Telecom Ramblings

It seemed like the winter was dominated by LTE news and plans, while WiMAX took a back seat.  But today with the first week of Spring, Clearwire (NASDAQ:CLWR, news, filings) and Sprint Nextel (NYSE:S, news, filings) struck back with a one two punch that was very powerful even if it was largely anticipated.  Clearwire added a bundle of new major cities that will see WiMAX deployments this year:  Los Angeles, Miami, St. Louis, Cincinnati, Cleveland, Pittsburgh, and Salt Lake City.  Next in line of course is [Read more →]

Possibly the most surprising CDN acquisition last year was the purchase of Velocix by Alcatel-Lucent (NYSE:ALU, news, filings).  Just what exactly the telecommunications equipment giant intended to do in the CDN space was unclear.  As interesting as content delivery is right now, revenue-wise the whole sector can fit in their back pocket and still leave room for a cell phone.  Today though, Alcatel-Lucent announced its Multimedia Solutions initiative, the largest part of which was of course built on Velocix. [Read more →]

I was going to wait to update my series of comparative metrics (revenue growth trends, EBITDA margin, Capex, etc) this until XO Holdings (news, filings) reported earnings, but they’re later than usual and there seems to be no ETA.  When they do report, I will try to update the graphics.  I do realize that Murphy’s Law says it will be 10 minutes after I post this…  So, now that everyone else has reported, let’s take a look at relative revenue trends across the sector over the past 8 quarters.  The companies (or parts of companies) all offer various combinations of voice, data, and raw bandwidth in competition with the ILECs primarily to the US wholesale and enterprise markets.  As a rule, they have little or no consumer focus.  With no further ado: [Read more →]

For Infinera (NASDAQ:INFN, news, filings), OFC/NFOEC 2010 is always one of the bigger events of the year and they can always be counted on to demonstrate their latest progress – though perhaps not necessarily to drive an 18 wheeler onto the show floor in the process.  This time, unsurprisingly, they were focused strongly on 100 Gigabit Ethernet, and they showed a 100 GigE transmission over their current DTN gear using a prototype 100 GigE tributary interface module.  It should be noted of course that Infinera’s 100G is a different beast [Read more →]

RCN Metro, a division of RCN Corp (NASDAQ:RCNI, news, filings), is extending its footprint into Canada.  The northeastern metro fiber operator will enter the Toronto market, with a basket of low latency Ethernet services formally scheduled to be available for sale at the end of May.    Looming large of course is the current buyout offer for the parent company RCN by ABRY, and any competing offers – but RCN Metro has continued about its business with both these Canadian plans and the success of [Read more →]

Following friday’s completion of the Nortel MEN acquisition, Ciena (NASDAQ:CIEN, news, filings) has wasted no time.  Today they offered some detail on their future plans for the combined product portfolio, a key focus of which will be converged optical Ethernet.  There will be five product categories:   [Read more →]

Over on the government’s Broadband USA site, there is this PDF with the various awards granted or pending.  Inside it is a collection of the maps that went with each application for funding.  As long time readers know, I am a sucker for maps – so I couldn’t resist collecting a few in a more accessible format than a 65 page government generated PDF – some covered here earlier and some not.   You can click on each thumbnail for a larger, readable map. [Read more →]

Colocation and interconnection provider Telx has filed an S-1 with the SEC in preparation for an IPO in which it hopes to raise as much as $100M.  Telx operates 15 network neutral data centers in 9 Tier 1 markets, and they have a particular focus on interconnection services with some 28,272 in service at the end of 2009.  They will use the funds, unsurprisingly, to accelerate the growth of their business.  That probably means organically, but they did leave open the possibility of M&A.   [Read more →]

Level 3 Communications (NYSE:LVLT, news, filings) announced today that it will be providing connectivity for PT Telkom Indonesia International (TII).  Specifically, they will be providing high speed IP services in their Los Angeles gateway, plus wavelengths to backhaul it all from there to the landing station of the Asia America Gateway cable (AAG).  TII is not exactly a household name in the US, but it is the incumbent provider in a country with 230 [Read more →]

Telecommunications equipment giant Alcatel-Lucent (NYSE:ALU, news, filings) took the wrappings off its next generation mobile packet core product offerings.  The announcement and much of the media coverage are filled with a very thick alphabet soup of technologies and standards and other acronyms regarding its capabilities that I’m just beginning to fully decipher, but Light Reading has one of the better articles.  Basically, the solution is built around its 7750 service router, with a plethora of other new boxes designed to handle the intricacies of mobile traffic and survive the coming wave.  One of the key features is [Read more →]

Here’s another quick overview of some of the news this week that I didn’t manage to write a full article about:

Hibernia Atlantic won some additional business with Italian based Tinet.  The IP and Ethernet backbone operator will be purchasing multiple 10G transatlantic wavelengths.  Specifically they will be buying bigger pipes in and out of [Read more →]

Competitive service provider TW Telecom (NASDAQ:TWTC, news, filings) took further financial steps today in the refinancing activity they announced earlier this month.  First, they have closed their sale of $430M of 8% senior notes due 2018. And second, the early results of the tender offer are in, with $366.5M being tendered and the company receiving consents from 91.6% of holders for the covenant changes.  Amongst those covenant changes was a shortening of [Read more →]