Telecom Ramblings

This morning, 24/7 Fiber Network announced an expansion of its metro and regional footprint in and beyond Washington DC and Baltimore.  The company plans to construct a dark fiber network that extends into the under-served Delmarva peninsula. That’s the land on the eastern side of the Chesapeake Bay whose name derives from the three states occupying it:  Delaware, Maryland, and Virginia.  The 432 strand fiber route will run through Salisbury to [Read more →]

Yesterday a high profile, international group of communications companies, government and nonprofit agencies, and research labs banded together to launch Green Touch.  The idea behind the group is to work together to lower energy consumption in the communications industry.  And of course to kick things off they needed to set an a goal worthy of the effort.  Led by the likes of Alcatel-Lucent’s Bell Labs, AT&T, China Mobile, and MIT’s Research Laboratory for Electronics, they clearly have a lot of firepower to bring to bear.   [Read more →]

There’s a nice article with comments from NTT America’s  CTO Doug Junkins over on Enterprise Networking Planet.  Amongst the interesting bits are that the company’s capex budget will be some 20-30% higher in 2010 than in 2009 in response to continuing traffic growth.  On their transpacific routes – which now include the Pacific Crossing cable, their lit capacity will reach 320Gbps this month and likely 500Gbps by the end of the year.  But the most interesting portion is NTT America’s growing interest in 100G.   [Read more →]

Phil Koen has stepped down as CEO of Savvis (news, filings) [a subsidiary of CenturyLink (NYSE:CTL, news, filings)] as of Jan 8, and its chairman James Ousley has stepped in as interim CEO while the company puts together a search committee to find a permanent successor.  Koen joined the company in 2006 when it looked far different than it does today.  His reasons for leaving are not entirely clear, only that he is ready to look at new opportunities. [Read more →]

Last week, Level 3 Communications (NYSE:LVLT, news, filings) started the new year with a refinancing move, variants of which seem to be on pages 1-27 of its playbook.  But is this really about getting an early start at chipping away at the 2013 debt pile?  There are a few interesting points that suggest an M&A motive, and of course M&A is on pages 28-50 of that playbook [Read more →]

On Friday I mentioned widespread use of femtocells as a long term wireless replacement.  But today, femtocells are expensive and are marketed by a few large wireless carriers mainly to those with poor indoor cell coverage.  But at the CES show last week we heard the rumblings of change.  MagicJack unveiled an early version of its own femtocell, which they have been working on for a year or two now.  It’s still not for sale yet, but if it’s anything like the company’s consumer VoIP offering then it’s going to make a big splash.  Many people, myself included, underestimated the company’s VoIP effort, but it has turned out to be a very savvy formulation of [Read more →]

In June of 2008, T-Mobile opened a new front by offering over-the-top VoIP to its wireless customers.  It was an interesting move, but little was heard on the subject after that.  Therefore it came as no great shock to me when the company announced its intention to pull the plug on new sales.  This has always been an outsourced service, so they have little infrastructure to take down and will therefore continue to [Read more →]

This morning, q announced its intention to sell $500M in new debt due 2018, intending to use the proceeds to redeem $525M in 7.25% senior notes that mature in February of next year.  Just seven hours later, the offering had morphed into $800M, a full 60% more than originally planned.  The notes will bear interest at 7.125% and were priced at 98.44% – not a [Read more →]

Shareholders of telecom equipment maker Ciena (NASDAQ:CIEN, news, filings) have sure had quite a ride recently.  The most recent news of course was an eruption of buyout rumors.  Supposedly, it was Nokia Siemens that was sniffing around, fresh from losing the Nortel MEN auction.  Nokia Siemens flat out denied it, but the rumor kept right on trucking without an actual named buyer like some sort of headless [Read more →]

Equinix’s proposed purchase of Switch and Data seems to be facing some hurdles at the anti-trust division of the Department of Justice.  In filings today, the two companies pushed back the expected closing of the deal into the second quarter.  After resetting the waiting period once already in December, Equinix has now received a second request to which it needs to respond and which adds yet another 30 days to the process.  Is there a chance the government will nix the deal entirely?  I doubt it. [Read more →]

T-mobile has reportedly upgraded its US 3G network to HSPA 7.2, which is capable of downlink speeds of 7.2Mbps.  That is twice as fast as previously supported, and technically makes T-mobile the fastest national mobile network out there – though where available Clearwire’s WiMAX does burst higher of course.  With the higher downstream speeds comes greater backhaul requirements, but T-mobile has the ‘blessing’ of not having to support an iPhone explosion in the USA – yet.  They still haven’t publicly said much about their plans for 4G, but I think [Read more →]

Transatlantic cable operator Hibernia Atlantic has received a cash infusion of $13.4M from Constellation Growth Capital, which until now was owned entirely by Columbia Ventures Corporation.  It was just last month that Hibernia announced the purchase of video networking specialist MediaXstream in an all stock transaction.   The company will use the funds to continue to expand its business and especially to extend its network reach deeper into both the North American and European markets.   [Read more →]

Reliable sources tell me that Intellifiber is preparing to light the lowest latency route between the NYC and Chicago metro areas.  Rumors peg the latency at all sorts of physically impossible numbers, but the new route will likely check in just below current SLA’d latencies of about 17ms.  In addition to speed, the route will be physically diverse from other high speed routes, which will help add resiliency to the new generation of financial networks.  The latency war that began in 2009 continues to heat up, and the NYC-Chicago route is one of the major flash points.  The speed title currently is, last I heard, held by [Read more →]

Level 3 Communications (NYSE:LVLT, news, filings) this morning announced that it plans to issue $640M in new senior notes due 2018 to qualified institutional buyers.  They will use the money to tender for their 12.25% debt due 2013, of which they have $550M outstanding.  There will be some left over, even if they were to get all of the 12.25%’s.  It is a while yet before 2013 rolls around, but the company has a large pile of debt due that year and is clearly not going to wait to chip away at it.  Early refi action has been their policy for so many years now that this move probably doesn’t surprise anyone.  The amount the debt markets are apparently willing to let them refinance, however, is quite [Read more →]

It’s taken a few months, but I have finally filled in the rest of the continental US map with pages of metro map links for Virginia and the Carolinas and for the Rockies.  Of course, two states are still unaccounted for, I will add a page for metro maps in Hawaii and Alaska if I ever find any.  It has been quite a job, but now that it is in place I hope that the full collection of US metro fiber maps will serve as a resource for anyone researching or just hoping to browse available fiber networks by market. [Read more →]

In an article on Forbes.com entitled Solving the Bandwidth Problem just before the new year, Ed Sperling caught my attention by repeatedly declaring that there is a bandwidth shortage in progress.  In the category of exhausted synonyms for our apparently overwhelmed infrastructure, there was bottleneck, traffic congestion, slowdown, overcrowding, and of course log jam.  And the solution?  Private networks apparently, paid for at a premium from the same providers supposedly unable to handle congestion in the first place.  It’s the exaflood story all over again with existing fiber capacity soon to be maxed out worldwide, but without the need for video apparently since doomsday is already nigh.  Really?  Could have fooled me… [Read more →]

Looking forward into 2010 is far more enjoyable than looking backward into 2009.  What can we expect from the new year?  As always, technology will obviously advance and traffic will grow.  But beyond that, here are a few thematic predictions I saw floating in my Crystal Ball: [Read more →]

News may have been slow over the past week, but there were quite a few very interesting posts to the many telecom and data blogs out there.  Here are a few I think shouldn’t be missed: [Read more →]

As I promised, I have been using the slow news cycle of the holidays to hunt down more US metro fiber maps.  Today I have rolled out two pages for areas that in internet terms are largely well off the beaten path:  Appalachia and the Gulf Coast. Neither has all that much fiber outside of a few metro areas of course and there is quite a bit that I don’t have maps for, but overall I actually found more than I expected.   [Read more →]

As the year draws to a close, datacenter developer Digital Realty Trust (NYSE:DLR, news, filings) has made an aggressive move on the New England market.  In a filing today, the company revealed that it is buying three properties from several unrelated sellers for $375M. Two of the facilities are in Massachusetts:  most of 128 First Avenue in Needham and 55 Middlesex Turnpike in Bedford.  The third facility is in Connecticut at 60-80 Merritt Boulevard in Trumbull, north of Bridgeport.   All told, the purchase will add 550,290 square feet to the company’s footprint, which is a substantial move by any measure but especially [Read more →]

This is a guest post by Paolo Gorgò, who blogs over at Nortia Research.  Anyone else who might be interested in a guest post may contact the webmaster.

How has the year 2009 been for the colocation sector?

From an investor point of view, not too bad (slight understatement, here).  Two charts say it all:  for clarity we will divide the sector into a) Companies who were priced for bankruptcy at the beginning of the year (whose performance was obviously outstanding), and b) everyone else (whose performance was still in the triple digits, with only one exception reaching a “poor” +50%…) [Read more →]

This one gets classified in the ‘You know nothing is happening when…’  folder.  Here I am scanning the meager news and blog articles out there, and what do I find?  Article after article about a mysterious gap of a few hours in the ability to buy an iPhone in New York City via AT&T’s website.  The instant conclusion?  That AT&T’s network in NYC must be being crushed under the weight of data traffic so badly that the company had to stop selling them.  The evidence?  None of any sort. [Read more →]

Brace yourself, the flood of top 10 lists reminiscing the best and worst things that happened in 2009 has only just begun.  They’re a lot more fun to read when life has been easy than they are this year.  While there were a few bright spots like colocation and metro fiber, most of the telecom and internet infrastructure sector remains solidly in a defensive posture.  But remember how dark everything looked when the year started?  Rather than dwell on the discouraging events that I wish hadn’t happened, or try to fluff up the rather meager list of wonderful things, I thought I’d think back to the things that didn’t happen, whether good or bad.  Think of it as a list of loose ends: [Read more →]