Telecom Ramblings

That AT&T (NYSE:T, news, filings) is looking for more spectrum is about as secret that McDonald’s sells hamburgers. And so, the announcement yesterday that they have agreed to buy some, the largest being from NextWave Wireless, wasn’t exactly a big surprise.  [Read more →]

It’s the first Friday of the dog days of August, and time for a quick roundup of some interconnectivity news from CoreSite, Lumos Networks, and Exponential-e: [Read more →]

The internet infrastructure marketplace has expanded greatly in scope with the advent of cloud computing technologies, creating opportunities for data center operators like ViaWest to address the needs of a much wider range of enterprises.  With a western regional focus and data centers in six markets across the five states of Texas, Colorado, Oregon, Utah, and Nevada, ViaWest has found growth through a combination of managed hosting, cloud services, and colocation.  With us today to tell us more about ViaWest’s business and plans for the future is CEO, Chairman, and Co-Founder Roy Dimoff. [Read more →]

Time to catch up on some recent network operator news: [Read more →]

Frontier Communications (NYSE:FTR, news, filings) and cbey each managed a rare feat over the last day or two: turning in a quarter of wireline financial results that actually made the market happy. [Read more →]

Pacific Fibre, the proposed next generation submarine cable between New Zealand and California has thrown in the towel, according to an announcement this morning. The company’s board of directors has voted to cease operations, citing an inability to [Read more →]

Sunil Tagare, the protagonist who helped drive the original FLAG effort that disrupted the global submarine cable industry back in the ’90s, is at it again. He has invited carriers to attend the first investors meeting and DGM for the ‘Tagare Cable’ in Dubai on September 11-13.  The Singapore-France system would take on the proposed Sea-Me-We-5 cable, the details of which have been [Read more →]

Perhaps stung by the market’s reaction to last week’s earnings, Level 3 Communications (NYSE:LVLT, news, filings) has gone on offense this week on multiple fronts – the most interesting one not yet appearing in a press release (oh wait, there it is now). [Read more →]

Midwestern fiber builder and operator Unite Private Networks announced an agreement this morning to acquire the Nebraska fiber network of Zito Media. Since getting that infusion from Ridgemont Equity Partners a couple years ago, UPN has been increasingly aggressive in the fiber space- but this is the first time that has manifested itself in the form of M&A.  [Read more →]

Savvis (news, filings) [a subsidiary of CenturyLink (NYSE:CTL, news, filings)] is purchasing the IT outsourcing business of Ciber, giving it greater muscle on the services side of its business to go with its colo and cloud infrastructure. The two companies have been working together since partnering last summer.  [Read more →]

With all the consolidation reducing the number of fiber network operators and builders in the space, it’s nice to see one get created now and then. Today Summit Infrastructure Group formally launched, specializing in dark fiber for data center connectivity. [Read more →]

ABRY Partners has acquired yet more internet infrastructure to add to its collection. Xand, which ABRY purchased last october, announced its intention to merge DBSi this morning. The deal follows a merger with Access Northeast just this past Spring. [Read more →]

Level 3 Communications (NYSE:LVLT, news, filings) picked up a key election season video deal at its Vyvx division. McNeil/Lehrer Productions, which produces the PBS NewsHour and handles convention coverage for the public broadcaster, has selected Level 3 to help produce and deliver video coverage for both party conventions this summer. [Read more →]

CenturyLink (NYSE:CTL, news, filings) announced an expansion of its fiber in the Charlotte metro area, adding a ring with connectivity into five data centers and bringing products such as wavelengths, IP transit, and IPVPN directly to more customers there. [Read more →]

A bit of catch-up to start the week, with news from Adtran this morning plus bits from late last week from MegaPath, Limelight, Alcatel-Lucent, and UPN: [Read more →]

Seaborn Networks, which is preparing to build a direct link between the US and Sao Paolo, down in Brazil, has shifted its plans to a more northerly endpoint. Whereas their initial intention had been to simply land in Miami and hand bits off to terrestrial fiber from there, today they announced plans to instead offer a direct route all the way to New York City. [Read more →]

Ok, it’s Friday and after yesterday’s news out of Kansas City many have got Google Fiber on the brain.  Do we have an access revolution at hand, is this just a minor step forward, is it all hype, or a smoke screen?  Don’t be shy: [Read more →]

A quick survey of some of this weeks updates in the submarine cable sector: [Read more →]

A gigabit connection to the home for $70/month on a one year contract? I’d instantly take it if it were available where I live, but of course this is only in Kansas City where Google has been busy preparing its FTTH project.  At long last, they went live with details today. [Read more →]

With all the earnings news this week, we don’t want to ignore the rest of what has been going on. Here’s a review of a few other items this week from across the US internet infrastructure market from IO, Terremark, Lightower, Zayo, and AT&T: [Read more →]

In their earnings report this morning, Sprint rightly put most of the focus on its much larger wireless business, i.e. their progress in the shuttering of Nextel and the rolling out of LTE. Overall, earnings per share were a bit light but revenue was strong and they raised OIBDA guidance for 2012. But the most interesting data point to me was the boost in wireline capex.  [Read more →]

Akamai (NASDAQ:AKAM, news, filings) shrugged off any macro-economic headwinds even more convincingly than Equinix today, posting both revenues and earnings per share above both guidance and analyst expectations.  New guidance for Q2 was similarly positive, and the stock traded up 17% after hours in response.  Here’s a quick tabluar summary in context: [Read more →]