Telecom Ramblings

One of the first internet infrastructure companies to report earnings will be Equinix on Wednesday.  Nortia Research has a nice writeup of the financials and expectations on the company, it is worth a read.  I think it may be smart to pay attention to what Equinix says this quarter, because they represent one of the few bright lights out there given that they have largely maintained their valuation in a very tough environment.  [Read more →]

As the internet becomes more and more central to society, it seems that threats to its health spring out of the woodwork in increasing numbers.  Earthquakes at choke points such as what happened off Taiwan 18 months ago, uncontrolled explosions in traffic from video, malicious botnets run by international criminals or even countries, and now…. complexity.  [Read more →]

Ike Elliott posted a nice summary of Skype’s financial progress the other day, I recommend a look.  Reading through it I was struck by the size of Skype’s business these days.  It seems that this year they should have around $550M in revenue, of the non-cable voip players only Vonage is bigger.  I myself have used Skype a great deal, but only rarely for paid services. [Read more →]

The FCC has been promising to ‘fix’ intercarrier compensation since the 90s, but they have a court-imposed deadline of November of this year.  Does anyone actually believe it?  There is a quote from The Princess Bride by Inigo to Vizzini:  “You keep using that word.  I don’t think it means what you think it means”, and it applies here.  A deadline isn’t a deadline if you have already pushed it back by about a decade.  [Read more →]

Datacenterknowledge reports that datacenter provider UK Grid is actually considering entering the power industry to solve its problems.  It seems that the supply in Manchester is just insufficient or that further supply is too expensive.  So they are planning to buy property near their datacenters, and install CHP (Combined Heat and Power) generators to which they will feed natural gas, [Read more →]

In my series of questions for carriers during earnings season, I now turn to Global Crossing.  As hard as it is to do with this company, we must set aside questions about history here.  The idea is to draw out information we can use to understand the present and get hints of the future. [Read more →]

NSP Strategist at Rad-Info had a post Monday about Earthlink’s travails, which prompted me to go and see how their stock had done lately.  What I found actually shocked me:  the stock has come back up.  Not way up, but I had expected a collapse to match the disasters they have been through lately. [Read more →]

Unstrung has an article today about the SK/Sprint talks that are supposedly going on, with an interesting comment on the future of XOHM. Specifically, they note that SK Telecom has a experience and interest in Wimax, and the relationship with Clearwire may be integral to what is going on here.

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LightReading had an article yesterday about how Cox is upgrading its national network from leased wavelengths to dark fiber.  Comcast did the same thing a short while back, and Cox’s move wasn’t exactly a secret so there’s no big shock value.  But it did disturb the ashes of an old argument, specifically whether selling dark fiber IRUs is a smart move for a carrier or not.  In this case, the carrier is [Read more →]

I have a few details and clarifications for my question to Level 3 which came up in private communications.  First, many thanks to all who commented publicly or privately, you have been very helpful. [Read more →]

The next question in this series goes to Cogent Communications.  Once again, the idea is to elicit a useful response.  First though, let me add a disclaimer.  Cogent’s CEO Dave Schaeffer has a style that drives me nuts – like fingernails on a blacboard, and in the past that has led me to dismiss the company itself too easily.  I try to look past that now, but I don’t always succeed.  That said, here is my question: [Read more →]

Computerworld reports that the state of Tennessee is finally migrating its primary datacenter to a new location.  Why?  Well, it seems that there were a few minor problems with the location… [Read more →]

Since Level 3 reports first amongst the nextgen carriers – in just 10 days, they get the first question.  As I said in my introductory post on this subject, my purpose is to elicit a useful response.  Therefore I need to ask about something they a) know the answer to, and b) are likely to be willing to talk about.  So without further ado:  [Read more →]

Earnings season begins soon, and at all public telecoms and internet infrastructure companies we will of course have the obligatory conference calls at which analysts will ask their usual questions.  But in my humble opinion (are bloggers allowed to claim a humble opinion? LOL), most such questions are overly pedantic and do not elicit useful responses.  Now that I have a blog and, hence, a voice that might actually be heard, I want to try to do something more than grumble about it.  [Read more →]

Contributed by the_highwayman

If he had to do it again, I’m sure he would be more careful.  But as a field tech for a major carrier, he was frequently sent out to Central Offices (CO) and after a while the locations blur a bit.  In this case, he was dispatched to an unmanned CO in a very rough neighborhood in New York City to do an install. The door was a bit sticky, but he just got down to work.  After a little while it dawned on him that the door might not have latched and this might be a bad idea, [Read more →]

On Thursday there was yet another burglary in a UK datacenter.  Another?  Yes, quite a pattern here it seems – 5 in the past 20 months, at least one of which was quite elaborate and made off with over $4M in equipment.  When asked why he robbed banks, Willie Sutton replied famously ‘Because that’s where the money is’.   If you caught one of these guys who are walking off with routers, servers, line cards, or whatever, [Read more →]

If you’re reading this blog, you probably know at least something about fiberoptic cable, and you probably have heard of the new bendable cable Corning came out with in the last year or two, called ClearCurve.  I also had heard of it, but I had never seen it nor really had a good feel for it.  If you’re anything like me, wikipedia might help some but you don’t really understand something until you see it in action – and in the case of this new fiber I hadn’t yet so I didn’t.  Until now anyway.  This is a really clear, down-to-earth demonstration of what it is and how it works from YouTube. [Read more →]

It has been an amazing ride since May 9, racking up over 45,000 pageviews and 20,000 visits.  All in all, I’ve been having a great time doing this so I’m going to keep on trucking.  My thanks to all who have contributed, thejuice and the_highwayman for their posts and so many of you for your comments, kind emails, and regular readership. [Read more →]

One of the critical numbers to watch when Level 3 reports earnings in two weeks is their Communications SG&A expense.  However, it is rather difficult to figure out what it ought to be due to the noise from one time events and integration expenses.  Therefore, I put together a table to help me figure out what the real trend is.  [Read more →]

A Yankee Group analyst is now predicting that more carriers will be jumping into the CDN space by buying existing CDNs.  As I posted once before, I don’t think there is that big a hubbub here.  Certainly there are carriers sniffing around, and I do agree that Verizon or British Telecom might join the fray.  [Read more →]

Today I saw an article about a $1.9B datacenter farm being built in Scotland, and it brought home to me just how many new datacenters are going up right now.  Terramark just announced its NAP of the Capital Region, Savvis, Equinix, and Internap are all building out large amounts of colocation space.  The credit markets may not be available to the rest of us, but if you build datacenters you can pretty much raise what you want. [Read more →]

Today, Google launched a service called Lively, which seems to be a 3d chat application with avatars.    I am curious just where Google is going with this, are they taking on Second Life?  In the promo materials they say one can put a YouTube video on a virtual TV in your virtual Room – hmmm…  Bandwidth usage!  Of course, watching your own avatar watching TV seems a bit daft, but… [Read more →]

A few weeks ago I posted a series on the road to 100G, and one of the points I made was that there is an industry bias against bandwidth aggregation.  Well, here is a case in point.  The online magazine xChange reports that one ‘prominent industry analyst’ called it “Infinera’s fake 100G demo” because it was done via bandwidth aggregation. [Read more →]