deadline of ‘this summer’. I take that as to mean sometime before [...] > read more

Google Pushes Out KC Fiber Launch Again

Published on 2012-05-22 18:22:50

Alcatel-Lucent, Juniper Upgrade Their Core Routers

Published on 2012-05-22 08:07:14

Dueling router upgrades this morning from Juniper Networks (NASDAQ:JNPR, news, filings) and Alcatel-Lucent (NYSE:ALU, news, filings), both of which are boosting the raw capacity of their core systems. The equipment sector is a bit edgy right now, both from macroeconomic effects over in Europe and from stiffening … [visit site to read more] > read more

Alcatel-Lucent, Juniper Upgrade Their Core Routers

Published on 2012-05-22 08:07:14

Pacnet, Infinera Demo 500Gbps Super Channels

Published on 2012-05-22 07:21:58

The Pacific regional operator Pacnet (news) and the DWDM protagonist Infinera (NASDAQ:INFN, news, filings) have collaborated in a demonstration Infinera’s new flagship DTN-X gear in Asia. They tested the 500Gbps PICs on 4500km of the C2C undersea cable network, successfully transmitting more than … [visit site to read more] > read more

Pacnet, Infinera Demo 500Gbps Super Channels

Published on 2012-05-22 07:21:58

Valuations, Margins Steady in Q1, Except for Cogent, AboveNet, Level 3

Published on 2012-05-22 02:55:30

I have updated my competitive telecom trends pages with all Q1 data, and also adding Inteliquent to the list of companies tracked. Except for companies with significant short term news driving their numbers in some way, both EBITDA margins and EV/EBITDA were relatively stable during the quarter. Here’s the current relative valuation chart: … [visit [...] > read more

Valuations, Margins Steady in Q1, Except for Cogent, AboveNet, Level 3

Published on 2012-05-22 02:55:30

Here Come the Russians, via Equinix

Published on 2012-05-21 08:27:49

For many years, when we talked of global fiber networks, it was the US, Europe, and then go to the oceans to get to Asia. But Russian network operators are finally becoming relevant outside of Russia, both by building viable trans-Asian connectivity and expanding internationally in their own right. Today Equinix (NASDAQ:EQIX, news, filings) helped [...] > read more

Here Come the Russians, via Equinix

Published on 2012-05-21 08:27:49

EMEA Roundup: Interoute, Alcatel-Lucent, Digital Realty, Eutelsat, NTT

Published on 2012-05-21 06:10:12

Monday’s early news comes from across the Atlantic from Interoute, Alcatel-Lucent, Digital Realty, NTT, and Eutelsat: … [visit site to read more] > read more

EMEA Roundup: Interoute, Alcatel-Lucent, Digital Realty, Eutelsat, NTT

Published on 2012-05-21 06:10:12

Monday’s early news comes from across the Atlantic from Interoute, Alcatel-Lucent, Digital Realty, NTT, and Eutelsat: … [visit site to read more] > read more

Infonetics: Backbone Optical Spending Takes a Big Dip

Published on 2012-05-21 03:09:48

What to make of the scary statistics put out by Infonetics Research last week? According to the outfit’s Optical Network Hardware report, spending on optical gear dropped 23% globally over the fourth quarter, mainly outside North America. Meanwhile, year over year European spending on WDM fell even faster than on legacy SDH. Yikes, so that’s [...] > read more

Infonetics: Backbone Optical Spending Takes a Big Dip

Published on 2012-05-21 03:09:48

Friday Bytes 5/18: Earthlink, Optimum Lightpath, Cbeyond, SSE

Published on 2012-05-18 08:29:59

A quick look at a few more interesting items from competitive service providers to finish off the week: … [visit site to read more] > read more

Friday Bytes 5/18: Earthlink, Optimum Lightpath, Cbeyond, SSE

Published on 2012-05-18 08:29:59

A quick look at a few more interesting items from competitive service providers to finish off the week: … [visit site to read more] > read more

Zayo Takes Fiber-to-the-Tower Campaign to Phoenix

Published on 2012-05-18 05:06:13

Yesterday, Zayo Group (news, filings) announced another expansion market for its fiber-to-the-tower initiatives. With an unnamed customer contract in hand, Zayo is planning to add an additional 165 route miles of fiber and 123 new towers to its network in Phoenix, Arizona. That will expand their route miles in Phoenix … [visit site to read more] > read more

Zayo Takes Fiber-to-the-Tower Campaign to Phoenix

Published on 2012-05-18 05:06:13

When train engineers talk telco

Published on 2012-05-18 04:15:31

This article was authored by Don Sambandaraksa, and was originally posted on telecomasia.net. Rail operators run their own communications networks for data signalling and for voice communications. There comes a point when the cost of maintaining these networks is such that … [visit site to read more] > read more

When train engineers talk telco

Published on 2012-05-18 04:15:31

Comcast Lifts Caps In Favor of Usage-based Pricing

Published on 2012-05-17 18:21:45

Looks like the public pressure Comcast has been under over its exemption of Xfinity TV traffic from traffic caps has had an effect. Comcast said today that it was suspending enforcement of its cap and trialing a usage-based plan. Of course Comcast says this has nothing to do with the argument currently raging. … [visit [...] > read more

Comcast Lifts Caps In Favor of Usage-based Pricing

Published on 2012-05-17 18:21:45

Poll: Is Comcast Playing By the Rules With Xfinity?

Published on 2012-05-17 07:39:04

Well, you’ve heard me ramble on in several directions on this subject already, so now it’s time to find out how readers feel. Comcast is excluding traffic generated by Xfinity TV for the Xbox from its bandwidth caps when it comes to internet service. Are they playing fair or aren’t they? The FCC and DOJ [...] > read more

Poll: Is Comcast Playing By the Rules With Xfinity?

Published on 2012-05-17 07:39:04

tw telecom Advances in Hawaii, Pacific Northwest

Published on 2012-05-17 06:20:44

TW Telecom (NASDAQ:TWTC, news, filings) goes about its business in such an understated way that it’s too easy to miss the interesting bits. This week they had some luck to the west, picking up both a solid enterprise and federal wins. … [visit site to read more] > read more

tw telecom Advances in Hawaii, Pacific Northwest

Published on 2012-05-17 06:20:44

Datacenter Bytes 5/17: IO, Telx, Terremark, Earthlink, Equinix

Published on 2012-05-17 03:26:02

Time to survey some news this week in the datacenter and cloud sector from IO, Telx, Terremark, Earthlink, and Equinix: … [visit site to read more] > read more

Datacenter Bytes 5/17: IO, Telx, Terremark, Earthlink, Equinix

Published on 2012-05-17 03:26:02

Time to survey some news this week in the datacenter and cloud sector from IO, Telx, Terremark, Earthlink, and Equinix: … [visit site to read more] > read more

Words Fail the Comcast Prioritization Discussion

Published on 2012-05-16 11:20:18

Is Comcast prioritizing its packets? Are they running over a network separate from their internet service? Are they violating the terms agreed to as part of the NBCU purchase? Lots of stuff out there right now that contradicts itself, but the underlying problem is perhaps the that the industry’s vocabulary is just not up to [...] > read more

Words Fail the Comcast Prioritization Discussion

Published on 2012-05-16 11:20:18

euNetworks Joins 100G Club

Published on 2012-05-16 07:52:02

This is definitely looking like the year 100G goes mainstream, as operators large and small are starting to deploy it for real. This morning it was the independent European metro fiber operator euNetworks (SIN:H23, news), which has taken the plunge for its intercity network. … [visit site to read more] > read more

euNetworks Joins 100G Club

Published on 2012-05-16 07:52:02

Equinix Strikes Again, Buys ancotel

Published on 2012-05-16 07:29:39

If you thought Equinix (NASDAQ:EQIX, news, filings) had satisfied its appetite for inorganic expansion in favor of organic buildouts worldwide, you were wrong. The organic buildouts continue of course, but the giant of the carrier neutral colocation space said this morning that it would acquire Frankfurt-based ancotel, further strengthening its European presence. … [visit site [...] > read more

Equinix Strikes Again, Buys ancotel

Published on 2012-05-16 07:29:39

Zayo Optimizes Chicago/Seattle Route For Latency

Published on 2012-05-15 23:21:14

Zayo Group (news, filings) is taking on the low latency challenge west of the Mississippi, building on the assets and services it acquired in the 360networks deal to bring Chicago closer to Seattle. They are deploying a newly optimized route, which cuts 100 … [visit site to read more] > read more

Int’l Roundup 5/15: Columbus, Orange, Level 3, Teliasonera, Sparkle

Published on 2012-05-15 06:52:17

With ITW now in full swing, it’s fitting that there’s a whole series of interesting news on the international front to take a quick look through: … [visit site to read more] > read more

Interoute Stretches to the East

Published on 2012-05-15 05:06:20

Interoute (news) is stepping further outside its usual haunts and adding overseas points of presence to its network. Today the pan-European fiber operator stretched far to the east and announced the addition of a new PoP in Hong Kong, giving it an … [visit site to read more] > read more

Cologix Acquires The Minneapolis Gateway

Published on 2012-05-15 04:20:02

Cologix has expanded its US presence via inorganic means by purchasing The Minneapolis Gateway, which lies within 511 11th Avenue South in, as you might have already guessed, Minneapolis MN. … [visit site to read more] > read more

Expansions On the Menu for Sidera, Lightower, Zayo, Level 3

Published on 2012-05-14 11:41:17

Organic expansions are the order of the day, here’s a quick look at where Sidera, Lightower, Level 3, and Zayo are putting capex to work this week. … [visit site to read more] > read more

Hibernia, Eastlink, Tele Greenland Team Up For Icelandic Connectivity

Published on 2012-05-14 07:39:10

A trio of companies are working on a new low latency connection between New York City in Landeyajasandur, Iceland. We’re not talking about a new cable built from scratch, however, but rather a new use for infrastructure that each of the three companies can already bring to the table combined with some newly built enhancements. [...] > read more

Facebook Taps Teliasonera For Euro Network

Published on 2012-05-14 07:00:22

Teliasonera International Carrier added a big, gaudy feather to its cap this morning. Facebook, the social networking giant that will soon go public, has selected the company to build and operate a new pan-European managed optical network. … [visit site to read more] > read more

LightSquared Prepares to Face the Music

Published on 2012-05-14 01:32:56

The music is about to stop, and LightSquared is far from an available chair. Barring another extension, when 2pm rolls around today the erstwhile 4G wholesale disruptor will be in violation of the terms of its debt. The word is that a deal between Harbinger and LightSquared’s lenders is nowhere close, and preparations are underway [...] > read more

Eye-rolling Bandwidth Silliness

Published on 2012-05-13 21:44:20

The internet can be a crazy place when governments get involved, whether large or small, friend or foe: … [visit site to read more] > read more

Int’l Colo Roundup 5/11: Savvis, Terremark, Interxion, Pacnet

Published on 2012-05-11 07:34:52

More quick takes on interesting items from the colo sector, which in the last day or two has mostly been overseas: … [visit site to read more] > read more

euNetworks Sees Sales Surge in Q1

Published on 2012-05-11 07:00:53

The sputtering economy in Europe isn’t hurting the fiber business too much, if euNetworks’ first quarter is anything to judge by. After buying both LamdaNet and TeraGate last summer, the company has been busy integrating the assets while ramping its on-net footprint. … [visit site to read more] > read more

Leapfrogging Makes No Sense In India Today

Published on 2012-05-11 02:20:13

This article was authored by Don Sambandaraksa, and was originally posted on telecomasia.net. India has long been a land of many wonders, from Buddhism to the Taj Mahal, and regulator TRAI must rank among them with recent turns of events. … [visit site to read more] > read more

Cisco Says Boo!

Published on 2012-05-10 08:31:57

Cisco took a bit of a breather from its resurgence as tech bellweather to throw a bit of a macroeconomic scare into the market yesterday. The general consensus was that their earnings were not bad, and in fact came in a hair above estimates. But forward guidance for EPS of $0.44-0.46 was a few pennies [...] > read more

Tata Signs On With Seaborn to Hook Up Brazil

Published on 2012-05-10 08:03:06

There is no hotter place right now when it comes to new submarine cable plans than Brazil, with multiple projects competing for top billing for bringing big bandwidth to South America. One of those, Seaborn Networks, upped the ante substantially this morning by announcing a major anchor tenant for its proposed … [visit site to [...] > read more

Metro Fiber Roundup 5/10: 24/7, Level 3, Fatbeam, tw telecom

Published on 2012-05-10 04:20:38

Lots of fiber expansion activity in the news that’s worth a quick look: … [visit site to read more] > read more

Colo Bytes 5/9: Savvis, CENX, DBR360, PhoenixNAP, zColo, Equinix

Published on 2012-05-09 11:48:14

Time for a quick look at some recent news items from the colocation and interconnection markets – there’s been lots of it. … [visit site to read more] > read more

360networks and MarquisNet Boost Zayo’s Fiscal Q3

Published on 2012-05-09 08:35:56

With the AboveNet deal still in the wings, Zayo Group (news, filings) passed the $100M quarterly revenue threshold in its third fiscal quarter while continuing its margin growth. Here’s a quick tabular summary: … [visit site to read more] > read more

Abovenet Surges Effortlessly Past Estimates

Published on 2012-05-09 07:06:29

For what is likely their last earnings report before the merger with Zayo closes, Bill LaPerch and his crew turned in a big growth quarter. Revenues were up strongly across all segments and 5% sequentially overall, easily besting composite analyst projections. Earnings per share were in-line with estimates, and margins and capex … [visit site [...] > read more

WASACE Moves Ahead

Published on 2012-05-09 04:08:53

One of those big Atlantic submarine cable projects we’ve heard about in the last six months is getting closer to reality. The WASACE Cable Company said yesterday that it has begun the procurement process, aiming to select a cable system supplier for the actual construction of its very ambitious three leg, four continent 100G plans. [...] > read more

Indonesia’s Telkom Bids For Pacnet

Published on 2012-05-08 18:32:26

I have long expected Pacnet (news) to become a consolidation target, and that future seems to have arrived. According to a Reuters report, PT Telekomunikasi Indonesia has in fact submitted a bid for the Pacific regional cable operator that is said to value the company at about $1B. … [visit site to read more] > read more

Network Roundup 5/8: CBeyond, US Signal, Birch, C&W Worldwide

Published on 2012-05-08 09:29:34

Here are some quick takes on some of the news from network operators that has built up already this week: … [visit site to read more] > read more

Carlos Slim’s America Movil Makes KPN an Offer

Published on 2012-05-08 06:56:44

Reports this morning are that America Movil has offered €2.6B in cash for a bigger stake in the Netherlands’ KPN. The Latin American mobile giant already owns a 4.8% stake, but if this bid is successful that will rise to 28%. That’s just under the 30% that in the Netherlands would oblige them to offer [...] > read more

Comcast’s Fig Leaf Gets Even Smaller

Published on 2012-05-08 03:45:38

When Comcast first unveiled its plans to not count XfinityTV traffic towards bandwidth caps, it said that this was permissible since it is a service separate from its high speed access, travelling over its own separate IP network and acting as another cable box. But the closer the scrutiny gets, the less separate it looks. [...] > read more

Lightower to Add More New Jersey Metro Depth

Published on 2012-05-07 11:18:14

Northeastern fiber operator Lightower Fiber Networks (news) is expanding deeper into New Jersey. They plan to add another 100 route miles both in the northeast and down into the central regions of the state. Moving further down the I-95 corridor is their most obvious geographical expansion territory, maybe they’ll make it to Philadelphia in a [...] > read more

Steady As She Goes for Inteliquent

Published on 2012-05-07 09:15:02

Fresh off its rebranding of the former Neutral Tandem and Tinet names, Inteliquent (NASDAQ:IQNT, news, filings) posted a steady first quarter. At the end of the quarter, the company formally launched its hosted UC product line, however the revenues for this year will come primarily from their voice and IP/Ethernet product lines. Here’s a quick [...] > read more

DISA Confirms 10 Year Task Order For Level 3

Published on 2012-05-07 07:26:31

International fiber operator Level 3 Communications (NYSE:LVLT, news, filings) has had its big DISA contract award finalized according to a release this morning. Of course if you read this site regularly you saw this one go by almost four months ago, but government contracts do tend operate in their own parallel temporal existence. We do [...] > read more

BroadSoft Beats Again, But Guidance Doesn’t

Published on 2012-05-07 06:33:39

Broadsoft (NASDAQ:BSFT, news, filings) has been making a habit of easily beating estimates, and did so again with this morning’s first quarter results. The telecom infrastructure industry’s migration toward cloud communications has been boosting the … [visit site to read more] > read more

GBI, Xtera Take 100G Under the Mediterranean

Published on 2012-05-07 01:16:15

Two privately held companies bent on shaking things up in the optical market have taken their case under the Mediterranean Sea. Gulf Bridge International (news) and Xtera (news) said this morning that they’ve completed the first 100G repeatered subsea link. The connection delivers 100G wavelengths between Italy and Egypt, and follows through even further on [...] > read more

Ramblings Jobs: Logix Communications

Published on 2012-05-06 00:03:50

After a surge in March and April, listings on the Telecom Ramblings Jobs Board have ebbed a bit, but we have a new one this weekend from Texas-based Logix Communications. BTW, this week will be Telecom Ramblings’ birthday – four years and still going strong, … [visit site to read more] > read more

Friday Roundup 5/4: Zayo, tw telecom, CFE, QBrick, Telx, ViaWest

Published on 2012-05-04 11:31:09

TGIF. There’s been a lot of news this week, more than I’ve been able to keep up with. Here’s some quick looks at a selection of interesting items: … [visit site to read more] > read more

Friday Roundup 5/4: Zayo, tw telecom, CFE, QBrick, Telx, ViaWest

Published on 2012-05-04 11:31:09

TGIF. There’s been a lot of news this week, more than I’ve been able to keep up with. Here’s some quick looks at a selection of interesting items: … [visit site to read more] > read more

Vodafone’s C&WW Honeymoon Is Over Already?

Published on 2012-05-04 07:40:17

It was just two weeks ago that Vodafone Group (NYSE:VOD, news, filings) agreed to purchase C&W Worldwide after a two month competitive sale process. But the deal may already be on the rocks according to the UK’s Guardian. While the board agreed to the purchase and several large shareholders supported it (RBC, Sky, and Cyrte), [...] > read more

Vodafone’s C&WW Honeymoon Is Over Already?

Published on 2012-05-04 07:40:17

What’s Limelight Up to?

Published on 2012-05-04 06:59:31

There’s an interesting piece over on Seeking Alpha railing against Limelight, but not for the usual reasons. Apparently the CDN and value added services provider has been cutting back on its peering with ISPs, offering a paid peering replacement to puzzled former peers. While the article goes on to suggest that this is crazy for a CDN [...] > read more

What’s Limelight Up to?

Published on 2012-05-04 06:59:31

Indian Spectrum Scandal Taints All It Touches

Published on 2012-05-04 04:24:41

This article was authored by Tony Poulos, and was originally posted on telecomasia.net. “The Great Indian Spectrum Scandal”, as I choose to call it, shows no signs of abating. The Telecom Regulatory Authority of India (TRAI) has recommended to the government that holders of cancelled 2G licenses should not be compensated for their loss. … [visit [...] > read more

Indian Spectrum Scandal Taints All It Touches

Published on 2012-05-04 04:24:41

Is Comcast Violating the NBCU Consent Decree ALREADY?

Published on 2012-05-03 12:49:54

We’ve all heard how Comcast is exempting its own IP video traffic from its bandwidth caps. But by doing so, it’s not just the FCC’s Net Neutrality rules they are taking on, but the terms of the consent decree that allowed them to buy NBC Universal just last year. And as some others noted at [...] > read more

Is Comcast Violating the NBCU Consent Decree ALREADY?

Published on 2012-05-03 12:49:54

EdgeCast Launches Its Federation

Published on 2012-05-03 07:56:41

As they have been saying they would, EdgeCast Networks (news) yesterday announced that its OpenCDN federation platform is now in operation, exchanging production traffic between independent CDN operators. … [visit site to read more] > read more

EdgeCast Launches Its Federation

Published on 2012-05-03 07:56:41

Cogent Declares Quarterly Dividend, as MegaUpload Weighs Heavy

Published on 2012-05-03 06:40:38

Cogent Communications (NASDAQ:CCOI, news, filings) took a rather public hit back in January when filesharing giant MegaUpload was shut down by an international law enforcement action, but the company was undaunted enough to take the opportunity to declare a quarterly dividend of $0.10 for its shareholders as part of its report today. Here’s a quick [...] > read more

Cogent Declares Quarterly Dividend, as MegaUpload Weighs Heavy

Published on 2012-05-03 06:40:38

Enterprise Growth Powers Level 3′s Q1

Published on 2012-05-03 06:12:23

The most complicated earnings report among competitive telecoms always comes from Level 3 Communications (NYSE:LVLT, news, filings), and this one is no different. Actually, I take that back, it is different this time. Even as wholesale revenues flagged a bit, enterprise revenues surged mightily to more than compensate – something I’ve never seen from them [...] > read more

Enterprise Growth Powers Level 3′s Q1

Published on 2012-05-03 06:12:23

FiberLight, Zayo Help CBeyond Take the Fiber Plunge

Published on 2012-05-02 18:20:30

CBeyond (NASDAQ:CBEY, news, filings) has been transforming itself away from its T1 origins for a while now, but today they announced a major new initiative to reach their customers via fiber alternatives. They hope to light 1,000 buildings and bring Metro Ethernet to 50% of their cstomer base by the end of next year. Two [...] > read more

FiberLight, Zayo Help CBeyond Take the Fiber Plunge

Published on 2012-05-02 18:20:30

Colo Bytes 5/2: Cologix, IO, C7, Telehouse, Digital Realty, Telehouse

Published on 2012-05-02 11:51:54

A few more quick items from the colocation segment already this week that are worth a look: … [visit site to read more] > read more

Colo Bytes 5/2: Cologix, IO, C7, Telehouse, Digital Realty, Telehouse

Published on 2012-05-02 11:51:54

A few more quick items from the colocation segment already this week that are worth a look: … [visit site to read more] > read more

Fiber Roundup 5/2: Fibertech, Zayo, Syringa, Lumos

Published on 2012-05-02 06:32:30

Time for a quick look at a few stories from the metro and regional fiber space over the past few days from Fibertech, Zayo, Syringa, and Lumos: … [visit site to read more] > read more

Fiber Roundup 5/2: Fibertech, Zayo, Syringa, Lumos

Published on 2012-05-02 06:32:30

Time for a quick look at a few stories from the metro and regional fiber space over the past few days from Fibertech, Zayo, Syringa, and Lumos: … [visit site to read more] > read more

Can Bottlenecks Be Averted? Wrong Question!

Published on 2012-05-02 04:16:49

ArsTechnica has a detailed piece out asking this question about the future of bandwidth, but really it’s the wrong question. Of course bottlenecks *can* be averted, the real question is: who will make oodles of money on it this time. … [visit site to read more] > read more

Can Bottlenecks Be Averted? Wrong Question!

Published on 2012-05-02 04:16:49

More Growth, Free Cash Flow at tw telecom

Published on 2012-05-02 04:15:03

Competitive metro fiber operator TW Telecom (NASDAQ:TWTC, news, filings) easily beat my own guesses on most fronts yesterday with its first quarter earnings report. Revenues were a bit higher than expectations, while margins, EBITDA, and earnings per share all expanded. Free cash flow was above the usual range due to lower capex and a slight [...] > read more

More Growth, Free Cash Flow at tw telecom

Published on 2012-05-02 04:15:03

XO Expands Cloud Presence Via Concentric

Published on 2012-05-01 10:57:58

Competitive service provider XO Holdings (news, filings) is adding cloud-based virtualization, content acceleration, and interactive contact center solutions for the enterprise under its Concentric brand. Their new Concentric Cloud Solutions portfolio is built off their own asset base plus technology from … [visit site to read more] > read more

XO Expands Cloud Presence Via Concentric

Published on 2012-05-01 10:57:58

Equinix Adds Asian Muscle

Published on 2012-05-01 07:53:16

Equinix (NASDAQ:EQIX, news, filings) has been adding space organically in Asia at quite a good clip, but apparently it wasn’t fast enough to keep them happy. The carrier-neutral colocation giant is buying data center assets and operations across Hong Kong, Singapore, and Shanghai from Hong-Kong-based Asia Tone. Not quite all of Asia Tone though perhas, [...] > read more

Equinix Adds Asian Muscle

Published on 2012-05-01 07:53:16

Network M&A: GTT Acquires nLayer

Published on 2012-05-01 07:36:44

Just a few weeks shy of a year after taking out PacketExchange, Global Telecom & Technology (OTCBB:GTLT, news) has made its second acquisition of a tier-2 network operator. The operator has now bought Chicago-based nLayer Communications, according to an announcement this morning. Financial terms were not disclosed. … [visit site to read more] > read more

Network M&A: GTT Acquires nLayer

Published on 2012-05-01 07:36:44

More Earnings Previews: tw telecom, Cogent, Lumos

Published on 2012-05-01 07:11:55

Fiber earnings season is moving into high gear this week, so here are a few more early looks at what we might see from tw telecom (first in line), Cogent Communications (by request), and Lumos Networks (the newcomer): … [visit site to read more] > read more

More Earnings Previews: tw telecom, Cogent, Lumos

Published on 2012-05-01 07:11:55

Main One Adds Capacity

Published on 2012-05-01 06:06:47

Internet traffic is apparently picking up along Africa’s western coast, as the Main One cable is getting a capacity upgrade already. The Nigerian-owned cable system and TE SubCom announced yesterday that they’ve brought online an additional bank of 10Gbps waves to meet growing customer demand. … [visit site to read more] > read more

Main One Adds Capacity

Published on 2012-05-01 06:06:47

Earthlink Fills Out Cloud Portfolio

Published on 2012-04-30 19:57:26

Earthlink Business launched three more cloud-based IT services today as it rounds out its portfolio. The company is busy transforming a collection of CLEC and IT services assets into a cloud-based service provider. They are already a far different company than the historical dial-up company that most probably still associate with the name, but they’re [...] > read more

Earthlink Fills Out Cloud Portfolio

Published on 2012-04-30 19:57:26

Internet2 Takes On Campus VoIP

Published on 2012-04-30 08:43:29

The Internet2 is moving into more complex services than supplying big dumb pipes to universities. Today they announced an agreement with both internet backbone operator Level 3 Communications (NYSE:LVLT, news, filings) and Ontario-based communications provider Aastra to provide managed voice services to universities nationwide. … [visit site to read more] > read more

Internet2 Takes On Campus VoIP

Published on 2012-04-30 08:43:29

Earnings Preview: All Work and No Play For Level 3 in Q1

Published on 2012-04-30 03:00:22

Level 3 Communications (NYSE:LVLT, news, filings) is at a critical phase in its integration of the Global Crossing business, but one for which it won’t get much credit yet when it comes to reporting earnings this week. It’s sort of like being 1/4 of the way done cleaning out the garage – the mess can [...] > read more

Earnings Preview: All Work and No Play For Level 3 in Q1

Published on 2012-04-30 03:00:22

LightSquared’s Falcone to Step Back From the Front Lines

Published on 2012-04-30 02:51:33

Erstwhile wholesale LTE provider LightSquared (news) will be getting a new public face before long. In order to sidestep a default on its debt, Philip Falcone has supposedly agreed to step aside from his current hands-on approach to running the company. Lenders have given the company until 10am this morning to strike a deal. … [...] > read more

LightSquared’s Falcone to Step Back From the Front Lines

Published on 2012-04-30 02:51:33

Ramblings Jobs: MBC and Lightower

Published on 2012-04-27 10:14:50

Two more listings appeared on the Ramblings Jobs Board this week, one from the Mid-Atlantic Broadband Cooperative and a new one from Lightower. … [visit site to read more] > read more

Ramblings Jobs: MBC and Lightower

Published on 2012-04-27 10:14:50

Two more listings appeared on the Ramblings Jobs Board this week, one from the Mid-Atlantic Broadband Cooperative and a new one from Lightower. … [visit site to read more] > read more

Int’l Roundup 4/27: Colt, NTT, Teliasonera, IPC, Ancotel, BroadSoft

Published on 2012-04-27 07:28:11

I was traveling for the past few days, and there’s lots to catch up on. First let’s take a look overseas: … [visit site to read more] > read more

Int’l Roundup 4/27: Colt, NTT, Teliasonera, IPC, Ancotel, BroadSoft

Published on 2012-04-27 07:28:11

I was traveling for the past few days, and there’s lots to catch up on. First let’s take a look overseas: … [visit site to read more] > read more

Infinera Throws Down the 100G Gauntlet

Published on 2012-04-26 23:59:31

On Wednesday Infinera (NASDAQ:INFN, news, filings) announced its first quarter results with revenues just below the median of guidance with EPS and guidance at the top of the range. But the more interesting pieces came in the details of forward guidance. The company’s 500G PIC DTN-X launch will be at the end of the quarter, and [...] > read more

Infinera Throws Down the 100G Gauntlet

Published on 2012-04-26 23:59:31

Zayo Finishes Up 360networks Integration

Published on 2012-04-26 13:24:03

With the AboveNet purchase waiting in the wings, Zayo Group (news, filings) today cleared its plate of other matters. They have announced the completion of the integration of the longhaul network assets of 360networks. … [visit site to read more] > read more

Zayo Finishes Up 360networks Integration

Published on 2012-04-26 13:24:03

Industry Spotlight: Sidera Network’s Clint Heiden

Published on 2012-04-26 03:36:37

With its position on the Northeastern corridor plus Chicago, Sidera Networks’ regional and metro fiber assets give it a premier position in the sector, especially when it comes to the financial services vertical. With us today to talk about Sidera’s current activities and plans for the future is their new President, Clint Heiden. Clint previously [...] > read more

Industry Spotlight: Sidera Network’s Clint Heiden

Published on 2012-04-26 03:36:37

Equinix Powers Through Q1, Expands In Florida

Published on 2012-04-25 17:36:16

Carrier neutral datacenter provider Equinix (NASDAQ:EQIX, news, filings) turned in a powerful first quarter this morning. Revenues, EBITDA, and earnings were each above expectations, and the company increased guidance to match. On the expansion front, they announced plans for their third Miami-area data center. Here is a quick tabular summary: … [visit site to read [...] > read more

Equinix Powers Through Q1, Expands In Florida

Published on 2012-04-25 17:36:16

Akamai: Q1 Fine, But Sagan Leaving

Published on 2012-04-25 17:07:21

Akamai (NASDAQ:AKAM, news, filings) turned in a strong first quarter, but rattled the markets a bit with some succession news. CEO Paul Sagan is planning to leave the company by the end of 2013, staying on for the transition period until a successor can be brought in. Here is a quick table of Q1 results [...] > read more

Akamai: Q1 Fine, But Sagan Leaving

Published on 2012-04-25 17:07:21

iPhone Helps Boost Sprint’s Subscriber Adds

Published on 2012-04-25 06:55:21

With the company busy spending to build out LTE, expectations for Sprint Nextel (NYSE:S, news, filings) to beat estimates in the first quarter weren’t high, but that’s what they did this morning. Revenues of $8.73B were slightly higher than expected, while the net loss per share of $0.29 easily better than the composite analyst guess [...] > read more

iPhone Helps Boost Sprint’s Subscriber Adds

Published on 2012-04-25 06:55:21

Juniper’s Q1 Surprises, This Time in a Good Way

Published on 2012-04-25 03:55:45

After a dismal winter for Juniper Networks (NASDAQ:JNPR, news, filings) with weak Q4 results and weaker Q1 projections, the last thing I expected from the company was a reasonable quarter. But in fact they easily beat those low goalposts they had erected. Revenues of $1032.5M came in well ahead of their prior projections of $960-990M, [...] > read more

Juniper’s Q1 Surprises, This Time in a Good Way

Published on 2012-04-25 03:55:45

Tuesday Roundup 4/24: FiberMedia, Level 3, MegaPath, Integra

Published on 2012-04-24 09:11:13

Here’s a quick survey of some recent items from US competitive operators: … [visit site to read more] > read more

Tuesday Roundup 4/24: FiberMedia, Level 3, MegaPath, Integra

Published on 2012-04-24 09:11:13

Here’s a quick survey of some recent items from US competitive operators: … [visit site to read more] > read more

For AT&T, Fewer New Subs Yield Bigger Earnings

Published on 2012-04-24 08:22:53

Global telecommunications giant AT&T (NYSE:T, news, filings) turned in its Q1 earnings report this morning, checking in with revenues of $31.8B and diluted earnings per share of $0.60, the former being in line and the latter being three pennies above expectations. … [visit site to read more] > read more

For AT&T, Fewer New Subs Yield Bigger Earnings

Published on 2012-04-24 08:22:53

Localizing the Internet in the Philippines

Published on 2012-04-24 05:36:36

This article was authored by Grace In Mono, and was originally posted on telecomasia.net. In this interconnected world, no economy can grow without the internet. Several studies have shown that a 10% increase in broadband penetration could improve gross domestic product (GDP) and labor productivity, especially in low– and middle-income countries. But apart from access, the [...] > read more

Localizing the Internet in the Philippines

Published on 2012-04-24 05:36:36

Monday Bytes 4/23: Fibertech, Sparkle, Level 3, Telx, SegTel

Published on 2012-04-23 14:46:05

Lots of news to start the week already, here’s a quick look at some interesting bits from Fibertech, Sparkle, Level 3, Telx, and SegTel: … [visit site to read more] > read more

Monday Bytes 4/23: Fibertech, Sparkle, Level 3, Telx, SegTel

Published on 2012-04-23 14:46:05

Lots of news to start the week already, here’s a quick look at some interesting bits from Fibertech, Sparkle, Level 3, Telx, and SegTel: … [visit site to read more] > read more

Perseus, Reliance Wrest Away Transatlantic Latency Crown

Published on 2012-04-23 07:48:33

Perseus Telecom and Reliance Globalcom say they have teamed up to take the leading position in the transatlantic latency race away from Level 3′s AC-1 route, which had held the position for some time. The two have launched the QuanTA system, which leverages Flag Atlantic’s northern cable, the latest advances in optical technology, dispersion compensation [...] > read more

Perseus, Reliance Wrest Away Transatlantic Latency Crown

Published on 2012-04-23 07:48:33

It’s Official: Vodafone to Buy C&W Worldwide

Published on 2012-04-23 04:21:08

After more than two months of consideration and a challenge from Tata Communications (NYSE:TCL, news, filings), Vodafone Group (NYSE:VOD, news, filings) said this morning that it has reached an agreement to buy Cable & Wireless Worldwide (LON:CW, news). They had received a three day extension on Friday, which seemed to indicate the tying up of [...] > read more

Interoute’s Revenue Surged in 2011

Published on 2012-04-23 03:57:38

Pan-European network operator and cloud services provider Interoute offered a window into its 2011 performance this morning. The company found growth in both its network and cloud businesses, and revenues surged all the way to €366M, 24% higher than the prior year despite the continent’s overall macroeconomic malaise. EBITDA and earnings also rose to … [visit site [...] > read more

CoreSite Buys Comfluent

Published on 2012-04-20 07:58:03

Data center REIT CoreSite (NYSE:COR, news, filings) hit the acquisition trail today and entered their eighth US market. They have purchased Comfluent, a carrier-neutral, network-centric colocation provider located in Denver. Comfluent provides colocation space and cross connects across 9,300 square feet at 910 15th and Pearl Plaza, including … [visit site to read more] > read more

Friday Poll: How Real Is the Spectrum Crisis?

Published on 2012-04-20 06:19:20

Time for a poll, what do you think? > read more

Looking For the Spectrum Crisis

Published on 2012-04-20 06:10:54

For the past year, the mantra of the large wireless carriers has been of a looming spectrum crisis. It was the biggest reason AT&T put forward to push through its bid for T-Mobile USA, and it helped LightSquared make its case that making its spectrum available would help add competition to the market. Both [...] > read more

Friday Roundup 4/19: inetwork, Enventis, Broadsoft, Telco Systems

Published on 2012-04-20 01:32:00

Time to catch up on some other noteworthy news from this week from inetwork, Enventis, Broadsoft, and Telco Systems: … [visit site to read more] > read more

Friday Roundup 4/19: inetwork, Enventis, Broadsoft, Telco Systems

Published on 2012-04-20 01:32:00

Time to catch up on some other noteworthy news from this week from inetwork, Enventis, Broadsoft, and Telco Systems: … [visit site to read more] > read more

New and Puzzling BRICS Cable Proposed

Published on 2012-04-19 10:52:27

Yesterday in New Delhi, yet another giant international submarine cable project was unveiled. The BRICS cable project would hook up Brazil, Russia, India, China, and South Africa to the US. If you’re a map freak like me, you’ve now got a globe in your head on which you can’t figure out just what route we’re [...] > read more

New and Puzzling BRICS Cable Proposed

Published on 2012-04-19 10:52:27

Level Builds European Momentum

Published on 2012-04-19 08:35:27

Two announcements by Level 3 Communications (NYSE:LVLT, news, filings) this week show the two sides of Level 3′s efforts to boost its growth in Europe in what has been a very persistetly tough economic environment. … [visit site to read more] > read more

Level Builds European Momentum

Published on 2012-04-19 08:35:27

Verizon Kicks Off 2012 With Solid Quarter

Published on 2012-04-19 07:11:02

Telecommunications giant Verizon (NYSE:VZ, news, filings) reported its first quarter 2012 earnings this morning, coming in slightly stronger than expected overall. Revenues of $28.24B were slightly ahead of expectations, while earnings per share of $0.59 beat composite analyst projections by a penny. The market is pleased thus far, with the stock up about … [visit [...] > read more

Verizon Kicks Off 2012 With Solid Quarter

Published on 2012-04-19 07:11:02

Tata Backs Off, Leaving Vodafone Alone in C&W Talks

Published on 2012-04-19 02:19:36

Yesterday Tata Communications (NYSE:TCL, news, filings) took itself out of the auction for Cable & Wireless Worldwide (LON:CW, news), after the two companies were unable to come to terms on a price. Tata had inserted itself into the process in late February after Vodafone Group (NYSE:VOD, news, filings)‘s initial expression of interest two weeks earlier. I had [...] > read more

Tata Backs Off, Leaving Vodafone Alone in C&W Talks

Published on 2012-04-19 02:19:36

And AboveNet Goes To…

Published on 2012-04-18 07:18:46

Zayo, of course. This morning AboveNet announced that the go-shop provision that was part of its merger agreement with Zayo has expired. No additional bids were received, and therefore it looks like the deal will in fact go through as originally envisioned. There had been no serious talk of another bid (that I heard [...] > read more

And AboveNet Goes To…

Published on 2012-04-18 07:18:46

Verizon Raises Its Low Latency Game

Published on 2012-04-18 06:53:42

Telecommunications giant Verizon (NYSE:VZ, news, filings) this morning introduced a newly enhanced low latency offering on the crucial New York City to Chicago route. They’re targeting the high speed trading segment of course, with CME Group being one of the first to take advantage of it out in Aurora, Illinois. And Verizon provided an actual [...] > read more

Verizon Raises Its Low Latency Game

Published on 2012-04-18 06:53:42

Colo Roundup 4/18: Colo Atl, Equinix, Interxion

Published on 2012-04-18 02:19:48

Time for some quick takes on recent news from the colocation and interconnection segment: … [visit site to read more] > read more

Colo Roundup 4/18: Colo Atl, Equinix, Interxion

Published on 2012-04-18 02:19:48

Time for some quick takes on recent news from the colocation and interconnection segment: … [visit site to read more] > read more

Akamai Drives a Fiat, Level 3 Chases a Triathlon

Published on 2012-04-17 07:55:50

Two interesting items this morning from NAB coming out of two very different CDN operators whose paths have been diverging further lately. Obviously both companies still target many of the same opportunities, but lately they have chosen to emphasize different aspects of their offerings. … [visit site to read more] > read more

Akamai Drives a Fiat, Level 3 Chases a Triathlon

Published on 2012-04-17 07:55:50

Metro Bytes 4/17: XO, Fiberlight, Zayo, Tower Cloud

Published on 2012-04-17 04:25:48

Here’s a quick look at some news already this week from competitive metro operators XO, Fiberlight, Zayo, and Tower Cloud: … [visit site to read more] > read more

Metro Bytes 4/17: XO, Fiberlight, Zayo, Tower Cloud

Published on 2012-04-17 04:25:48

Here’s a quick look at some news already this week from competitive metro operators XO, Fiberlight, Zayo, and Tower Cloud: … [visit site to read more] > read more

A closer look at Equinix’s ecosystems

Published on 2012-04-16 18:25:46

This is a guest post by Paolo Gorgò. If you might be interested in a guest post, then contact the webmaster. Equinix finished 2011 with 4,317 customers, excluding smaller clients inherited through the Virtu acquisition in East Netherlands. While looking at customer count may not be necessarily indicative of revenues, the exercise of analyzing this metric [...] > read more

A closer look at Equinix’s ecosystems

Published on 2012-04-16 18:25:46

Level 3′s CDN Footprint Keeps Expanding

Published on 2012-04-16 08:08:58

Level 3 Communications (NYSE:LVLT, news, filings) said this morning that it has completed a major expansion of its CDN capacity globally. That Level 3 is continuing to pour resources into the fastest growing piece of its business isn’t shocking of course, but it’s nice to get some details now and then. … [visit site to [...] > read more

Level 3′s CDN Footprint Keeps Expanding

Published on 2012-04-16 08:08:58

Hibernia Teams Up With Colt For Media

Published on 2012-04-16 07:54:40

Hibernia Media (news) and Colt Group (LON:COLT, news) have entered into a strategic relationship aimed at global media markets. Colt has picked Hibernia’s platform to deliver managed broadcast services to its European media customers, enabling them to draw on … [visit site to read more] > read more

Hibernia Teams Up With Colt For Media

Published on 2012-04-16 07:54:40

On Net Neutrality, Could a 1-800 Model Really Work?

Published on 2012-04-16 03:35:31

As most have noticed, net neutrality storm clouds are gathering again and battle lines are being drawn. The flashpoint right now is Comcast’s decision to have its Xfinity streaming content not count against its bandwidth caps, but it’s not just Comcast. AT&T and Verizon are working on related ideas in which content providers would pay [...] > read more

On Net Neutrality, Could a 1-800 Model Really Work?

Published on 2012-04-16 03:35:31

Primus Finds a Buyer For Its Aussie Fiber

Published on 2012-04-15 18:55:58

Australian service provider M2 Telecoms says that it has agreed to buy the Australian operations of Primus Telecommunications Group (NYSE:PTGI, news, filings). Primus has been considering strategic alternatives since October. The company obviously has found the optimal solution to be breaking up the assets in order to appeal to local buyers, which is what I [...] > read more

Primus Finds a Buyer For Its Aussie Fiber

Published on 2012-04-15 18:55:58

Comcast Business Hooks Up the Green Monster

Published on 2012-04-13 10:56:12

The business unit of Comcast (NASDAQ:CMCSA, news, filings) took home a trophy win for its Metro Ethernet business this week. The cable giant has been selected to bring big bandwidth to the both the summer and spring homes of the Boston Red Sox. They will be providing connectivity both for historic Fenway Park in Boston [...] > read more

Comcast Business Hooks Up the Green Monster

Published on 2012-04-13 10:56:12

Equinix, Cologix, Windstream Expand Colocation Footprints

Published on 2012-04-13 05:14:52

Three data center expansion projects hit the news yesterday: … [visit site to read more] > read more

Equinix, Cologix, Windstream Expand Colocation Footprints

Published on 2012-04-13 05:14:52

Three data center expansion projects hit the news yesterday: … [visit site to read more] > read more

Profiting from government surveillance

Published on 2012-04-13 01:06:31

This article was authored by Joseph Waring, and was originally posted on telecomasia.net. It recently came to light that mobile operators in the US are charging police departments substantial sums for wiretaps and other requests for their users’ personal cellphone data, with the fees differing widely — from $325 per wiretap target per month to as [...] > read more

Profiting from government surveillance

Published on 2012-04-13 01:06:31

Limelight Adds Another Carrier

Published on 2012-04-12 08:02:38

Alternative CDN and now cloud services provider Limelight Networks (NASDAQ:LLNW, news, filings) is still expanding its list of carrier partners. Today they added one south of the border, Bestel, who will be launching Limelight’s cloud-based suite under its DigiContent brand. That will let them serve the video production, management, and delivery needs of Mexican corporations [...] > read more

Limelight Adds Another Carrier

Published on 2012-04-12 08:02:38

Metro Bytes 4/12: Fatbeam, Optimum Lightpath, Lightower, Birch

Published on 2012-04-12 06:33:17

Here’s a quick look at recent news items from the metro space: … [visit site to read more] > read more

Metro Bytes 4/12: Fatbeam, Optimum Lightpath, Lightower, Birch

Published on 2012-04-12 06:33:17

Here’s a quick look at recent news items from the metro space: … [visit site to read more] > read more

Level 3 Enables Free Mobile VoIP, Lands in Africa

Published on 2012-04-12 04:42:08

Two interesting items for Level 3 Communications (NYSE:LVLT, news, filings) this week, one on the cusp of the mobile data revolution and the other from the the horn of Africa. … [visit site to read more] > read more

Level 3 Enables Free Mobile VoIP, Lands in Africa

Published on 2012-04-12 04:42:08

Dell Enters CDN Biz With EdgeCast’s Help

Published on 2012-04-11 09:40:12

Tech giant Dell is getting into the CDN business according to a release this morning. They are now offering Dell Deliver, which is built on EdgeCast’s platform with video processing from Elemental and of course is ultimately powered by plenty of … [visit site to read more] > read more

Dell Enters CDN Biz With EdgeCast’s Help

Published on 2012-04-11 09:40:12

Sidera Takes the Western Road to Ashburn For RagingWire

Published on 2012-04-11 07:12:13

Data Center operator RagingWire has selected Sidera Networks (news) to provide fiber connectivity to its new 140,000 square foot facility in Ashburn. RagingWire leased the space last May, expanding from its base in Sacramento which now features some 470,000 square feet. A key selling point for Sidera’s bid was its extra network diversity on the [...] > read more

Sidera Takes the Western Road to Ashburn For RagingWire

Published on 2012-04-11 07:12:13

BATS, Chi-X Europe Pick AboveNet

Published on 2012-04-11 06:20:03

While we’re all waiting to see if Zayo succeeds in its bid to buy the company, AboveNet (NYSE:ABVT, news, filings) is still out there selling bandwidth. This morning they picked up a key UK contract in the financial vertical supplying connectivity to BATS Europe and Chi-X Europe . … [visit site to read more] > read more

BATS, Chi-X Europe Pick AboveNet

Published on 2012-04-11 06:20:03

Colo Roundup 4/10: QTS, Cologix, CoreSite, Terremark, Interxion, DLR

Published on 2012-04-11 01:57:47

There was a blitz of colocation-related news items yesterday, here are some quick highlights: … [visit site to read more] > read more

Colo Roundup 4/10: QTS, Cologix, CoreSite, Terremark, Interxion, DLR

Published on 2012-04-11 01:57:47

There was a blitz of colocation-related news items yesterday, here are some quick highlights: … [visit site to read more] > read more

Metro Bytes 4/10: Fibertech, tw telecom, CapeNet, Earthlink, Spread

Published on 2012-04-10 09:08:22

Several interesting stories from the metro space already this week that are worth a quick look. … [visit site to read more] > read more

Metro Bytes 4/10: Fibertech, tw telecom, CapeNet, Earthlink, Spread

Published on 2012-04-10 09:08:22

Several interesting stories from the metro space already this week that are worth a quick look. … [visit site to read more] > read more

Rostelecom to Buy RETN

Published on 2012-04-10 07:17:22

According to reports, Russian telecommunications giant Rostelecom is buying IP/MPLS network operator RETN. At least that’s what it sounds like — the Russian fiber market has always been a bit opaque to me and the tortured language issued by the FAS regulatory body didn’t help one bit: … [visit site to read more] > read more

Rostelecom to Buy RETN

Published on 2012-04-10 07:17:22

Finding a Likely Buyer For Cogent

Published on 2012-04-10 02:21:50

Lately Cogent Communications (NASDAQ:CCOI, news, filings) has begun to come up more frequently as a fiber M&A target in both the media and analyst reports, while for many years they haven’t really popped up too much in the various consolidation rumors. That’s partly because they’ve stated that prices are higher than they are willing to [...] > read more

Finding a Likely Buyer For Cogent

Published on 2012-04-10 02:21:50

MagicJack Pre-Announces, Easily Beats Estimates

Published on 2012-04-09 07:44:27

Hmmm, I think magicJack VocalTec (NASDAQ:CALL, news, filings) is trying to get some attention from the markets. It’s not often that a company pre-announces in February that it will beat analyst estimates for Q1, and then pre-announces again after Easter weekend to confirm that it in fact probably has done so and intends to resume [...] > read more

MagicJack Pre-Announces, Easily Beats Estimates

Published on 2012-04-09 07:44:27

No Deal Yet AT&T/Unions, But No Strike Yet Either

Published on 2012-04-09 06:42:33

Over the weekend, AT&T (NYSE:T, news, filings) and unions representing tens of thousands of workers passed a deadline without a new contract. For now, the unions and the company are still negotiating and the workers will still be working according to a Reuters report. The main area of dispute is who pays how much for [...] > read more

No Deal Yet AT&T/Unions, But No Strike Yet Either

Published on 2012-04-09 06:42:33

Easter Roundup 4/9: SRP, Altibox, Qtel, Level 3

Published on 2012-04-09 03:49:21

Happy Easter to everyone! Most readers are probably still on break but for those who aren’t here are some quick looks at some news items that happened since or slipped through the cracks last week. … [visit site to read more] > read more

Easter Roundup 4/9: SRP, Altibox, Qtel, Level 3

Published on 2012-04-09 03:49:21

Ramblings Jobs Easter: Jaymie Scotto & Associates

Published on 2012-04-06 11:24:26

The Ramblings Jobs Board has had a very productive spring, especially since it was remodeled last month. This week we have a new listing from a familiar face. Jaymie Scotto & Associates is looking for … [visit site to read more] > read more

Ramblings Jobs Easter: Jaymie Scotto & Associates

Published on 2012-04-06 11:24:26

Are Today’s Fiber Builders Repeating The Mistakes of the Dot Com Era?

Published on 2012-04-06 07:18:17

There was some lively discussion following my, err, somewhat lively response to that WSJ article earlier this week. My own opinion is no secret, but let’s put it to a vote just to see where we stand as a group: … [visit site to read more] > read more

Are Today’s Fiber Builders Repeating The Mistakes of the Dot Com Era?

Published on 2012-04-06 07:18:17

For LightSquared, a Dance With The BK Rumor Mill

Published on 2012-04-05 07:50:47

It was truly inevitable that after last quarter’s final regulatory defeat over the GPS interference issue we would see LightSquared on the ropes. That is what the word is out there in the media today with bankruptcy is looming large as an option, with Philip Falcone himself quoted by Reuters as ‘seriously considering’ a voluntary [...] > read more

For LightSquared, a Dance With The BK Rumor Mill

Published on 2012-04-05 07:50:47

Colo Roundup 4/5: Terremark, Equinix, Savvis, IO, CoreLink

Published on 2012-04-05 04:45:54

With Easter on tap this weekend, let’s wrap up with a few quick looks at items in the colocation space, which has been very busy this week: … [visit site to read more] > read more

Colo Roundup 4/5: Terremark, Equinix, Savvis, IO, CoreLink

Published on 2012-04-05 04:45:54

With Easter on tap this weekend, let’s wrap up with a few quick looks at items in the colocation space, which has been very busy this week: … [visit site to read more] > read more

Optical Delusions and Illusions

Published on 2012-04-04 12:31:32

In the Wall Street Journal yesterday there appeared an article entitled “Optical Delusion? Fiber Booms Again Despite Bust” which requires a response. While noting the importance of where the fiber is in determining its value, the author continues to speak from the doubtful perspective that there is some … [visit site to read more] > read more

Optical Delusions and Illusions

Published on 2012-04-04 12:31:32

NFC payments a solution seeking a problem

Published on 2012-04-04 08:36:36

This article was authored by Don Sambandaraksa, and was originally posted on telecomasia.net. Smart mobile devices have long been hailed as the solution to the digital divide and many speak of the wonders that contactless payment technologies enabled through NFC and online payment apps can bring. But all too often, technology seems like a solution searching [...] > read more

NFC payments a solution seeking a problem

Published on 2012-04-04 08:36:36

Rising From the CLEC Ashes

Published on 2012-04-04 07:35:44

Yesterday I was reading this piece on the threat to the incumbent telcos and cable operators plans for the SME from independent cloud-based VoIP and UC from service providers like ’8 > read more

Rising From the CLEC Ashes

Published on 2012-04-04 07:35:44

Yesterday I was reading this piece on the threat to the incumbent telcos and cable operators plans for the SME from independent cloud-based VoIP and UC from service providers like ’8 > read more

Zayo On the Move in Tennessee, Georgia, and Colorado

Published on 2012-04-03 13:02:54

With their proposed acquisitions of Abovenet and Arialink still pending, Zayo has continued to push forward on all fronts lately. Today they announced the completion of the network expansion in Nashville that they had started on in the fall, finishing up with … [visit site to read more] > read more

Zayo On the Move in Tennessee, Georgia, and Colorado

Published on 2012-04-03 13:02:54

ABRY Buys Another Data Center Operator

Published on 2012-04-03 09:57:55

ABRY Partners seems to have an unending appetite for internet infrastructure currently. Today they expanded their colocation footprint by buying Access Northeast and merging it with Xand, which they just purchased six months ago. … [visit site to read more] > read more

ABRY Buys Another Data Center Operator

Published on 2012-04-03 09:57:55

TeliaSonera to Deliver NHL to Scandanavia

Published on 2012-04-03 07:40:14

TeliaSonera International Carrier added a big sports broadcasting notch to its belt this morning, announcing that it will be delivering live NHL games to the Scandanavian countries. While of North American sports it’s usually basketball that gets exported the most, for countries touching the Arctic Circle it is naturally hockey … [visit site to read [...] > read more

TeliaSonera to Deliver NHL to Scandanavia

Published on 2012-04-03 07:40:14

More Fiber M&A: Private Equity Buys Eurofiber

Published on 2012-04-03 06:24:02

Reports from Europe this morning say that private equity is moving in on one of the largest independent fiber operators in the Netherlands. Doughty Hanson has apparently agreed to buy a majority stake in Eurofiber from … [visit site to read more] > read more

More Fiber M&A: Private Equity Buys Eurofiber

Published on 2012-04-03 06:24:02

Colo Bytes 4/2: T-Systems, Windstream, IO, Equinix

Published on 2012-04-02 23:08:37

There have been several interesting colo/cloud items already this week, here are a few quick takes: … [visit site to read more] > read more

Colo Bytes 4/3: T-Systems, Windstream, IO, Equinix

Published on 2012-04-02 23:08:37

There have been several interesting colo/cloud items already this week, here are a few quick takes: … [visit site to read more] > read more

AAPT Launches 100G Down Under

Published on 2012-04-02 09:55:00

While its NBN project has a long road ahead of it yet, Australia got some 100G loving today from AAPT. They commercially launched a 100Gbps connection between Melbourne and Sydney on April 1, but of course it’s better to announce such things … [visit site to read more] > read more

AAPT Launches 100G Down Under

Published on 2012-04-02 09:55:00

Integra Launches Waves

Published on 2012-04-02 07:14:03

Integra Telecom (news, filings) said today that it has launched wavelength services. The western CLEC and network operator isnow … [visit site to read more] > read more

Integra Launches Waves

Published on 2012-04-02 07:14:03

Integra Telecom (news, filings) said today that it has launched wavelength services. The western CLEC and network operator isnow … [visit site to read more] > read more

Fiberopoly

Published on 2012-04-01 12:43:31

This article was authored by James Henry, Senior Managing Director of Bank Street Group. In recognition of April Fool’s Day, I thought the readers at Telecom Ramblings might enjoy this Monopoly-inspired Fiberopoly board game: … [visit site to read more] > read more

Fiberopoly

Published on 2012-04-01 12:43:31

Industry Leaders Moving on Cloud-Powered, Low-Latency Pizza Delivery

Published on 2012-03-31 23:01:30

Until now, the wonders of the cloud revolution and low latency connectivity have been targeted at niche industries like gaming, high speed trading, and hospitals. But now the true power of fiber and the cloud is coming to the mass markets, as major telecommunications companies quickly move beyond server instances and backup infrastructure to standardize [...] > read more

Industry Leaders Take On Cloud-Powered, Low-Latency Pizza Delivery

Published on 2012-03-31 23:01:30

More Ramblings Jobs: Lightower, OpenCape

Published on 2012-03-30 13:40:35

We’ve had a bumper crop of job listings on the Telecom Ramblings jobs board since my upgrade two weeks ago. This week we have a top management position at OpenCape and a group of four from Northeastern fiber operator Lightower. … [visit site to read more] > read more

More Ramblings Jobs: Lightower, OpenCape

Published on 2012-03-30 13:40:35

Friday Bytes 3/30: Digital Realty, Cologix, UPN, BTI

Published on 2012-03-30 08:15:49

Another week has passed, or will have passed by the end of the day of course. Time to catch up on some more interesting news items: … [visit site to read more] > read more

Friday Bytes 3/30: Digital Realty, Cologix, UPN, BTI

Published on 2012-03-30 08:15:49

Another week has passed, or will have passed by the end of the day of course. Time to catch up on some more interesting news items: … [visit site to read more] > read more

AOL Hunts and Catches the Power Hog

Published on 2012-03-30 03:09:45

The most unique story out there this week came from AOL, which won the Server Roundup award by decommissioning almost 10K servers to save some $5M, highlighting just how cluttered infrastructure can get over the years. Mike Manos, now CTO of AOL’s parent, Huffington Post, and of course the former head of Digital Realty, spearheaded [...] > read more

AOL Hunts and Catches the Power Hog

Published on 2012-03-30 03:09:45

The most unique story out there this week came from AOL, which won the Server Roundup award by decommissioning almost 10K servers to save some $5M, highlighting just how cluttered infrastructure can get over the years. Mike Manos, CTO and former head of Digital Realty, spearheaded the effort and offered some very interesting commentary both [...] > read more

Sidera Selected to Bring ACC6 On-Net

Published on 2012-03-29 18:40:54

Northeastern fiber operator Sidera Networks (news) has been selected to provide connectivity to the new ACC6 facility of Dupont Fabros in northern Virginia. Sidera is the first fiber provider to connect to the facility, phase 1 of which which went online last fall. Sidera’s network between DC and NYC features both low latency and some [...] > read more

Sidera Selected to Bring ACC6 On-Net

Published on 2012-03-29 18:40:54

Tata, Vodafone Get Extension for C&W Decision

Published on 2012-03-29 06:09:39

UK regulators have granted the wishes of Tata Communications (NYSE:TCL, news, filings) and Vodafone Group (NYSE:VOD, news, filings) and extended the deadline for both companies’ potential bids for Cable & Wireless Worldwide (LON:CW, news). Tata and Vodafone had asked for such a move, complaining that they hadn’t yet been … [visit site to read more] > read more

Tata, Vodafone Get Extension for C&W Decision

Published on 2012-03-29 06:09:39

Telcos still struggle with paradigm shift: execs

Published on 2012-03-29 01:37:36

This article was authored by John C. Tanner, and was originally posted on telecomasia.net. It seems like every telecoms-related conference I’ve been to this year – and I know it’s only March, but bear with me – has had a recurring theme that goes something like this: telcos really have no idea how much their [...] > read more

Telcos still struggle with paradigm shift: execs

Published on 2012-03-29 01:37:36

Comcast Roils Net Neutrality Waters

Published on 2012-03-28 07:58:05

Cable giant Comcast (NASDAQ:CMCSA, news, filings) angered network neutrality supporters this week by saying that usage of its new Xfinity TV service on the Xbox 360 service won’t count against subscribers’ 250Gb bandwidth caps. The fear is that this gives their streaming service an advantage over the Over-The-Top competition, e.g. Netflix. And it obviously does. [...] > read more

Comcast Roils Net Neutrality Waters

Published on 2012-03-28 07:58:05

Network Bytes 3/28: DRS, Alpheus, TelePacific, Bullseye, Masergy

Published on 2012-03-28 07:14:30

Here’s a group of quick takes on interesting items this week from the competitive side of the tracks. … [visit site to read more] > read more

Network Bytes 3/28: DRS, Alpheus, TelePacific, Bullseye, Masergy

Published on 2012-03-28 07:14:30

Here’s a group of quick takes on interesting items this week from the competitive side of the tracks. … [visit site to read more] > read more

AboveNet Opens For Business In Toronto

Published on 2012-03-28 04:30:43

With the Zayo transaction still fresh in our minds, AboveNet (NYSE:ABVT, news, filings) is still pushing forward with its own expansion initiatives. They’ve been working toward a Toronto rollout a year now, and today they finally launched the new market formally. Toronto is the key hub for the Canadian bandwidth markets, and its financial sector [...] > read more

Avaya, Level 3 Team for UC

Published on 2012-03-27 18:40:28

At Enterprise Connect today, Avaya announced a plan to enter a strategic relationship with Level 3 Communications (NYSE:LVLT, news, filings) as part of the launch of its hosted UC solution for small and medium businesses. The product, AvayaLive Connect, is still in trials, but is expected to go live this summer with a suite of [...] > read more

Colo Catchup 3/27: Equinix, DLR, WiredRE, DFT

Published on 2012-03-27 13:02:32

Quick takes on some of the interesting colo and cloud news so far this week: … [visit site to read more] > read more

Telebras, Angola Cables Team Up For South Atlantic Cable

Published on 2012-03-27 09:28:31

A few weeks ago, BNamericas reported that Brazilian state owned operator Telebrás was planning a big submarine cable project that would add big bandwidth between South America and each of North America, Europe, and Africa. Apparently they weren’t just messing with us, as this week the news is that they have signed an agreement to [...] > read more

Comcast’s Business VoIP Cloud Rolls In

Published on 2012-03-27 06:44:07

Remember about two years ago when cable giant Comcast (NASDAQ:CMCSA, news, filings) bought up the small but dynamic wholesale VoIP services provider New Global Telecom? Since then Comcast has made waves in the metro Ethernet side of the enterprise market, but not so much with VoIP. Well, they took their time about it but they [...] > read more

On Spectrum and Wireless Backhaul Bottlenecks

Published on 2012-03-27 03:49:36

In a guest article in Forbes over the weekend, Level 3 CEO James Crowe opened a new front against the incumbent last mile providers. Or, more accurately, he reopened a front that the FCC has been trying to sit on for a very long time. He took them to task for exacerbating the very spectrum shortage [...] > read more

Network Bytes: 3/26: Telstra, Level 3, Lumos, Orange

Published on 2012-03-26 08:21:22

Quite a lot of news for a Monday morning today, let’s take a quick survey of some items from network operators of various sizes: … [visit site to read more] > read more

For the NBN, Australia Sends Huawei Packing

Published on 2012-03-26 06:05:15

It isn’t just the USA that is acting on security worries about Huawei. The Australian government today barred the Chinese equipment maker from its $37B NBN project, according to reports. I honestly didn’t think the NBN would get this far back when it was announced, but it has and … [visit site to read more] > read more

Bank Street Perspective on the AboveNet-Zayo Deal

Published on 2012-03-26 00:40:58

This article was authored by James Henry, Senior Managing Director of Bank Street Group. As we’ve spoken with industry executives and private equity partners over the past week since Zayo’s acquisition of AboveNet was announced, there have been a number of common questions and themes about the transaction itself … [visit site to read more] > read more

Ramblings Jobs: More Sales For Sidera

Published on 2012-03-23 11:44:51

With the news that T-Mobile is laying off 1900 and two M&A events all happening this week, we could do with a reminder that there is hiring going on out there too. New this week on the recently upgraded Ramblings Jobs Board has been another in a series by northeastern fiber operator … [visit site to read more] > read more

Level 3 Induces Conversion, Further Cleans Balance Sheet

Published on 2012-03-14 02:45:25

For Level 3 Communications (NYSE:LVLT, news, filings), the balance sheet work never ends, although it has been getting easier. Yesterday the company took another step toward erasing some very expensive money from the books. They have signed an agreement with major shareholder Southeast Asset Management to exchange $100M in senior converts for 5.4M shares of [...] > read more

Colo Roundup 3/13: Inteliquent, Telehouse, IO, Xerox, WiredRE

Published on 2012-03-13 12:32:51

Several interesting bits of news from the data center front today worth a quick take: … [visit site to read more] > read more

SeaBorn Launches Giant Florida-Brazil Cable

Published on 2012-03-13 09:04:41

South America is the home of this year’s submarine cable protagonists, without any doubt. Today we learned of yet another giant cable aimed at bringing big bandwidth to the growing Latin American marketplace. SeaBorn Networks is planning a brand new cable system connecting Miami directly to the commercial center of Sao Paolo, with a branch [...] > read more

M&A Journal: Vodafone Gets Time, Showdown With Tata over C&W

Published on 2012-03-13 07:11:26

UK regulators gave Vodafone Group (NYSE:VOD, news, filings) more time to decide whether to bid for Cable & Wireless Worldwide yesterday, pushing back its deadline until March 29. That’s the same day Tata is due to make its own decision on a bid, and thus we are set up for a bit of a showdown. [...] > read more

Competitive Fiber Valuations Have Recovered Since Autumn

Published on 2012-03-13 03:03:55

One last look at some post-Q4 numbers, specifically the ratio of enterprise value (EV) to adjusted EBITDA across the sector. This ratio isn’t perfect of course, but it has more inherent comparability than other metrics, as it incorporates net debt (via EV) and alongside the capex/revenue plot gives a decent relative picture of the sector’s various [...] > read more

Industry Spotlight: Fred Cannone of TELEHOUSE America

Published on 2012-03-12 07:19:21

The carrier neutral collocation business just keeps on growing quarter after quarter, and with all the movement toward cloud-based services across the globe it seems very unlikely that trend will change anytime soon. With us today to tell us more about TELEHOUSE America’s position in this space and its plans for the future is Fred [...] > read more

Phoenix NAP Builds Out, to Amsterdam

Published on 2012-03-12 07:15:30

That the colocation business is expanding on all fronts right now is obvious, but the location chosen by Arizona’s Phoenix NAP came as a bit of a surprise. They will be opening a new node in Amsterdam, taking up residence in one of the five facilities there operated by Interxion. The expansion is all about [...] > read more

Digital Realty: Data Center Demand Is Smokin’ Hot

Published on 2012-03-12 06:54:44

Digital Realty Trust (NYSE:DLR, news, filings) released the results of its survey of North American demand for data centers, revealing just how broad-based and unidirectional the sector’s expansion is right now. Ninety two percent said they will definitely or probably expand this year, while just four percent said they have no such plans. That’s up [...] > read more

Industry Spotlight: Fred Cannone of TELEHOUSE America

Published on 2012-03-12 02:19:21

Ramblings Jobs: UPN and CityFibre Holdings

Published on 2012-03-09 11:29:01

Two new jobs were posted to the Ramblings Jobs Board this week from Unite Private Networks and from City Fibre Holdings. Additionally, the jobs board itself finally got a long-needed overhaul. … [visit site to read more] > read more

Ramblings Jobs: UPN and CityFibre Holdings

Published on 2012-03-09 11:29:01

SURFnet, Cisco Test ULH Alien Waves

Published on 2012-03-09 07:38:06

The Dutch research network said today that it has successfully demonstrated a 100G ultra-longhaul DWDM solution from Cisco Systems (NASDAQ:CSCO, news, filings). On a route between the SARA supercomputing site in Amsterdam and CERN to the south in Geneva, SURFnet introduced 100G single carrier optical interfaces into their existing infrastructure without any disruption. … [visit [...] > read more

SURFnet, Cisco Test ULH Alien Waves

Published on 2012-03-09 07:38:06

Level 3 Takes Its Renewable Power Push East

Published on 2012-03-09 06:14:22

Last summer, Level 3 Communications (NYSE:LVLT, news, filings) put a green foot forward by moving two colocation facilities in London and another in Amsterdam onto 100% renewable power. Apparently that went pretty well, because they added another five today a bit further to the east. … [visit site to read more] > read more

Level 3 Takes Its Renewable Power Push East

Published on 2012-03-09 06:14:22

Telefonica’s Latin American Cloud Opens For Business

Published on 2012-03-09 01:55:32

Yesterday Telefonica (NYSE:TEF, news, filings) launched a cloud computing platform aimed at Latin America called Virtual Hosting 2.0. Latin America is of course Telefonica’s growth engine, while its Spanish incumbent and other European businesses are far less dynamic. Telefonica is powering the new platform via five interconnected data centers spread across five countries in South [...] > read more

Telefonica’s Latin American Cloud Opens For Business

Published on 2012-03-09 01:55:32

Comcast Throws Cold Water On That Unlikely Netflix Rumor

Published on 2012-03-08 11:42:38

Yesterday the industry was abuzz with talk that Netflix was pitching a peace plan to the cable companies. The idea was that Netflix would become just another piece of the cable bill, squaring off against the likes of HBO and backing off their direct OTT challenge. Honestly, I found it hard to take seriously. According [...] > read more

Comcast Throws Cold Water On That Unlikely Netflix Rumor

Published on 2012-03-08 11:42:38

Brazil’s Telebrás Plans Major Submarine Cable System

Published on 2012-03-08 07:03:56

According to an article on BNamericas, Brazil’s state-owned operator Telebrás is making a big undersea move aimed at dramatically increasing the country’s international bandwidth choices by hooking up four continents. … [visit site to read more] > read more

Brazil’s Telebrás Plans Major Submarine Cable System

Published on 2012-03-08 07:03:56

GSMA bans CBOSS from next MWC

Published on 2012-03-08 01:33:50

This article was authored by Michael Carroll, and was originally posted on telecomasia.net. If you’re looking for evidence of the growing role of women in the telecoms industry, look no further than the news that Russian OSS/BSS vendor CBOSS has been banned from the next Mobile World Congress by organizer GSM Association. … [visit site to [...] > read more

GSMA bans CBOSS from next MWC

Published on 2012-03-08 01:33:50

Colo Bytes 3/7: QTS, Telx, Interxion, IO

Published on 2012-03-07 11:07:40

Several interesting items today from the carrier neutral data centers: … [visit site to read more] > read more

Colo Bytes 3/7: QTS, Telx, Interxion, IO

Published on 2012-03-07 11:07:40

Several interesting items today from the carrier neutral data centers: … [visit site to read more] > read more

Ciena: Up From Here

Published on 2012-03-07 07:34:47

Two weeks ago Ciena (NASDAQ:CIEN, news, filings) preannounced its fiscal Q1 results, lowering guidance significantly to about $415M due to unexpectedly longer development cycles and seasonality and other such things. Today they turned in the real number, $416.7M, but spiced things up with an upbeat outlook. … [visit site to read more] > read more

Ciena: Up From Here

Published on 2012-03-07 07:34:47

Capex Trends for Competitive Service Providers – Q4/2011

Published on 2012-03-07 01:23:48

Capital expenditures among competitive network operators was remarkably stable sequentially in the fourth quarter of 2011, according to my latest data update. With one exception, network operators held the rudder quite steady both on the fiber-heavy and fiber-light ends of the spectrum. This is another nail in the coffin of the idea that … [visit [...] > read more

Capex Trends for Competitive Service Providers – Q4/2011

Published on 2012-03-07 01:23:48

Alcatel-Lucent Matches Ciena’s 400G Chip

Published on 2012-03-06 06:41:00

It seems that equipment manufacturers are thinking along similar lines right now, and what they’re thinking is that 100G is today’s killer technology and tomorrow’s buggy whip. At OFC/NFOEC today Alcatel-Lucent is unveiling a 400Gbps Photonic Service Engine chip aimed first at improving the company’s 100G products but eventually at offering 400G wavelengths. … [visit [...] > read more

Alcatel-Lucent Matches Ciena’s 400G Chip

Published on 2012-03-06 06:41:00

Level 3 Powers MicroSoft’s Lync Project, Enables Smilingbits, BRF

Published on 2012-03-06 05:45:19

Level 3 Communications (NYSE:LVLT, news, filings) may be in the midst of a giant integration project, but in the past few days the focus has been more organic news. Today in particular, the company said it will be providing advanced voice services to the MicroSoft Lync Reference Architecture Project. … [visit site to read more] > read more

Level 3 Powers MicroSoft’s Lync Project, Enables Smilingbits, BRF

Published on 2012-03-06 05:45:19

Tuesday Roundup 3/6: Birch, tw telecom, HickoryTech, iNetwork, Sidera

Published on 2012-03-06 01:53:57

A quick roundup of recent news items from the competitive side of the tracks that are worth a quick look: … [visit site to read more] > read more

Tuesday Roundup 3/6: Birch, tw telecom, HickoryTech, iNetwork, Sidera

Published on 2012-03-06 01:53:57

A quick roundup of recent news items from the competitive side of the tracks that are worth a quick look: … [visit site to read more] > read more

Infinera’s DTN-X Bags C&W Worldwide

Published on 2012-03-05 06:05:36

Infinera (NASDAQ:INFN, news, filings) this morning announced its first customer contract for its new DTN-X 5x100Gbps product line, and it’s not one of the usual suspects. Cable & Wireless Worldwide will be using the gear to help power the brand new EPEG fiber system. … [visit site to read more] > read more

Infinera’s DTN-X Bags C&W Worldwide

Published on 2012-03-05 06:05:36

Tata Raising Funds for C&W Bid?

Published on 2012-03-05 05:32:28

Following last week’s acknowledgement that it is considering a bid for Cable & Wireless Worldwide, a Reuters report this morning says that Tata Communications (NYSE:TCL, news, filings) is looking to access the debt markets raise as much as $2B in cash. Some of that is likely earmarked for refinancing activity, but it does seem likely [...] > read more

Tata Raising Funds for C&W Bid?

Published on 2012-03-05 05:32:28

NTT Hits the Ground in Indonesia

Published on 2012-03-05 00:35:15

NTT Communications (NYSE:NTT, news, filings) has launched its own fiberoptic network services in Indonesia. They have started out at the EJIP Industrial Park outside of Jakarta with service to multinational companies. They gained a fixed network operating license just three months ago, and … [visit site to read more] > read more

NTT Hits the Ground in Indonesia

Published on 2012-03-05 00:35:15

FCC Dashes Dish’s Spectrum Plans, For Now

Published on 2012-03-02 21:58:25

Dish Network’s plans for building a national LTE network out of wireless spectrum repurposed from satellite duty took a major hit today. In finally making a decision, the FCC has done what it does best: it decided to delay making a decision. … [visit site to read more] > read more

FCC Dashes Dish’s Spectrum Plans, For Now

Published on 2012-03-02 21:58:25

Ramblings Jobs: Another For Sidera

Published on 2012-03-02 08:00:54

Another job was posted to the Telecom Ramblings Jobs Board this week. Actually, this weekend the jobs board will be upgraded to a new version, just in time for an improving economy that hopefully will start producing jobs in quantity. But in the meantime, northeastern fiber operator Sidera Networks (news) continued its steady stream of listings with [...] > read more

Ramblings Jobs: Another For Sidera

Published on 2012-03-02 08:00:54

EBITDA Margins for Competitive Operators – Trends Through Q4/11

Published on 2012-03-02 06:32:25

Nearly all the fourth quarter data is in now, so it’s time to take another look at some of the metrics for companies in the sector side by side. I have added fourth quarter data for two additional companies to the usual competitive mix: newly independent Lumos Networks (NASDAQ:LMOS, news, filings) and the increasingly hybridized [...] > read more

EBITDA Margins for Competitive Operators – Trends Through Q4/11

Published on 2012-03-02 06:32:25

Ciena Scales to 400G, Programmably

Published on 2012-03-01 12:50:14

Ciena (NASDAQ:CIEN, news, filings) opened up a new front in the neverending battle for DWDM pre-eminence today by introducing a software-programmable coherent technology that scales all the way to 400Gbps. The new generation of silicon chips, which goes by the name WaveLogic 3, is about more than speed despite the big number. … [visit site [...] > read more

Ciena Scales to 400G, Programmably

Published on 2012-03-01 12:50:14

Helix Nebula Effort Kicks Off

Published on 2012-03-01 08:05:26

One of the most obvious applications of cloud computing has always been what some call ‘big science’, in which vast piles of data must be processed in order to advance the latest research. By pooling resources and using computing on demand, research groups can more easily scale their infrastructure. Today a consortium of 18 European organizations teamed [...] > read more

Helix Nebula Effort Kicks Off

Published on 2012-03-01 08:05:26

Another Bidder for C&W Worldwide Emerges

Published on 2012-03-01 06:33:06

According to reports this morning, Tata Communications (NYSE:TCL, news, filings) says it is evaluating a potential all-cash bid for Cable & Wireles Worldwide. While discussions are at an early stage, the Indian telecommunications conglomerate would need to … [visit site to read more] > read more

Another Bidder for C&W Worldwide Emerges

Published on 2012-03-01 06:33:06

African ISPs Survive Cable Cuts, Asian Projects Advance

Published on 2012-03-01 02:18:09

Several interesting items from the submarine cable industry yesterday that are worth a mention. … [visit site to read more] > read more

African ISPs Survive Cable Cuts, Asian Projects Advance

Published on 2012-03-01 02:18:09

Several interesting items from the submarine cable industry yesterday that are worth a mention. … [visit site to read more] > read more

Teliasonera Plants Anti-NetNeutrality Flag at MWC

Published on 2012-02-29 11:44:09

The last big network neutrality battle was a domestic one, but the next one appears to be kicking off in Europe. And this time it won’t be limited to words and hypotheticals. According to a Light Reading report from MWC, Teliasonera has apparently gone ahead with a new pricing policy: you can use VoIP on their [...] > read more

Teliasonera Plants Anti-NetNeutrality Flag at MWC

Published on 2012-02-29 11:44:09

MWC: CEOs assess cloud damage

Published on 2012-02-29 08:10:22

This article was authored by John C. Tanner, and was originally posted on telecomasia.net. “Mobile cloud” was the topic du jour for the second round of morning keynotes at the Mobile World Congress Tuesday, but C-level executives spent much of their stage time talking less about the cloud itself and more about the havoc cloud is wreaking on [...] > read more

MWC: CEOs assess cloud damage

Published on 2012-02-29 08:10:22

Interconnections 2/29: Inteliquent, Stackpop, Telx, Colo Atl, Equinix

Published on 2012-02-29 02:09:03

Here are some Leap Day quick-takes on news related to the growing interconnectivity needs in the telecom and internet infrastructure sector, both for bits and for more general B2B relationships: … [visit site to read more] > read more

Interconnections 2/29: Inteliquent, Stackpop, Telx, Colo Atl, Equinix

Published on 2012-02-29 02:09:03

Network Roundup 2/28: Level 3, Sidera, Lightower, Akamai

Published on 2012-02-28 08:02:51

As expected, much of the industry saved up news to release today. Let’s take a quick look at a few from the network operator side of things: … [visit site to read more] > read more

Network Roundup 2/28: Level 3, Sidera, Lightower, Akamai

Published on 2012-02-28 08:02:51

As expected, much of the industry saved up news to release today. Let’s take a quick look at a few from the network operator side of things: … [visit site to read more] > read more

Towers, Integration Dominate euNetworks’ Q4

Published on 2012-02-28 07:48:59

Independent European metro fiber operator euNetworks (SIN:H23, news) had a very busy fourth quarter, as detailed in their earnings release this morning. After two acquisitions in 2012 (Lambdanet and TeraGate) that doubled the company’s size, they have been actively working through the integration yet still managed to greatly accelerate the buildout of their footprint. Here’s [...] > read more

Towers, Integration Dominate euNetworks’ Q4

Published on 2012-02-28 07:48:59

AboveNet Turns In Steady Q4

Published on 2012-02-28 07:08:00

National metro operator telecom reported its fourth quarter earnings this morning, turning in its usual solid growth. Revenues were slightly above both estimates and the high end of guidance, while earnings per share easily beat analyst expectations. Here’s a quick summary in context: … [visit site to read more] > read more

AboveNet Turns In Steady Q4

Published on 2012-02-28 07:08:00

Tuesday Roundup 2/28: Akamai, Highwinds, Cross River, ZColo

Published on 2012-02-28 01:36:51

The news cup runneth over, with MWC still going on, MetroConnect kicking off today, and few earnings reports coming out too, So let’s first catch up on some of the other news out recently: … [visit site to read more] > read more

Tuesday Roundup 2/28: Akamai, Highwinds, Cross River, ZColo

Published on 2012-02-28 01:36:51

Sprint Aborts MetroPCS Bid, Raises Cash

Published on 2012-02-27 08:15:07

According to reports over the weekend, Sprint Nextel (NYSE:S, news, filings) was all set to buy MetroPCS (NYSE:PCS, news, filings) last week, but walked away at the last minute when the transaction was nixed by Sprint’s board of directors. The deal was said to be worth about $8B, giving MetroPCS shareholders a … [visit site [...] > read more

Sprint Aborts MetroPCS Bid, Raises Cash

Published on 2012-02-27 08:15:07

Digital Realty Buys Big in Texas

Published on 2012-02-27 06:37:05

Digital Realty Trust (NYSE:DLR, news, filings) is betting big on Dallas. The data center REIT has purchased the 819,000 square foot Convergence Business Park in the suburb of Lewisville for $123.0M. The property as currently built out is already 99% leased, with 35% of that … [visit site to read more] > read more

Digital Realty Buys Big in Texas

Published on 2012-02-27 06:37:05

Ericsson Takes Aim at the Telco Data Center and Cloud

Published on 2012-02-27 00:58:32

Ericsson (NASDAQ:ERIC, news, filings) is getting into the data center business. Today at MWC in Barcelona they launched both a new service for building and optimizing data centers and a platform for network-enabled clouds to take advantage of them. Telecom operators worldwide have been maneuvering to leverage the cloud to boost their enterprise business, and [...] > read more

Ericsson Takes Aim at the Telco Data Center and Cloud

Published on 2012-02-27 00:58:32

Ramblings Jobs: Sidera Networks

Published on 2012-02-26 03:24:37

Another job was posted to the Telecom Ramblings Jobs Board this week. The success of the jobs board is something I hope to build on when I unveil the next version of it in a few weeks. This week’s job posting is from northeastern fiber operator Sidera Networks (news), which has been maintaining a steady stream [...] > read more

Ramblings Jobs: Sidera Networks

Published on 2012-02-26 03:24:37

For Level 3, Even a Miss Would Win

Published on 2012-02-24 07:00:54

Earlier this week in the discussion following my article a few days ago on CenturyLink’s possible interest in Level 3 Communications (NYSE:LVLT, news, filings) I said that the math for Level 3 doesn’t require heroic assumptions to get to positive earnings and substantial free cash flow next spring. In fact, the math is so favorable [...] > read more

For Level 3, Even a Miss Would Win

Published on 2012-02-24 07:00:54

The OTT opportunity

Published on 2012-02-24 04:30:20

This article was authored by Don Sambandaraksa, and was originally posted on telecomasia.net. Ovum’s recent report on how social messaging has cost operators $13.9 billion in lost revenue has been making the headlines. But the fact of the matter is, while SMS is on the decline, data is on the rise and this shift is as much an opportunity [...] > read more

The OTT opportunity

Published on 2012-02-24 04:30:20

Internap Returns to Profitability, Offers Voxel Update

Published on 2012-02-24 01:47:09

Internap Network Services (NASDAQ:INAP, news, filings) is finally starting to see the benefits of its shift in focus toward its datacenter business, and finished the year on a profitable Q4 note. Both revenue and earnings came in ahead of expectations, and the stock market responded favorably after hours. Here’s a quick table of their results [...] > read more

Internap Returns to Profitability, Offers Voxel Update

Published on 2012-02-24 01:47:09

Metcalfe, MEF to Introduce Carrier Ethernet 2.0

Published on 2012-02-23 11:19:41

The Metro Ethernet Forum has unveiled its next generation of Ethernet standardization, with none other than Bob Metcalfe doing the honors. Carrier Ethernet 2.0 has arrived. … [visit site to read more] > read more

Metcalfe, MEF to Introduce Carrier Ethernet 2.0

Published on 2012-02-23 11:19:41

24/7 Changes Hands, Relaunches

Published on 2012-02-23 09:37:51

One of the lesser known fiber assets in the mid-Atlantic region has a new owner. 24/7 Fiber Network has been purchased by Baltimore’s GRI Fund, and is re-launching today as 24/7 Mid-Atlantic Network. … [visit site to read more] > read more

24/7 Changes Hands, Relaunches

Published on 2012-02-23 09:37:51

T-Mobile Plots LTE, Asks FCC to Stop Verizon’s Spectrum Grab

Published on 2012-02-23 07:42:04

This spectrum crunch thing may be about to get ugly quickly. T-Mobile USA, fresh off the death of the planned merger with AT&T, is looking more aggressive every day. … [visit site to read more] > read more

T-Mobile Plots LTE, Asks FCC to Stop Verizon’s Spectrum Grab

Published on 2012-02-23 07:42:04

Datacenter Bytes 2/23: AT&T, Apple, First, IO, Phoenix NAP

Published on 2012-02-23 01:43:05

A pair of giant new data center buildouts feature in this week’s news from the world of colocation and the cloud: … [visit site to read more] > read more

Datacenter Bytes 2/23: AT&T, Apple, First, IO, Phoenix NAP

Published on 2012-02-23 01:43:05

A pair of giant new data center buildouts feature in this week’s news from the world of colocation and the cloud: … [visit site to read more] > read more

AboveNet Invests In Atlanta

Published on 2012-02-22 08:49:37

National metro operator AboveNet (NYSE:ABVT, news, filings) says that it has put substantial resources to work in its Atlanta market this year. That means new low latency fiber routes bringing more key sites on-net in downtown Atlanta, Alpharetta, Buckhead and Norcross, highlighting QTS in particular. It also means additional headcount and expertise dedicated to the Southeast. … [visit [...] > read more

AboveNet Invests In Atlanta

Published on 2012-02-22 08:49:37

Windstream Closes Out 2011, Looks Ahead to a Busy Year

Published on 2012-02-22 07:05:45

Hybrid RLEC/CLEC Windstream (NYSE:WIN, news, filings) turned in its fourth quarter earnings report this morning, giving us our first look at the company since it acquired PAETEC in December. They mercifully focused most of their key metrics on the pro-forma numbers, i.e. including … [visit site to read more] > read more

Windstream Closes Out 2011, Looks Ahead to a Busy Year

Published on 2012-02-22 07:05:45

Cogent’s Profitability Surges, Megaupload Will Drag

Published on 2012-02-22 06:28:15

Cogent Communications (NASDAQ:CCOI, news, filings) reported its fourth quarter earnings this morning. Overall, Cogent continued its streak of steady, increasingly profitable growth. Revenues were slightly low due to currency fluctuations, but the company managed a nice surprise down on the all-important bottom line. Here’s a quick table of today’s numbers in context. … [visit [...] > read more

Cogent’s Profitability Surges, Megaupload Will Drag

Published on 2012-02-22 06:28:15

LightSquared Sharpens Its Axe

Published on 2012-02-22 06:01:41

In what is the most obviously inevitable workforce reduction so far this year, LightSquared (news) is supposedly planning to cut 45% of its workforce. Following the FCC’s decision to stop the buildout of their wholesale LTE network due to GPS interference concerns, the company currently lacks … [visit site to read more] > read more

Zayo Takes On Intercity Transport In the East

Published on 2012-02-21 11:52:37

Zayo Group (news, filings) said today that it is expanding its northeastern fiber network to include a focus on high capacity intercity Ethernet and wavelength transport. What that means is 800Gbps of new total network capacity being targeted at one of the most competitive intercity markets in the world, i.e. within the Chicago/NYC/WashingtonDC triangle with [...] > read more

Ciena Preannounces, Revenue Takes a Hit Amidships

Published on 2012-02-21 06:45:46

Networking equipment vendor Ciena (NASDAQ:CIEN, news, filings) pre-announced some preliminary results for the company’s fiscal first quarter, which ended January 31. The verdict can be summed up in one word: Yuck. … [visit site to read more] > read more

Carpathia Picks Both Digital Realty and Equinix

Published on 2012-02-21 06:07:32

When managed hosting provider Carpathia Hosting went out to get more space, they weren’t kidding around. Carpathia will be using the services of a joint venture consisting of both Digital Realty Trust (NYSE:DLR, news, filings) and Equinix (NASDAQ:EQIX, news, filings) to get the … [visit site to read more] > read more

International Roundup 2/21: Rostelecom, Interoute, Sea Fibre, Savvis

Published on 2012-02-21 01:09:39

Plenty of news overseas lately that is worth a quick look: … [visit site to read more] > read more

GBI Ready For Service

Published on 2012-02-20 06:45:03

The Middle East’s newest, biggest cable has now officially gone live. Gulf Bridge International (news) and TE Subcom (news) today pronounced the system ‘ready for service’, bringing at least 5.18Tbps to the table and dragging the region’s bandwidth markets further into the modern world. Local ownership and landing stations in eight Gulf countries give each [...] > read more

M&A Journal: CenturyLink and Level 3?

Published on 2012-02-19 18:17:31

A reader recently asked me to comment on a possible combination of CenturyLink (NYSE:CTL, news, filings) and Level 3 Communications (NYSE:LVLT, news, filings) after the two have finished their respective integrations. Various articles and research notes have alluded to the possibility of late, including … [visit site to read more] > read more

Poll: Who is to blame for the LightSquared debacle?

Published on 2012-02-17 07:00:04

So much time, effort, and money were spent on LightSquared’s effort to build an LTE wholesale alternative over the past year or so, and now unless there is some serious magic left in Philip Falcone’s wand it all seems to have gone for naught. LightSquared blames the GPS industry for sloppy design and inflexibility in finding [...] > read more

Poll: Who is to blame for the LightSquared debacle?

Published on 2012-02-17 07:00:04

CSC Expands Cloud Infrastructure Via CoreSite

Published on 2012-02-17 05:04:55

Systems integrator CSC is planning to add some substantial infrastructure to its cloud effort. They have launched a 1.5MW expansion at two of CoreSite’s facilities in Boston and Northern Virginia in support of a one of their clients in the global financial vertical. The infrastructure is already in place, with direct access to CSC’s … [visit [...] > read more

CSC Expands Cloud Infrastructure Via CoreSite

Published on 2012-02-17 05:04:55

Has Alcatel-Lucent turned the corner?

Published on 2012-02-17 04:34:28

This article was authored by Joseph Waring, and was originally posted on telecomasia.net. It’s been a banner week for the French-American network gear vendor. Last Friday Alcatel-Lucent reported its first full-year profit ever, posting earnings of $1.32 billion for 2011 after a loss of $439 million the previous year. With revenue down 2% during the period, that’s [...] > read more

Has Alcatel-Lucent turned the corner?

Published on 2012-02-17 04:34:28

Metro Roundup 2/16: Lightower, Southern Telecom, PTGi, and VSG

Published on 2012-02-16 09:55:17

Let’s catch up on some recent news from the metro fiber operators and a quick look at the U.S. Business Ethernet Leaderboard according to Vertical Systems Group: … [visit site to read more] > read more

Metro Roundup 2/16: Lightower, Southern Telecom, PTGi, and VSG

Published on 2012-02-16 09:55:17

Earthlink Aims for Business Services Growth By Year End

Published on 2012-02-16 07:45:26

Having spent the year integrating the assets of Deltacom and One Communications as well as other smaller purchases, Earthlink (NASDAQ:ELNK, news, filings) closed out 2011 with its fourth quarter earnings this morning. Revenues of $350.2M were slightly above expectations, while earnings per share of $0.04 was inline with estimates. Here is a quick table of [...] > read more

Earthlink Aims for Business Services Growth By Year End

Published on 2012-02-16 07:45:26

Equinix Reports, Plans Aggressive DC Expansion

Published on 2012-02-16 04:00:09

Data center builder and operator Equinix (NASDAQ:EQIX, news, filings) filed its Q4 earnings yesterday, turning in its usual workmanlike growth report. Of course, the stock has risen sharply since the beginning of the year and probably overshot a bit on expectations, but at its core Equinix seems to have had a fine quarter overall in [...] > read more

Equinix Reports, Plans Aggressive DC Expansion

Published on 2012-02-16 04:00:09

Colo Bytes 2/15: Terremark, Digital Realty, IO, CoreSite, C7, Interxion, QTS

Published on 2012-02-15 09:06:50

Time to catch up on some bits and pieces from the colocation sector recently: … [visit site to read more] > read more

Colo Bytes 2/15: Terremark, Digital Realty, IO, CoreSite, C7, Interxion, QTS

Published on 2012-02-15 09:06:50

Time to catch up on some bits and pieces from the colocation sector recently: … [visit site to read more] > read more

The FCC Puts the Kibosh on LightSquared

Published on 2012-02-15 04:35:38

According to the New York Times and others this morning, LightSquared (news) has finally run out of runway. In response to the NTIA’s conclusion that there is no practical way to resolve the GPS interference issue, the FCC has decided to revoke the conditional approval they had handed … [visit site to read more] > read more

The FCC Puts the Kibosh on LightSquared

Published on 2012-02-15 04:35:38

FiberLight Brings Texas a Texas-sized Expansion

Published on 2012-02-15 03:29:37

We haven’t heard much from metro fiber builder and operator FiberLight (news) recently, so it was nice to see them kick off a big expansion project yesterday. With anchor customers in hand, they announced a massive metro and regional infrastructure build-out into … [visit site to read more] > read more

FiberLight Brings Texas a Texas-sized Expansion

Published on 2012-02-15 03:29:37

Zayo Marches Forward, Plans Further FTT Expansions

Published on 2012-02-14 17:55:00

Zayo Group (news, filings) turned in its usual steady performance for its fiscal second quarter, boosted especially by one month’s revenue from the 360Networks purchase. Here’s a quick table of some of the company’s results in context: … [visit site to read more] > read more

Cisco Intros Stadium WiFi

Published on 2011-07-06 07:41:19

One of the more vexing problems in the wireless business is handling those temporary but truly high density cases, the most extreme of which is the stadium. With up to 100,000 people packed into a few dozen acres, nearly all packing cell phones inc > read more

Netflix Plans Southern Offensive

Published on 2011-07-05 14:09:10

They’re going to be needing some more bandwidth down in Latin America later this way. Internet traffic has already been growing at a very rapid clip throughout the region, but that was without the Netflix (NASDAQ:NFLX, news, filings) phenomen > read more

Undeterred, LightSquared Raises More Cash

Published on 2011-07-05 08:28:03

Independent, wholesale, LTE protagonist LightSquared continued its contrary ways today, shrugging off the escalating GPS spectrum dispute and other hurdles to raise yet another pile of money. The company said today that it has raised another $265M > read more

Laying Fiber the Old Fashioned Way

Published on 2011-07-05 06:32:58

Over the past week, quick articles have sprung up around the internet telling of Vermont’s Claude Desmararias and his fiber-laying Belgian draft horse Fred. Apparently FairPoint Communications (news, filings) has been getting creative in its > read more

Laying Fiber the Old Fashioned Way

Published on 2011-07-05 06:32:58

The MTCF Adds Global Crossing to the List

Published on 2011-07-04 07:49:24

The UK subsidiary of Global Crossing (NASDAQ:GLBC, news, filings) announced a key government deal today. The company has been selected as one of the three key suppliers to the Managed Telecommunications Convergence Framework, which will be the proc > read more

The MTCF Adds Global Crossing to the List

Published on 2011-07-04 07:49:24

About Those Expiring Fiber IRUs and Empty Conduits

Published on 2011-07-01 08:28:12

One of the themes I am increasingly hearing about from both inside the industry and the investment community is just what it means that many of the longhaul fiber IRUs that were sold back in the bubble are now at or beyond middle age. You know what > read more

About Those Expiring Fiber IRUs and Empty Conduits

Published on 2011-07-01 08:28:12

Nortel’s Patents Sell for More Than Nortel

Published on 2011-07-01 07:15:39

Today a consortium consisting of Apple, Microsoft, Sony, RIM, Ericsson, and EMC emerged victorious in the auction for Nortel’s patents. The pricetag was a staggering $4.5B, or five times the original stalking horse bid from Google and substan > read more

Nortel’s Patents Sell for More Than Nortel

Published on 2011-07-01 07:15:39

Weekend Roundup 7/1: Zayo, Teliasonera, 360Networks, Optimum Lightpath

Published on 2011-07-01 07:14:13

Before you go off for that idyllic weekend of barbecue and fireworks we’re all hoping for, let’s finish off the week with a look at a few more interesting tidbits: Zayo picked up a a substantial metro deal up in Idaho, where one doesnR > read more

Weekend Roundup 7/1: Zayo, Teliasonera, 360Networks, Optimum Lightpath

Published on 2011-07-01 07:14:13

CENX To Move Into 60 Hudson

Published on 2011-06-30 07:10:30

Carrier Ethernet Exchange protagonist CENX (news) and Zayo’s zColo division have signed an agreement under which CENX will deploy its platform at the critical 60 Hudson Street datacenter in New York City. It’s one of the most-connected > read more

CENX To Move Into 60 Hudson

Published on 2011-06-30 07:10:30

QuantHouse Rides Level 3 to Stockholm

Published on 2011-06-30 06:34:09

QuantHouse, which if you couldn’t tell from their name specializes in high speed algorithmic trading solutions, has selected connectivity from Level 3 Communications (NASDAQ:LVLT, news, filings) to power its network between London to Stockholm. > read more

QuantHouse Rides Level 3 to Stockholm

Published on 2011-06-30 06:34:09

Telecom Exchange Roundup: First, Tinet, PTGi, Allied, Global Capacity, Hibernia, Cross River

Published on 2011-06-29 21:04:24

Today I had a great time at JS&A’s first Telecom Exchange event, where I met many people and talked myself hoarse. There were also several interesting announcements made at the event that are worth a quick look: … [visit site to rea > read more

PAETEC’s Intellifiber Picks Up DoD Contract

Published on 2011-06-29 18:52:27

Intellifiber, whose new home is within PAETEC (NASDAQ:PAET, news, filings), made another dent in the federal marketplace today. The Defense Information System Agency (DISA) has awarded the company a three year contract for key fiber connectivity to > read more

Industry Spotlight: US Signal’s Trevor Bidle on the Cloud

Published on 2011-06-29 07:16:23

Earlier this month, Midwestern regional provider US Signal began offering a managed data center service that marked their entry into the IaaS/cloud business. While it seems as if everyone is in the cloud these days, most of the headlines go to the > read more

Industry Spotlight: US Signal’s Trevor Bidle on the Cloud

Published on 2011-06-29 07:16:23

TelePacific Buys Tel West, Gains Foothold in Texas

Published on 2011-06-28 14:00:08

Well, the question of when California-based CLEC TelePacific might finally take its business model beyond its west coast turf is now moot, as the company today announced its intention to buy Austin-based Tel West. Tel West does most of its business > read more

TelePacific Buys Tel West, Gains Foothold in Texas

Published on 2011-06-28 14:00:08

Fiber Roundup 6/28: Zayo, 360Networks, Sidera, US Carrier

Published on 2011-06-28 11:34:31

Several expansion items in the metro and regional fiber sector in the past few days that are worth a look: Zayo is on the offensive in Cincinnati, after announcing on Friday their intention to put new money into the market in response to demand from > read more

Fiber Roundup 6/28: Zayo, 360Networks, Sidera, US Carrier

Published on 2011-06-28 11:34:31

Akamai Takes On Eastern Europe, Telcos Talking Federation

Published on 2011-06-28 07:02:56

Hmmm, lots of news in eastern Europe today! Alongside Level 3′s move on the Balkans, Akamai (NASDAQ:AKAM, news, filings) has also announced a significant expansion into the region for the first time. They will formally move east from German > read more

Akamai Takes On Eastern Europe, Telcos Talking Federation

Published on 2011-06-28 07:02:56

Level 3 Expands Into the Balkans

Published on 2011-06-28 06:43:09

With its pending acquisition of Global Crossing (NASDAQ:GLBC, news, filings) about to expand its network coverage inorganically, Level 3 Communications (NASDAQ:LVLT, news, filings) has first taken the time for some organic expansion into some Europea > read more

Level 3 Expands Into the Balkans

Published on 2011-06-28 06:43:09

ABRY Strikes Again, Buys Masergy

Published on 2011-06-28 01:02:09

Private equity firm ABRY Partners has bought itself another networking business to go along with its Sidera purchase last year. This time though, it’s not on the fiber side but rather on the managed services side. They have agreed to purcha > read more

ABRY Strikes Again, Buys Masergy

Published on 2011-06-28 01:02:09

Is LightSquared Doomed?

Published on 2011-06-27 03:28:54

For Falcone’s LightSquared venture, the GPS interference issue is looking less like a speed bump and more like a brick wall. After asking for more time, the company this week said it could perhaps make a few modifications to its plan that wou > read more

Is LightSquared Doomed?

Published on 2011-06-27 03:28:54

NBN, Telstra Reach Another Milestone, Achieve Deja Vu

Published on 2011-06-27 03:28:01

According to the news down under, Austalian incumbent Telstra and the country’s wholesale fiber-to-everybody NBN Co venture have finally signed on the dotted line for the $11B deal they have been working on for years. Of course today’s > read more

NBN, Telstra Reach Another Milestone, Achieve Deja Vu

Published on 2011-06-27 03:28:01

Ramblings Jobs: 360Networks and OCG

Published on 2011-06-24 06:57:18

More jobs is a good thing right? Well, the overall economy may be struggling to find them, but we have a bumper crop right now on the Ramblings’ Jobs Board. This week we have one new posting from 360Networks and two new postings from OCG. & > read more

Ramblings Jobs: 360Networks and OCG

Published on 2011-06-24 06:57:18

Colt Adds Italian Depth

Published on 2011-06-24 05:21:20

Over in the UK, Colt Group (LON:COLT, news) announced a substantial footprint expansion in Italy. The company has long been in Rome, Milan, and Turin, but has lately added 1,600 route kilometers to bring the cities of Bologna, Genoa, and Parma dire > read more

Colt Adds Italian Depth

Published on 2011-06-24 05:21:20

Charter Business Intros Longhaul Ethernet

Published on 2011-06-24 04:30:47

Further emphasizing the growing move by cable MSOs into the enterprise segment, Charter Business is apparently going where cable hasn’t traditionally gone – into the longhaul business. Yesterday they announced two new products aimed at > read more

Charter Business Intros Longhaul Ethernet

Published on 2011-06-24 04:30:47

Datacenter Roundup: Sabey, Phoenix NAP, Telecity, Data Foundry

Published on 2011-06-23 11:15:25

Several interesting items from the datacenter segment in the past few days: Seattle-based Sabey announced another big east coast venture: a gigantic new campus in Ashburn. When complete, the facility will consist of three buildings on 38 … > read more

Datacenter Roundup: Sabey, Phoenix NAP, Telecity, Data Foundry

Published on 2011-06-23 11:15:25

Dutch Torpedo KPN’s Plans to Charge Skype, Others

Published on 2011-06-23 08:01:34

Last month, in the face of disappointing financials that it blamed on customers’ ability to use internet apps in place of SMS messaging and other evils, KPN seemed to declare its intention to impose charges on the interlopers. I opined that K > read more

Dutch Torpedo KPN’s Plans to Charge Skype, Others

Published on 2011-06-23 08:01:34

Does AT&T Mean It This Time?

Published on 2011-06-23 02:21:31

Yesterday, telecommunications giant AT&T (NYSE:T, news, filings) announced it is re-entering the CDN marketplace, an action which they have been telegraphing for several quarters. They last did this back in 2008 just before every telecom on > read more

Does AT&T Mean It This Time?

Published on 2011-06-23 02:21:31

360Networks Crosses Texas

Published on 2011-06-22 12:03:29

Western regional operator 360Networks continues to beef up its portfolio, announcing today a new 640 mile route between Dallas and El Paso. The company has installed gear from Alcatel-Lucent (NYSE:ALU, news, filings) on the new link capable of 100G > read more

360Networks Crosses Texas

Published on 2011-06-22 12:03:29

Level 3 Renews Local Markets Push in Pittsburgh

Published on 2011-06-22 07:44:56

Back in mid-2009, Level 3 Communications (NASDAQ:LVLT, news, filings) unveiled a new plan to take better advantage of its local assets by decentralizing decision-making power and investing in locally focused personnel. They went on to take the conc > read more

Level 3 Renews Local Markets Push in Pittsburgh

Published on 2011-06-22 07:44:56

Cable & Wireless Rebuffs Pacnet Offer

Published on 2011-06-22 06:42:22

Recent reports that Cable & Wireless was considering a $500M offer from Pacnet for its international division came to a swift end this morning. Followup reports say the company has issued a statement indicating it had ‘considered and reje > read more

Cable & Wireless Rebuffs Pacnet Offer

Published on 2011-06-22 06:42:22

Lightower to Fill In More of the Map

Published on 2011-06-21 18:14:33

Northeastern fiber operator Lightower Networks (news) is further increasing its metro depth to the north and east of New York City. The company announced expansion plans up in Westchester and Connecticut today that will extend the company’s m > read more

Lightower to Fill In More of the Map

Published on 2011-06-21 18:14:33

Fiber Roundup 6-21: UPN, Level 3, MCNC, Regetal, tw telecom

Published on 2011-06-21 08:35:55

Several interesting bits of fiber news already this week: … [visit site to read more] > read more

Akamai to License Its CDN Tech to Telcos?

Published on 2011-06-21 06:52:37

According to Dan Rayburn, Akamai (NASDAQ:AKAM, news, filings) is preparing to shake up the CDN space by licensing its software to network operators. Doing so would enable carriers, CLECs, and ISPs to incorporate Akamai’s technology into their > read more

Akamai to License Its CDN Tech to Telcos?

Published on 2011-06-21 06:52:37

Cable & Wireless Considering Sale of International Unit

Published on 2011-06-20 11:29:39

Apparently it isn’t just the US fiber market that is seeing a surge in M&A activity. According to a report in the Financial Times today, UK-based Cable & Wireless is considering the sale of its international division. And apparently > read more

Cable & Wireless Considering Sale of International Unit

Published on 2011-06-20 11:29:39

Juniper, Ciena to Power Comcast’s Metro Ethernet Effort

Published on 2011-06-20 08:50:17

As we saw with VoIP, Comcast (NASDAQ:CMCSA, news, filings) doesn’t move quickly but when it does move the momentum can be very impressive. It is the mid-sized business market that is getting a lot of the MSO’s attention right now, and l > read more

Juniper, Ciena to Power Comcast’s Metro Ethernet Effort

Published on 2011-06-20 08:50:17

Riverside, Tech Valley Communications Move In With segTel

Published on 2011-06-20 07:09:39

Here’s another fiber play by private equity, this time up in the Northeast with two providers that I haven’t run into before. Boston’s Riverside Partners is putting money into segTEL, becoming its largest shareholder. segTEL ope > read more

Riverside, Tech Valley Communications Move In With segTel

Published on 2011-06-20 07:09:39

Sprint’s LightSquared Deal Is Just Stage One

Published on 2011-06-20 02:34:08

It looks to me as if Sprint Nextel (NYSE:S, news, filings) has finally made up its mind about its 4G future. Over the past year the company has been gradually turning around its 2G/3G business, but not-so private disagreements with Clearwire (NASDA > read more

Sprint’s LightSquared Deal Is Just Stage One

Published on 2011-06-20 02:34:08

Telecom Ramblings Jobs: Three At Lightower

Published on 2011-06-19 03:39:53

Over on the Jobs Board, we have three new job postings from Lightower, which operates one of the most extensive metro and regional footprints in the northeast. That Lightower is hiring is another telling sign that last year’s metro fiber M > read more

Telecom Ramblings Jobs: Three At Lightower

Published on 2011-06-19 03:39:53

Friday Roundup: Teliasonera, AboveNet, Equinix, Interxion

Published on 2011-06-17 07:26:03

Another week, another roundup to catch up with the stuff that I didn’t spot on my first troll through the news: Remember that TAT-14 upgrade we heard about last month, the contract for which went to Mitsubishi Electric? Well it looks as if Te > read more

Friday Roundup: Teliasonera, AboveNet, Equinix, Interxion

Published on 2011-06-17 07:26:03

Industry Spotlight: NTT America’s Craig Hurley on the Cloud

Published on 2011-06-17 03:45:29

Joining us for a quick Q&A today is Craig Hurley, Senior Product Manager at NTT America. The telecommunications industry as a whole has spent the last several quarters rapidly positioning itself for the cloud computing revolution, and one of th > read more

Industry Spotlight: NTT America’s Craig Hurley on the Cloud

Published on 2011-06-17 03:45:29

Sidera Takes The Other Way Out To Long Island

Published on 2011-06-16 11:18:38

Northeastern fiber operator Sidera Networks is said yesterday that it will be providing connectivity out to ancotel’s facility out on Long Island. This is the former LIDARC facility at 1025 Old Country Road in Westbury, NY that German-based a > read more

Sidera Takes The Other Way Out To Long Island

Published on 2011-06-16 11:18:38

Hibernia’s Project Express Takes Another Step Toward Reality

Published on 2011-06-16 05:38:03

Hibernia Atlantic is taking the next step toward construction of the first transatlantic cable in a decade. They are beginning the deep sea submarine survey of the route the cable will take, with three ships taking part. By surveying the ocean fl > read more

Hibernia’s Project Express Takes Another Step Toward Reality

Published on 2011-06-16 05:38:03

Spread Adds a Merely Fast Lane, Plans Connection to DFT

Published on 2011-06-16 05:18:25

Since opening the curtains on its ultra-low latency fiber build between the New York and Chicago metro areas, financial bandwidth upstart Spread Networks has been steadily filling out both its product portfolio and its metro footprint. In the past > read more

Spread Adds a Merely Fast Lane, Plans Connection to DFT

Published on 2011-06-16 05:18:25

Categorizing Metro Fiber Operators by On-Net Depth

Published on 2011-06-15 13:15:08

Following up on my update to the metro fiber provider and on-net building list, here is a color-coded table showing the ratio of metro route miles to number of buildings connected. I’m not implying a race to the top (or bottom) of this table, > read more

Categorizing Metro Fiber Operators by On-Net Depth

Published on 2011-06-15 13:15:08

Southern Cross Trials 100G As It Prepares 40G Upgrade

Published on 2011-06-15 09:10:31

The Southern Cross cable system, which has for a decade been the primary connection between the US and down under, has successfully trialed 100G. The trial took place during the testing of 40G equipment aimed at the cable’s anticipated 2012 e > read more

Southern Cross Trials 100G As It Prepares 40G Upgrade

Published on 2011-06-15 09:10:31

A Binding Offer for AboveNet Rumored

Published on 2011-06-15 06:39:30

The New York Post has an article as of early this morning quoting sources who say that AboveNet has indeed managed to attract a binding offer from a private equity group – the terms of which aren’t yet known. We know of course that ther > read more

A Binding Offer for AboveNet Rumored

Published on 2011-06-15 06:39:30

Cotendo Makes Its Mobile Move, Gains Citrix and Juniper Backing

Published on 2011-06-15 02:11:32

Continuing its attack on the value added end of the CDN marketplace, Cotendo (news) unveiled a Mobile Acceleration Suite aimed at the burgeoning wireless content arena. Handling wireless data loads is quickly becoming the most vexing problem of the > read more

Cotendo Makes Its Mobile Move, Gains Citrix and Juniper Backing

Published on 2011-06-15 02:11:32

TeliaSonera Takes Gaming Services to Coresite in LA

Published on 2011-06-14 11:08:31

Datacenter REIT CoreSite (NYSE:COR, news, filings) picked up a new customer to help fill out the 437,000 square feet they operate in Los Angeles. International tier 1 IP carrier TeliaSonera AB (ETR:TLS, news, filings) is opening its latest PoP ther > read more

TeliaSonera Takes Gaming Services to Coresite in LA

Published on 2011-06-14 11:08:31

Telefonica, Orange Business Ally for Telepresence

Published on 2011-06-14 06:51:20

Telefonica International Wholesale and Orange Business have teamed up for telepresence. The agreement will enable each to offer telepresence sessions between their respective clients. Both companies are part of Polycom’s Open Visual Commu > read more

Telefonica, Orange Business Ally for Telepresence

Published on 2011-06-14 06:51:20

Where the On Net Buildings Are

Published on 2011-06-14 03:07:13

Yesterday we took a quick look at where the metro route miles are following my recent update to the metro fiber and lit buildings page, today we follow up with where the buildings are. Now, when I put together this list, I tend to be very liberal w > read more

Where the On Net Buildings Are

Published on 2011-06-14 03:07:13

Equinix Adds Space in Tamboré, Telehouse Does the Same in Hong Kong

Published on 2011-06-13 11:10:44

The colocation industry has been expanding internationally at a pretty good clip lately. Today there were two such announcements. … [visit site to read more] > read more

Equinix Adds Space in Tamboré, Telehouse Does the Same in Hong Kong

Published on 2011-06-13 11:10:44

The colocation industry has been expanding internationally at a pretty good clip lately. Today there were two such announcements. … [visit site to read more] > read more

Where the Metro Route Miles Are

Published on 2011-06-13 07:23:33

While there may be data from a few stragglers still to come in, I have updated my metro fiber and on-net buildings list. Along with updates from companies already on the list, there were several new arrivals. Domestically, data came in from Litecas > read more

Where the Metro Route Miles Are

Published on 2011-06-13 07:23:33

Smuggling a Free Internet, Suitcase by Suitcase

Published on 2011-06-13 03:23:37

The New York Times had an interesting feature yesterday detailing developing plans by the US Government to help deploy shadow internet and mobile phone systems wherever other governments try to shut them down in an effort to silence dissidents. Tha > read more

Smuggling a Free Internet, Suitcase by Suitcase

Published on 2011-06-13 03:23:37

Equinix Plans Its Third Data Center In Amsterdam

Published on 2011-06-11 05:29:58

This is a guest post by Paolo Gorgò, who blogs over at both Nortia Research and Seeking Alpha. If you might be interested in a guest post may contact the webmaster. On Thursday Equinix (NASDAQ:EQIX, news, filings) announced its intention to build > read more

Equinix Plans Its Third Data Center In Amsterdam

Published on 2011-06-11 05:29:58

AT&T Takes On Formula One

Published on 2011-06-10 07:55:58

Since it’s Friday, let’s cover some hybrid telecom/racing news for once. Forgetting the TMobileUSA dea for now, AT&T (NYSE:T, news, filings) won something that will surely finish a bit quicker. They have won a WAN acceleration co > read more

AT&T Takes On Formula One

Published on 2011-06-10 07:55:58

Fiber Friday: EarthLink, Integra, Telarus, 360Networks, tw telecom

Published on 2011-06-10 06:38:05

Let’s catch up on some items in the regional and metro fiber arena from this week: In East Tennessee, Earthlink (NASDAQ:ELNK, news, filings) has finished up the second phase of its broadband stimulus project, in which it was spending $9.4M in f > read more

Fiber Friday: EarthLink, Integra, Telarus, 360Networks, tw telecom

Published on 2011-06-10 06:38:05

Avaya Files for an IPO

Published on 2011-06-10 01:58:17

Privately held communications service provider Avaya is planning an IPO, according to a recent S-1 filing. The company is hoping to raise some $1B, which will be used to … [visit site to read more] > read more

Avaya Files for an IPO

Published on 2011-06-10 01:58:17

Poll: Is Your Company Ready for IPv6?

Published on 2011-06-09 09:15:27

Now that World IPv6 Day is over and we are all supposedly one big step further along the path to a new internet protocol, let’s run a little poll. … [visit site to read more] > read more

Poll: Is Your Company Ready for IPv6?

Published on 2011-06-09 09:15:27

Now that World IPv6 Day is over and we are all supposedly one big step further along the path to a new internet protocol, let’s run a little poll. … [visit site to read more] > read more

MRV Communications Takes On 100G, AMS-IX Signs On

Published on 2011-06-09 05:59:53

The 100Gbps market is just getting started, and today another equipment provider threw its hat into the ring. MRV Communications, which specializes in Carrier Ethernet and WDM transport, unveiled its plans for a standards based solution using coher > read more

MRV Communications Takes On 100G, AMS-IX Signs On

Published on 2011-06-09 05:59:53

Colo Roundup 6-9: Visa, Interxion, C&W, TeliaSonera, US Signal

Published on 2011-06-09 05:26:58

Several interesting items in the colocation world so far this week, let’s take a quick look: … [visit site to read more] > read more

Colo Roundup 6-9: Visa, Interxion, C&W, TeliaSonera, US Signal

Published on 2011-06-09 05:26:58

Several interesting items in the colocation world so far this week, let’s take a quick look: … [visit site to read more] > read more

Who Doesn’t Love IPv6 Today? Maybe the Security Guys?

Published on 2011-06-08 13:49:56

Seeing as it’s World IPv6 Day, everyone is emphasizing the hard work they’re doing to help spread the world about the transition to must eventually become the internet’s new protocol – to do otherwise would be to suggest unpre > read more

Who Doesn’t Love IPv6 Today? Maybe the Security Guys?

Published on 2011-06-08 13:49:56

Amidst More Consolidation Rumors, AboveNet Expands Its Footprint

Published on 2011-06-08 07:56:02

Metro network operator Abovenet (NYSE:ABVT, news, filings) may be for sale, but that hasn’t slowed down their fiber building ways. This week the company announce the buildout of its network into two substantial data centers. In New Jersey, > read more

Ciena’s Completes Integration Milestones, Reports Q2

Published on 2011-06-08 07:06:06

With its fiscal Q2 results today Ciena (NASDAQ:CIEN, news, filings) finished off its first full year since its acquisition of Nortel’s MEN division, which doubled the company’s size and gave it a huge to-do list over the last year. The > read more

Industry Spotlight: NTT’s Teri Francis on IPv6

Published on 2011-06-08 01:55:34

As it’s World IPv6 Day, it seems like a good subject for an industry spotlight. Not long ago I caught up with Teri Francis, NTT America’s executive director of customer solutions for the Global IP Network Business Unit. NTT runs one o > read more

Telx Moves to Interconnect the Clouds, Voxel and Softlayer Sign Up

Published on 2011-06-07 12:05:11

Datacenter and interconnection provider Telx Group (news, filings) is making its move this week on the cloud, or more specifically on how clouds connect with their users, with each other, and with their own distributed components. That’s a ve > read more

Cisco Upgrades ASR 9000, Takes It On a Victory Tour

Published on 2011-06-07 07:47:43

With all its recent restructuring news lately, Cisco Systems (NASDAQ:CSCO, news, filings) could use a break. So what better time for a big new product upgrade? That’s Cisco’s medicine today, as it unveiled a new ASR 9000 router. The > read more

AboveNet: Both the Hunter and the Prey

Published on 2011-06-07 02:28:31

Since news broke that Abovenet (NYSE:ABVT, news, filings) has brought in JP Morgan to advise it on a potential sale, speculation has centered on who might buy them and for how much. A recent note from BWS agrees with my thinking though: that they&# > read more

The iCloud Rolls In

Published on 2011-06-06 20:52:15

Rumored for months, Apple today unveiled the iCloud, which is designed to serve as the central hub for data and content downloaded from Apple for various devices. The intent is to replace the PC as the place you go to synchronize everything, which > read more

Orange Takes On IT Departments, Moves On India, Brazil

Published on 2011-06-06 08:41:32

On their corporate blog, Orange Business asks “Are the IT department’s days numbered?” The idea is that with the rise of cloud computing and a proliferation of IT resources being offered as a service, will corporations even ne > read more

Time for a Metro Fiber Statistics Update

Published on 2011-06-06 02:56:25

As longtime readers know, in addition to map links I keep track of metro route miles and fiber-fed building counts for all companies in the sector for whom I can find such data, which is most of the competitive providers but thus far not the ILECs an > read more

Clearwire Outsources Yet More

Published on 2011-06-05 19:39:50

Hmmm, I think they’re serious about this cost cutting thing. Clearwire (NASDAQ:CLWR, news, filings) has signed with Telech to outsource its customer support. Some 700 Clearwire employees will immediately switch companies, although Clearwire > read more

Fiber Catchup 6-3: Alpheus, Level 3, Etisalat, Lightower, Global Crossing

Published on 2011-06-03 08:34:18

TGIF. A few more fiber-network-related items this week to catch up on: In Texas, regional and metro fiber operator Alpheus Communications expanded its Metrolocity offering, adding Ethernet peering capabilities. They have 31 customers amongst the > read more

LightSquared Keeps Churning the Waters

Published on 2011-06-03 07:50:56

There are few companies out there giving off as many contradictory signals as wholesale wireless carrier-to-be LightSquared. This week, we had no less than three news items that just left me generally puzzled. First there was the news that the co > read more

Sidera Teams Up With Colt and Spread Networks

Published on 2011-06-02 17:54:41

Making friends is a valuable skill, and northeastern fiber operator Sidera Networks (news) has been working overtime lately to get it right. Last week they teamed up with the UK’s Exponential-e, and this week it was the turn of Colt Group (LO > read more

Private Equity Buys Metroweb

Published on 2011-06-02 08:55:07

Back in February, Milan-centric metro fiber company Metroweb was said to be up for sale, and that Telecom Italia was the frontrunner. Well the wind must have shifted since then, because Bloomberg is reporting that infrastructure fund F2i and Intesa > read more

M&A Journal: Lots of Sellers, but Buyers Seem Less Eager

Published on 2011-06-02 05:49:19

As you may have noticed by now, a lot of fiber appears to be on the market, with AboveNet, Sidera, Fiberlight, and others rumored. But prices are high and some of the historically more active buyers aren’t looking that eager. Notably, in th > read more

M&A Journal: Lots of Sellers, but Buyers Seem Less Eager

Published on 2011-06-02 05:49:19

Colo Roundup 6-2: Colt, Interxion, Equinix, i/o

Published on 2011-06-02 02:31:39

Lots of news this week from the colocation sector: … [visit site to read more] > read more

Colo Roundup 6-2: Colt, Interxion, Equinix, i/o

Published on 2011-06-02 02:31:39

Lots of news this week from the colocation sector: … [visit site to read more] > read more

Cisco: In 2015 We’ll Be Pushing a Zettabyte

Published on 2011-06-01 07:48:16

Cisco Systems (NASDAQ:CSCO, news, filings) has never been shy about making bandwidth projections, and today they issued some new ones. Their fifth annual Visual Networking Index Forecast says that in 2015 global internet traffic will reach 966 exab > read more

Cisco: In 2015 We’ll Be Pushing a Zettabyte

Published on 2011-06-01 07:48:16

Earnings Preview for 21Vianet

Published on 2011-06-01 05:48:32

This is a guest post by Paolo Gorgò, who blogs over at both Nortia Research and Seeking Alpha. If you might be interested in a guest post may contact the webmaster. 21Vianet Group (NASDAQ:VNET, news), the largest carrier-neutral Internet data cent > read more

Earnings Preview for 21Vianet

Published on 2011-06-01 05:48:32

PAETEC, TelePacific, euNetworks Each Close an Acquisition

Published on 2011-05-31 21:40:18

Three deals closed earlier today, let’s take a quick look: … [visit site to read more] > read more

PAETEC, TelePacific, euNetworks Each Close an Acquisition

Published on 2011-05-31 21:40:18

Three deals closed earlier today, let’s take a quick look: … [visit site to read more] > read more

Two Video Wins For Level 3

Published on 2011-05-31 07:59:13

Nothing burns bandwidth like video, and so when Level 3 Communications (NASDAQ:LVLT, news, filings) announced two television-related contracts it certainly can’t be a bad thing. The first is for bandwidth at Information Television Network (IT > read more

Two Video Wins For Level 3

Published on 2011-05-31 07:59:13

Global Roundup 5-31: Interoute, GBI, NTT, Verizon

Published on 2011-05-31 05:35:11

The US may pause on the last Monday of May, but the rest of the world still goes on. Here are a few things that happened since: … [visit site to read more] > read more

Global Roundup 5-31: Interoute, GBI, NTT, Verizon

Published on 2011-05-31 05:35:11

The US may pause on the last Monday of May, but the rest of the world still goes on. Here are a few things that happened since: … [visit site to read more] > read more

Poll: Who Is Most Likely to Buy AboveNet?

Published on 2011-05-31 03:45:25

Last week, news broke across various media outlets that Abovenet (NYSE:ABVT, news, filings) has hired JP Morgan Chase to advise it on a potential sale of the company. Since then, I have seen lots of speculation about who might actually do the buyin > read more

Poll: Who Is Most Likely to Buy AboveNet?

Published on 2011-05-31 03:45:25

Google Wallet Causes Rancor, but I Just Don’t Get The Whole Concept

Published on 2011-05-30 06:05:19

To those of you in the US, stop reading this and go outside for Memorial Day! But if you’re still here, let’s take a moment and contemplate Google Wallet. Because I just don’t get it. … [visit site to read more] > read more

Pacific Crossing’s PC-1 Back In Service

Published on 2011-05-27 11:26:47

When the earthquake and tsunami hit Japan back in March, one of the bits of infrastructure that did manage to withstand much of the devastation was telecommunications networks. But that doesn’t mean there wasn’t damage. Several unders > read more

Pacific Crossing’s PC-1 Back In Service

Published on 2011-05-27 11:26:47

Datacenter Roundup 5/27: Interxion, Equinix, Telecity

Published on 2011-05-27 03:58:10

Lots of fiber and network news this week. We wouldn’t want the colo guys to feel ignored, so let’s catch up before the long weekend gets rolling: European carrier-neutral colocation provider InterXion (NYSE:INXN, news) has completed its > read more

Datacenter Roundup 5/27: Interxion, Equinix, Telecity

Published on 2011-05-27 03:58:10

I’ll Be at the Telecom Exchange in New York

Published on 2011-05-27 03:32:52

Some of you may have noticed the banner at the lower right already, but Telecom Ramblings is proud to be a media sponsor of the Telecom Exchange this June 29. In fact, I expect to do something I have rarely managed to do when it comes to conference > read more

I’ll Be at the Telecom Exchange in New York

Published on 2011-05-27 03:32:52

Here Comes AT&T’s LTE

Published on 2011-05-26 06:55:10

This summer, AT&T (NYSE:T, news, filings) will finally get around to deploying LTE in its first five markets. I say finally because both Verizon Wireless and MetroPCS managed to pull that step off in 2010, and because the company has been sell > read more

Here Comes AT&T’s LTE

Published on 2011-05-26 06:55:10

tw telecom Adds KEMET and Bowman

Published on 2011-05-26 02:31:57

The market’s recent surge in interest in metro fiber has benefited tw telecom’s stock price lately as well, and I have speculated that they might be interested in M&A following Level 3′s big move and the many assets that appear > read more

tw telecom Adds KEMET and Bowman

Published on 2011-05-26 02:31:57

Fiber Roundup 5-25: DukeNet, Telx, Level 3, Hibernia, XO, and UPN

Published on 2011-05-25 10:00:52

Quite a news week leading into Memorial Day weekend in the US. Time for another quick look at a series of interesting items: Down south, DukeNet has joined the Telx Ethernet Exchange in Atlanta. DukeNet has been rather quiet publicly since receiv > read more

Fiber Roundup 5-25: DukeNet, Telx, Level 3, Hibernia, XO, and UPN

Published on 2011-05-25 10:00:52

Sidera Expands to the East and West

Published on 2011-05-25 04:29:17

Rumors may have them on the block, but life does go on and Sidera Networks (news) announced two key expansionary moves yesterday. To the east, Sidera entered into a strategic alliance with Exponential-e, under which the two companies will expand each > read more

Sidera Expands to the East and West

Published on 2011-05-25 04:29:17

Now a For Sale Sign at AboveNet Too?

Published on 2011-05-24 18:19:04

Reports today say that Abovenet (NYSE:ABVT, news, filings) has retained JP Morgan Chase in order to find a buyer, with potential suitors mentioned being Level 3 Communications (NASDAQ:LVLT, news, filings), TW Telecom (NASDAQ:TWTC, news, filings), and > read more

Now a For Sale Sign at AboveNet Too?

Published on 2011-05-24 18:19:04

Network Roundup 5-24: Sidera, Earthlink, Tinet, Level 3

Published on 2011-05-24 05:43:31

Apparently, everyone was saving up some news for the start of ITW, because the cup runeth over and over. Here’s a few more noteworthy announcements: Northeastern fiber operator Sidera Networks (news) has enhanced its switched Ethernet service > read more

Network Roundup 5-24: Sidera, Earthlink, Tinet, Level 3

Published on 2011-05-24 05:43:31

Hibernia Adds Betfair, Hires Perone as COO, Looks at M&A

Published on 2011-05-24 04:41:28

Hibernia Atlantic added a new Chief Operations Officer and picked up a transatlantic deal as well. Kathy Perone will take the helm as COO at a time when Hibernia is busy on multiple fronts, building the first new transatlantic cable in some time, a > read more

Hibernia Adds Betfair, Hires Perone as COO, Looks at M&A

Published on 2011-05-24 04:41:28

PAETEC Unveils Major Cloud Initiative

Published on 2011-05-24 04:08:05

As expected, super-CLEC PAETEC (NASDAQ:PAET, news, filings) is taking the trend toward cloud services for the enterprise quite seriously. The company yesterday announced a major expansion of its datacenter and cloud computing footprint. They plan > read more

PAETEC Unveils Major Cloud Initiative

Published on 2011-05-24 04:08:05

Global Crossing Adds EtherSphere Locations, Expands Global Partner Program

Published on 2011-05-24 03:07:32

International network operator Global Crossing (NASDAQ:GLBC, news, filings) announced two expansions yesterday. First, the company is adding an additional 40 locations to its EtherSphere product line, which complements its MPLS IP VPN service with > read more

Global Crossing Adds EtherSphere Locations, Expands Global Partner Program

Published on 2011-05-24 03:07:32

More M&A: Global Telecom & Technology Takes Out PacketExchange

Published on 2011-05-23 08:53:03

Privately held PacketExchange is being acquired by global network integrator Global Telecom & Technology (OTCBB:GTLT, news) (GTT). PacketExchange operates a tier-2 international IP and Ethernet network, and itself acquired Mzima just last year > read more

More M&A: Global Telecom & Technology Takes Out PacketExchange

Published on 2011-05-23 08:53:03

XO Expands International Reach

Published on 2011-05-23 08:22:08

XO Holdings (OTCBB:XOHO, news, filings) has turned its attention overseas again, announcing today their intention to expand the company’s international services to include IP/MPLS IP-VPN nodes in Europe as well as access throughout Europe, Asia > read more

Frogster Jumps On Level 3′s CDN

Published on 2011-05-23 05:35:52

Level 3 won yet another European gaming company’s CDN business, announcing Frogster as a customer. No, not the Frogstar from the Hitchhiker’s Guide lore, which was widely held to be the most totally evil place in the Galaxy. And not t > read more

Google Shakes the Foundations of 111 8th

Published on 2011-05-22 21:47:23

According to a report on Data Center Dynamics, Google has taken all available space at the key New York City colocation facility of 111 8th off the market. They bought the 3M square foot building over the winter for $1.9B, taking charge of a facili > read more

Telecom Ramblings Jobs: Lynx Network Group

Published on 2011-05-20 11:29:59

Over on the Jobs Board, we have a new job posting from Kalamazoo-based Lynx Network Group, a wholesale and retail telecommunications service provider in the Midwest. Lynx is looking for a Layer 3 Manager / Network IT Manager. Last year Lynx along > read more

Fiber Friday 5-20: Optimum Lightpath, SURFnet, Pacific Fibre

Published on 2011-05-20 08:39:03

Time to catch up on a few deals: Optimum Lightpath continued its offensive in the education vertical by adding yet another New Jersey school district. The 1,615 middle and high school students and 142 faculty of the River Dell Regional School Distr > read more

A Ramblings’ Reader Survey

Published on 2011-05-20 02:04:31

Telecom Ramblings wishes to know more about its audience. This survey contains only three questions and will take less than minute. Please … [visit site to read more] > read more

More Fiber M&A: euNetworks Scoops Up LambdaNet

Published on 2011-05-19 11:50:49

Another opportunistic fiber M&A happened today, but this time it was over in Europe. euNetworks (SIN:H23, news) is nearly doubling its weight with the purchase of LambdaNet from 3U Holdings. LambdaNet’s network lies mostly in Germany, w > read more

Sidera Teams Up With Allied Fiber

Published on 2011-05-19 09:55:55

Northeastern regional and metro operator Sidera Networks (news) added some more fiber to its network today by leveraging the new buildout by Allied Fiber. Sidera will add dark fiber routes in New Jersey and Virginia. Allied Fiber’s route br > read more

Global Roundup 5-19: TAT-14, KDDI, Pacnet, and Global Crossing

Published on 2011-05-19 05:36:09

There were several items of interest in the international arena lately. TAT-14, the consortium-owned transatlantic cable, is finally going to get a big upgrade. Mitsubishi Electric announced that it signed a contract to add 40Gbps DWDM capability, > read more

The Federated CDN Cometh

Published on 2011-05-19 03:11:05

For some years now I have thought that the CDN world at some point would find a way to interconnect with itself. By that I mean that until now, each content delivery network lives in isolation on top of an IP ocean, exchanging nothing directly with > read more

Clearwire Outsources to Ericsson

Published on 2011-05-18 08:40:39

That Clearwire (NASDAQ:CLWR, news, filings) is looking for ways to cut costs and thus improve its operational position by any means necessary is not a secret. I suppose I should have expected them to take a page from the book of their largest share > read more

Google’s Kansas City Project Expands to Kansas City

Published on 2011-05-18 08:16:01

Ok, back in March when Google announced that the lucky community to get its 1Gbps FTTH present would be Kansas City, Kansas, I gave them a bit of a hard time for picking the smaller one to deploy fiber in while getting the marketing boost of the bigg > read more

Lightower Crisscrosses the Hudson

Published on 2011-05-17 23:35:39

Northeastern fiber operator Lightower also announced a network expansion yesterday, unveiling a new route crossing the Hudson River. That makes six such crossings for Lightower, increasing even further its network depth in the Hudson Valley. The ne > read more

Yet More Fiber for Memphis Says Zayo

Published on 2011-05-17 22:22:02

Zayo says it is both expanding and adding capacity to its Memphis network. That network derives from its purchase of Memphis Networx, which was one of its earliest purchases back in 2007. Zayo plans to increase its coverage to 425 route miles wit > read more

The Internet of Scary Things

Published on 2011-05-17 08:42:33

The Wall Street Journal has an interesting piece today entitled “The Internet Of Things: How Will We Trust A Word It Says?” which makes the future sound rather scary. The key question posed is this: “what are the security issues > read more

Interxion Expands, Reports

Published on 2011-05-17 06:57:59

Fresh off its IPO over the winter, European colocation specialist InterXion (NYSE:INXN, news) posted its first quarter results along with a variety of expansion projects. In Stockholm, they will be adding an additional 1.5MW of power, which will allo > read more

XO’s Strong Q4 Gives Way to Churn in LD Voice for Q1

Published on 2011-05-16 18:49:21

XO Holdings (OTCBB:XOHO, news, filings) had finished off 2010 with two quarters of solid revenue growth and higher EBITDA margins, but saw a sequential decline in both in the first quarter of 2011 driven by churn in long distance voice services. Ac > read more

Comcast Business Finally Makes Its Metro Ethernet Move

Published on 2011-05-16 12:58:54

With all the noise this year about how cable MSOs are taking share in the business marketplace, the fact that Comcast (NASDAQ:CMCSA, news, filings) had yet to enter the Metro Ethernet marketplace in force might have seemed odd. Well if so, those da > read more

Microsoft’s Skype Buy Highlights the Mobile VoIP Transition

Published on 2011-05-16 09:06:00

VoIP rarely gets the headlines these days, but Microsoft’s blockbuster purchase of Skype has brought to the fore a not particularly new yet increasingly important phenomenon. The New York Times ran a piece entitled “Skype-Style Calls Fo > read more

EBITDA Margin and Valuation Trends Update for Competitive Fiber 5/2011

Published on 2011-05-16 03:13:41

I have finally updated my competitive telecom trends graphs both with new data and also with some new technology that makes them easier to read and interact with. Enhancements include: 1) the ability to hide/show each company’s data interacti > read more

EBITDA Margin and Valuation Trends Update for Competitive Fiber 5/2011

Published on 2011-05-16 03:13:41

Another Quarter of Growth for Zayo

Published on 2011-05-13 07:00:06

Zayo Group (news, filings) continued to roll on forward according to its Fiscal Q3 earnings report, which came out last night. While it is privately held, Zayo generally issues more public information on the state of its business than most (or perh > read more

Another Quarter of Growth for Zayo

Published on 2011-05-13 07:00:06

Viatel Crosses the Alps

Published on 2011-05-13 06:02:07

Viatel’s European network business, VTLWaveNet, seems to be waking up from its long post-bubble slumber. Last month they lit their French routes south of Paris, and this week they took the effort further by lighting their Geneva-Bern-Zurich r > read more

Viatel Crosses the Alps

Published on 2011-05-13 06:02:07

Awaiting the Axe at Cisco

Published on 2011-05-12 23:31:08

Earlier this week, Cisco Systems (NASDAQ:CSCO, news, filings) reported reasonable earnings but a depressing near term future, and promised a major cost savings effort to save $1B in annual costs. We all know what that means. Yep, top management w > read more

Awaiting the Axe at Cisco

Published on 2011-05-12 23:31:08

Thursday Roundup 5-12: Alpheus, 360networks, Telx, Spread Networks

Published on 2011-05-12 09:19:48

A bit of catchup to do now: Down in Texas, regional and metro network operator Alpheus Communications has joined the IPv6 bandwagon, having implemented the new protocol across its fiber footprint. I’m still figuring out how to get Ramblings o > read more

Thursday Roundup 5-12: Alpheus, 360networks, Telx, Spread Networks

Published on 2011-05-12 09:19:48

euNetworks Pushes South Into Milan, Reports Q1

Published on 2011-05-12 05:00:49

Following its new presence in Zurich, euNetworks (SIN:H23, news) extended its financial bandwidth business even further south across the Alps into Milan, Italy today. That gives them low latency connectivity from the other financial markets in thei > read more

euNetworks Pushes South Into Milan, Reports Q1

Published on 2011-05-12 05:00:49

HBO GO Goes For Level 3

Published on 2011-05-11 07:52:41

Ok, I admit it. That was a really bad title, but I just couldn’t resist. Another week, another high profile CDN win for Level 3 Communications (NASDAQ:LVLT, news, filings). HBO selected them to provide streaming of content for their new H > read more

HBO GO Goes For Level 3

Published on 2011-05-11 07:52:41

Metro Fiber M&A Rumors Are Spreading

Published on 2011-05-11 02:31:01

The Wall Street Journal reported yesterday that both Sidera and FiberLight are for sale. Of course Ramblings’ readers knew about Sidera already, as I broke that news last week. As for FiberLight, they are owned by the Thermo group and have > read more

Metro Fiber M&A Rumors Are Spreading

Published on 2011-05-11 02:31:01

Alcatel-Lucent to Build New Singapore-Australia Cable

Published on 2011-05-10 23:07:16

The world of bandwidth down under continues to evolve rapidly. Today Alcatel-Lucent (NYSE:ALU, news, filings) announced that it has been commissioned by a subsidiary of Leighton Contractors Telecommunications to build a new submarine cable between > read more

Alcatel-Lucent to Build New Singapore-Australia Cable

Published on 2011-05-10 23:07:16

Adding Another 500+ Buildings, tw telecom Accelerates Into 2011

Published on 2011-05-10 18:19:00

The competitive metro provider with the most buildings on-net, TW Telecom (NASDAQ:TWTC, news, filings), posted its first quarter results today. Revenue growth accelerated at a higher rate than in the past and bested estimates at $332.5M, while earn > read more

Adding Another 500+ Buildings, tw telecom Accelerates Into 2011

Published on 2011-05-10 18:19:00

4% Sequential Growth For Neutral Tandem

Published on 2011-05-10 07:29:31

Neutral Tandem (NASDAQ:TNDM, news, filings) reported earnings this morning, posting revenues of $66.4M that easily surpassed composite analyst estimates while earnings per share came in on target at $0.24. I’ll be keeping closer track of Neut > read more

Who Took Microsoft Snipe, err Skype Hunting

Published on 2011-05-10 02:28:55

So ever since Om broke the rumor on Sunday, the word was that Skype was about to get bought by a big internet powerhouse. Some said the buyer was Facebook, some said Google, but it turned out to be Microsoft. The pricetag was a whopping $8.5B, an > read more

euNetworks Takes Low Latency To Zurich

Published on 2011-05-09 07:34:26

euNetworks (SIN:H23, news) added a new node to its dedicated finance network today with the launch of ultra-low-latency connectivity to Equinix’s ZH4 IBX in Zurich, Switzerland. The ZH4 facility just opened its doors last May, and is on the s > read more

Mexico Pressures Slim

Published on 2011-05-09 02:24:08

The Wall Street Journal has an article this morning detailing a growing challenge to the reign of Telecom’s (and the world’s) richest man, Mexico’s Carlos Slim, and América Móvil, which he controls. A few weeks ago, Mexico’ > read more

Three Years Of Ramblings

Published on 2011-05-08 10:16:06

This weekend was an birthday of sorts for this website. Three years ago Saturday I wrote my first article on Telecom Ramblings, which happened to be a financial model for Level 3. I never imagined that I’d still be here 1,946 articles later > read more

Telecom Ramblings Jobs: KINBER

Published on 2011-05-06 09:37:40

Over on the Jobs Board, we have a new job posting from the Keystone Initiative for Network Based Education and Research (KINBER). KINBER will be coordinating the construction and management of a state-wide fiberoptic network in Pennsylvania, or Pen > read more

Friday Roundup 5-6: PAETEC, 360Networks, UPN, Level 3, LimeLight

Published on 2011-05-06 07:14:05

Time to catch up on the bits of news that got past my radar or left me otherwise speechless: Alongside yesterday’s earnings report, PAETEC (NASDAQ:PAET, news, filings) announced its intention to build a new datacenter facility in McLean, VA as > read more

TelePacific Pounces, Buys Telekenex and OCiX

Published on 2011-05-05 18:24:08

TelePacific expanded its asset base with not one but two M&A announcements today. While I wonder now and then if Telepacific might be an acquisition target itself at some point, they are clearly on … [visit site to read more] > read more

Colt Buys Into MarketPrizm

Published on 2011-05-05 09:32:43

Back in February there was a report that pan-European network operator Colt Group (LON:COLT, news) was eyeing MarketPrizm with an eye toward a greater presence in the financial vertical. Well it took a few months but such a deal did in fact take pl > read more

Fiber Earnings Roundup: AboveNet, PAETEC, Cogent

Published on 2011-05-05 07:01:23

As promised, three very different fiber network operators reported earnings today, and all three bested revenue estimates. Here is a quick summary of each with some comments: … [visit site to read more] > read more

More Subs For Clearwire, How Many Will Be Enough?

Published on 2011-05-05 05:00:29

In the first quarter, Clearwire added nearly 1.8M net subscribers, of whom 1.6M were of the wholesale variety. That’s more than the 1.5M added in Q4 and brought their total to approximately 6.15M subscribers, and they now forecast ending 2011 > read more

More Subs For Clearwire, How Many Will Be Enough?

Published on 2011-05-05 05:00:29

Internap Wades Deeper Into the Cloud

Published on 2011-05-04 13:52:49

High end IP and colo provider Internap Network Services (NASDAQ:INAP, news, filings) took another big step into the cloud, unveiling a high performance on-demand cloud computing service. With dual hypervisor support for VMware and OpenStack environ > read more

Internap Wades Deeper Into the Cloud

Published on 2011-05-04 13:52:49

Fiber Earnings Preview: AboveNet, PAETEC, Cogent

Published on 2011-05-04 08:00:48

Tomorrow before the market opens, three very different competitive network operators will report earnings, here’s a quick preview of what to expect: AboveNet: Abovenet (NYSE:ABVT, news, filings) is coming off a year of organic growth in which i > read more

Fiber Earnings Preview: AboveNet, PAETEC, Cogent

Published on 2011-05-04 08:00:48

M&A Journal: Sidera For Sale?

Published on 2011-05-04 01:51:13

A recent report by Cowen and other tidbits from the grapevine say that Sidera Networks and its northeastern metro and regional fiber footprint may be up for sale again. ABRY Partners bought the former RCN Metro division just last year as part of th > read more

M&A Journal: Sidera For Sale?

Published on 2011-05-04 01:51:13

PAETEC Bumps EoC Up To 100Mbps

Published on 2011-05-03 08:58:24

As promised in an interview here last month, PAETEC (NASDAQ:PAET, news, filings) has upgraded its Ethernet-over-copper (EoC) footprint from 15Mbps per fiber pair all the way up to 100Mbps. To power those speeds, PAETEC is leveraging nextgen carrier > read more

PAETEC Bumps EoC Up To 100Mbps

Published on 2011-05-03 08:58:24

Global Crossing Posts Its Q1/2011 Numbers

Published on 2011-05-03 07:02:51

International backbone and IP solutions operator Global Crossing (NASDAQ:GLBC, news, filings) reported Q1/2011 earnings today, three weeks after the long anticipated announcement of its intended purchase by Level 3 for $3B. Global Crossing had fini > read more

Global Crossing Posts Its Q1/2011 Numbers

Published on 2011-05-03 07:02:51

Level 3 Posts Solid Sequential Growth in the First Quarter

Published on 2011-05-03 06:07:50

International fiber operator Level 3 Communications (NASDAQ:LVLT, news, filings) reported its Q1/2011 earnings this morning, fresh off its long-awaited announcement of the Global Crossing deal three weeks ago. That deal has taken center stage since > read more

Level 3 Posts Solid Sequential Growth in the First Quarter

Published on 2011-05-03 06:07:50

Limelight Acquires Clickability

Published on 2011-05-03 02:28:54

Limelight Networks (NASDAQ:LLNW, news, filings) took another step into the cloud yesterday with the acquisition of Clickability. Clickability is a software-as-a-service provider of web content management tools, meaning they enable their customers t > read more

Limelight Acquires Clickability

Published on 2011-05-03 02:28:54

Containers By Cisco

Published on 2011-05-02 07:51:48

Cisco Systems (NASDAQ:CSCO, news, filings) formally introduced its containerized data center product today. That the company was moving in this direction surprises no one of course, and the containers are built to incorporate the technology of Cisco& > read more

Containers By Cisco

Published on 2011-05-02 07:51:48

Q1/11 Earnings Preview: Level 3 and Global Crossing

Published on 2011-05-02 00:34:37

On Tuesday before the market opens we will hear from the internet backbone duo of Level 3 and Global Crossing, who of course announced their intentions to get hitched a few weeks ago. Since that deal seems rather unlikely to fall through, it seems > read more

Q1/11 Earnings Preview: Level 3 and Global Crossing

Published on 2011-05-02 00:34:37

Amazon’s Cloud Cascade

Published on 2011-04-29 08:48:46

Amazon today finally offered up a detailed failure report itemizing what went wrong last week when its Elastic Compute Cloud went down and took a chunk of the internet with it. It’s quite a read. That is, it’s quite a read if you can > read more

Amazon’s Cloud Cascade

Published on 2011-04-29 08:48:46

Earnings Roundup 4/29: Internap, Earthlink, Colt

Published on 2011-04-29 03:50:24

Sometimes the reports are all spread out, and sometimes they clump together. This quarter it’s the latter, so it’s time for a quick look at a few more reports from yesterday: Internap Network Services (NASDAQ:INAP, news, filings) had a > read more

Earnings Roundup 4/29: Internap, Earthlink, Colt

Published on 2011-04-29 03:50:24

Infinera Reports as the Market Awaits New Products

Published on 2011-04-29 03:37:37

Bandwidth equipment manufacturer Infinera (NASDAQ:INFN, news, filings) filed it’s first quarter numbers yesterday. Revenues declined sequentially to $92.9M from $117.1M in the prior quarter, which roughly matched composite analyst expectation > read more

Infinera Reports as the Market Awaits New Products

Published on 2011-04-29 03:37:37

Thursday Roundup 4-28: Unite, Level 3, PAETEC, Windstream

Published on 2011-04-28 08:40:38

What with all the earnings reports flooding in lately, let’s take a quick look at other items that might otherwise get drowned out: Unite Private Networks continued to rack up fiber builds for lesser known school districts and municipalities. > read more

Thursday Roundup 4-28: Unite, Level 3, PAETEC, Windstream

Published on 2011-04-28 08:40:38

Sprint Finds Sequential Growth Again

Published on 2011-04-28 06:58:43

Embattled US #3 wireless provider Sprint Nextel (NYSE:S, news, filings) reported another quarter of sequential growth, ahead of analyst expectations of a drop. Revenues of $8.313B were indeed a hair higher than last quarter and up 3% over the same > read more

Sprint Finds Sequential Growth Again

Published on 2011-04-28 06:58:43

Equinix Easily Bests Q1 Estimates

Published on 2011-04-27 19:04:56

Carrier neutral colocation provider Equinix (NASDAQ:EQIX, news, filings) easily bested guidance and analyst estimates for the first quarter of 2011, raising guidance for the full year as well. As one might expect, the market is responding favorably > read more

Equinix Easily Bests Q1 Estimates

Published on 2011-04-27 19:04:56

Akamai’s First Quarter Beats, But Traders Unimpressed With Guidance

Published on 2011-04-27 18:35:55

Content delivery giant, or leading cloud optimization provider as they like to be called these days, Akamai (NASDAQ:AKAM, news, filings) reported its first quarter earnings today after the market closed. While they managed to beat both their own gu > read more

Savvis Finds a Buyer, and It’s CenturyLink!

Published on 2011-04-27 06:00:28

Well, put me down as surprised – I didn’t think Savvis (NASDAQ:SVVS, news, filings) would actually sell. But then, I didn’t think that CenturyLink (NYSE:CTL, news, filings) would offer $40 per share either, and that’s exactl > read more

Is TW Telecom Preparing to Pounce?

Published on 2011-04-27 03:15:15

I’ve been asked now by several people whether there’s a rumor out there about TW Telecom and some sort of imminent M&A. I think the talk I’ve heard thus far is mostly derived from the surge in their stock price since the middl > read more

Hibernia’s GFN Bulks Up With Hibernia Secure

Published on 2011-04-26 11:05:31

Later this week, Hibernia Atlantic will take the wraps off a further expansion of its Global Financial Network (GFN). A new offering, called Hibernia Secure, bundles multiple protected low latency paths per destination. It’s not merely back > read more

Industry Spotlight: Clint Heiden of PAETEC Fiber Services

Published on 2011-04-26 03:45:18

Today we are joined by Clint Heiden, who was until recently President at Intellifiber Networks and is now President of PAETEC Fiber Services. PAETEC purchased Intellifiber as part of the Cavalier transaction last autumn, and has since expanded the > read more

Level 3′s Vyvx Takes On Royal Wedding

Published on 2011-04-26 03:44:44

Level 3 Communications (NASDAQ:LVLT, news, filings) announced early today that the company’s Vyvx division has been selected by no less than six national broadcasters in the US and Canada to provide coverage of that minor little shindig happeni > read more

Submarine Cables To Paradise

Published on 2011-04-25 05:11:50

So many cable projects these days hooking up far flung corners of the planet with vast amounts of capacity. There have been the New Zealand to Los Angeles effort by Pacific Fibre, and the recently proposed Brazil-Africa cable too. Then there are > read more

Submarine Cables To Paradise

Published on 2011-04-25 05:11:50

And the Cloud Came Crashing Down

Published on 2011-04-25 01:49:40

If you haven’t already noticed, Amazon’s EC2 cloud has had a rather trying few days. That’s the thing about public clouds. Even if they’re far more reliable than hosting services of the past, when they go down they take do > read more

And the Cloud Came Crashing Down

Published on 2011-04-25 01:49:40

IPv6 Odyssey: Instant Roadblock

Published on 2011-04-22 08:37:04

The other day I said I’d make an attempt at vaulting Telecom Ramblings into the IPv6 world. The idea being that it is somewhat hypocritical for someone as technically oriented as me to complain of the slowness of the transition to IPv6 withou > read more

IPv6 Odyssey: Instant Roadblock

Published on 2011-04-22 08:37:04

iPhone-Enabled Verizon Meets Q1 Expectations

Published on 2011-04-21 08:04:34

Yesterday we saw AT&T report it’s first quarter results after losing iPhone exclusivity, and today it’s the turn of the newly iPhone-enabled Verizon (NYSE:VZ, news, filings). And Verizon, like AT&T, turned in a largely unsurpris > read more

iPhone-Enabled Verizon Meets Q1 Expectations

Published on 2011-04-21 08:04:34

Fiber Roundup 4-21: Lightower, TW Telecom, ADVA, CFN Services, and iRiS

Published on 2011-04-21 03:37:32

Before everyone goes off for Easter weekend, here’s a quick rundown of some recent fiber news: Northeastern fiber operator Lightower Networks (news) has completed its buildout up into southern New Hampshire. The fiber buildout was first annou > read more

Fiber Roundup 4-21: Lightower, TW Telecom, ADVA, CFN Services, and iRiS

Published on 2011-04-21 03:37:32

iPhone-Light AT&T Fails to Collapse On Schedule

Published on 2011-04-20 08:27:01

You gotta love the predictable headlines this morning accompanying AT&T’s solid Q1/11 earnings release. CNBC has “AT&T Earnings Solid Despite Loss of iPhone Rights” and AllthingsD has “Sharing the iPhone With Verizon > read more

iPhone-Light AT&T Fails to Collapse On Schedule

Published on 2011-04-20 08:27:01

Level 3 Powering Verizon Wireless’s LTE

Published on 2011-04-20 07:50:32

Fresh off its big M&A announcement earlier this month, Level 3 Communications (NASDAQ:LVLT, news, filings) today let everyone know that it is one of the backhaul powers behind the LTE rollout of none other than Verizon Wireless. Level 3 is supp > read more

Level 3 Powering Verizon Wireless’s LTE

Published on 2011-04-20 07:50:32

IPv6 Still Less Than 1% – Time to Join the Fight

Published on 2011-04-20 03:07:15

Recent data from Arbor Networks says that despite greater attention lately the share of internet traffic today that is transferred over IPv6 is still well below 1%. And much of that is carried via tunneling rather than via native IPv6. There̵ > read more

IPv6 Still Less Than 1% – Time to Join the Fight

Published on 2011-04-20 03:07:15

Juniper’s Q1 Holds the Line

Published on 2011-04-19 18:01:22

Juniper Networks (NASDAQ:JNPR, news, filings) is one of the early birds of earnings season, and today offered up a bit of spring with its Q1/11 results. The company’s revenue of $1.102B and non-GAAP earnings per share of $0.32 were down seque > read more

Juniper’s Q1 Holds the Line

Published on 2011-04-19 18:01:22

Clearwire, Sprint Settle Wholesale Kerfuffle

Published on 2011-04-19 08:41:22

Speaking of that dispute over wholesale fees between Clearwire (NASDAQ:CLWR, news, filings) and Sprint Nextel (NYSE:S, news, filings), it figures that minutes after I said the two were close to a deal, they went and announced a long term deal. The > read more

Clearwire, Sprint Settle Wholesale Kerfuffle

Published on 2011-04-19 08:41:22

LIME, Xtera Finish Up East-West Caribbean Link

Published on 2011-04-19 07:55:16

LIME, the Caribbean arm of Cable & Wireless Communications (CWC), and Xtera (news) have finished up work on the Carribean East West Cable network. Spanning 1,700km the new cable hooks up Jamaica, the British Virgin Islands, and the Dominican Re > read more

Sprint Nears Network Sharing Deal with LightSquared, Clearwire

Published on 2011-04-19 07:32:36

According to the Wall Street Journal today, Sprint Nextel (NYSE:S, news, filings) is close to deals to share its national wireless footprint with both LightSquared and Clearwire (NASDAQ:CLWR, news, filings). In the case of LightSquared, Sprint woul > read more

Huge Brazil-Africa Cable Planned

Published on 2011-04-18 10:02:25

According to a report on African site TechCentral, there is a new transatlantic cable in the works. But this time it’s in the South Atlantic, connecting Fortaleza Brazil with Angola and South Africa, destinations that one doesn’t normal > read more

Hibernia Atlantic Takes GFN To Tokyo

Published on 2011-04-18 08:57:56

Independent transatlantic operator Hibernia Atlantic (news) took a detour out of its home turf today and into the Pacific. They have added Tokyo to their Global Financial Network. The GFN has been steadily adding new nodes to their offering as th > read more

DT, FT Pool Their Buying Power

Published on 2011-04-18 07:47:07

Suppose you’re a Tier-1 incumbent carrier with a dominant position in your own market, a major international presence both wired and wireline, and a marketcap larger than the GDP of a third world country. At a loss for a way to increase your > read more

Interoute Closes Out 2010 With an Appetite

Published on 2011-04-18 03:55:31

Pan-European operator Interoute offered up its 2010 results today, showing off double digit revenue growth and its first full year of profitability. Full year revenues of €295M were up 10% from €269M, while adjusted EBITDA rose 46% to & > read more

Interoute Closes Out 2010 With an Appetite

Published on 2011-04-18 03:55:31

FairPoint Takes On Fiber to the Tower

Published on 2011-04-18 02:40:40

Fresh off its return last quarter from New England’s telecom doghouse, FairPoint Communications (news, filings) seems to be gearing up for a bunch more fiber in its diet. The ILEC announced late last week that it intends to invest in its wire > read more

FairPoint Takes On Fiber to the Tower

Published on 2011-04-18 02:40:40

Telecom Ramblings Jobs: Zayo

Published on 2011-04-17 03:50:15

Over on the Telecom Ramblings Jobs Board, Zayo has posted another position. This time Zayo is looking for an Outside Plant Solutions Engineer in Louisville, Colorado “to join its front end sales efforts in the development of competitive sol > read more

Telecom Ramblings Jobs: Zayo

Published on 2011-04-17 03:50:15

Friday Fiber Roundup 4-15: US Carrier, Unite Private Networks, AboveNet, TW Telecom, FiberLight, Optimum Lightpath

Published on 2011-04-15 11:32:47

Assuming you’ve all got your taxes done and have time to catch up on fiber news, there’s actually been quite a lot lately in the metro/regional fiber space. So here’s a quick rundown of a few more items this week: In one bit of ne > read more

Friday Fiber Roundup 4-15: US Carrier, Unite Private Networks, AboveNet, TW Telecom, FiberLight, Optimum Lightpath

Published on 2011-04-15 11:32:47

Asia-Pacific IPv4 Space Now Exhausted

Published on 2011-04-15 05:42:27

Well that didn’t take very long. A little over two months ago, the last bundles of addresses were handed out to each region. Today APNIC announced it has reached the last block of IPv4 addresses in its available pool, and has activated its > read more

Asia-Pacific IPv4 Space Now Exhausted

Published on 2011-04-15 05:42:27

Poll: What Do You Think About the LVLT/GLBC Deal?

Published on 2011-04-15 00:28:00

Ok, the dust has started to settle and we’ve all had time to digest this week’s blockbuster M&A where Level 3 has agreed to buy Global Crossing for about $3.0B. It’s time to take stock of the situation, collectively. The sit > read more

Poll: What Do You Think About the LVLT/GLBC Deal?

Published on 2011-04-15 00:28:00

And Now For Something Smaller: Cisco and Alcatel-Lucent

Published on 2011-04-14 10:37:47

With all the M&A these days, bigger always seems to be the goal. But in the past few days, the news for two of the biggest equipment giants has been moving in the other direction. On Tuesday Cisco Systems (NASDAQ:CSCO, news, filings) said tha > read more

And Now For Something Smaller: Cisco and Alcatel-Lucent

Published on 2011-04-14 10:37:47

Busy Week for Equinix

Published on 2011-04-14 08:00:48

Equinix (NASDAQ:EQIX, news, filings) has had a rather whirlwind of a PR week, touching down on both US coasts, in Australia, the UK, and across the channel as well. Enough for a little roundup of their own: … [visit site to read more] > read more

Busy Week for Equinix

Published on 2011-04-14 08:00:48

Internet2, Level 3 to build 8.8Tbps Research Network

Published on 2011-04-14 07:35:39

Internet2 and Level 3 Communications (NASDAQ:LVLT, news, filings) announced more details about the next phase of the national educational network. The new multi-year agreement will crate a new 8.8Tbps national backbone that will support 200,000 anc > read more

Internet2, Level 3 to build 8.8Tbps Research Network

Published on 2011-04-14 07:35:39

A Few Random Thoughts on the LVLT/GLBC Deal

Published on 2011-04-13 10:09:14

A few more random thoughts about this weeks big deal between Level 3 Communications (NASDAQ:LVLT, news, filings) and Global Crossing (NASDAQ:GLBC, news, filings). Why so long to close? While Level 3 has historically closed deals in about three months > read more

A Few Random Thoughts on the LVLT/GLBC Deal

Published on 2011-04-13 10:09:14

An IPO at LightSquared?

Published on 2011-04-13 07:50:51

There’s never a dull week in in the world of LightSquared, the yet-to-be-built independent wholesale LTE network backed by Philip Falcone and his Harbinger Capital Partners hedge fund. What with its funding always under scrutiny, high profile > read more

An IPO at LightSquared?

Published on 2011-04-13 07:50:51

Hurricane Electric, Zayo Partner Up

Published on 2011-04-13 05:08:07

I’ve wondered for a while whether Zayo Group (news, filings) might move more into Layer 3 services, in addition to its core bandwidth infrastructure products. Well, yesterday they did make a move in that direction, but by partnering with the > read more

Hurricane Electric, Zayo Partner Up

Published on 2011-04-13 05:08:07

Construction of the SJC Cable Underway

Published on 2011-04-13 03:19:00

According to NEC, construction of the South East Asia Japan Cable is finally underway. It was first envisioned back in 2008 by Google to go along with its Unity cable system, but the plans have evolved over the years. The six fiber system as curr > read more

Construction of the SJC Cable Underway

Published on 2011-04-13 03:19:00

In Other News: Telx, Unite, EdgeCast, Akamai

Published on 2011-04-12 09:43:58

The announced acquisition of Global Crossing by Level 3 yesterday drowned out a bunch of other news, so it’s time to take a quick peek at a few of them before they’re all the way past: Telx Group (news, filings) expanded its Ethernet exch > read more

In Other News: Telx, Unite, EdgeCast, Akamai

Published on 2011-04-12 09:43:58

M&A Journal: What Other Fiber Deals Make Sense?

Published on 2011-04-12 03:00:21

One of the themes that emerged in yesterday’s news orgy about the LVLT/GLBC deal was that it may act as a catalyst for other deals in the sector to emerge. Certainly we saw things snowball last year amongst the smaller metro fiber operators a > read more

An Enterprise Cloud for NTT America

Published on 2011-04-11 15:50:44

NTT America (news) [a subsidiary of NTT Communications (NYSE:NTT, news, filings)] is taking its efforts in the cloud space to larger customers with a new enterprise private cloud hosting environment. Having long had an enterprise hosting business, > read more

M&A Journal: A LVLT/GLBC Integration Won’t Be That Hard

Published on 2011-04-11 09:05:34

One of the first questions that springs up in looking at this deal is whether Level 3 really ought to be taking on another integration after the well known troubles they went through in 2007-2008. Actually, there are a number of reasons why this on > read more

Level 3, Global Crossing Finally Get Hitched

Published on 2011-04-11 06:59:51

Rumors had been swirling for several days, but now it is official. Level 3 Communications (NASDAQ:LVLT, news, filings) is buying Global Crossing (NASDAQ:GLBC, news, filings) for roughly $3.0B! It’s a stock deal, with Global Crossing shareh > read more

Orange, Tata Hook Up For Telepresence

Published on 2011-04-11 04:09:37

Orange Business Services (news) [a subsidiary of France Telecom (NYSE:FTE, news, filings)] has expanded its Telepresence Community via an interoperability agreement with Tata Communications (NYSE:TCL, news, filings)‘s Global Meeting Exchange. > read more

Cotendo Unveils Cloudlets, More Telco Alliances Coming?

Published on 2011-04-11 02:31:41

Ever since AT&T outsourced the value added end of its CDN efforts to Cotendo, I have been trying to keep an eye on the small but dynamic challenger to Akamai in this corner of the content delivery market. Today they opened up a new battle front > read more

Grivner Departs, Is this the Endgame for XO and Icahn?

Published on 2011-04-08 18:27:23

Competitive operator XO Holdings (OTCBB:XOHO, news, filings) lost its top officer today. Carl Grivner has announced his resignation as CEO, President, and Director after eight years, saying he intends to pursue other opportunities. Grivner took o > read more

Datacenter Roundup 4-8: Telx, Terremark, InterXion, Equinix

Published on 2011-04-08 04:03:34

I haven’t spent much time lately looking at the data center and cloud marketplace, so let’s take a quick look at some highlights of this weeks news: Telx Group (news, filings) and CoreLink Data Centers have entered into a strategic allian > read more

Pacnet, Bharti Team Up for India to Los Angeles Route

Published on 2011-04-08 03:29:16

Pacific regional network operator and Indian giant Bharti Airtel are teaming up for a new $120M high speed network directly connecting Chennai to Los Angeles. The network will leverage Bharti’s i2i cable between Chennai and Singapore, and the > read more

Huawei Under Fire In Austria

Published on 2011-04-07 10:02:06

Seems like a week doesn’t go by without Chinese insurgent equipment provider Huawei being accused of something. Today it’s corruption again, this time in Austria. The business magazine Format has alleged that Huawei displaced Nokia Si > read more

AboveNet Advances In London, Texas

Published on 2011-04-07 06:42:00

Two interesting releases from Abovenet (NYSE:ABVT, news, filings) recently: This morning, AboveNet announced further reductions in latency in its London metro market. Specifically, they are now claiming 225 microseconds from Slough to the City of L > read more

AboveNet Advances In London, Texas

Published on 2011-04-07 06:42:00

Forget Backhoes, Earthquakes and Dictators, It Only Takes One Old Lady

Published on 2011-04-06 21:52:58

And now for something completely different. The dangers to fiberoptic cables are many, but the country of Armenia managed to get its internet taken down completely last week by one 75-year-old woman in the country of Georgia. Scavenging for coppe > read more

Forget Backhoes, Earthquakes and Dictators, It Only Takes One Old Lady

Published on 2011-04-06 21:52:58

Now Flying Solo, Pacific Fibre Releases Invitation to Tender

Published on 2011-04-06 08:38:15

Today in the South Pacific, New Zealand based Pacific Fibre took another step toward making its goal of a new submarine cable connecting the country directly with the west coast of the USA as well as over to Australia. They have released their R > read more

Now Flying Solo, Pacific Fibre Releases Invitation to Tender

Published on 2011-04-06 08:38:15

Fiber Roundup 4-6: Intellifiber, TW Telecom, Sidera, US Signal, Teliasonera

Published on 2011-04-06 05:13:31

So much other news yesterday, let’s quickly catch up: The highest profile win came over at Intellifiber Networks (news) [a subsidiary of PAETEC (NASDAQ:PAET, news, filings)] with a government win at NASA. It’s a five year contract to co > read more

Fiber Roundup 4-6: Intellifiber, TW Telecom, Sidera, US Signal, Teliasonera

Published on 2011-04-06 05:13:31

So much other news yesterday, let’s quickly catch up: The highest profile win came over at Intellifiber Networks (news) with a government win at NASA. It’s a five year contract to construct, provision, and deploy a network for NASA̵ > read more

360networks Stretches Northward Into Vancouver

Published on 2011-04-05 18:40:50

As promised earlier this year, 360networks has expanded its network northward from Seattle into British Columbia with a new connection to Vancouver. Along the way they added nodes in the Washington communities of Everett and Bellingham as well. T > read more

360networks Stretches Northward Into Vancouver

Published on 2011-04-05 18:40:50

GlobeNet Claims Low Latency Crown Between North/South American Markets

Published on 2011-04-05 07:37:42

I have alluded to this before, but today GlobeNet (news) [a subsidiary of Oi (NYSE:TNE, news)] formally claimed title to the lowest latency route between key financial hubs in the US and Brazil. Specifically, they’re talking about routes to B > read more

GlobeNet Claims Low Latency Crown Between North/South American Markets

Published on 2011-04-05 07:37:42

Another Round of Growth Capital For i/o

Published on 2011-04-05 06:56:51

Phoenix-based data center operator and manufacturer i/o has raised $105M in capital through a new round of financing. They’re going to use the money for growth, specifically to accelerate their Data Center as a Service offerings and to fulfil > read more

Another Round of Growth Capital For i/o

Published on 2011-04-05 06:56:51

Nortel’s Final Asset On the Block: Google Bids $900M

Published on 2011-04-05 06:08:08

Of all that was once Nortel Networks, only the patents remain and even that not for long. Google has been selected as the stalking horse bidder for the entire portfolio, with an initial bid of $900M. That’s not the end by any means, all it > read more

Nortel’s Final Asset On the Block: Google Bids $900M

Published on 2011-04-05 06:08:08

Metro Roundup 4-4: PAETEC, Zayo, TW Telecom

Published on 2011-04-04 09:30:51

A few recent developments in the metro fiber sector in the past few days: PAETEC (NASDAQ:PAET, news, filings) continued to move in the direction of fiber following its acquisition of Cavalier and Intellifiber today by making the full footprint availa > read more

Metro Roundup 4-4: PAETEC, Zayo, TW Telecom

Published on 2011-04-04 09:30:51

Here Comes the EtherCloud

Published on 2011-04-04 07:12:16

Tinet (news) [a subsidiary of Neutral Tandem (NASDAQ:TNDM, news, filings)] today launched EtherCloud, a new Layer 2 service that builds on the integration of its existing wholesale Ethernet business and the Ethernet Exchange launched by Neutral Tande > read more

Here Comes the EtherCloud

Published on 2011-04-04 07:12:16

Still Awaiting Word on Icahn’s Offer, XO Posts Pretty Good Q4

Published on 2011-04-04 03:10:11

As the recent controversial offer by Icahn for the remainder of XO Holdings (OTCBB:XOHO, news, filings) that he doesn’t already own hangs in the balance, the company waited (as it always does) until the very last minute to file its Q4 anf FY201 > read more

Still Awaiting Word on Icahn’s Offer, XO Posts Pretty Good Q4

Published on 2011-04-04 03:10:11

Weekend of M&A Closings: TelePacific, Lightower, EarthLink

Published on 2011-04-04 02:36:48

I was traveling on Friday and over the weekend, time to catch up. The Qwest/CenturyTel deal wasn’t the only one to close: California’s largest CLEC TelePacific (news) finished off its acquisition of NextWeb, after receiving regulatory a > read more

Weekend of M&A Closings: TelePacific, Lightower, EarthLink

Published on 2011-04-04 02:36:48

CenturyLink, Qwest Finally Tie the Knot

Published on 2011-04-01 09:24:13

It’s official, Qwest Communications (NYSE:Q, news, filings) is off the market. The merger with CenturyLink (NYSE:CTL, news, filings) is now complete, and where there were two mostly rural ILECs there is now one big one. Pro forma for 2010, > read more

CenturyLink, Qwest Finally Tie the Knot

Published on 2011-04-01 09:24:13

DoD Hands Qwest $100M Contract

Published on 2011-04-01 00:57:33

Just as the company is about to complete its merger with CenturyLink (NYSE:CTL, news, filings), Qwest Communications (NYSE:Q, news, filings) picked up a big win in the government sector. DISA/DITCO, which handles this sort of thing for the Departme > read more

DoD Hands Qwest $100M Contract

Published on 2011-04-01 00:57:33

Sidera Also Gets A Piece of OSHEAN Buildout

Published on 2011-03-31 04:12:25

Yesterday we saw Cox Business land the contract for a large fiber buildout in Rhode Island for OSHEAN, but apparently Sidera Networks also won some business for the project. Sidera, which used to go by the name RCN Metro, will be handling part of t > read more

Sidera Also Gets A Piece of OSHEAN Buildout

Published on 2011-03-31 04:12:25

Google Finally Makes Its Pick

Published on 2011-03-31 03:08:52

And the winner is…. Kansas City!? Yep, the lucky winner of Google’s Gigabit FTTH project is Kansas City, Kansas. Nope, not the one accross the river in Missouri that has 2.1M people as well as its very own NFL team. It’s the o > read more

Google Finally Makes Its Pick

Published on 2011-03-31 03:08:52

Dell, Equinix, and Rackspace Team Up For OpenStack Launch

Published on 2011-03-30 11:45:22

Three technology and data giants, Dell, Equinix, and Rackspace, teamed up today for the launch of an OpenStack cloud demonstration and test environment. OpenStack is a collection of open source tech for scalable public and private clouds that was o > read more

Dell, Equinix, and Rackspace Team Up For OpenStack Launch

Published on 2011-03-30 11:45:22

Verizon to Deploy 100G in the USA

Published on 2011-03-30 05:25:54

Verizon (NYSE:VZ, news, filings) is bringing its European 100G experience back across the Atlantic. Today they have announced plans to deploy the latest technology on selected segments of their US backbone by the end of Q2. The lucky routes inclu > read more

Interoute Bags a Pelikan

Published on 2011-03-30 05:02:21

Pan-European service provider Interoute continued its cloud offensive today by nabbing German-based stationer Pelikan as a client. Pelikan has been selling stationary, pens, and pencils since before Otto von Bismarck unified the country – 172 > read more

Cox Wins Fiber Build in the Ocean State

Published on 2011-03-29 19:56:48

Cox Business has won a large regional and metro fiber buildout in the state of Rhode Island. The fiber buildout derives from the $21.7M BTOP award won by OSHEAN last year – OSHEAN is the state’s research and education nonprofit networki > read more

CFN To Spread Spread’s Waves

Published on 2011-03-29 08:10:13

Financial bandwidth upstart Spread Networks (news) added another reseller to its portfolio today. Managed service provider CFN Services will be offering the company’s low latency wavelengths to the financial community, effective immediately. > read more

Cisco To Acquire newScale

Published on 2011-03-29 07:25:16

Fresh off the announcement of its first ever dividend, Cisco Systems (NASDAQ:CSCO, news, filings) is going on the M&A warpath again. This time the target is privately held software provider newScale. The California-based newScale’s prod > read more

Surprise Surprise, Sprint Objects to AT&T/T-Mobile Deal

Published on 2011-03-29 07:09:02

As if there were any doubt about Sprint’s feelings on the subject, Sprint has formally announced its opposition to the purchase: AT&T and Verizon are already by far the largest wireless providers. If approved, the proposed acquisition would > read more

Fiber For Earthquake Prevention?

Published on 2011-03-28 13:18:55

There’s this interesting article out of Taiwan today detailing an unorthodox use for submarine fiber, though I think they got the terminology wrong. At least, I don’t think one can prevent earthquakes with optical fiber, not even with t > read more

Spread Networks Lowers Latency Again On Its Waves

Published on 2011-03-28 09:49:58

Upstart intercity financial network operator Spread Networks (news) has taken out the hedge clippers again, cutting another millisecond off of its low latency wavelength offering between the New York and Chicago metro areas. The new SLA’d num > read more

Euro Roundup 3-28: Interoute, VTLWaveNet, Telekom Sjrbija

Published on 2011-03-28 06:26:46

Several more items from across the Atlantic to start the week: European network operator Interoute added another notch to its belt, winning a deal to enhance the VPN network of EuroSport. The pan-european TV channel will see its 12 site MPLS network > read more

Euro Roundup 3-28: Interoute, VTLWaveNet, Telekom Sjrbija

Published on 2011-03-28 06:26:46

Savvis’s G-Cloud Descends on UK

Published on 2011-03-28 03:03:43

As if it weren’t foggy enough in London, Savvis (NASDAQ:SVVS, news, filings) this morning took its cloud services to the whole government sector in the UK with their Government Wide Service platform. Aimed at what has been called the ‘G > read more

Savvis’s G-Cloud Descends on UK

Published on 2011-03-28 03:03:43

Hey Buddy, Can You Spare an IPv4 Address?

Published on 2011-03-25 12:09:32

Ok, it’s not that bad yet, but MicroSoft just spent money to acquire a pile of IP addresses from the remnants of the Nortel bankruptcy. Now that ICANN is out of addresses to give out, it is only a matter of time before market forces determine > read more

Hey Buddy, Can You Spare an IPv4 Address?

Published on 2011-03-25 12:09:32

Poll: SHOULD the FCC or DOJ Approve the AT&T/T-MobileUSA Deal?

Published on 2011-03-25 05:01:54

In a poll on Monday, I asked whether the FCC and DOJ would approve the AT&T/T-Mobile USA deal. A majority of readers said yes. But as one commenter noted, that’s not the only question to ask here. After all, many of us are a tad cynic > read more

Poll: SHOULD the FCC or DOJ Approve the AT&T/T-MobileUSA Deal?

Published on 2011-03-25 05:01:54

Legere to Run 7th Marathon For the Fight Against Cancer

Published on 2011-03-25 04:24:12

As it’s Friday, let’s take a bit of a break from the string of technology and corporate progress, and recognize a philanthropic effort from within our own ranks. On April 18, Global Crossing’s John Legere plans to make his seventh > read more

Legere to Run 7th Marathon For the Fight Against Cancer

Published on 2011-03-25 04:24:12

Euro Roundup 3-24: euNetworks, InterXion, Level3

Published on 2011-03-24 08:00:01

A quick look at recent news across the Atlantic: euNetworks (SIN:H23, news) and MESH GmbH have partnered up to deliver cloud services to the enterprise. euNetworks obviously brings its metro and intercity fiber to the table, which will add high ban > read more

Euro Roundup 3-24: euNetworks, InterXion, Level3

Published on 2011-03-24 08:00:01

GlobeNet Completes Upgrade, Heads Up the Amazon

Published on 2011-03-24 07:05:41

GlobeNet, the international arm of the Brazilian giant Oi, has completed its upgrade of its submarine cable systems connecting the Americas. The extra 200Gbps gives them 560Gbps in all, and positions them for the growing bandwidth demands between t > read more

GlobeNet Completes Upgrade, Heads Up the Amazon

Published on 2011-03-24 07:05:41

Partners Lining Up For LightSquared

Published on 2011-03-24 07:02:32

They may not actually have a wholesale LTE network in place yet and the AT&T/T-Mobile deal surely didn’t help its cause much, but LightSquared has been making progress lately nonetheless. On Monday, Leap Wireless (NASDAQ:LEAP, news, filin > read more

Partners Lining Up For LightSquared

Published on 2011-03-24 07:02:32

i/o Opens Monster Modular Data Center in New Jersey

Published on 2011-03-23 18:06:39

Phoenix-bound no longer, i/o Data Centers has opened a huge new facility on the east coast. It is located in the former New York Times plant at Exit 10 off the New Jersey Turnpike in Edison, which spans 830,000 square feet. That much space would > read more

i/o Opens Monster Modular Data Center in New Jersey

Published on 2011-03-23 18:06:39

Sprint Ain’t Dead Yet

Published on 2011-03-23 08:55:04

You know, I’m getting a bit sick of reading about how the AT&T/T-Mobile deal is going to single-handedly kill Sprint Nextel (NYSE:S, news, filings). You know, the ones where it sounds as if Verizon doesn’t stoop to buying them by ne > read more

Sprint Ain’t Dead Yet

Published on 2011-03-23 08:55:04

360Networks Pumps Up the Metro With Fiber From Zayo

Published on 2011-03-23 07:02:28

Western regional operator 360Networks (news) is adding some more metro fiber to its diet, courtesy of Zayo Group (news, filings). The two companies formalized a strategic relationship under which Zayo Fiber Solutions will provide metro dark fiber c > read more

360Networks Pumps Up the Metro With Fiber From Zayo

Published on 2011-03-23 07:02:28

INTERNEXA Helps Level 3 Take CDN to South America

Published on 2011-03-22 18:11:34

The content and bandwidth markets in South America have been growing rapidly for some time now, and the region is looming large in the plans for many network operators. Hence, I was not surprised to see Level 3 Communications (NASDAQ:LVLT, news, fi > read more

INTERNEXA Helps Level 3 Take CDN to South America

Published on 2011-03-22 18:11:34

Fiber Roundup 3-22: Integra, FiberLight, Level 3, XO, and Interoute

Published on 2011-03-22 09:49:26

Lots of news this week to keep up with, so let’s look at a few items: Western regional operator Integra Telecom took another step toward a fiber-focused future and away from its more traditional CLEC roots with the launch of two Ethernet servic > read more

Fiber Roundup 3-22: Integra, FiberLight, Level 3, XO, and Interoute

Published on 2011-03-22 09:49:26

Alternative Winners & Losers From the AT&T and T-Mobile Deal

Published on 2011-03-22 07:07:49

I’ve seen a few articles lately looking at who the winners and losers are if the AT&T/T-Mobile comes to fruition, and I’d like to throw in a few more on both sides that nobody’s talking about: Winners (Other than AT&T, Deuts > read more

Westward Ho At US Signal

Published on 2011-03-22 05:12:53

Midwestern operator US Signal did more than join the Telx Ethernet Exchange yesterday, they also announced a new expansion that takes them beyond their traditional territory and into the Great Plains. They have apparently added a new regional loop > read more

Ethernet Exchange Bytes: Verizon US Signal, Charter, Sidera

Published on 2011-03-21 11:42:53

The news from the flourishing Ethernet segment continues to flow, with three interesting items coming out of CompTel today. … [visit site to read more] > read more

Sprint Integrates Google Voice, but the Mega Merger Looms Larger

Published on 2011-03-21 07:39:54

If it weren’t for, umm, other news, Sprint’s alliance with Google Voice might have had a pretty nice impact this morning. They are letting customers use their Sprint mobile number as their Google Voice number, which adds some nice funct > read more

Poll: Will the AT&T/T-Mobile Deal Go Through?

Published on 2011-03-21 06:34:32

On Sunday of course, AT&T announced it’s intention to acquire T-Mobile USA. A fair amount of the commentary on the internet thus far, including my own, expresses doubt whether regulators will let the deal pass. But perhaps that is wishf > read more

Independent Fiber Operators Will Hate the AT&T/T-Mobile Deal

Published on 2011-03-21 02:26:12

The implications of yesterday’s blockbuster announcement by AT&T of its intention to buy T-Mobile USA are just beginning to reverberate. While most of the press will be looking at how this changes the dynamics of the mobile space, there a > read more

In Mega Merger, AT&T to Buy T-Mobile USA!

Published on 2011-03-20 17:55:42

Apparently T-Mobile USA really was for sale, but it wasn’t Sprint that stepped up to the plate. Instead, Ma Bell’s grandchild is doing the buying, taking yet another step back toward its dominant position. AT&T (NYSE:T, news, fil > read more

Cisco: Six Pence Apiece

Published on 2011-03-18 08:43:26

What to do when you’ve got oodles of cash, but nothing you do with it makes your shareholder’s happy? That’s been the story of Cisco Systems (NASDAQ:CSCO, news, filings) over the last year or two, as they have been taking the tens > read more

Ethernet Roundup 3-18: IPNETZONE, XO, AboveNet, Neutral Tandem, Telx, CENX

Published on 2011-03-18 02:22:46

Lots of Ethernet-related news in the past few days: IPNETZONE went with XO Holdings (OTCBB:XOHO, news, filings) for nationwide Ethernet access for the MPLS Exchange Platform it launched last September. XO has put enough money into the EoC market to > read more

Netflix & the Director’s Chair

Published on 2011-03-17 11:54:31

Everybody’s favorite over-the-top poster boy, Netflix, is said to be about to buy the rights to an original TV series. Maybe they are, and maybe they aren’t, but it all sounds to me like a rerun. I’m thinking of Google and some > read more

Level 3 Takes Low Latency South To Zurich, Milan

Published on 2011-03-17 05:04:19

In its second European infrastructure announcement of the week, Level 3 Communications (NASDAQ:LVLT, news, filings) says it has optimized more of its network for the low latency crowd. New routes to the exchanges in Milan and Zurich are now availab > read more

Level 3 Takes Low Latency South To Zurich, Milan

Published on 2011-03-17 05:04:19

Does the FCC Mean It This Time?

Published on 2011-03-16 10:50:01

Yesterday the FCC posted an article on their Blogband blog attributed jointly to all five commissioners, promising yet again to take on issues that have befuddled it for a decade or more – intercarrier compensation and universal service. They > read more

Does the FCC Mean It This Time?

Published on 2011-03-16 10:50:01

Huawei’s Revenge?

Published on 2011-03-16 08:51:05

I read with interest the recent news that Nokia Siemens is trying to restructure its proposed acquisition of Motorola Solutions. Apparently, regulatory approval is the hangup. No, not in the US, nor in Europe, but in China where they have delayed > read more

Huawei’s Revenge?

Published on 2011-03-16 08:51:05

MegaPath Doubles Down on Copper

Published on 2011-03-16 06:55:20

Megapath (news) is increasing its commitment to copper, and especially Ethernet over Copper. They intend to add EoC in 15 markets this year, and another 35 by the end of 2011. They also expect to add more than 300 central offices this year, and a > read more

MegaPath Doubles Down on Copper

Published on 2011-03-16 06:55:20

Fibertech Takes On South Jersey

Published on 2011-03-15 11:21:04

Southern New Jersey has long been short on respect unless you’re a casino connoisseur. I know, as I grew up in North Jersey, where nobody’s quite sure why anyone bothers to live down there. Actually, nowadays I do live down there, so > read more

Fibertech Takes On South Jersey

Published on 2011-03-15 11:21:04

Another IBX for Equinix in Paris

Published on 2011-03-15 07:03:32

Ah Paris in the springtime, you can just smell the love in the air. Oh wait, that’s just another IBX buildout for Equinix (NASDAQ:EQIX, news, filings), spring doesn’t start until next week. Equinix never stops building of course, and > read more

Another IBX for Equinix in Paris

Published on 2011-03-15 07:03:32

Level 3 Expands in Europe, Hooks Up Toulouse

Published on 2011-03-15 03:52:08

In another signal that Level 3 Communications (NASDAQ:LVLT, news, filings) is shifting to a more aggressive posture, they have added some new network infrastructure over in Europe. Today they announced a new French PoP in the growing market of Toul > read more

Level 3 Expands in Europe, Hooks Up Toulouse

Published on 2011-03-15 03:52:08

Fiber Roundup 3-14: Spread Networks, FiberLight, Bright House, XO

Published on 2011-03-14 10:32:13

Let’s catch up on some fiber news while my internet connection holds up: Financial bandwidth specialist Spread Networks (news) has added another endpoint to its ultra-low latency Ethernet wavelength offerings. This time it’s Newark, or > read more

Fiber Roundup 3-14: Spread Networks, FiberLight, Bright House, XO

Published on 2011-03-14 10:32:13

Of Earthquakes, Tsunami, and Politics

Published on 2011-03-14 09:09:58

Telecom Ramblings doesn’t get many readers from Japan, but to those it does have – godspeed. Japan is obviously staggering from a huge disaster that words cannot begin to convey. The earthquake itself wasn’t that bad due to thei > read more

Of Earthquakes, Tsunami, and Politics

Published on 2011-03-14 09:09:58

Neutral Tandem Reports Q4 With Tinet Boosting Revenue

Published on 2011-03-14 08:17:17

Neutral Tandem (NASDAQ:TNDM, news, filings) gave us our first real look at its numbers following the acquisition of Tinet at the beginning of the third quarter. Owning and operating a major internet and Ethernet backbone gives Tinet a much differen > read more

Neutral Tandem Reports Q4 With Tinet Boosting Revenue

Published on 2011-03-14 08:17:17

2010 Was A Good Year For Business Fiber Penetration

Published on 2011-03-14 02:59:10

According to Vertical Systems Group, business fiber penetration increased to 27.7% in the US by the end of 2010, which is a substantial increase from the 22.9% they reported last year. The fiber penetration in Europe rose at a similar rate to 18. > read more

Industry Spotlight: Cogent’s Dave Schaeffer Looks Ahead

Published on 2011-03-11 03:17:04

Here for a Q&A today is the CEO of Cogent, Dave Schaeffer, who doesn’t really need much of an introduction. Since the dot com bubble Cogent has followed a rather vocal and independent path, fusing a wholesale IP backbone, a metro-fiber fe > read more

CXO Shakeup At Clearwire

Published on 2011-03-10 17:09:39

National WiMAX protagonist Clearwire (NASDAQ:CLWR, news, filings) has been having some trouble stabilizing its top management team lately it seems. Today the company announced the departure of its CEO and two others, an interim appointment, and two > read more

Another House Call for Optimum Lightpath

Published on 2011-03-10 09:31:45

Optimum Lightpath (news) [a subsidiary of Cablevision (NYSE:CVC, news, filings)] took away another customer from Verizon in the healthcare vertical, according to an announcement today. Jersey City based Horizon Health Center has revamped its voice > read more

Corning Unveils Lower-Loss Fiber

Published on 2011-03-10 08:02:44

Yesterday at the OFC/NFOEC conference, Corning (NYSE:GLW, news, filings) unveiled the next generation of its LEAF non-zero dispersion shifted fiber. The new version is optimized for longhaul applications, with an attenuation specification at $0.19d > read more

Interoute Buys Into Telepresence, Bolsters Cloud Offerings

Published on 2011-03-10 01:04:59

Pan-European network operator Interoute (news) did a little cloudy M&A yesterday, announcing the acquisition of Visual Conference Group. VCG offers managed video conferencing and telepresence services from its home turf in Scandanavia, having b > read more

Ciena To Take Internet2 to 8.8Tbps

Published on 2011-03-09 10:36:49

Another 100G deal for Ciena (NASDAQ:CIEN, news, filings) today. The research network Internet2 has partnered with the Maryland-based equipment maker to overhaul its backbone as part of that BTOP grant they got a while back. The purpose of the gra > read more

M&A Journal: What About Sprint’s Wireline Business?

Published on 2011-03-09 04:27:37

Sprint Nextel (NYSE:S, news, filings) is in the news all the time these days, but almost entirely for its wireless business and the company’s rather public indecisiveness over Clearwire, WiMAX, TMobile, LTE, LightSquared, etc. But there’ > read more

Tata Seeds Singaporean Clouds

Published on 2011-03-09 02:58:08

As the rollout of cloud services by telecoms continues, Indian giant Tata Communications (NYSE:TCL, news, filings) is staking out some turf in Southeast Asia. They have now launched their InstaCompute service in Singapore, aiming at customers acros > read more

T-Mobile & Sprint – What Again?

Published on 2011-03-08 10:00:18

The news this morning has Sprint Nextel (NYSE:S, news, filings) in talks with Deutsche Telecom AG (ETR:DTE, news, filings) over a potential merger with T-Mobile USA. And in other news, the sun rose this morning and is rumored to be likely to set th > read more

Zayo Expands Dallas Footprint

Published on 2011-03-08 08:02:35

Alternative fiber operator Zayo Group (news, filings) announced an expansion of their Dallas footprint. As I recall, Zayo’s footprint in Dallas originally came as a part of its second acquisition of wholesale assets from CityNet. However, u > read more

A Big Q4 for BroadSoft

Published on 2011-03-08 02:47:45

Communications software specialist Broadsoft (NASDAQ:BSFT, news, filings) finished out its first (partial) year as a public company with an undeniably big fourth quarter. Revenues of $35.8M easily eclipsed both guidance and analyst estimates whic > read more

A Big Q4 for BroadSoft

Published on 2011-03-08 02:47:45

Savvis Rumors Persist

Published on 2011-03-07 17:34:59

The M&A speculation storm that has surrounded Savvis (NASDAQ:SVVS, news, filings) doesn’t seem to be letting up. Today a rumor circulated that they had hired Qatalyst Partners out of San Francisco to advise them. That seemed reasonable > read more

Savvis Rumors Persist

Published on 2011-03-07 17:34:59

Fiber Roundup 3-7: KDDI, XO, TWTC, Unite, and Capenet?

Published on 2011-03-07 10:00:17

Several interesting items today and over the past few days: KDDI America (news) [a subsidiary of KDDI (TYO:9433, news, filings)] is a company I didn’t hear much from until recently, but they have been on a US expansion kick lately. Today it w > read more

Fiber Roundup 3-7: KDDI, XO, TWTC, Unite, and Capenet?

Published on 2011-03-07 10:00:17

Ciena Pushes Past Estimates, Keeps On Integrating

Published on 2011-03-07 06:32:59

It has now been just short of a year since Ciena (NASDAQ:CIEN, news, filings) acquired Nortel’s MEN business out of bankruptcy, which is time enough to expect to see signs of either success or failure in the aggressive purchase. With their fi > read more

Ciena Pushes Past Estimates, Keeps On Integrating

Published on 2011-03-07 06:32:59

Industry Spotlight: 360Networks’ Rick Coma

Published on 2011-03-07 02:38:58

Amongst the more independent, unique fiber assets out there is the western regional footprint of 360Networks, much of which derives from the former Touch America buildout. Lately the company has been expanding beyond the wholesale transport and VoI > read more

Industry Spotlight: 360Networks’ Rick Coma

Published on 2011-03-07 02:38:58

Data Roundup 3-4: Pacnet, Interxion, Digital Realty, Akamai

Published on 2011-03-04 08:54:22

Fridays are slow news days, so let’s catch up on some news on the cloud and datacenter front: Way over in Chongqing, China, Pacnet has been making some friends. The Asia Pacific networking specialist has signed on to the city government’ > read more

Data Roundup 3-4: Pacnet, Interxion, Digital Realty, Akamai

Published on 2011-03-04 08:54:22

The National Broadband Map: It Rules, But Drools Too

Published on 2011-03-04 03:20:31

Ok, several people have asked why I haven’t commented on the National Broadband Map yet. It was, of course, unveiled a week or two ago to great fanfare, and has generally gotten good reviews. Or at least as good as is possible for such an e > read more

The National Broadband Map: It Rules, But Drools Too

Published on 2011-03-04 03:20:31

Juniper Unveils its Converged Supercore

Published on 2011-03-03 08:29:57

With one of its signature multi-PR blasts this morning, Juniper Networks (NASDAQ:JNPR, news, filings) launched itself into the packet optical arena. They unveiled their new their Converged Supercore, which aims to put them right in the thick of thi > read more

Juniper Unveils its Converged Supercore

Published on 2011-03-03 08:29:57

Fiber M&A: FPL FiberNet Buys Grande’s Fiber

Published on 2011-03-03 07:42:11

I missed it on Monday, but FPL FiberNet has made a rather interesting move westward into Texas by purchasing the longhaul network assets of Grande Communications. The thing about the fiber divisions owned by energy companies is that they tend not t > read more

Fiber M&A: FPL FiberNet Buys Grande’s Fiber

Published on 2011-03-03 07:42:11

Cbeyond Reports, Sees ARPU Slip Some

Published on 2011-03-02 17:38:54

Competitive provider CBeyond (NASDAQ:CBEY, news, filings) closed out 2010 with a fourth quarter that was a bit lighter than expected due to lower average revenue per customer. Revenues of $116.2M were up sequentially from $113.5M in Q3, but adjuste > read more

Cbeyond Reports, Sees ARPU Slip Some

Published on 2011-03-02 17:38:54

M&A Journal: Earthlink Strikes Again, Buys STS Telecom

Published on 2011-03-02 08:42:04

Earthlink (NASDAQ:ELNK, news, filings) is moving further into the enterprise telecom space with yet another M&A transaction. They have purchased yet another company, STS Telecom, adding to their purchases of Deltacom and the pending deal for On > read more

M&A Journal: Earthlink Strikes Again, Buys STS Telecom

Published on 2011-03-02 08:42:04

Ethernet M&A: Hatteras, Overture Tie the Knot

Published on 2011-03-02 07:52:03

The Carrier Ethernet marketplace saw some M&A yesterday, as Overture Networks and Hatteras Networks announced their agreement to merge. The two occupy different but complementary niches in the Ethernet market. Overture spends its effort on Et > read more

Ethernet M&A: Hatteras, Overture Tie the Knot

Published on 2011-03-02 07:52:03

Interoute, Infinera Demo 100G Subsea, While Verizon Goes 100GE

Published on 2011-03-02 05:39:53

Interoute and Infinera (NASDAQ:INFN, news, filings) took another step into the 100G era with a successful demonstration of the latter’s 5x100Gbps photonic integrated circuits. The coherent 100Gbps channels were transmitted on fiber with 20x10 > read more

Interoute, Infinera Demo 100G Subsea, While Verizon Goes 100GE

Published on 2011-03-02 05:39:53

Network Roundup 3-1: Global Crossing, 360Networks, Level 3, Infinera, Spread Networks

Published on 2011-03-01 14:17:31

On the network front, the news cup runneth over. Here’s a quick look at everything I haven’t gotten to yet. Global Crossing (NASDAQ:GLBC, news, filings) won a showcase deal to provide SIP Trunking for Microsoft Technology Centers across > read more

Network Roundup 3-1: Global Crossing, 360Networks, Level 3, Infinera, Spread Networks

Published on 2011-03-01 14:17:31

A Strong Finish to 2010 for euNetworks

Published on 2011-03-01 08:33:21

European metro fiber operator euNetworks (SIN:H23, news) closed the books on 2010 with their earnings report today, showing strong sequential progress comparable to its larger US cousins. The European metro market is a different place, with fewer i > read more

A Strong Finish to 2010 for euNetworks

Published on 2011-03-01 08:33:21

Level 3 Picks Up German, Saudi Deals, Plans to Raise $300M

Published on 2011-03-01 03:07:42

The European division of Level 3 Communications (NASDAQ:LVLT, news, filings) continued making headway in the past two days, adding two interesting deals. Today’s announcement was for yet another blended IP and CDN services contract for the ga > read more

Level 3 Picks Up German, Saudi Deals

Published on 2011-03-01 03:07:42

Integra Names Casey CEO, O’Hara Chairman

Published on 2011-03-01 01:11:37

Regional CLEC and fiber operator Integra Telecom has itself a new chief executive officer, although it’s still a familiar face. Tom Casey, who had been serving as the company’s chairman of the board since 2009, will take over the CEO po > read more

Integra Names Casey CEO, O’Hara Chairman

Published on 2011-03-01 01:11:37

Into The Cloud For Global Crossing

Published on 2011-02-28 17:14:26

As promised in their earnings call last week, Global Crossing (NASDAQ:GLBC, news, filings) is making its move on the cloud communications market. Their announcement today covers phase 1 of this process, tying together the company’s audio conf > read more

Into The Cloud For Global Crossing

Published on 2011-02-28 17:14:26

XO Moves Into the Clouds

Published on 2011-02-28 07:43:21

XO Holdings (OTCBB:XOHO, news, filings) unveiled its entry into ‘cloud communications’ this morning, which is the next generation of its integrated services offerings for the enterprise. Included are a “wide range of IP telephony > read more

XO Moves Into the Clouds

Published on 2011-02-28 07:43:21

Unity Needs an Upgrade Already?

Published on 2011-02-28 06:54:59

Apparently so, since NEC and Pacnet today announced the signing of a contract to do just that to EAC Pacific, which is Pacnet’s two fibers on the five fiber Unity Cable System connecting Japan with Los Angeles. EAC Pacific only went online la > read more

Unity Needs an Upgrade Already?

Published on 2011-02-28 06:54:59

Level3/Comcast: Ask Not Where the Bell Tolls

Published on 2011-02-27 23:25:41

On Friday, ArsTechnica put together a rather comprehensive look at the current state of the Comcast/Level3 traffic dispute, which has continued to simmer throughout the first two months of 2011. There has been no sign of any progress, in fact all w > read more

Level3/Comcast: Ask Not Where the Bell Tolls

Published on 2011-02-27 23:25:41

AboveNet Turns In Another Powerful Performance

Published on 2011-02-25 07:02:11

Finishing off the week of fiber earnings reports, Abovenet (NYSE:ABVT, news, filings) turned in yet another outsized performance today for its fourth quarter following their expected completion of the expansion to Amsterdam, Paris, and Frankfurt ye > read more

AboveNet Turns In Another Powerful Performance

Published on 2011-02-25 07:02:11

Internap Contracts, Expands

Published on 2011-02-25 03:34:33

The Q4 results of Internap Network Services (NASDAQ:INAP, news, filings) show that the company continues to transform itself internally, as they deliberately churn off less profitable partner data center revenues while driving growth in the ones they > read more

Cogent Powers Its Way to a Profitable 2010

Published on 2011-02-24 06:45:24

Internet backbone operator Cogent Communications (NASDAQ:CCOI, news, filings) turned in its results for the fourth quarter and full year 2010, finishing a quiet but rather powerful year with a quarterly profit of $0.06 per share, six cents above expe > read more

East India Gateway Ready, Almost

Published on 2011-02-24 04:11:14

Another major submarine cable hooking up Europe is just about ready to roll — actually it probably would be fully ready if those pesky Egyptians could have waited a few weeks. (Just kidding guys!) Verizon, Bharti Airtel, and more than a doz > read more

Industry Spotlight: Larry Coleman of Sunesys

Published on 2011-02-23 07:38:54

The metro fiber industry has long been one of the primary topics of this site, and I’m always looking for fresh material. Today we have a special treat from a voice that doesn’t often make it into public forums, that of Sunesys and Larry Colema > read more

M&A Journal: Bandwidth.com Acquires dash Carrier Services

Published on 2011-02-23 02:11:06

There was some interesting consolidation news from somewhere other than the metro fiber and cloud/managed-services spaces. This time it was in the enterprise and wholesale VoIP sector, where two of the more dynamic private companies are becoming on > read more

Global Crossing Reports, Surges to Meet Guidance

Published on 2011-02-22 17:15:04

Global Crossing (NASDAQ:GLBC, news, filings) reported Q4 and full year 2010 earnings after the market close, posting a surge in both revenue and OIBDA. The company had forecast such a surge in the second half, but I had had some doubts it would mat > read more

Colt Sizing Up MarketPrizm, a Trend in the Making?

Published on 2011-02-22 06:32:23

It’s quite a morning for pan-European alternative backbones, eh? According to the Financial Times, Colt Group (LON:COLT, news) is working on a deal for MarketPrizm, a division of ChiX-Global which specializes in managed communications and IT > read more

Interoute Buys KPN’s German Fiber, Conduit

Published on 2011-02-22 03:18:20

Pan-European network operator Interoute (news) bolstered its German presence with a major infrastructure purchase. They are buying the German fiber and conduit assets of KPN, which will add some 3600km route miles to their own extensive network in > read more

Earnings Preview: Global Crossing’s Q4 and FY2010

Published on 2011-02-21 12:02:32

Tomorrow after the market closes, international IP solutions and backbone operator Global Crossing (NASDAQ:GLBC, news, filings) reports its Q4 and full year 2010 earnings. To tell the truth, I don’t really have a good idea what to expect. L > read more

President’s Day Catchup: Masergy, Intellifiber, Pacnet

Published on 2011-02-21 06:23:06

For most readers (i.e. those in the USA) this is a holiday, but there are a few news items to catch up on that I didn’t get to last week: Apparently, Masergy Communications (news, filings) won’t be joining the ranks of publicly traded net > read more

VocalTec Looks to Shake Up Softswitch, SBC Market

Published on 2011-02-18 07:49:05

The company behind MagicJack, VocalTec Communications (NASDAQ:CALL, news, filings), is trying to shake up the voice marketplace again, this time from a different angle. They’re bringing “free” to the softswitch, application server > read more

Clearwire Looks Forward To A Very Different Year

Published on 2011-02-18 06:02:10

WiMAX upstart Clearwire (NASDAQ:CLWR, news, filings) closed out 2010 with its earnings release yesterday, completing what was one of the most-watched infrastructure builds in recent memory. They finished the year covering 112M people across the cou > read more

Genachowski’s Full Answer on Level3/Comcast

Published on 2011-02-17 19:10:05

Yesterday I said I was looking for the full text of FCC Chairman Julius Genachowski’s comment before Congress about the Level3/Comcast dispute, rather than the same three and six word snippets everyone copied from the WSJ article. Well, here > read more

Metro Fiber Bytes 2-17: Alpheus, 360, UPN, IP Only, Sidera Networks

Published on 2011-02-17 07:48:13

Here’s a quick look at several recent interesting items from the metro fiber space: Alpheus followed up its fiber purchase from FiberLight earlier this month with another expansion agreement, this time with 360Networks. Alpheus will provide 3 > read more

PAETEC Reports Earnings, Projects $2B+ in 2011 Revenues

Published on 2011-02-17 07:06:37

PAETEC (NASDAQ:PAET, news, filings) turned in its final numbers for the fourth quarter and full year 2010, which are necessarily a bit more complicated to interpret than others due to their rather unique M&A strategy. In 2010 they added softwar > read more

At House Subcommittee Meeting, Genachowski Comments on Level3/Comcast

Published on 2011-02-16 20:31:15

The Wall Street Journal and others are reporting that FCC Chairman Genachowski is siding with Comcast in its dispute with Level 3 over all that Netflix traffic. He is quoted as saying that his agency’s new net neutrality rules don’t > read more

Telecom Ramblings Jobs: Zayo, Level 3

Published on 2011-02-16 15:00:13

Over on the Telecom Ramblings Jobs Board, we have two more job listings, one from Zayo Group and another from Level 3, to go along with the one posted a few days ago from Mapcom Systems. Zayo Group (news, filings) is looking for … [visit site t > read more

Mobily, Ciena Deploy 100G in Riyadh

Published on 2011-02-16 09:37:45

More Middle Eastern hijinks from Ciena (NASDAQ:CIEN, news, filings) today. Working with Mobily, they announced the activation of the first commercial 100Gbps network in the region. So Mobily’s Riyadh metro network now has the fastest bandwi > read more

R2 Fires Back, Aims At XO’s Board of Directors

Published on 2011-02-16 08:01:05

Since Icahn made yet another bid for the rest of XO Holdings (OTCBB:XOHO, news, filings) he doesn’t already own, there has been little news. XO handed the task of evaluating the offer over to its special committee of ‘independent’ > read more

Surfing the Splinternet… Sounds So Painful

Published on 2011-02-16 02:17:03

Gary Kim has an interesting piece over on TechZone 360 on the new term that has been making the rounds to describe the evolution underway on the internet: “Splinternet”. With the iPad, the Kindle, all sorts of smartphones and whatever new > read more

Australian Open Tennis Powered by Global Crossing’s Genesis

Published on 2011-02-15 09:18:07

Since their purchase of Genesis Networks back in the fall, I have wondered what sort of contracts Global Crossing would be competing for with its new video services division. Well, it turns out they handled the Australian Open feeds last month for > read more

Equinix Enters Brazil via Joint Venture

Published on 2011-02-15 06:00:08

It may seem like Equinix (NASDAQ:EQIX, news, filings) has datacenters just about everwhere, but until this morning there were two entire populated continents they had not penetrated. But today that number has fallen to just one, as in an SEC filing > read more

Limelight Surges Ahead

Published on 2011-02-14 18:59:04

Limelight Networks (NASDAQ:LLNW, news, filings), the largest pure-play CDN challenger to Akamai, posted its Q4 and full year 2010 results after the market closed, easily besting both their own guidance and analyst projections which were on the high e > read more

Etisalat Picks Ciena for 40G

Published on 2011-02-14 11:11:26

Middle Eastern telecommunications giant Etisalat has deployed gear from Ciena (NASDAQ:CIEN, news, filings) to upgrade its transport network in the United Arab Emirates. The new 40G backbone hooks up more than 40 locations in the UAE, which is Etisa > read more

TeliaSonera To Deliver EarthRise

Published on 2011-02-14 08:07:35

TeliaSonera AB (ETR:TLS, news, filings) International Carrier announced another gaming win this morning. The company’s managed data center services were selected by Masthead Studios to deliver the new Earthrise MMORPG (massively multiplayer o > read more

Akamai, Ericsson Pair Up for the Mobile Content Tango

Published on 2011-02-14 02:12:40

Early this Valentine’s Day morning in Barcelona, Akamai (NASDAQ:AKAM, news, filings) and Ericsson (NASDAQ:ERIC, news, filings) have announced an exclusive strategic alliance focused on mobile cloud acceleration solutions. That’s sort of > read more

Telecom Ramblings Jobs: Mapcom Systems

Published on 2011-02-13 22:34:48

Over on the Telecom Ramblings Jobs Board, we have a new job listing from Mapcom Systems. Mapcom is looking for an IT Specialist to assist customers with the configuration and implementation of their GIS software solutions, amongst other IT tasks. > read more

Zayo Reports Fiscal Q2 Profit, Revenue Growth

Published on 2011-02-11 08:44:32

Zayo has reported its fiscal Q2 earnings, turning in a profit of $1.9M on total revenues of $77.9M. While Zayo remains privately held, it has publicly traded debt as well as a general outlook on openness, and has since last Spring issued very detai > read more

Light Demand for 50-100Mbps Broadband?

Published on 2011-02-11 06:52:34

For all the talk about the desperate need for speed in the consumer last mile, there doesn’t seem to be much action yet. At least, not if you’ve got to pay more for it. According to SureWest CEO Steve Oldham, it’s not exactly a ho > read more

Colo Bytes 2-11: i/o, QTS, Digital Realty, InterXion, Level 3, CENX, PAETEC

Published on 2011-02-11 03:21:12

Quite a bit of news lately in the colo segment that didn’t have to do with telcos buying cloud capabilities: Yesterday, i/o Data Centers opened another facility in Phoenix, but this time it’s not a giant colocation center but rather a 2 > read more

Fiber Roundup 2/10: 360, Alpheus, FiberLight, US Signal, Spread Networks

Published on 2011-02-10 06:49:17

Here’s some news from fiber operators out there that deserves a look: Out west, 360Networks followed up last month’s introduction of a Layer 2 Ethernet service and a recent upgrade to their IP backbone with a Virtual Internet Exchange off > read more

Poll: Who Is Most Likely To Buy Savvis?

Published on 2011-02-10 05:35:10

Following the recent Verizon/Terremark and TWCable/Navisite deals, there has been lots of speculation that other large telcos or cable MSOs might follow up with similar moves to bulk up their cloud and managed services capabilities. Of the list of > read more

Equinix, Akamai Each Post Powerful Q4, But Falter Anyway

Published on 2011-02-09 20:25:58

Two next generation pillars of the internet world, Equinix (NASDAQ:EQIX, news, filings) and Akamai (NASDAQ:AKAM, news, filings) are taking a beating after hours following their Q4/10 reports. In each case, their Q4 numbers were ahead of expectation > read more

Global Crossing Adds Cisco Telepresence, Enters Istanbul

Published on 2011-02-09 09:20:14

International operator Global Crossing (NASDAQ:GLBC, news, filings) offered two more announcements this morning, both on an expansive note: First, the company has added Cisco’s Telepresence solutions to its own offering, which is of course now > read more

Telefonica, Interoute Partner Their Way to Expansion

Published on 2011-02-09 05:17:00

International giant Telefonica (NYSE:TEF, news, filings) and pan-European network operator Interoute (news) announced a major strategic partnership today. Telefonica International Wholesale Services will use Interoute as its core fiber optic networ > read more

Cox Debuts Managed IP PBX, Is the Cloud on the Horizon?

Published on 2011-02-08 20:25:23

Cox Business is now offering a product that is largely new for MSOs: managed IP PBX services. The new service is based on Cisco’s Small Business Communications System, and has been launched in their Oklahoma and Las Vegas markets. If it g > read more

Global Crossing Takes Genesis To Latin America

Published on 2011-02-08 08:43:27

Following up on its acquisition of Genesis Networks, Global Crossing (NASDAQ:GLBC, news, filings) today announced the expansion of the unit’s broadcast and media services into Central and South America. The services can now leverage Global Cr > read more

Savvis Puts Together A Strong Quarter

Published on 2011-02-08 06:47:45

Amidst speculation it might attract buyout interest from larger providers, colo and cloud provider Savvis (NASDAQ:SVVS, news, filings) turned in some pretty nice Q4/2011 results this morning. Total revenues of $252.7M were up 4% over the third quar > read more

TW Telecom’s Q4 Chugs On Past

Published on 2011-02-07 20:47:51

I had forgotten that TW Telecom (NASDAQ:TWTC, news, filings) is releasing its earnings PR the night before their CC, so their numbers are already out this evening. As usual, you can set your watch by their revenue and EBITDA growth. But there was > read more

CENX Unveils Inter-Exchange Plans

Published on 2011-02-07 11:46:43

Today CENX (news) made what I find to be an interesting addition to its Carrier Ethernet exchange model. They introduced inter-exchange links, thus allowing a customer connected to one exchange point to connect directly to a customer connected at a > read more

Savvis Takes the Bharti Express Into India

Published on 2011-02-07 08:43:22

Savvis (NASDAQ:SVVS, news, filings) has made a move on South Asia via a partnership announced today with Bharti airtel. The company will soon be offering managed hosting and cloud services on the Indian subcontinent, starting at Bharti’s Bang > read more

TW Telecom Earnings Preview, Plus Fort Bliss

Published on 2011-02-07 01:49:34

This week’s dose of fiber-related Q4 earnings will come from TW Telecom (NASDAQ:TWTC, news, filings), who set the stage on Thursday by announcing a new multi-year contract to install and managed the internet, voice, and data needs of Fort Bliss > read more

CENX Makes Mid-Winter CEO Switch

Published on 2011-02-06 05:50:44

Ethernet exchange pioneer CENX (news) has appointed Herb Hribar as its new CEO. Hribar has been around the block in the telecom executive world, with executive stints at Ameritech Wireless, Ameritech Europe, Sprint, Verio, Eircom, Cablecom, and Kab > read more

The IPv6 Era Has Begun, Sort Of

Published on 2011-02-04 06:54:56

The other big item in the news is that the long countdown is finally over, and the last IPv4 addresses have been handed out. Or, more accurately, they have been handed out to the people who will actually hand them out to other people who will hand > read more

Verizon, the iPhone, and Throttling

Published on 2011-02-04 05:13:09

So nearly every single news magazines and blog ran an article yesterday about Verizon’s decision to throttle bandwidth for heavy users of its wireless network, a memo that lands just in time for its launch of the iPhone. Seriously, though, wa > read more

Masergy Prepares to Go Public

Published on 2011-02-04 00:36:49

Unlike the late 90s, it isn’t every day we see a network services provider go public, so I was pleased when a reader pointed me to Wednesday’s updated S-1 filing and a PR from Masergy Communications (news, filings), which suggests the IPO > read more

Bandwidth Roundup 2-3: Colt, AboveNet, Global Crossing, 360Networks, Level 3

Published on 2011-02-03 07:58:20

Catching up with the various network operator news this week that I couldn’t put together a whole post on: Trans-European network operator Colt Group (LON:COLT, news) has extended its partnership with iPass for enterprise mobility services via > read more

A Change of Heart on High Frequency Trading and Low Latency

Published on 2011-02-03 03:12:27

While I have been very glad to see the frenzy over low latency connectivity bringing differentiation and favorable pricing trends to parts of the bandwidth market, in the past I have nevertheless taken a rather dim view of high frequency trading itse > read more

Metroweb’s Fiber Network Might Go To Telecom Italia

Published on 2011-02-02 10:41:00

According to Telegeography and others, Telecom Italia is taking a hard look at a Metroweb, although they have yet to make an actual offer. Metroweb owns and operates a very deep metro/regional network centered on Milan, with some 5,100km of cable i > read more

Level 3 Reports a Solid Q4, Positions Itself for a Better 2011

Published on 2011-02-02 07:28:28

As expected, the largest of the next generation backbones, Level 3 Communications (NASDAQ:LVLT, news, filings), reported its fourth quarter 2010 earnings today. Total fourth quarter revenues of $921 and a loss per share of $0.09 (not including $0.0 > read more

AT&T Switches CDN Gears, EdgeCast Notches Big Win

Published on 2011-02-02 05:39:53

According to Dan Rayburn, AT&T (NYSE:T, news, filings) has turned away from its in-house CDN development and worked out a deal with EdgeCast Networks (news) instead. They’ll use EdgeCast’s software to build out their retail offerin > read more

M&A Journal: TWC Buys NaviSite, Raises Enterprise Presence

Published on 2011-02-01 21:42:30

This evening, Time Warner Cable (NYSE:TWC, news) announced that it has signed a deal to buy hosting and cloud provider Navisite (NASDAQ:NAVI, news, filings). The purchase price of $5.50 per share represented a 33% premium above the stock’s cl > read more

Akamai Accelerates WeeWorld, While Level 3 Speeds Up the FBI

Published on 2011-02-01 07:37:47

Dueling PRs in the CDN sector this morning, one from the cutting edge of social media and the other a major government website: Akamai (NASDAQ:AKAM, news, filings) won a deal with WeeWorld, which is a global social game that I haven’t yet come > read more

Alcatel-Lucent, Ciena to Help SEA-WE-ME-4 Go 40G/100G

Published on 2011-02-01 05:22:49

One of the primary undersea cables linking Europe to Asia is getting an overhaul. SEA-WE-ME-4 is expanding its capacity by moving to 40G along its entire 20,000 kilometer length. The cable went live in the early part of 2006 (or was it late 2005? > read more

Akamai, France, and Caching

Published on 2011-02-01 00:52:17

There was an interesting article over on Light Reading yesterday by Craig Matsumoto, citing an industry source who said that sometime last year Akamai (NASDAQ:AKAM, news, filings) got into a tiff with three French ISPs, two of which were supposedly O > read more

Bye Bye Reach, and Hello Southeast Asia

Published on 2011-01-31 11:33:28

Two interesting developments lately in the southeastern Asian cable market lately. The first is the end of Reach as we know it. Remember Reach, the joint venture between Telstra and PCCW that bought the old Level 3 Tiger assets after the bubble bub > read more

Telenor Flips on Network Neutrality

Published on 2011-01-31 08:35:13

The tide has been turning lately against network neutrality, following the FCC’s action. Over in Europe, the Norwegian incumbent once fully embraced the concept, even voluntarily signing a NN code of conduct back in 2009. But apparently the > read more

Level 3 Earnings Primer: Q4/2010

Published on 2011-01-31 03:50:48

Level 3 Communications (NASDAQ:LVLT, news, filings) reports earnings on Wednesday morning, and therefore it is time for Ramblings’ quarterly earnings primer. Level 3 spent 2010 recovering from a 2009 that saw churn eat away their revenue and > read more

Metro Roundup 1-31: Axcess Ontario, Optimum Lightpath, Sidera, FiberLight

Published on 2011-01-30 23:00:18

Several items last week that I didn’t get to but were worth noting in the metro fiber arena: Axcess Ontario signed a master agreement with Iberdrola USA, under which they will supply dark fiber to Rochester Gas & Electric, hooking up 10 fac > read more

Musical Chairs 1-29: AOL, AboveNet, BroadSoft, MegaPath

Published on 2011-01-29 20:50:45

A few quick notes on the everlasting game of musical chairs amongst executives across the sector: Mike Manos has resurfaced as the new Senior VP of Technology at none other than AOL. Manos headed up Digital Realty Trust (NYSE:DLR, news, filings) fo > read more

Egypt Goes Internet Dark

Published on 2011-01-28 06:39:40

Many, not the least of which being Renesys, have now noted that Egypt appears to have cut off its own access to the internet in the face of unrest. Not just filtered things they don’t like, or throttled traffic to discourage use. They’ > read more

On the Implications of Verizon’s Terremark Buy

Published on 2011-01-28 01:45:03

Rich Tehrani has an interesting piece on the the implications of the NAP of the Americas falling into the hands of one carrier (Verizon), following yesterday’s surprise M&A announcement. It’s not about net neutrality though, but abo > read more

M&A Journal: Verizon Takes Out Terremark

Published on 2011-01-27 18:51:06

In a surprise acquisition, telecommunications giant Verizon (NYSE:VZ, news, filings) announced today that it has agreed to purchase colocation and cloud provider Terremark Worldwide (NASDAQ:TMRK, news, filings) for $19 per share, or $1.4B. ThatR > read more

A New European Front for Level 3

Published on 2011-01-27 06:46:29

Level 3 Communications (NASDAQ:LVLT, news, filings) is making a move on the European enterprise marketplace. They will now be offering their Dedicated Internet Access and VPN solutions in several European markets, including France, Germany, and the > read more

Industry Spotlight: Zayo’s Dan Caruso

Published on 2011-01-27 02:50:29

Zayo Group and its founder, President, and CEO Dan Caruso have been a rising force in the fiber sector since the company’s founding in 2006. Dan used to blog over at Bear on Business and was a regular commenter here, but that level of access to h > read more

On the Menu: InterXion’s IPO

Published on 2011-01-26 07:54:36

This is a guest post by Paolo Gorgò, who blogs over at Nortia Research and over on Seeking Alpha. Anyone else who might be interested in a guest post may contact the webmaster. InterXion recently filed plans with US regulators for a stock market l > read more

Fiber Wednesday 1-26: US Signal, 360Networks, Zayo, Level 3

Published on 2011-01-26 07:39:38

Catch-up time for the fiber sector: Midwestern regional and metro operator US Signal (news) has completed the expansion of its footprint to the south and west. They have lit 1,000 miles of intercity fiber into southern Indiana and through central a > read more

Earnings Preview For Juniper and Infinera

Published on 2011-01-25 11:37:09

Two of the more dynamic companies in the bandwidth infrastructure equipment space generally report earnings in the first week and set the tone for the sector to come: Infinera (NASDAQ:INFN, news, filings) and Juniper Networks (NASDAQ:JNPR, news, fi > read more

Here Comes Fairpoint

Published on 2011-01-25 07:12:54

Fairpoint has emerged from Chapter 11 proceedings, and is ready to face the world once again. They’ll do so with just $1B in debt and a $75M revolving credit facility, having shed about $1.8B of their previous debt load along with all their p > read more

Awaiting the iPhone, Verizon Reports Q4

Published on 2011-01-25 06:06:16

With its impending launch of the vaunted iPhone in the wings, Verizon (NYSE:VZ, news, filings) still had to go through the motions and report their results for the fourth quarter of 2010. Overall, a first look says their performance was roughly inl > read more

MicroTrenching Fiber in the Shetlands

Published on 2011-01-24 08:10:41

There’s a fascinating article about how the Shetland Islands is putting in its next generation of fiber infrastructure. It’s meant to connect to the new SHEFA2 cable, which is bringing a direct fiber connection to the island, replacing > read more

Level 3 Goes Off the Beaten Path in Florida, Exchanges Debt

Published on 2011-01-24 07:31:25

More of those stimulus funds are being put to work finally. Today Level 3 Communications (NASDAQ:LVLT, news, filings) won a bit of that business from the North Florida Broadband Authority with a five year contract. The NFBA hopes to expand broadb > read more

Telefonica, China Unicom Deepen Relationship

Published on 2011-01-23 17:29:18

The two international telecommunications giants Telefonica (NYSE:TEF, news, filings) and China Unicom (NYSE:CHU, news, filings) have taken steps to strengthen their relationship. Each of the two has agreed to invest an additional $500M in the other > read more

Icahn Takes Yet Another Swing at XO

Published on 2011-01-21 06:38:38

Billionaire Carl Icahn is trying once again to buy out minority shareholders of XO Holdings (OTCBB:XOHO, news, filings). In an SEC filing yesterday, his vehicle ACF Industries Holding Corp has offered to acquire the common shares he doesn’t a > read more

Verizon to Shoulder the Anti-Network-Neutrality Mantle in Court

Published on 2011-01-21 02:44:41

It will come as no surprise that the FCC’s latest network neutrality effort is being challenged in court. Actually, I’m somewhat surprised it took this long – I guess all the lawyers spent a bit longer in the Caribbean over the ho > read more

Pivotal Takes Over at Global Capacity

Published on 2011-01-20 09:28:40

Private equity firm Pivotal Group announced yesterday that it has purchased telecommunication logistics company Global Capacity. Global Capacity filed for chapter 11 bankruptcy back in June, and Pivotal has now taken control by paying $65M of the c > read more

Comcast and NBC: A Marriage Destined for Strife?

Published on 2011-01-20 05:32:29

Am I the only one that thinks Comcast has made a mistake here? Everyone seems to be worried about how Comcast is going to stomp all over both sectors, while reducing choice for consumers. But I think the whole idea of marrying content with the la > read more

Int’l Roundup 1-19: PacketExchange, Telmex, KDDI, Orange, iBasis

Published on 2011-01-19 11:11:30

There’s been lots of things going on this week in the international networking arena that I haven’t touched on yet: Upcoming international network PacketExchange is taking a swing at the cloud. Over at PTC (Hawaii… I’m jealo > read more

Data & Cloud Watch 1-19: Telx, Rackspace, Equinix, Digital Realty, zColo

Published on 2011-01-19 06:03:33

Time to survey recent developments in the data center marketplace: Interconnection and colo specialist Telx Group (news, filings) turned on the lights at its new Ethernet exchanges in Miami, Dallas, and Los Angeles this week. Three months ago, they > read more

Verizon Beefs Up Wholesale, Takes Sides In Level3/Comcast Dispute

Published on 2011-01-18 10:00:32

Verizon’s Global Wholesale division has been busy this week. I always find it a bit hard to cover Verizon’s, they’re so big it’s hard to isolate a particular storyline that doesn’t involve consumer wireless stuff. Bu > read more

Level 3 Takes Strangeloop For a Ride

Published on 2011-01-18 07:03:38

Level 3 Communications (NASDAQ:LVLT, news, filings) is moving deeper into the CDN space, offering a new service called CDN Site Transformer, which integrates website optimization technologies from Strangeloop. Strangeloop – hmmm, sounds like > read more

CENX, CoreSite Partner Up For Ethernet Exchanges

Published on 2011-01-18 07:03:33

Ethernet exchange protagonist CENX (news) has found itself a datacenter partner in newly public CoreSite (NYSE:COR, news, filings). This is more than a simple transaction for space and power, the two are collaborating on many levels. CoreSite had > read more

Undersea Roundup 1/17: Reliance, TE Subcom, NTT, Nexans

Published on 2011-01-17 14:07:07

There have been interesting developments in the submarine cable marketplace lately: Reliance Globalcom is using Ciena gear to add 40G capabilities to the cable linking the UK, Spain, Italy, and Egypt. That would be the former FLAG cable, 6,400km of > read more

Global Crossing Overhauls Wavelength Offerings, Goes 40G

Published on 2011-01-17 08:07:06

International network operator Global Crossing (NASDAQ:GLBC, news, filings) has added substantial muscle to its wholesale wavelength offerings, according to an announcement this morning. At the top of the list is the 40Gbps services across their ne > read more

Limelight Opens Arizona Internet Exchange at i/o Phoenix

Published on 2011-01-17 07:31:50

Content delivery provider Limelight Networks (NASDAQ:LLNW, news, filings) took a bit of a break from the content side of things, and got its hands dirty with a bit of IP transit work. The company announced that the Arizona Internet Exchange, which > read more

Australia Picks Corning for NBN Fiber

Published on 2011-01-17 06:52:58

When they actually buy the fiber, you know the network is probably going to get built. Today Corning announced that its Australian division has been awarded the contract for that fiber and other gear. The deal could be worth up to AUS$1.2B over t > read more

Layoffs at Global Crossing?

Published on 2011-01-15 20:42:21

Rumors have been trickling out of Global Crossing since late last week that there has been a round of layoffs at the company, including but not limited to several comments left on this site. There has been no official word out of the company on thi > read more

FiberTower Hooks Up With Zayo For Dark Fiber

Published on 2011-01-14 08:20:12

FiberTower (NASDAQ:FTWR, news, filings) has picked up another pile of fiber, working out an agreement with Zayo’s dark fiber division, Zayo Fiber Solutions. FiberTower will lease some 2,500 miles of dark fiber for the long term and has option > read more

Friday Fiber 1/14: Hibernia, Qwest, AboveNet, AlgoSpan, FiberLight, Level 3

Published on 2011-01-14 06:14:59

Time to catch up on the rest of the fiber-related news this week: Hibernia Atlantic had two notable announcements. First, they announced the further reduction of latency across their Global Financial Network. They reduced the NJ/Toronto routes to > read more

M&A Journal: Likeliest Buyers and Sellers Wrap-up

Published on 2011-01-13 07:29:05

So last week we ran two polls about the M&A potential in 2011, the first one picking likely buyers, and the second one picking likely targets. Readers of this site tend to be very knowledgeable on this subject, as they are often sitting in the > read more

Akamai Displaces Limelight at Rackspace

Published on 2011-01-12 23:53:43

Content delivery giant Akamai (NASDAQ:AKAM, news, filings) took a public lump or two last month with the news that they lost some Netflix business to Level 3, but yesterday they showed a bit of their own aggression. Akamai and Rackspace Hosting (NY > read more

eSchools Moves to Level 3

Published on 2011-01-12 23:19:11

Yesterday, Level 3 Communications (NASDAQ:LVLT, news, filings) announced an agreement with eSchool Solutions in which the educational software provider will leverage the company’s CDN to deliver a training program and also to enhance its voice > read more

Renesys: Level 3 Leads, Global Crossing, NTT, Tinet Surge

Published on 2011-01-12 09:03:55

Renesys has put out its traffic rankings for the end of 2010, and the field continues to shift. In general, the trend is the old guard treading water or even dropping, with the alternative US carriers and Asian and European PTTs rising in response. > read more

As Expected, Tata Is Buying BitGravity

Published on 2011-01-12 03:15:29

So, it’s official now, Tata Communications (NYSE:TCL, news, filings) has agreed to purchase BitGravity. While financial terms were not disclosed, Dan Rayburn pegs the deal at about $35M. If true, then since $11.5M bought them about 15% of t > read more

zColo Takes On Five New Markets

Published on 2011-01-12 02:38:35

Zayo’s zColo unit is undertaking a substantial expansion, adding five new markets. The company has leased space down in Memphis, in the three largest Ohio markets of Cincinnati, Columbus, and Cleveland, and in Plymouth MN which lies 15 miles > read more

Datacenter Roundup 1/11: Telehouse, Net Access, SFR, Switch

Published on 2011-01-11 12:19:33

Quite a bit of news in the datacenter space lately, here’s a quick look: Telehouse America is moving deeper into the Manhattan Datacenter market. Today they announced the acquisition and opening of a 60,000 square foot facility in the Chelsea > read more

Level 3 Seeks to Raise $300M, Reaffirms Guidance

Published on 2011-01-11 06:43:46

Cogent isn’t the only one seeing a window of opportunity in the debt markets. Level 3 Communications (NASDAQ:LVLT, news, filings) today announced its intention to raise $300M in senior notes due 2019 in a private offering. In parallel, the > read more

Interoute Takes Low Latency Connectivity To Milan, Amsterdam

Published on 2011-01-11 05:50:27

The latest low latency foray over in Europe comes from Interoute (news). This morning, the trans-european network operator announced that it has added major financial hubs in Milan and Amsterdam to its Fast Trade offerings. More specifically, the > read more

Finally, Today the Verizon iPhone Speculation Will Die

Published on 2011-01-11 01:33:16

Is it just me, or has the last year and a half of media frenzy over when Verizon get the iPhone been lame for about a year? Verizon has called a press conference for Tuesday, and by universal acclamation we now know that they will soon (perhaps in > read more

Spread Networks Taking on Metro Construction Too?

Published on 2011-01-10 08:31:29

Spread Networks (news) isn’t just talking low latency in the long haul, today they made a move on the metro. The company has trenched a new route between its longhaul endpoint in Carteret and the NY4 facility of Equinix (NASDAQ:EQIX, news, fi > read more

Cogent Looking to Raise $150M

Published on 2011-01-10 06:40:09

Few companies in the sector were as uncharastically quiet as Cogent Communications (NASDAQ:CCOI, news, filings) in 2010, but perhaps that is about to change. The alternative network operator announced this morning that it is accessing the credit ma > read more

Postal Service Selects AT&T, Verizon, and XO

Published on 2011-01-10 04:08:00

According to the beltway-contractor-centric publication Washington Technology, the US Postal Service handed three major six-year contracts to three telecoms. As always, the incumbents got the lion’s share: Verizon (NYSE:VZ, news, filings) got > read more

PAETEC Planning a Bigger Role For Fiber?

Published on 2011-01-08 21:43:53

On Friday, PAETEC (NASDAQ:PAET, news, filings) announced that it has named former Intellifiber chief Clint Heiden to its senior leadership team. Heiden will take on the title President of National Accounts and Fiber Services, and will be leading th > read more

Telecom Ramblings Jobs: Mapcom Systems, Zayo

Published on 2011-01-07 11:25:59

Over on the Telecom Ramblings Jobs Board, we have a new job listing from Mapcom Systems. Mapcom is looking for a Database Specialist to assist with the databases underlying their GIS applications. Mapcom is based in the Richmond, Virgnia area. > read more

M&A Poll: Which US Network Providers Are Most Likely To Be Bought In 2011?

Published on 2011-01-07 01:20:35

After Tuesday’s poll looking at which network providers will be buyers in 2011, several readers suggested a followup poll looking at the most likely sellers. As it happens, I had already anticipated that suggestion but didn’t want them > read more

Fiber Roundup 1/6: Sunesys, SwissCom, AboveNet, XO

Published on 2011-01-06 10:15:23

Time to catch up on a bit of fiber news that has crossed the wires since ’10 flipped to ’11: Abovenet (NYSE:ABVT, news, filings) has built out its network into the Philadelphia Technology Park, a key hub in the MidAtlantic region that is > read more

Is Tata Close to Buying BitGravity?

Published on 2011-01-06 04:42:43

According to Dan Rayburn, Tata Communications (NYSE:TCL, news, filings) is about to buy out its CDN partner, BitGravity. If true, we will soon have another major international backbone with both feet fully in the content delivery business. Dan is > read more

And NSTAR’s Fiber Goes To … Lightower

Published on 2011-01-05 11:21:37

Lightower Fiber Networks has started 2011 by making its fourth deal in the past 8 months to expand its footprint by taking out NSTAR Communications. In this case though, it’s not quite an M&A but rather the acquisition of all remaining ne > read more

Hibernia Hauls In Financing for Project Express

Published on 2011-01-05 08:27:00

Hibernia Atlantic’s new transatlantic cable project seems to be picking up steam. Today they announced $250M in funding for the buildout. The money is coming from Huawei Marine Networks, which is of course one of Hibernia’s main vendo > read more

M&A Poll: Which US Network Provider is Most Likely To Be A Buyer In 2011?

Published on 2011-01-05 07:21:35

Last January, I asked this question and got a ton of responses, most of which missed the mark entirely. PAETEC came in third, and nobody else on the list did any buying while two actually sold. But partly it was my list that was deficient, as it > read more

Social Security Data Infrastructure ‘Approaching Collapse’?

Published on 2011-01-05 03:58:53

When it comes to data, the US government seems to operate in an entirely different dimension to the rest of us. Or at least that’s how it feels when reading articles like this Information Week piece detailing the travails of the Social Securi > read more

Social Security Data Infrastructure ‘Approaching Collapse’?

Published on 2011-01-05 03:58:53

GENBAND Snaps Up Cedar Point

Published on 2011-01-04 17:33:28

Privately held IP voice and data supplier GENBAND made another aggressive M&A move today, snapping up Cedar Point. Cedar Point of course is the technology powering the voice offerings of many cable MSOs, including Comcast, Liberty, Charter > read more

GENBAND Snaps Up Cedar Point

Published on 2011-01-04 17:33:28

BT’s CDN Surfaces, Confuses the English

Published on 2011-01-04 08:26:55

Some time back, at the time when every network operator was publicly flirting with the CDN space, British Telecom (NYSE:BT, news, filings) indicated it would build its own content delivery network rather than buy or resell an existing CDN’s ser > read more

BT’s CDN Surfaces, Confuses the English

Published on 2011-01-04 08:26:55

Level 3 Intros Express Routes to Madrid

Published on 2011-01-04 06:16:36

It sure didn’t take much of 2011 for the next volley in the low latency battles to be fired. This morning, Level 3 Communications (NASDAQ:LVLT, news, filings) opened a new European front with two new express routes to Madrid. They are now o > read more

Level 3 Intros Express Routes to Madrid

Published on 2011-01-04 06:16:36

Sprint Passes On New Clearwire Debt

Published on 2011-01-03 17:39:08

Sprint Nextel (NYSE:S, news, filings) let a deadline pass yesterday without taking action, declining to purchase the exchangeable notes it was entitled to following last month’s foray into the capital markets by Clearwire (NASDAQ:CLWR, news, fi > read more

Sprint Passes On New Clearwire Debt

Published on 2011-01-03 17:39:08

A Bit of Turnover With the New Year: Colt, Sonus, Hibernia Atlantic, Clearwire

Published on 2011-01-03 06:44:10

Happy New Year to everyone! Now that the northeast has mostly dug out and the hangovers have abated, it’s time to get on with 2011 already. There were a few management changes of note that took place over the holidays that are of interest. > read more

A Bit of Turnover With the New Year: Colt, Sonus, Hibernia Atlantic, Clearwire

Published on 2011-01-03 06:44:10

A Few Maps from Charter Business

Published on 2011-01-02 21:17:09

It has always been difficult to get information about the network assets of cable MSOs, so it’s nice to find some now and then. An astute reader stumbled across the maps for Charter Business’s fiber, and passed them along (Thanks!), and > read more

A Few Maps from Charter Business

Published on 2011-01-02 21:17:09

On the Meaning of 4G

Published on 2010-12-30 06:52:33

Last week, the ITU caved in and redefined 4G to be, well, pretty much anything that has ever claimed it. So now whether one is talking about current implementations of WiMAX, HSPA+, or LTE, it’s all 4G now, officially even. Until now there > read more

Metro Route Mileage Leaders for Competitive Fiber Operators

Published on 2010-12-29 06:29:48

Following up on my recent update to the metro fiber and lit building statistics page, here is another quick snapshot taken from the raw data. Looking at lit buildings neglects different business models, as not all fiber operators chase smaller ente > read more

PAETEC Still Swinging for New HQ

Published on 2010-12-29 05:50:14

It seems like three years ago that PAETEC (NASDAQ:PAET, news, filings) unveiled plans to build a new headquarters in downtown Rochester as part of a rejuvenation campaign there. Oh wait, it actually has been that long – such are the ways of r > read more

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