ITC DeltaCom (ITCD.OB) reported earnings on Friday after the bell, as always waiting until the last possible moment.  And the news?  Well, the economy may suck but you wouldn’t know it from their earnings report.  But then, when the economy was good it never showed up then either.  Not much ever seems to

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Alternative network services provider PAETEC (PAET) reported earnings this morning, offering us perhaps one of the last remaining datapoints before we enter a long winter.  All that gloom out there just makes it feel like it’s going to be a cold one, doesn’t it?  Anyhow, PAETEC had a disastrous Q2 stumble - at least in [...]

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Telecom services company TW Telecom (TWTC) reports earnings before the market opens on Thursday, so let’s look at some expectations.  The company reported stellar Q2 earnings but a month later issued a prophetic warning that economic weakness was spreading.  In the way only Wall Street can, the company’s stock price was first punished for being [...]

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Now, I’m used to weak telecom reporting from some parts of the media, but this one really takes the cake.  The Washington Post, that bastion of newsworthiness, managed to write this wowser:

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A Woolly Market For Investors

(Hard Assets Investor, 10/16/08)

Axia NetMedia: take a look

(Communications Breakdown, 11/14/08)

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Fiber Optics
at Wikinvest

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Optimum Lightpath, the metro fiber arm of Cablevision, announced today that it has passed the 3000 lit building threshold, on 3200 route miles of metro fiber in the New York City metropolitan area.  That is far and away the most for any CLEC in any market in the USA.  This statistic is helped of course [...]

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In the face of a deteriorating economy, PAETEC (PAET) has scaled back plans for its new headquarters building in Rochester, NY.  Just four months ago the large CLEC’s plans were for a 37 story monster of a building with luxury apartments above office space, and just two months ago they still said all systems were [...]

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Defying the liquidity crisis in the markets, ITC^Deltacom (ITCD) announced today it is spending $20M to upgrade its network in the southeastern US.  More Infinera DTNs will be installed, and they will even build out metro networks in several markets over the next few quarters. 

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Technical Analysis Day Trading Review: LVLT and [...]

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Once again, Dave Rusin over on Telecom Straight Shooter has taken on the issue of forbearance, arguing forcefully against most of the current crop of CLECs.  He’d like us all to step back from regulation and let the market produce the business case for laying fiber to all those buildings.  Very much the laissez faire [...]

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