Telecom Ramblings

Zayo filed its fiscal fourth quarter and full year 2011 results overnight, keeping pace with the strong, solid sequential growth we have seen other fiber operators post recently despite a weakening macroeconomic environment.  However, one has to read rather carefully to tell, because Zayo is continually realigning [Read more →]

Several items in the datacenter sector worth a quick look this week:

IO’s giant modular project in New Jersey added another fiber provider yesterday.  New metro fiber entrant [Read more →]

Two international giants made separate cloud-based moves on the security space yesterday, taking on the threat from the DDoS, or Distributed Denial of Service attacks that have driven [Read more →]

Two interesting items out from Level 3 Communications (NYSE:LVLT, news, filings), featuring very different [Read more →]

While commercial implementations of 100G technology have started to show up in the long haul, we haven’t seen it show up much in the metro. Today, however, Adva Optical Networking (ETR:ADV, news) made its move on the space, unveiling a solution integrated into its FSP 3000 DWDM system. The solution is based on [Read more →]

Where there was once one giant deal that was absolutely critical to the survival of the wireless industry, there now seem to be many.  Days after the DOJ sued to stop the merger, news of the backup plans AT&T built into the thing in the first place is now creeping out. It’s also becoming clear just how little we really know about the underlying details. [Read more →]

Between the traditional summer bookends of Memorial Day and Labor Day we had lots of M&A rumors amongst fiber operators, but only a few substantial deals that actually happened plus a smattering of smaller ones. More interesting was the substantial amount of fiber that was for sale that *didn’t* get bought. Let’s review: [Read more →]

We had a fitting end to a summer of job postings on Ramblings’ Jobs Board, with one last posting over Labor Day weekend from XO Communications.  XO is looking for a Product Manager IV in Herndon, VA.  Last week they posted a job listing for Senior Major Account Executives.  XO of course recently became a privately held company, as billionaire Carl Icahn finally took control of the last bit of the company he didn’t already own.  Is he now shifting gears [Read more →]

Since its re-emergence a few years ago, abvt has impressed many by leveraging their deep Tier 1 metro fiber footprint with a tightly focused business model to generate steady, powerful growth combined with high EBITDA margins and positive free cash flow.  This summer the company and its fiber assets were at the heart of several M&A rumors, but as we now move into autumn it seems more and more likely they will remain an independent force in the industry.  With us today to shed some light on AboveNet’s plans is Rajiv Datta, who became Chief Operating Officer in January of this year. [Read more →]

The US was off enjoying its summer-ending Labor Day weekend, but that doesn’t mean nothing happened elsewhere in the world.  Here’s a few quick-takes on some of the global news lately: [Read more →]

This article was authored by Joseph Waring, and was originally posted on telecomasia.net.

Now I’ve seen everything. A union fights for a $39 billion merger. Coming to the defense of [Read more →]

TGIF, and for those in the US have a great long weekend. A few quick bytes before you go:

Sidera Networks is taking on more OSHEAN work with an expansion of its network in [Read more →]

This week’s fiber M&A comes courtesy of Canadian MSO Cogeco, which said that it is buying MTO Telecom.  MTO operates 1500km route miles of fiber on the island of Montreal, mostly of the 432 count variety. They serve carriers, enterprises, and the public sector. I’m less familiar with metro fiber assets north of the border, and haven’t run into a map of MTO’s network or a sense of their on-net [Read more →]

In an interesting item over on the Huffington Post, union workers are claiming Verizon is denying them overtime (overtime is a right?) which they could be using for post-Irene repairs that are stacking up. Whether cost savings or payback, I found the response of Verizon’s spokesman fascinating: [Read more →]

As several readers have commented, the S-4 filing for Windstream (NYSE:WIN, news, filings) purchase of PAETEC (news, filings) is out, and it makes for some interesting reading. There was indeed another suitor, one whose offer started at $6 per share and rose as high as $6.80. But they came later to the process and without funding already in hand to refinance PAETEC’s debt load, and in the end were unable [Read more →]

Following its merger with Nortel’s MEN division Ciena (NASDAQ:CIEN, news, filings) in the spring of 2010, Ciena has been working feverishly to put the combined business on a solid footing. Today they reported fiscal third quarter revenues that were on the low end of guidance at $435.3M, whereas analysts had projected the midpoint. However, they did manage to pull out positive adjusted net earnings of [Read more →]

Ok, after yesterday’s shocker from the US Department of Justice, it’s time for a quick poll. AT&T says it will challenge the DOJ in court, while various analysts are saying it’s effectively all over.  What do you think? [Read more →]

Wow, who would have thunk it. A Bloomberg report today says that the US Department of Justice is suing to stop the merger between AT&T and T-Mobile.  That pretty much takes the wind out of AT&T’s offer this morning to repatriate 5000 call center jobs if the deal were approved.  Not [Read more →]

In an interview with La Tribune this week, Cogent’s CEO Dave Schaeffer said that the company has filed a formal complaint with French regulators and are also talking with those in Brussels.  What complaint?  Orange and Cogent haven’t seen eye to eye in a long time, and the two fought a brief peering war back in 2005.  This new dispute hasn’t gone quite that far.  It isn’t that Orange won’t connect with Cogent or that anyone has depeered anyone else yet.  Rather, Cogent says [Read more →]

Here’s a quick catchup on recent news items: [Read more →]

If it wasn’t already clear that AT&T (NYSE:T, news, filings) really wants to buy T-Mobile USA, witness today’s economic bribery offer. The international telecommunications giant is now promising to bring 5,000 call-center jobs back to the USA if the merger gets approved. Not only would those jobs come back from overseas, the new employees would be eligible to join the unions and there would be no US-based job losses from those call centers due to synergies. (Sorry India, you’re holding the wrong end of that sword!) [Read more →]

Western regional fiber operator 360Networks is helping California CLEC power TelePacific power its expansion efforts in the northern California town of Chico.  360Networks has upgraded one of its regeneration huts into a POP in order to deploy capacity into the city, which lies [Read more →]

International network operator glbc won a substantial bandwidth expansion over at privately held cloud and hosting provider SoftLayer.  They have deployed 14 new 10Gbps dedicated internet access ports for the company to help meet demand for virtual data center connectivity.  [Read more →]