Telecom Ramblings

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

Chinese e-commerce giant Alibaba has commenced a project to deploy a 100G optical network to support its online platforms, and has contracted ZTE for the rollout. [Read more →]

It’s been a busy few days for metro and regional fiber: [Read more →]

For the second straight quarter, Ciena (NASDAQ:CIEN, news, filings) easily surged past both guidance and analyst estimates and posted quarterly revenues above $500M for the first time.  Forward guidance was also above the expected range.  Here’s their numbers in some context: [Read more →]

As a helpful reader pointed out, the rumored move by DT on GTS Central Europe was just the initial bit of information and apparently there’s actually an auction to be had. So let’s engage in a bit of idle speculation.  Who might fit the bill? Who would pay up for deep fiber in Eastern and Central Europe? [Read more →]

Here’s a set of quick takes on the international front from TI Sparkle, Level 3, Savvis, and Equinix. [Read more →]

Ok, it’s been almost a year since I updated my long-running statistics page summarizing the industry’s metro fiber route miles and on-net buildings. That’s long enough that a half dozen people have been either asking for an update or volunteering data in hopes I will get off my backside. [Read more →]

Time for a quick look around at the week’s initial news from competitive network operators: [Read more →]

As the wireless industry continues to prepare for the future deluge of data traffic in an era of smartphones and video, the subject of small cells has been coming up frequently as an important potential piece of the puzzle.  But beyond the fact that they’re cells and they’re small, most of the talk about them is quite general.  With us today to shed a little more light on the subject is Doug Wiest, EVP of Wireless at EdgeConneX.  EdgeConneX today announced a new small cell deployment contract in [Read more →]

With words like f there were any gloves still on, they’re definitely off now. Sprint says that Dish’s latest last minute bid for Clearwire is ‘not actionable’, while Crest Financial is demanding Sprint not interfere and that the special committee be reinstated to consider Dish’s bid.  By ‘not actionable’, Sprint means that in order to agree to Dish’s bid Clearwire’s board would [Read more →]

Last month, Lumos Networks announced a buildout to the southeast of its main turf all the way down into Richmond.  Today they released additional information about that buildout, including a major Ethernet anchor customer for the new infrastructure in the form of the healthcare provider HCA Virginia. [Read more →]

France Telecom/Orange has sold off its financial infrastructure business, Orange Business Services – Trading Solutions division to the Gores Group. And it won’t have that long, derived name anymore either, as the division will be rebranded as Etrali Trading Solutions. [Read more →]

Demonstrations can be a bit dry, so over in Europe DANTE and Infinera have put provisioning bandwidth in the context of either sportscar performance (from zero to a Terabit in less than twelve minutes) or the cooking of mashed potatoes (not quite done yet), whichever floats your boat. [Read more →]

Let’s start the week with a quick roundup of data and content news from across the sector. [Read more →]

My internet connection got blown out of the water for a while there this morning, but I’m back at least temporarily. In the interim, here’s a quick Friday roundup of news from the metro and regional space from the week. [Read more →]

This article was authored by John C. Tanner, and was originally posted on telecomasia.net.

The so-called “Internet of Things” currently consists mainly of smart meters, webcams and whatever major appliance you can fit a wireless broadband radio into (TVs, refrigerators, coffee makers, vending machines, cars, etc). In the future, that will expand to include pills. [Read more →]

Well they didn’t really have an alternative, so it came as no surprise that clwr postponed the vote on its proposed sale to Sprint for $3.40 per share. The chances of Sprint’s bid winning that vote went from iffy to nil when Dish offered $4.40 per share in cash. But it does pose the rather basic question ‘now what?’ [Read more →]

Here’s a quick survey of news from the big colo segment, with expansions by Digital Realty and Interxion and customer wins by CyrusOne and Equinix. [Read more →]

Unite Private Networks advanced on two fronts this week, winding up its Dallas/Fort Worth expansion and winning a new e-Rate deal up in Independence, Missouri. [Read more →]

In any game of telecom hardball, Dish’s Charlie Ergen would be the guy on the mound throwing beanballs and daring anyone to charge the mound. Late yesterday Dish shook up the Sprint consolidation game yet again with another unambiguously audacious bid for Clearwire. [Read more →]

This week is a bit slow in the US when it comes to news, but there’s been plenty going on in Europe already. Two alliances, a dark fiber deal, and a billing solution outsourcing: [Read more →]

Apparently it is in fact ok for a US ally to own one of the country’s larger telecom companies. Softbank, Sprint-Nextel, and the US government have apparently come to terms on a security agreement that when finalized will clear one more hurdle out of the path to closing Softbank’s purchase of 70% of the wireless carrier. [Read more →]

Looks like we may see another step forward in the consolidation of European fiber assets. According to a report out of the Wall Street Journal yesterday, Deutsche Telekom may be preparing to buy GTS Central Europe to boost its fiber depth to the east. [Read more →]

Since the end of the first quarter, there have been a few signs of life among relative valuations for competitive network operators.  The chart below, which has been updated for both Q1 and shifts in stock prices since, shows nearly all of the operators tracked seeing higher EV/EBITDA ratios since the start of the year.  But the real wonder is Cogent, which is now [Read more →]