Telecom Ramblings

Late last week, the Northeastern and MidAtlantic-focused CLEC broadview announced that it has reached a long term agreement to restructure its balance sheet. Something had to give this summer, as the company’s $300M or so in debt was coming due in September. In short, they’ll be converting that debt into a combination of new notes and lots of equity, smoothed by a quick, prepackaged trip through BK court. [Read more →]

We have a new listing on the Ramblings’ Jobs Board this week from Telarus, which was also kind enough to tell me that the registration process was broken.  If anyone else had difficulty figuring how to register to post a job, it’s fixed now but [Read more →]

Here’s a quick look at some of the other news items this week, including two acquisitions in the Pacific amongst other things: [Read more →]

With the Abovenet deal now complete, zayo is turning some attention to organic expansion with news of an  expansion of its metro dark fiber footprint into Albuquerque, New Mexico.  With a 4G wireless customer anchoring the project, Zayo hopes to offer big bandwidth to the R&D, government, and manufacturing industries in the region. [Read more →]

Recently, the FCC came up with a brilliant new way to expand the Universal Service Fund as part of its reform of the system: eliminate the exemptions on submarine cables landing in the US, thereby applying a 15.7% tax on assessable end-user revenues. And by brilliant, I mean bone-jarringly stupid. [Read more →]

If the early word is any indication, this is going to be a difficult quarter for equipment vendors. Acme Packet checked in with rough times a few days ago, AudioCodes announced a restructuring effort, and now ADTRAN had a weak Q2 and projected a weaker Q3, while Calix is pre-announcing a big revenue miss.  [Read more →]

lvlt followed up its launch of services in Latin America with an important customer victory. Terra, a global digital media company and the largest in Latin America, has picked the company’s Vyvx managed video network solutions to support its sports and events broadcasts. [Read more →]

NYSE Technologies, the tech unit of NYSE EuroNext, is planning a new SFTI access center in Equinix’s brand new NY5 data center in Secaucus New Jersey. That facility is scheduled to formally open for business in less than [Read more →]

A quick roundup of network news from this week from the US Government, Comcast, EMAXX, and Troy Cable: [Read more →]

This article was authored by Joseph Waring, and was originally posted on telecomasia.net.

Telcos need to find a way to do things differently and get better at reaching out to other parties. [Read more →]

A quick survey at some items from the data center over the last day or two, from zColo, Internap, CDNetworks, and Equinix: [Read more →]

msgy made an inorganic move today into a new line of business. The managed network services provider has acquired Broadcore Communications, which specializes in cloud communications. Masergy is clearly building up its cloud portfolio to better address the needs of enterprises, and may very well have other targets in mind. [Read more →]

Two early data points for Q2 financials are now in, with quite opposing viewpoints. Upstart VoIP provider call pre-announced even better results than it had promised, while apkt took another punch in the gut. [Read more →]

tef said this morning that it has successfully trialed a new network design leveraging ADVA transport gear and a RAYcontrol GMPLS control plane, Juniper edge routers, ROADM, and multi-layer configuration from the European IST project ONE effort. That’s a long list, but what does it mean? [Read more →]

This morning saw the birth of an M2M alliance spanning vast, yet still quite incomplete global coverage. Seven mobile operators have teamed up for M2M cooperation in coming years: KPN, NTT Docomo, Rogers, SingTel, Telefonica, Telstra, and Vimpelcom. [Read more →]

This is a guest post by Paolo Gorgò.  If you might be interested in a guest post, then contact the webmaster.

The second quarter of 2012 was still positive, on average, for most data center stocks, while the CDN sector remains very volatile. While performances were not as impressive as in the first quarter, we may recognize a trend as network-neutral operators and REITs seem to attract the attention of most investors. [Read more →]

This is a guest post by Paolo Gorgò.  If you might be interested in a guest post, then contact the webmaster.

Data center stocks had a great performance in the first half of 2012, easily beating all market benchmarks. From now on, we’ll start sharing on Telecom Ramblings a monthly update of how the major listed data center and CDN stocks are performing on the stock exchange. To introduce the coverage, we’ll start with two articles reviewing Q1 and Q2 2012. [Read more →]

Last week marked nine months since lvlt closed its purchase of Global Crossing, and this week will be fifteen months since the deal itself was announced. The company’s stock price today is still below where it was on both of those dates, but the underlying fundamentals seem poised to shift dramatically in their favor over the next quarter or two. [Read more →]

With the first big heat wave of the summer mostly over in North America (we hope), here’s a quick look at some interesting news already this week from Reliance, Equinix, Xand, Interoute, and Vonage: [Read more →]

There’s a nice piece in Sunday’s New York Times about the huge and growing demand for surveillance information from wireless carriers by law enforcement agencies local to federal. Apparently, wireless carriers responded to 1.3M such requests last year, up sharply from last year. [Read more →]

You know, perhaps this would have gone better if we had outsourced it to the RIAA and MPAA that have so much experience tracking down individual internet activity across the globe. They certainly seem to have no problem finding and notifying the owners of computers accessing bits they oughtn’t.  The FBI is [Read more →]

Sometimes you just have to sit back and wonder about the world. This week, vz and its smaller mobile competitor MetroPCS took another swing at network neutrality regulations. This time though, timing things to coincide with our annual preoccupation with 5-4 Supreme Court rulings du jour, they brought out the legal guns of last resort, claiming net neutrality violates their freedom of speech. [Read more →]

As promised (but a little later than expected), I have updated my Metro Fiber and Lit Buildings statistics once again. There are a few stragglers promising new data that still may come in for whom I will update this post, but here’s the current list (recent updates in purple): [Read more →]