Comments for Telecom Ramblings

Comment on Verizon Makes Its CDN Move by Verizon’s End Run Around Net Neutrality

Verizon’s End Run Around Net Neutrality — Thu, 20 Nov 2008 12:39:23 +0000

[...] Verizon Makes Its CDN Move [...]

Comment on Verizon Makes Its CDN Move by fanfare

fanfare — Wed, 19 Nov 2008 20:37:09 +0000

cutting out the middle … yup that is what they are doing. Makes sense doesn’t it?

Comment on Verizon Makes Its CDN Move by Brian Scully

Brian Scully — Wed, 19 Nov 2008 19:21:02 +0000

I called it back in your July 21st post.

Comment on Verizon Makes Its CDN Move by Rob Powell

Rob Powell — Wed, 19 Nov 2008 15:32:57 +0000

After thinking about it for a bit, isn’t verizon making an end-run around the net neutrality debates? After all, what is a CDN tuned for FIOS customers if not preferential treatment for content providers that pay them for it?

Comment on Metro Fiber Providers Q3 Update by Jason

Jason — Wed, 19 Nov 2008 15:07:43 +0000

what about Ntelos in VA? Probably 300+ buildings and DukeNet in the Carolinas?

Comment on Verizon Makes Its CDN Move by Ryan Lawler

Ryan Lawler — Wed, 19 Nov 2008 14:55:11 +0000

Rob — Thanks for the link. It’s pretty clear that cutting out the middleman is exactly what Verizon wants to do. They want to get a cut of the money that media companies and others are paying CDNs, especially since they think they’ve found a way to better deliver video to their own access customers. Plus, this is a way for them to make more money off that big fiber access plant than to just charge end user subscription fees. BTW — As far as I know, the press release went out this morning.

toddforthree — Netflix is one customer that is licensing content from the Starz Play broadband video service, but Verizon is another. Basically anyone that wants access to the Starz content library for broadband purposes is free to do so.

Comment on Verizon Makes Its CDN Move by toddforthree

toddforthree — Wed, 19 Nov 2008 14:31:20 +0000

if i remember correctly wasnt neflix distributing starz movies?

Comment on Q4 Projections & Model for Level 3 by BC

BC — Wed, 19 Nov 2008 05:32:14 +0000

COGS goes down this quarter.

Currency may have a positive impact if we start to the Euro rally against the dollar going into December and year end.

Comment on Q4 Projections & Model for Level 3 by Rob Powell

Rob Powell — Wed, 19 Nov 2008 01:21:07 +0000

Morty, one can certainly hope. I only have it going up somewhat because last quarter’s savings seemed high and could be a perturbation, and because otherwise the revenue and ebitda guidance from the company seem inconsistent.

But on the other hand, what would be best is if COGS goes up while gross margin goes down, since that necessarily results from good revenue growth!

Comment on Level 3 Digs Up $400M to Refinance With by carlk

carlk — Tue, 18 Nov 2008 17:22:04 +0000

Tortellinboy,

Do you have a recipe for the answers to your questions?

If the float continues to be narrowed by the controlling interests, how much will be available if the controlling interests want to maintain a tight fisted approach to their shares?

It seems that the recent buys by those same institutions are nearly as much as the SI both in # and percentage terms.

The answers to these questions are better proposed to the Wall Street “store keepers” and regulators, however.

This is the most manipulated security I wish I never have to experience in my lifetime, not because it breaks EMT rules, but because the broken rules only go in ONE DIRECTION.