DNC Video and 'Awesomeness'

August 27th, 2008

This is the first (and perhaps last) time I have seen the word 'awesomeness' appear on washingtonpost.com.  Here is the quote: [Read more →]

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An Update to Thejuice's LVLT Model

August 26th, 2008

Ok, I had a call with IR and had a chance to ask many questions. Consequently I have updated my model. For those that follow this ongoing effort you will note that I have brought down my EBITDA number.  Here is the spreadsheet: [Read more →]

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Zayo Buys Columbia Fiber Solutions

August 26th, 2008

Caruso strikes again!  Following up on the purchase of Northwest Telephone, Zayo announced today the purchase of Columbia Fiber Solutions.  Columbia Fiber has a very dense metro network in Spokane, with 350 lit buildings on just 320 route miles of fiber, the purchase will add scale to Zayo's ambitions in the pacific northwest.  In fact, it brings some of that Northwest Telephone revenue onto [Read more →]

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Rambling on About Latency

August 25th, 2008

Latency, which is simply the delay between action and reaction, has been a part of the internet since it was born.  Gamers live and die by it, and not just the MMORPGs and first person shooter games.  Latency is a big deal even in online chess and bridge.  When your senses are tuned to quick action, [Read more →]

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Next: Independent Regional Fiber Providers

August 25th, 2008

While researching metro fiber providers, I have come to realize that it may be best to classify the different fiber assets in three categories that have distinct characteristics: [Read more →]

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Metro Fiber and Lit Buildings Update

August 24th, 2008

Back in May and June, I ran a series of posts looking at the various independent metro fiber companies in the marketplace within the USA.  Well, a quarter has passed, and of course the world is not static, and quite a few companies have updated their numbers.  I plan to update the list periodically, hopefully drawing out new information and even new companies (nope, I certainly don't know them all even after a fair amount of digging) from helpful readers.  With no further ado, [Read more →]

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The DNC Will Be a Zoo

August 23rd, 2008

No, I don't mean a political zoo, I mean a telecom and data zoo.   So far, I count no less than four telecommunications companies that are attempting to use the Democratic National Convention next week as a demo platform.  Let's walk through the zoo: [Read more →]

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The BBC, the iPlayer, and IP Traffic

August 22nd, 2008

Dan Rayburn emerged with some welcome additional information on the BBC/Akamai/Level3 storm. Akamai is not being replaced by Level 3 for iPlayer video, only supplemented.  Dan is right, the blogosphere didn't really do their homework on this one. Regardless, [Read more →]

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AFS Sells Off Voice

August 22nd, 2008

These days, it pays to be careful when reading headlines.  PhonePlusMag has one today, "IPtimize Buys American Fiber Systems" which made me do quite a double take.  You see, I don't know much about IPtimize, but I know it is very small and trades on the pinksheets.  The idea that they could go out and buy AFS, which should be worth something with 9 digits, just wasn't reasonable.  [Read more →]

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Minor items

August 21st, 2008

Well, it's getting late in August, and there must be a lot of people on vacation enjoying the fresh air.  I see now why some say that telecom takes vacation in August and many trade magazines skip a week or two rather than put out new articles.  So what better to do than some site housekeeping?  [Read more →]

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Level 3 at the BBC

August 21st, 2008

ThinkBroadband says that the BBC is switching from Akamai to Level 3 for streaming for its iPlayer offering.   Well, to be more accurate, they say that this information emerged from this blog post by Anthony Rose, head of BBC Digital Media Technology.  To be honest though, that conclusion is skimpy from the actual content of that post, there must be other information out there because it seems to have stirred up some controversy. [Read more →]

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A Buyer's Market for Fiber?

August 20th, 2008

TelephonyOnline has an article today quoting Dan Caruso of Zayo and of course neighbor blog BearOnBusiness.  The comments seem to have come from a presentation at some industry event, but the article doesn't say precisely which one.  The crux of his point is one I certainly agree with, that the fruitfulness of Zayo's shopping spree has been enhanced by the distraction of other buyers.  And as he says, this phase is probably [Read more →]

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XO Enhances Ethernet Offerings, Again

August 20th, 2008

XO recently announced another upgrade to its ethernet infrastructure, now offering 'an even wider range of incremental bandwidth options to choose from'.  Well, that probably isn't the reason for their PR.  Since it is mentioned more than once, what XO seems to be pre-announcing is the introduction of ethernet VPLS services early next year, as well as classes of service.  Only a couple years late, but still they do seem to be catching up. [Read more →]

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Dan Rayburn's Interview with Jim Crowe

August 19th, 2008

Over on the business of online video blog, Dan Rayburn had the chance to interview Jim Crowe about Level 3's CDN business.  It's a must-read, being the most comprehensive discussion of the company's CDN plans so far.  One key point Crowe makes is this: [Read more →]

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Datacenter Daily Routine

August 18th, 2008

Eric Bush of ThePlanet has a nice writeup of what a datacenter supervisor does every day.  Since I have not yet had the pleasure of working inside one, I greatly appreciate the summary. At least, the summary of what a datacenter supervisor is *supposed* to do every day - where does the MMORPG gameplay come in? 🙂 [Read more →]

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Invisibility Cloaks and the All Optical Network

August 18th, 2008

Despite the rise of Infinera and the PIC, the dream of the all-optical network still lives.  The other day I read about the use of 'metamaterials' to slow down light, thereby enabling the next generation of speeds.  These are the same materials that scientists are trying to make into invisibility cloaks, they can manipulate light as it passes through them - bending it, slowing it, etc.  From a scientists point of view, this stuff is amazing.  From an engineering point of view though, it doesn't yet exist. [Read more →]

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Helpless in the Cloud

August 18th, 2008

Over on TMCNet, Rich Tehrani has an article on how the recent public spate of outages is hurting the Software as a Service (SaaS) movement.  When Apple, Amazon or Google goes down, everyone notices, and hence fewer people will entertain the idea of outsourcing their software needs.  Of course, none of this should surprise anyone but the media has a very short term memory.  [Read more →]

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TheJuice's Level 3 Model for Q3 2008

August 17th, 2008

Ok, here is my guess for Q3 numbers.  I will tighten these down as we get closer to release date.  Please note I made some subtle changes to the layout, nothing major, but a few tweaks in terms of presentation. 

[Read more →]

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A Laggard Reports: ITC^Deltacom

August 15th, 2008

ITC^Deltacom reported Q2 earnings last night, nothing like waiting until the last minute. Revenues were $125.5M, adjusted EBITDA was $21.8M. A reasonably strong quarter, I had expected that the economy might hurt them in parallel with PAETEC but it didn't show up.  [Read more →]

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Who Will Buy McLeod's Fiber From PAETEC?

August 15th, 2008

When PAETEC bought McLeodUSA, along with it came a fiber footprint of 13,000 regional route miles and 4000 metro route miles connecting 20 states.  PAETEC has never owned much fiber before, they lease nearly all the connections in their network from both ILECs and CLECs, and the natural question was whether that might change.  It now looks as though change is not in the cards. [Read more →]

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Earnings Summary for Internet Infrastructure

August 14th, 2008

Earnings season is ending, so let's have a quick summary of the how the companies that build and operate our internet/telecom infrastructure did. [Read more →]

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Fiber/Railroad Rights-of-way Case Finally Settled?

August 14th, 2008

Ever since all that fiber went into the ground in the late 90s, there have been lawsuits claiming that the telecoms (Qwest, Level 3, and Sprint) played fast and loose with rights-of-way along railroad tracks.  It may be that these cases have finally been settled, according to a release from the United States District Court for the District of Massachusetts[Read more →]

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Internap, Its CDN, and Strategy

August 13th, 2008

Over on Contentinople, there is speculation that Internap will exit the CDN business.  The argument is basically that they have screwed it up so badly so far, they may just give up and write it off.  Personally, I doubt it.  The street tends to create urgency where there is none, there is no urgency for Internap to just give up and it is against [Read more →]

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