Some quick notes on several items from alternative providers before everyone leaves for the weekend:
In the UK, Exponential-e has joined the 100G party with a major network upgrade. Built around two carrier hotels in Docklands and another two in the City of London, they’ve built out a 100G super-core to help deal with this summer’s Olympic-related traffic spike. To minimize disruption, Exponential-e managed the upgrade outside of core business hours over the past year.
Earthlink (NASDAQ:ELNK, news, filings) continued to fine-tune its cloud-based enterprise services. They’ve now integrated IT services into their myLink self-service customer control point. This has been a year of internal development for Earthlink, one they haven’t gotten much credit for yet.
Also in the market for a bit of respect is cbey, which this week added Avant Communications to its list of master agents. Avant’s focus on nextgen services will help Cbeyond’s ongoing cloud services transition, where they look to leverage their large, low margin customer base to sell higher margin managed services.
In the midwest, US Signal says that its cloud services have now achieved VMware vCloud Powered status. The regional service provider has been assembling a blend of data centers, fiber connectivity, and cloud services to go after the enterprise market. The vCloud-powered service debuted at the beginning of this month.
And down in the Carolinas, Spirit Communications continued to upgrade its network, this time with packet-optical gear and control plane software from Ciena (NASDAQ:CIEN, news, filings). Ciena’s gear will link up their POPs across North and South Carolina and increase switching capacity at each. Earlier this summer, Spirit unveiled the rollout of Carrier Ethernet gear from Overture, boosting their enterprise service capabilities.
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Level 3 nice stock POP today. Could it be they got hammered during all the refinance activity and now naturally correcting albeit fast today.
Or was all the refinance activity etc to get things in order prior to a XO acquisition. I belive it is next week XO/icahn 1 year expires and he can sell without penalty. So is there a leak and LEvel 3 is about to strike again ?
Looks like it was a result of an upgrade by Goldman Sachs.
As for XO, I expect it will take a few weeks or months before anything happens even if Icahn does put in on the market.
Rob,
Congratulations– Goldman cited Telecomramblings as a source for there data on industry metro miles and lit buildings in that report. Way to go.
Really!? Very cool!
You want a copy of the report?
I’d appreciate a look at it, yes. Thanks!
Sent to your Gmail a/c. Enjoy.