Telecom Ramblings

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 →]

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

Malaysia’s Axiata Group is considering making an offer for Indonesia’s Axis Telecom, and merging the company with its Indonesian subsidiary. [Read more →]

The Canadian carrier MTS has found a buyer for its Allstream network, and it’s not a strategic buyer that won the auction, nor is it any of the familiar private equity guys we’ve seen buying fiber around North America lately.  No, it is the Egyptian tycoon Naguib Sawiris’s Accelero Capital will acquire the business for a price of $520M.   [Read more →]

It’s the endgame for Sprint’s Clearwire campaign, but it’s not over yet. Despite Sprint’s decision to boost its bid from $2.97 to $3.40 in the wake of shareholder protests, the deal’s biggest detractor remains unimpressed. Yep, Crest Financial is still recommending a ‘No’ vote next Friday. [Read more →]

With Memorial Day weekend upon us in the US, the summer is here. Well, I’m not quite back in the US yet – a few more weeks for that. In the meantime, here’s a Friday roundup of network news from around the world this week: [Read more →]

The regional colo and cloud services provider Viawest announced a big expansion project today at the upper end of the Mississippi. They’re building a new Tier IV data center up in the Minneapolis metro area to go with their recent project out in Las Vegas. It’s a new market for Viawest, giving its Western and Texas presence an upper-Midwestern aspect. [Read more →]

Last month, Global Capacity unveiled OneHub, a new streamlined way to reach the access networks, aggregated in the company’s flagship OneMarketplace Network. Owned by Pivotal Group since 2011, Global Capacity has been increasingly active in the interconnection space lately. With us today to tell us what they are up to with OneHub and beyond is Ben Edmond, the company’s Chief Revenue Officer. [Read more →]

Challenging the CDN heirarchy from a new angle, EdgeCast today sharpened its aim at the enterprise acceleration market and unveiled EdgeCast Transact. It’s a dedicated, purpose-built solution aimed at large retailers and the increasingly specialized needs of high volume e-commerce. [Read more →]

We hear about small cell technology a lot these days, but mostly as a future thing that the big wireless carriers hope will save them from the coming data flood. Today’s news of an actual deployment up in Vermont therefore catches my eye. EdgeConneX has been selected by CoverageCo to deploy and manage an initial small cell network throughout the state. [Read more →]

Today marks the 40th birthday of Ethernet, which has come a long way since the napkin on which it was conceived by Bob Metcalfe at Xerox PARC.  Generally when we talk about 40th birthdays, we look back on some ancient, giant piece of antiquated technology and wax on nostalgically about how our phones are a million times more powerful now.  But not Ethernet, which in its latest form is busy taking over yet more of the networking world’s functionality from younger but less capable or less cost effective technologies.   [Read more →]

In the face of shareholder opposition, Sprint Nextel (NYSE:S, news, filings) this morning delayed the vote on its bid for the half of Clearwire it doesn’t already own in order to raise the bid. The original price of $2.97 had been getting substantial pushback from investors, especially from Crest Financial. The new bid price stands at $3.40, an extra $0.43 per share. [Read more →]

Three interesting stories to look at from the European theatre: an enterprise channel win for euNetworks, another gaming CDN/IP win for Level 3, some more Mediterranean breadth for Interoute, and Rascom goes 100G to Russia. [Read more →]

Over the past twelve months, Pacnet has gone through a lot of changes. In October the company announced a transformation plan that would give the company a new managed-services and datacenter-centric approach and take greater advantage of their connectivity in Mainland China. And indeed they’ve been putting real money to work since then. With us today to tell us where Pacnet is at and what’s on deck is Jim Fagan, the company’s President, Managed Services. [Read more →]

Following my contrarian article last week where I predicted that tw telecom would not only not sell as analysts are predicting but actually buy something, several folks asked me the rather obvious followup of ‘whom’. One regular commenter went so far as to ask if all roads still stop at XO, which of course has been on the receiving end of my M&A speculations multiple times in the past. Not all roads perhaps, but some do so let’s start there. [Read more →]

Let’s start off the week by finishing off last week, with a look five news items from the data center sector: more money for IO and QTS, and customer wins at CoreSite, Cologix, and 365Main. [Read more →]