Infrastructure, Disasters, and Expectations

November 2nd, 2012
 

Sandy, Sandy, Sandy. What a week, eh? And it’s not over yet, with a few data centers still completely out and many more still on generator power hoping the diesel resupply arrives on schedule. But let’s take a step back and think about just why the damage was as bad as it was, and why it wasn’t worse too. [Read more →]

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Payphones: yes, they still exist

November 2nd, 2012
 

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

Inevitably, reports from the aftermath of Hurricane Sandy have included a telecoms tech angle – not just in terms of network impact, but also consumer usage. [Read more →]

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Equinix Closes Divestment to 365 Main, Reports Q3

November 2nd, 2012
 

Yesterday in a Sandy-delayed report, Equinix (NASDAQ:EQIX, news, filings) issued its third quarter financials while also closing its divestment of non-core datacenter assets to 365 Main.  The latter led to their reclassifying revenue from those assets as from discontinued operations, which confused things since analyst estimates were for the whole thing.  Further complicating matters was the addition of Asia Tone and ancotel, which analysts *were* factoring in.  But after hunting through the numbers, it seems clear that Equinix had [Read more →]

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TeleGeography: Low Capacity VPN Port Prices Falling

November 1st, 2012
 

It appears the global enterprise WAN market has been evolving rapidly over the past year. According to TeleGeography, IP VPN port pricing has been falling as usual, but for low capacity ports it has been falling much more steeply. Here’s their chart:  [Read more →]

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EdgeCast Expands in Europe, South America

November 1st, 2012
 

Almost lost in the shuffle earlier this week was expansion news from EdgeCast Networks.  In addition to some infrastructure upgrades, they’ve added new nodes in Vienna, Stockholm, and Sao Paolo in response to customer demand, and now claim their infrastructure carries more than 4% of worldwide internet traffic. [Read more →]

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Some Autumn Musical Chairs

November 1st, 2012
 

Lots of industry executives have been moving around or changing name plates this autumn, here are four from this past week: [Read more →]

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Icahn Swoops In On Netflix

October 31st, 2012
 

Yesterday, the billionaire Carl Icahn announced the latest target for the unique type of value raid he has perfected over the last ten years. Through options and other means, he has taken the equivalent of a 10% stake in Netflix and stated his belief that it’s undervalued and should be sold to a big tech company lik MicroSoft, Google, Apple, or Amazon. [Read more →]

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Sandy Bends, But Doesn’t Break the Internet

October 31st, 2012
 

Yesterday it was about what broke, today let it be about what didn’t. When Sandy tore through the MidAtlantic as the largest such storm on record, it could have been much, much worse for fiber, copper, wireless, cloud, and content.  [Read more →]

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Telstra Global Expands to Nine International Markets

October 31st, 2012
 

Telstra Global, the international division of the Australian incumbent, is giving the ‘global’ part of its name a bit more weight by adding nine PoPs across four continents. They’ve expanded their presence with new nodes London, Marseille, Stockholm, Osaka, Tokyo, Hong Kong, and Chicago, as well as two more back in Sydney. [Read more →]

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Tuesday Roundup: Hibernia, Lightower, Geo, Viawest, and Infinera

October 30th, 2012
 

Sandy may be tearing up the northeast, but the rest of the world does go on. Here’s a few quick takes on recent items from Hibernia Atlantic, Lightower, Geo, Viawest, and Infinera: [Read more →]

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Earthlink Reports, Unveils National Fiber, Data Center Expansion

October 30th, 2012
 

Earthlink (NASDAQ:ELNK, news, filings) closed out a better than expected third quarter with the announcement that it is going on offense. The one-time dialup giant turned cloud and managed services provider says it will be pouring $45M into expanding both its fiber network and data center footprint. [Read more →]

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So, What’s the Damage?

October 30th, 2012
 

Hurricane Sandy has barreled through New Jersey and into Pennsylvania, leaving an impressive wake of destruction for the press to report on – even if they keep showing the same @#%&ing clips over and over.  But with two of the internet’s main hubs (NY/NJ and Ashburn) and some of its most trafficked routes in Sandy’s path, what about the communications grid? No really, I’m asking you folks. [Read more →]

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VSG: Ethernet Bandwidth Laps the Field

October 29th, 2012
 

In one of its periodic Stat Flashes late last week, Vertical Systems Group illustrated how fast Ethernet is taking over. The bandwidth purchased for business Ethernet is now leaving behind that feeding legacy services in a big way. Here’s their graphic: [Read more →]

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The Northeast’s Infrastructure Braces For Sandy

October 29th, 2012
 

The thing about hurricanes in and around the Northeast is that for the average person they’re usually overhyped if one can’t see the ocean from one’s window. But that doesn’t hold for the service providers that keep the fiber, copper, and tower infrastructure running across the region. They’re all bracing for what might be a historic impact from the rapidly approaching Hurricane Sandy. [Read more →]

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Pacnet Wins Larger License For Chinese Mainland

October 29th, 2012
 

The Asia-Pacific regional carrier Pacnet is further extending itself into Mainland China. They have won an enhanced value-added service license from China’s Ministry of Industry and information Technology that expands their IP VPN coverage area from a mere 20 cities to a much wider scope of 23 provinces.  Two weeks ago, [Read more →]

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Ramblings Jobs: Competitive Telecoms Group

October 28th, 2012
 

We have a new job listing on the Ramblings’ Jobs board this week.   Competitive Telecoms Group is seeking [Read more →]

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eFive Signs SubCom for South Atlantic Express

October 26th, 2012
 

That giant cable across the South Atlantic that eFive has been working on now has a supplier signed up. According to regional business reports, the South African firm eFive Telecoms has awarded the contract to TE SubCom. [Read more →]

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Friday Poll: Are Huawei and ZTE a Real National Security Threat?

October 26th, 2012
 

Earlier this month, the US House of Representatives issued a report describing a potential national security threat posed by gear from Huawei and ZTE due to their ties to the Chinese military.  If you read this site often, you know my opinion.  But what’s yours?  Do you think this is credible, or just an election year gimmick?  Or a bit of both? [Read more →]

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ZTE swings to $272m Q3 loss

October 26th, 2012
 

This article was authored by Dylan Bushell-Embling, and was originally posted on telecomasia.net.

ZTE has revealed it swung to a Q3 loss of 1.7 billion yuan ($272.3 million) – its first ever quarterly loss as a public company – blaming a continued slump in the [Read more →]

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Internap Plans Big New Secaucus Data Center

October 25th, 2012
 

As it closed the books on Q3, Internap Network Services (NASDAQ:INAP, news, filings) had some interesting expansion news to share yesterday.  They unveiled plans for a big new 100,000 square foot data center in Secaucus, New Jersey, which will boost their New York City metro area inventory by 45%.  This buildout plan comes on the heels of the [Read more →]

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In the Shadow of Softbank, Sprint Posts Nice Q3

October 25th, 2012
 

With the proposed Softbank transaction still fresh in our minds yet far from completion, Sprint has at least a couple of quarters to push forward in its current form. Today’s earnings report wasn’t even part of that of course, as not even rumors of the deal had emerged by the end of the third quarter.  Sprint’s Q3 was [Read more →]

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Industry Spotlight: Kathy Perone on Hibernia Media’s Expansion

October 25th, 2012
 

The media delivery and network infrastructure businesses have become increasingly intertwined over the past few years. One place where they mingle directly is at Hibernia Atlantic and its Hibernia Media division, which specializes in delivering video feeds over their fiber-based network. The company has lately embarked on a path of expansion through consolidation, and is seeing rapid growth in the occasional use business. Here to give us an overview of Hibernia Media’s recent M&A activity and further expansion plans is Kathy Perone, Chief Operating Officer of Hibernia Atlantic. [Read more →]

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Akamai, Infinera Both Check In Strong

October 24th, 2012
 

Both Akamai and Infinera reported earnings after the market closed, and both companies had good news to share and both stocks are up after hours. [Read more →]

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