Mobily, Ciena Deploy 100G in Riyadh

February 16th, 2011
 

More Middle Eastern hijinks from Ciena (NASDAQ:CIEN, news, filings) today.  Working with Mobily, they announced the activation of the first commercial 100Gbps network in the region.  So Mobily's Riyadh metro network now has the fastest bandwidth money can buy.  The company has some 40+% of the mobile market in Saudia Arabia, and selected Ciena gear for an upgrade just last month. [Read more →]

1 Comment

R2 Fires Back, Aims At XO’s Board of Directors

February 16th, 2011
 

Since Icahn made yet another bid for the rest of XO Holdings (news, filings) he doesn't already own, there has been little news.  XO handed the task of evaluating the offer over to its special committee of 'independent' directors of course.  But yesterday we heard from the largest minority shareholder R2 Investments in a letter to those independent directors, and of course they came out firing.  It's always a fun read, so here's the text of the letter: [Read more →]

18 Comments

Surfing the Splinternet… Sounds So Painful

February 16th, 2011
 

Gary Kim has an interesting piece over on TechZone 360 on the new term that has been making the rounds to describe the evolution underway on the internet: "Splinternet". With the iPad, the Kindle, all sorts of smartphones and whatever new devices 2011 brings, each with their own app stores, limitations, and walled gardens, effectively marketing to the world is rapidly becoming a lot more complicated than buying a few Adwords impressions from Google.  I have to say, I love the term Splinternet, it's very descriptive.  However, I take issue with [Read more →]

2 Comments

Australian Open Tennis Powered by Global Crossing’s Genesis

February 15th, 2011
 

Since their purchase of Genesis Networks back in the fall, I have wondered what sort of contracts Global Crossing would be competing for with its new video services division.  Well, it turns out they handled the Australian Open feeds last month for no less than three broadcasters:  the Tennis Channel in the USA, Fox Sports Australia down under, and NTV-PLUS in Russia and the Ukraine.   In the case of NTV-PLUS, it was the third year running they had this contract. [Read more →]

1 Comment

Equinix Enters Brazil via Joint Venture

February 15th, 2011
 

It may seem like Equinix (NASDAQ:EQIX, news, filings) has datacenters just about everwhere, but until this morning there were two entire populated continents they had not penetrated.  But today that number has fallen to just one, as in an SEC filing today Equinix revealed its route into South America by participating in a joint venture buyout of ALOG Data Centers do Brasil S.A.  The purchase price is R$211M, which works out to about [Read more →]

Leave a Comment

Limelight Surges Ahead

February 14th, 2011
 

Limelight Networks (NASDAQ:LLNW, news, filings), the largest pure-play CDN challenger to Akamai, posted its Q4 and full year 2010 results after the market closed, easily besting both their own guidance and analyst projections which were on the high end of that.  The fourth quarter is generally strong for this sector, but Q4 revenues of $55.2M were up 11% sequentially whereas analysts had averaged around 7%.  Adjusted earnings per share were $0.01, which a penny higher than expected, and EBITDA checked in at $8.1M.  Projections called for [Read more →]

Leave a Comment

Etisalat Picks Ciena for 40G

February 14th, 2011
 

Middle Eastern telecommunications giant Etisalat has deployed gear from Ciena (NASDAQ:CIEN, news, filings) to upgrade its transport network in the United Arab Emirates.  The new 40G backbone hooks up more than 40 locations in the UAE, which is Etisalat's home turf of course.  Etisalat needed the upgrade to support all the bits that came with its transition to packet/IP and of course the ever-present growing wave of mobile traffic.  Still though, does the UAE have [Read more →]

Leave a Comment

TeliaSonera To Deliver EarthRise

February 14th, 2011
 

TeliaSonera AB (ETR:TLS, news, filings) International Carrier announced another gaming win this morning.  The company's managed data center services were selected by Masthead Studios to deliver the new Earthrise MMORPG (massively multiplayer online role playing game).  The package includes IP connectivity, colo, leased servers and management in TeliaSonera's New York data center, as opposed to the carrier's usual European haunts.  It's an interesting strategy, choosing the US assets of a [Read more →]

Leave a Comment

Akamai, Ericsson Pair Up for the Mobile Content Tango

February 14th, 2011
 

Early this Valentine's Day morning in Barcelona, Akamai (NASDAQ:AKAM, news, filings) and Ericsson (NASDAQ:ERIC, news, filings) have announced an exclusive strategic alliance focused on mobile cloud acceleration solutions.  That's sort of the buzzword-du-jour trifecta there, tying together three of the most powerful tech memes of early 2011 into a tight little bundle.  The two will focus their efforts on things like mobile e-commerce, enterprise applications, and internet content - which pretty much covers [Read more →]

Leave a Comment

Telecom Ramblings Jobs: Mapcom Systems

February 13th, 2011
 

Over on the Telecom Ramblings Jobs Board, we have a new job listing from Mapcom Systems.  Mapcom is looking for an IT Specialist to assist customers with the configuration and implementation of their GIS software solutions, amongst other IT tasks.  Mapcom is based in the Richmond, Virginia area, and supplies mapping solutions for fiber, telephony, and [Read more →]

1 Comment

Zayo Reports Fiscal Q2 Profit, Revenue Growth

February 11th, 2011
 

Zayo has reported its fiscal Q2 earnings, turning in a profit of $1.9M on total revenues of $77.9M.  While Zayo remains privately held, it has publicly traded debt as well as a general outlook on openness, and has since last Spring issued very detailed information on its progress.  On October 1, they acquired American Fiber Systems, which as expected supplied most of the revenue boost over the prior quarter.  Here is a quick chart of Zayo's earnings in the context of the prior three quarters: [Read more →]

3 Comments

Light Demand for 50-100Mbps Broadband?

February 11th, 2011
 

For all the talk about the desperate need for speed in the consumer last mile, there doesn't seem to be much action yet.  At least, not if you've got to pay more for it. According to SureWest CEO Steve Oldham, it's not exactly a hot product.  From [Read more →]

Leave a Comment

Colo Bytes 2-11: i/o, QTS, Digital Realty, InterXion, Level 3, CENX, PAETEC

February 11th, 2011
 

Quite a bit of news lately in the colo segment that didn't have to do with telcos buying cloud capabilities:

Yesterday, i/o Data Centers opened another facility in Phoenix, but this time it's not  a giant colocation center but rather a 221K square foot factory.  They're gearing up to build data center modules for their i/o ANYWHERE product line, as many as 18MW per month initially.  The first such modules will be ready in the first [Read more →]

3 Comments

Fiber Roundup 2/10: 360, Alpheus, FiberLight, US Signal, Spread Networks

February 10th, 2011
 

Here's some news from fiber operators out there that deserves a look:

Out west, 360Networks followed up last month's introduction of a Layer 2 Ethernet service and a recent upgrade to their IP backbone with a Virtual Internet Exchange offering.  What that means is that rather than selling simple IP transit, they are selling a direct Ethernet connection to various internet exchanges.  That make sense since nobody makes oodles of cash off of basic IP transit anymore, so why not [Read more →]

Leave a Comment

Poll: Who Is Most Likely To Buy Savvis?

February 10th, 2011
 

Following the recent Verizon/Terremark and TWCable/Navisite deals, there has been lots of speculation that other large telcos or cable MSOs might follow up with similar moves to bulk up their cloud and managed services capabilities.  Of the list of public companies that seem the likeliest targets, Savvis (news, filings) [a subsidiary of CenturyLink (NYSE:CTL, news, filings)] has been the most frequently mentioned.  But who would be the buyer?  Actually, nobody seems to mention that part in much detail.  So here's a Ramblings' poll to help things along: [Read more →]

1 Comment

Equinix, Akamai Each Post Powerful Q4, But Falter Anyway

February 9th, 2011
 

Two next generation pillars of the internet world, Equinix (NASDAQ:EQIX, news, filings) and Akamai (NASDAQ:AKAM, news, filings) are taking a beating after hours following their Q4/10 reports.  In each case, their Q4 numbers were ahead of expectations but their forward guidance was, shall we say, not well received.  Of course, it doesn't help that Cisco's miss has cast a shadow over the whole market - it would have taken a lot to overcome that.  First let's take a look at [Read more →]

Leave a Comment

Global Crossing Adds Cisco Telepresence, Enters Istanbul

February 9th, 2011
 

International operator glbc offered two more announcements this morning, both on an expansive note:

First, the company has added Cisco's Telepresence solutions to its own offering, which is of course now Cisco-certified.  Global Crossing first directly entered the telepresence arena over the summer with an agreement with Teliris, but of course Cisco has been at the forefront of the this technology from the beginning and supporting their technology is a no-brainer.  They have installed the Cisco gear in several key locations in the U.S., UK and Brazil.  While these kind of products [Read more →]

Leave a Comment

Telefonica, Interoute Partner Their Way to Expansion

February 9th, 2011
 

International giant Telefonica (NYSE:TEF, news, filings) and pan-European network operator Interoute (news) announced a major strategic partnership today.  Telefonica International Wholesale Services will use Interoute as its core fiber optic network provider for Western Europe, and on the flip side Interoute will be able to leverage TIWS's transatlantic connectivity and its footprints in the USA and especially [Read more →]

Leave a Comment

Cox Debuts Managed IP PBX, Is the Cloud on the Horizon?

February 8th, 2011
 

Cox Business is now offering a product that is largely new for MSOs: managed IP PBX services.  The new service is based on Cisco's Small Business Communications System, and has been launched in their Oklahoma and Las Vegas markets.   If it goes well, no doubt that geographical reach will be expanded.  They also expect to launch [Read more →]

Leave a Comment

Global Crossing Takes Genesis To Latin America

February 8th, 2011
 

Following up on its acquisition of Genesis Networks, glbc today announced the expansion of the unit's broadcast and media services into Central and South America.  The services can now leverage Global Crossing's transport and IP assets in Argentina, Brazil, Chile, Colombia, Ecuador, Panama, Peru, Mexico, Venezuela and the Caribbean region.  That makes tons of sense, as those assets give them a competitive advantage in Latin America, whereas in North America and Europe there is more competition with substantial fiber/colo assets. [Read more →]

Leave a Comment

Savvis Puts Together A Strong Quarter

February 8th, 2011
 

Amidst speculation it might attract buyout interest from larger providers, colo and cloud provider Savvis (news, filings) [a subsidiary of CenturyLink (NYSE:CTL, news, filings)] turned in some pretty nice Q4/2011 results this morning.  Total revenues of $252.7M were up 4% over the third quarter, easily eclipsing the expectations of the market which was looking for less than 2%.  Likewise, the company's EBITDA of $67.8M and loss per share of $0.06 were quite powerful and exceeded [Read more →]

Leave a Comment

TW Telecom’s Q4 Chugs On Past

February 7th, 2011
 

I had forgotten that TW Telecom (NASDAQ:TWTC, news, filings) is releasing its earnings PR the night before their CC, so their numbers are already out this evening.  As usual, you can set your watch by their revenue and EBITDA growth.  But there was a pretty surprising number to be had in the number of lit buildings.  My own guesses on the financials were pretty darn close, though it's not that hard with TW Telecom.  Here's a quick table: [Read more →]

1 Comment

CENX Unveils Inter-Exchange Plans

February 7th, 2011
 

Today CENX (news) made what I find to be an interesting addition to its Carrier Ethernet exchange model.  They introduced inter-exchange links, thus allowing a customer connected to one exchange point to connect directly to a customer connected at a geographically distinct exchange point.  That connectivity is not the interesting part, but rather it is that they aren't actually providing it but are enabling their customers to compete for it.  The new service is callled MemberLink, and lets members offer such inter-exchange links to other members.  This is in direct contrast to the approach taken by [Read more →]

Leave a Comment