Sprint Finds Sequential Growth Again

April 28th, 2011

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 period last year, while loss per share improved to $0.15, clearly ahead of composite expectations which Yahoo Finance had pegged at a loss of $0.21.  The market [Read more →]

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Equinix Easily Bests Q1 Estimates

April 27th, 2011

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 after hours.  In addition, Equinix announced further expansion plans, including yet another major data center facility in the NYC metro market, which will give them eight, and more space in Chicago and Frankfurt.  Here is a quick table of the company’s numbers in context: [Read more →]

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Akamai’s First Quarter Beats, But Traders Unimpressed With Guidance

April 27th, 2011

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 guidance and analyst expectations on both earnings per share and revenue, the stock is down 10% after hours.  Traders apparently aren’t happy with the forward guidance company management gave on the conference call.  Here’s a quick rundown of the numbers in context of the past four quarters: [Read more →]

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Savvis Finds a Buyer, and It’s CenturyLink!

April 27th, 2011

Well, put me down as surprised – I didn’t think Savvis (news, filings) [a subsidiary of CenturyLink (NYSE:CTL, 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 exactly what they did.  And thus we have a deal.  Today, CenturyLink agreed to purchase Savvis for approximately $2.5B in cash and stock, plus the assumption of net debt of about $650M. This follows much speculation over the past two quarters about the next big cloud M&A by a telecommunications company, in which Savvis has been [Read more →]

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Is TW Telecom Preparing to Pounce?

April 27th, 2011

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 middle of last week which took them above $20 again for the first time in a long while, as opposed to word of an actual deal on the table.  Thus far I would stress that I haven’t heard anything beyond that unspecific rumor of there being a rumor.  But I really wouldn’t be at all surprised if there was something at the root of it, so this seems like as good a time as any to ramble a bit on the subject. [Read more →]

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Hibernia’s GFN Bulks Up With Hibernia Secure

April 26th, 2011

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 backing up one fast circuit with a much slower backup circuit, but rather with one or more often two routes that also offer very low latency – thus ensuring that even the outages are plenty fast enough.  That raises the ante a bit in the low latency marketplace, which has continued to evolve rapidly since bursting [Read more →]

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Industry Spotlight: Clint Heiden of PAETEC Fiber Services

April 26th, 2011

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 unit’s scope.  They’ve added in the former McLeodUSA assets, national accounts, and fixed wireless services as well, aiming at transforming the once fiber-light CLEC into a fiber power in its own right.  With no further ado: [Read more →]

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Level 3′s Vyvx Takes On Royal Wedding

April 26th, 2011

Level 3 Communications (NYSE: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 happening across the Atlantic later this week.  I say minor because we’ve sort of abolished royalty over here and I’d personally rather watch a Teletubbies marathon or some other more entertaining British production.  But that’s just me and I’m in the minority — it’s certainly going to be a a gigantic [Read more →]

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Submarine Cables To Paradise

April 25th, 2011

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 all those cables to Africa going on.  Key in such cases is obviously strategic interests by national governments.  But there have been much smaller projects to even more exotic destination also, and Alcatel-Lucent has picked up two such contracts this Spring already.  [Read more →]

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And the Cloud Came Crashing Down

April 25th, 2011

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 down everyone at the same time.  Then it becomes a very public debacle.  So what you have is a statistically more reliable internet that seems more vulnerable nonetheless.  This won’t be the last time this happens, and Amazon won’t be the only one hit.  ‘Nuff said? [Read more →]

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IPv6 Odyssey: Instant Roadblock

April 22nd, 2011

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 without ever having considered my own part in it or lack thereof.  After all, I have a static IPv4 address via which you are reading this right now.  Why isn’t this available on IPv6, even the way Google does via ipv6.google.com?  What precisely is stopping me?  And while we’re at it, just what is it needs to be done?  Do any of the journalists writing stuff about IPv4 exhaust and impending doom actually know?  As far as I can tell, the important links in the chain are: [Read more →]

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iPhone-Enabled Verizon Meets Q1 Expectations

April 21st, 2011

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 unsurprising report.  Revenues of $26.99B and earnings per share of $0.51 either met or were  slightly above expectations, depending on one’s point of view.  During the less than two months the iPhone was for sale, Verizon Wireless  apparently activated [Read more →]

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