Envious of Clearwire

June 12th, 2008
 

Ah to be Clearwire right now - or at least once the new deal with Sprint et al goes through.  A new technology to play with, a tremendous pile of money that will last a while, and the chance to build, build, build for years on end.  It is an engineer's dream really.  Of course, it might not be a banker's dream, or even an investor's dream - I can't really say on those counts.  But for those of us who like to design something new, put it together, [Read more →]

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Tales from the Field: The Wrong Tool – part 1

June 12th, 2008
 

contributed by the_highwayman,

Some techs are techs, and some need to find a desk job real fast.

One night at the NOC [ed. Network Operations Center], I was working with my team on routine network maintenance.  One of the items on our list was to install two PHY [ed. Physical Layer Device] boards into a router. A basic job, although we all knew this particular card was a tricky one to install: the cards were thin and the guide levers had to be turned 180 degrees and then snapped into place before you could put the board in the slot.   If you don't know how to do it, you realize it very quickly.   [Read more →]

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Infinera + all-optical = ?

June 11th, 2008
 

Yesterday, news reports surfaced about Infinera's new product line that will be released at NXTComm next week.  It turns out, that the company that rejuvenated OEO (Optical-Electrical-Optical) switching with the photonic integrated circuit (PIC) is now incorporating all-optical features into it.  Included are Raman amplification for reach up to 2500km (at 10Gbps) and an 'optical express' capability to allow some traffic to avoid the very OEO transition they have made cheap.  What gives? [Read more →]

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Qwest pulls on its hunting boots

June 10th, 2008
 

Qwest's CEO Edward Mueller said on Monday that he expects more consolidation and that he is open to participating in it.  Of course, this begs the question: just what is Qwest's strategy here?  For years now it has been plain that their current path cannot be sustained.  They still have many options, but once you choose [Read more →]

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Harnessing online video

June 10th, 2008
 

One of the challenges out there that interests me the most is just how to harness online video.  It is at such an early stage that what we are seeing is mostly old business models with a new tool they don't yet fully understand how to use.  For instance we see various efforts by content owners and distributors to put together a distribution site for their existing libraries, e.g. Netflix and Apple streaming video, and even [Read more →]

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A new M&A rumor

June 9th, 2008
 

Andy Abramson over at VoIPWatch says that there is a new rumor of KKR heading up a roll-up of various telecoms that will rival AT&T in size and geographical scope. That will take some doing, in fact it is hard to think who might be combined into such a beast. Perhaps someone like C&W would need to be part of it, and of course GLBC is available, but there would have to be much more than that. [Read more →]

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Ike's Business VoIP listing

June 9th, 2008
 

The other day Ike Elliott over on Telecosm called for business VoIP providers to help him create a public central information listing for the sector.  I think Ike is right, the entire sector is moving so quickly that even people within it don't know what is going on.  New business models are springing up, as are old ones in new clothes.  Some are [Read more →]

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Thoughts on Infinera's success

June 8th, 2008
 

A few weeks ago, I looked at Infinera's amazing success penetrating the next generation fiber networks.  What I'm thinking about today is why they have had success amongst these networks but not with the larger more established networks so far - AT&T, VZ, BT, DT, etc.  When I read about this phenomenon in various industry news sources, the difference is attributed to the difficulty any startup faces in breaking into the Tier-1 market, because they are just not [Read more →]

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Rayburn on CDN M&A

June 6th, 2008
 

Dan Rayburn posted today on the likelihood (or lack thereof) of substantial consolidation in the CDN space, and I have to say that I think he has the situation exactly right.

The only thing that might happen is a carrier without a CDN might buy one, but that's not actually [Read more →]

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Springtime at Level 3!?

June 6th, 2008
 

It's not often lately that Level 3 shareholders get to celebrate, but as Spring draws to a close this month it is becoming increasingly clear that springtime is just getting started at Level 3.  Just 7.5 weeks ago on April 15, LVLT was trading at $1.96, today it hit $4.48. The last time we saw this price was October 15, 2007 - just days prior to the October Massacre.

What's changed is apparently the fundamentals, or at least the street's current [Read more →]

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Global Crossing connects Antarctica?

June 5th, 2008
 

Now that's a POP...  Jubany Antarctic Base Communicates Via Global Crossing! I wish I could get the story from the guy from that truck-roll for Tales from the Field...

You can just hear the other carriers yelling from their nice warm offices in the USA and Europe: "Way to go!  Yes of COURSE we're right *cough* behind you![Read more →]

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In Cogent's rear view mirror

June 5th, 2008
 

Items actually were closer than they appeared. That is the message Cogent got in the first quarter, when they saw slowing traffic growth and reduced sales productivity and I remarked on the change at the time. For years, Cogent's $10/Mbps offer on 100Mbps of IP Transit was by far the lowest bar in the industry - when introduced the pricing norm was $50 or so. In essence, Cogent forward priced the market in order to [Read more →]

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Verizon ULH in Japan?

June 4th, 2008
 

Verizon just deployed ULH in Japan.  Is it just me, or does this not seem silly:

The company will deploy 155 kilometers (96.3 miles) of ULH network in Japan between Tokyo and Maruyama. The latest ULH expansion, part of Verizon Business' planned 2008 investment to advance the company's [Read more →]

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The real king

June 4th, 2008
 

BearOnBusiness and Telecosm are discussing whether content is king of the network, so let me put my two cents in. Most content is like most people and like most things in this world, it follows rather than leads.  It flows downhill via the path of least resistance - in fact it is a watery analogy I will rely on here.  Is water king?  Or are the pipes king?  Neither, it is the valves that rule them both.

[Read more →]

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Zayo's bottomless shopping cart

June 3rd, 2008
 

Just when you think that Zayo can't possibly keep buying stuff, they go out and buy assets I've never even heard of before (and that does take some doing).  Today they announced the purchase of Northwest Telephone, which apparently owns a network built out of IRUs in the Pacific Northwest connecting places most competitive network operators would never dare tread like Walla Walla and Wenatchee Washington.  So many W's, it makes the head spin.

[Read more →]

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Standalone VoIP and survival

June 2nd, 2008
 

If everyone were like me then standalone VoIP would have killed the RBOCs by now.  I have used Packet8 plus a cell phone full time since 2004, I cut my landline at that time and have never missed it.  Verizon and I no longer speak, and I like it that way.  In terms of reliability my solution annihilates the RBOCs.  Wait, in terms of reliability?

[Read more →]

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On-net buildings, further investigation

May 31st, 2008
 

Following my initial forays into compiling comparative on-net building data for competitive telecoms, more data started coming in.  Some from several very helpful readers, some from a little more elbow grease on my part.

[Read more →]

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CDNs and Networks, revisited

May 30th, 2008
 

My earlier posts on whether the entrance of network operators Level3 and AT&T into the CDN space constitutes a threat caused a pretty hefty pile of comments, more offline emails, and even a couple of blog responses by Dan Caruso.  Some points were agreeing, some disagreeing, but all were helpful to me in furthering my understanding of the subject, thank you.

Let me clarify a few points:

[Read more →]

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Deeper into on-net buildings

May 29th, 2008
 

Yesterday I gathered on-net building data. Now, size isn't everything, it matters a great deal what buildings you connect and how you connect them.  So let's see what we can get out of those numbers.  In terms of on-net buildings per market served:

[Read more →]

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A position announcement at Syringa Networks

May 28th, 2008
 

A friend of mine, currently the CEO of Syringa Networks, is retiring and helping the board of directors recruit a replacement.  The readership of this board includes more than a few folks from the industry, some might be interested and more might know someone who is.  So here you go:

Syringa Advertisement for President/CEO

Syringa Networks, a regional fiber optic telecommunications carrier, is accepting applications for the position of President/CEO.

[Read more →]

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Those on-net buildings

May 28th, 2008
 

For a couple years now I have been keeping track of on-net buildings, but I have done so haphazardly.  With this forum in place, I think I will try to keep it more regulary and in a public format.  When I speak of an on-net building I mean that it has a fiber connection to someone other than the local ILEC.  Of course, different companies disclose this number differently, and some don't give it at all, but we can get a general idea if we try:

[Read more →]

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TelecomRamblings has a new home, and here it is!

May 27th, 2008
 

Finally, after a process that was much more difficult than it should have been, this blog has a new home!  The forwarding from itaoran is propagating around the internet, I hope I didn't lose too many readers.  Regardless, if you have this site bookmarked you should edit it if needed.  If you use a reader, I hope this went ok already but since I've never done this before we'll just have to wait and see.  Of course, there may still be bugs, so if anyone finds links that don't work or anything else broken, please please do send me a note.

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CDN – Patent conundrums

May 27th, 2008
 

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How can one company (Level 3) state that broad patent coverage is necessary to even enter the business, and another to all the way through an IPO (Limelight) with almost none? The whole patent situation amongst CDNs makes it virtually impossible to pinpoint value, and it is a symptom of the breakdown in our patent system, especially as applied to software and the internet. Here’s a quick summary of some of the players in the CDN patent soap opera:

[Read more →]

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