Telecom Ramblings

Equinix kicked off the school year with some consolidation across the Pacific. The data center REIT announced this morning that its Japanese subsidiary has commenced a cash tender offer for shares of Tokyo’s Bit-isle, Inc. that has been blessed by the latters board of directors. If successful over the next six or seven weeks, the deal will work out to a purchase price of about [Read more →]

This article was authored by Jouko Ahvenainen, and was originally posted on telecomasia.net.

AT&T is acquiring DirectTV. BT acquired EE that was sold by Orange and T-Mobile.Telefonica sold O2 to Hutchison and its owner Li Ka-shing can well sell all telecom assets when the price is right. We can see at least three directions for carriers to grow. But it is hard [Read more →]

As we slide into Labor Day weekend and the end of summer, here’s a selection of items from the metro from this week that are worth a look: [Read more →]

Yesterday saw yet another piece of consolidation in the world of VoIP and unified communications.  Alabama-based Momentum Telecom has entered into an agreement to acquire Alteva for $28.7M, or $4.70 per share.   [Read more →]

Ciena’s reporting schedule offers a one-month-more-recent window into the state of the industry, and this quarter what they saw slightly lower than expected revenues, but nevertheless managed to best estimates for non-GAAP earnings per share by a few pennies.  Here are their results in some context: [Read more →]

Three of the fastest evolving pieces of the infrastructure puzzle today are interconnection, cloud connectivity, and software-defined networking.  Australian-based Megaport lives at the bleeding edge of all three, and they recently announced plans to take their platform and business model into the major markets of North America and beyond.  With us today to tell us about Megaport’s expansion plans and their approach to the market is CEO Denver Maddux.  [Read more →]

Four months ago, a new type of infrastructure company was born in the form of Communications Sales & Leasing, which was spun off from Windstream as the industry’s first communications REIT. Since then, just what CS&L will do next has been the first question people generally ask of me.  Will they start acquiring assets, and if so, of what type?  And what does it mean to be a network REIT in the first place?  To answer such questions, I thought I’d go straight to the source.  So with us today to talk about the company and his vision of its future is CS&L CEO Kenny Gunderman. [Read more →]

With an activist investor taking public aim at the company, Internap decided today to take the path of least resistance.  In an announcement this morning, the company said it is in fact exploring strategic alternatives to maximize shareholder value, and in fact has been since early this year. [Read more →]

Here’s a quick look at some interesting items from the past few days, as August gives way to September at last: [Read more →]

Researchers backed in part by the Swedish-based international giant Ericsson have apparently come another step closer to unifying the worlds of photonics and silicon. They have produced a silicon photonics switch designed to integrate thousands of optical circuits on a single chip. [Read more →]

This article was authored by John Tanner, and was originally posted on telecomasia.net.

ITEM: Internet users in China watch an awful lot of online video – but they’re more likely to be watching on PCs and laptops than smartphones. At least for now. [Read more →]

Interoute is adding network assets in parts of the world far beyond its usual European haunts. Today they revealed the opening of two diverse transpacific routes connecting Hong Kong to Los Angeles. [Read more →]

This Industry Viewpoint was authored by Robin Kent, Director of European Operations at Adax

If you were to talk to your average mobile phone user, 4G LTE access and Over-The-Top (OTT) applications would be at the top of their list in terms of what they demand from their network operator and handset. We’ve heard for many years now that SMS is in terminal [Read more →]

As vacation season draws to a close, news in the sector should start to pick up in September.  Nevertheless, there’s plenty going on if you look hard enough.  Here’s a few more items from this week: [Read more →]

The South America Pacific Link (SAPL) will soon reach into parts of the world not covered by its name.  Ocean Networks has now tapped Alcatel-Lucent to build an extension of the cable through the Caribbean and up to Miami. [Read more →]

Internap is facing calls from a former protege of Carl Icahn to put itself up for sale.  RDG Capital Fund Management, the investment vehicle of Russell Glass and a significant shareholder of Internap, put out a public call today citing shareholder support for a sale of the company. [Read more →]

A quick look at some interesting items at mid-week: [Read more →]

Time for a quick roundup of other news from this morning that is worth a look: [Read more →]

A new regional player is taking shape in the Midwest.  The investment group Anderson Pacific and the fiber operator Neutral Path have combined assets to relaunch with greater reach and a wider service portfolio. [Read more →]

Amidst my travels this month, I missed a few items indicating that Windstream is shopping its data center and hosting business.  The latest is from Gary Kim over at IP Carrier, but it seems to have been bubbling through the cracks for a couple of weeks now.   [Read more →]

After yet another quick trip, my summer travels are now over at last. As we slide into the end of Summer, here’s a look at some news on the international front from the start of the week: [Read more →]

More pieces of internet infrastructure are showing up out at the edge.  This week, the piece in question is security, with CloudFlare partnering up with EdgeConneX nationwide. [Read more →]

This article was authored by John C. Tanner, and was originally posted on telecomasia.net.

Some people have been asking me what I think of the Avid Life Media/Ashley Madison hack, and the hackers making good on their threat to release the stolen data on the internet. [Read more →]