Wednesday Bytes: Cross River, Southern Diversified, Telehouse, IO

May 30th, 2012

Some quick looks at a few news items from the infrastructure sector from yesterday: [Read more →]

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Alcatel-Lucent: Europe to Become a Digital Desert

May 29th, 2012

Thats what CEO Ben Verwaayen told Bloomberg is coming if Europe doesn’t find a way to convince its incumbents to invest more in their networks. He makes the point that European carriers are being out-spent and out-upgraded by their US counterparts, resulting in the loss of the telecommunications leadership position they had a few years ago. His prescription: [Read more →]

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Subsea Roundup 5/29: GBI, SEAS, WACS

May 29th, 2012

A quick look at some items from under the sea overseas to help start the week: [Read more →]

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No Room For a Net Neutrality Grand Bargain?

May 29th, 2012

In the continuing debate over net neutrality, what strikes me as most ominous is that there is no debate. Rather it all seems to echo the current odious political environment, as there are only talking points and non-negotiable positions. It’s very hard to find anyone seriously looking for [Read more →]

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Google Shifts Away From Open Access Fiber?

May 28th, 2012

That’s what GigaOm’s Stacey Higgenbotham said going into the long weekend. The whole point of Google’s dalliance in FTTH has been to test out and prove both the technology and the business model. If what Google has learned from the process thus far is that opening its infrastructure to other ISPs and such won’t work, then [Read more →]

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Telkom confirms preparing a Pacnet bid

May 25th, 2012

This article was authored by Dylan Bushell-Embling, and was originally posted on telecomasia.net.

Indonesia’s PT Telkom has confirmed it has submitted a preliminary bid for subsea cable operator Pacnet, and that it is on track to deciding whether to make a final offer in June. [Read more →]

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Cuba’s Missing Submarine Cable

May 25th, 2012

The strangest bit of news this week comes bubbling up from the submarine cable sector, where people are wondering just whatever happened to that new ALBA-1 submarine cable system between Venezuela and Cuba. Alcatel-Lucent finished it more than a year ago, after which it seems to have vanished from sight.  [Read more →]

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Network Roundup 5/24: SurfTelecoms, MetTel, IFN, Orange, NTT

May 24th, 2012

Here’s a quick survey of some news items, the first two of which are from companies new to me (and hence to Telecom Ramblings): [Read more →]

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Industry Spotlight: Sean Baillie on Windstream’s Fiber Plans

May 24th, 2012

Windstream has been blazing a new path over the past few years, assembling a unique blend of ILEC, CLEC, fiber, and cloud assets to take on the enterprise market from a unique angle.  With the addition of the PAETEC assets over the winter, they have become a major player in the fiber business.  With us today to look at  company’s plans for all that fiber is Sean Baillie, Senior Vice President of the company. [Read more →]

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DANTE Goes Multi-Terabit

May 23rd, 2012

GEANT topology

With Infinera (NASDAQ:INFN, news, filings) obviously kicking off its DTN-X launch, you knew there had to be a research network in there somewhere. And so there is. DANTE has picked the Infinera’s new gear to help power GÉANT’s next generation Multi-Terabit pan-European optical network upgrade. Nothing creates big data like big science nowadays. [Read more →]

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Ajubeo Launches Its Cloud

May 23rd, 2012

This morning saw a new Infrastructure-as-a-Service company formally leave the launch pad.  Backed by private equity firm Grey Mountain Partners, Ajubeo (news) is quickly building out while taking aim at the rapidly evolving space with on-demand compute, storage, and network resources. Their first node is in Denver, with additional locations in New York and London waiting in the wings for the rest of the year. [Read more →]

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Colo Bytes 5/23: Interxion, Terremark, IO, Digital Realty

May 23rd, 2012

Here’s a quick survey of some recent news from the colocation front: [Read more →]

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Barney Leaves Pacnet’s Door Swinging

May 23rd, 2012

ScreenHunter_01 May. 23 02.46

Pacific regional operator Pacnet has an interim leader in place following the sudden departure of longtime CEO Bill Barney. The current CFO, Brett Lay, has taken over CEO duties while the board seeks a permanent replacement. However, given the recent rumors about a bid from [Read more →]

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Google Pushes Out KC Fiber Launch Again

May 22nd, 2012

But just a little bit. When last we heard, Google had promised to launch its initial 1Gbps fiberoptic service to some Kansas city, Kansas neighborhoods by the end of June. The company has now pushed that further out, albeit with the less concrete deadline of ‘this summer’. I take that as to mean sometime before Labor Day or thereabouts. [Read more →]

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Alcatel-Lucent, Juniper Upgrade Their Core Routers

May 22nd, 2012

Dueling router upgrades this morning from Juniper Networks (NASDAQ:JNPR, news, filings) and Alcatel-Lucent (NYSE:ALU, news, filings), both of which are boosting the raw capacity of their core systems. The equipment sector is a bit edgy right now, both from macroeconomic effects over in Europe and from stiffening [Read more →]

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Pacnet, Infinera Demo 500Gbps Super Channels

May 22nd, 2012

The Pacific regional operator Pacnet (news) and the DWDM protagonist Infinera (NASDAQ:INFN, news, filings) have collaborated in a demonstration Infinera’s new flagship DTN-X gear in Asia. They tested the 500Gbps PICs on 4500km of the C2C undersea cable network, successfully transmitting more than [Read more →]

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Valuations, Margins Steady in Q1, Except for Cogent, AboveNet, Level 3

May 22nd, 2012

I have updated my competitive telecom trends pages with all Q1 data, and also adding Inteliquent to the list of companies tracked.  Except for companies with significant short term news driving their numbers in some way, both EBITDA margins and EV/EBITDA were relatively stable during the quarter.  Here’s the current relative valuation chart: [Read more →]

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Here Come the Russians, via Equinix

May 21st, 2012

eurasiattk

For many years, when we talked of global fiber networks, it was the US, Europe, and then go to the oceans to get to Asia. But Russian network operators are finally becoming relevant outside of Russia, both by building viable trans-Asian connectivity and expanding internationally in their own right. Today Equinix (NASDAQ:EQIX, news, filings) helped Russia’s TTK add capacity in Asia and Europe and add new nodes in the US. [Read more →]

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EMEA Roundup: Interoute, Alcatel-Lucent, Digital Realty, Eutelsat, NTT

May 21st, 2012

Monday’s early news comes from across the Atlantic from Interoute, Alcatel-Lucent, Digital Realty, NTT, and Eutelsat: [Read more →]

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Infonetics: Backbone Optical Spending Takes a Big Dip

May 21st, 2012

ms12_opt_1q12_chart

What to make of the scary statistics put out by Infonetics Research last week? According to the outfit’s Optical Network Hardware report, spending on optical gear dropped 23% globally over the fourth quarter, mainly outside North America.  Meanwhile, year over year European spending on WDM fell even faster than on legacy SDH. Yikes, so that’s why Cisco’s John Chambers was sounding the poor visibility alarm.  [Read more →]

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Friday Bytes 5/18: Earthlink, Optimum Lightpath, Cbeyond, SSE

May 18th, 2012

A quick look at a few more interesting items from competitive service providers to finish off the week: [Read more →]

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Zayo Takes Fiber-to-the-Tower Campaign to Phoenix

May 18th, 2012

ScreenHunter_02 May. 18 05.09

Yesterday, Zayo Group (news, filings) announced another expansion market for its fiber-to-the-tower initiatives.  With an unnamed customer contract in hand, Zayo is planning to add an additional 165 route miles of fiber and 123 new towers to its network in Phoenix, Arizona. That will expand their route miles in Phoenix [Read more →]

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