China Telecom Americas, which is the operating unit of China Telecom (NYSE:CHA, news, filings) in this part of the world, has hooked into CENX's Carrier Ethernet Exchange. All year, CENX has been aggressively growing its partner base in order to achieve the scale necessary for a true liftoff. Initially, China Telecom Americas will connect with CENX in Los Angeles and New York, and will be able to leverage the exchange to better reach customer locations. Likewise, other CENX participants will have new ways to reach endpoints within China Telecom's footprint, which obviously opens some new possibilities in the Far East.
Asian providers seem to have been a bit slower to try out Ethernet exchanges, although Reliance Globalcom and PCCW have been working with Equinix I believe. While China Telecom Americas may not have a huge US presence itself just yet, it does bring along those direct connections to the Chinese mainland where it is a true telecommunications giant, serving 194M fixed lines and 62M broadband subscribers. Now, that doesn't necessarily translate into Ethernet endpoints of similar magnitude yet, but there is a tremendous potential in there in time.
I wonder when we will see the other big providers from the Eastern hemisphere begin to trickle in. NTT perhaps? Telstra? SingTel? Tata?
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