Data Bytes: zColo, Internap, CDNetworks, Equinix, Sprint

July 11th, 2012
 

A quick survey at some items from the data center over the last day or two, from zColo, Internap, CDNetworks, and Equinix: [Read more →]

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M&A: Masergy Buys BroadCore, Moves Into Cloud Communications

July 10th, 2012
 

Masergy Communications (news, filings) made an inorganic move today into a new line of business. The managed network services provider has acquired Broadcore Communications, which specializes in cloud communications. Masergy is clearly building up its cloud portfolio to better address the needs of enterprises, and may very well have other targets in mind. [Read more →]

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So How Was Q2? MagicJack Parties, Acme Packet Staggers

July 10th, 2012
 

Two early data points for Q2 financials are now in, with quite opposing viewpoints. Upstart VoIP provider magicJack VocalTec (NASDAQ:CALL, news, filings) pre-announced even better results than it had promised, while Acme Packet (news, filings) took another punch in the gut. [Read more →]

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Telefonica, ADVA, Juniper Trial Multi-Layer Networking

July 10th, 2012
 

Telefonica (NYSE:TEF, news, filings) said this morning that it has successfully trialed a new network design leveraging ADVA transport gear and a RAYcontrol GMPLS control plane, Juniper edge routers, ROADM, and multi-layer configuration from the European IST project ONE effort. That’s a long list, but what does it mean? [Read more →]

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Seven Ally for M2M Development

July 10th, 2012
 

This morning saw the birth of an M2M alliance spanning vast, yet still quite incomplete global coverage. Seven mobile operators have teamed up for M2M cooperation in coming years: KPN, NTT Docomo, Rogers, SingTel, Telefonica, Telstra, and Vimpelcom. [Read more →]

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Data center stock trends – Q2 2012

July 9th, 2012
 

This is a guest post by Paolo Gorgò.  If you might be interested in a guest post, then contact the webmaster.

The second quarter of 2012 was still positive, on average, for most data center stocks, while the CDN sector remains very volatile. While performances were not as impressive as in the first quarter, we may recognize a trend as network-neutral operators and REITs seem to attract the attention of most investors. [Read more →]

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Data center stock trends – Q1 2012

July 9th, 2012
 

This is a guest post by Paolo Gorgò.  If you might be interested in a guest post, then contact the webmaster.

Data center stocks had a great performance in the first half of 2012, easily beating all market benchmarks. From now on, we’ll start sharing on Telecom Ramblings a monthly update of how the major listed data center and CDN stocks are performing on the stock exchange. To introduce the coverage, we’ll start with two articles reviewing Q1 and Q2 2012. [Read more →]

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Is the Tide About to Turn For Level 3 At Long Last?

July 9th, 2012
 

Last week marked nine months since Level 3 Communications (NYSE:LVLT, news, filings) closed its purchase of Global Crossing, and this week will be fifteen months since the deal itself was announced. The company’s stock price today is still below where it was on both of those dates, but the underlying fundamentals seem poised to shift dramatically in their favor over the next quarter or two. [Read more →]

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Monday Bytes: Reliance, Equinix, Xand, Interoute, Vonage

July 9th, 2012
 

With the first big heat wave of the summer mostly over in North America (we hope), here’s a quick look at some interesting news already this week from Reliance, Equinix, Xand, Interoute, and Vonage: [Read more →]

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Today’s Wireless Surveillance Boom Is Just the Beginning

July 8th, 2012
 

There’s a nice piece in Sunday’s New York Times about the huge and growing demand for surveillance information from wireless carriers by law enforcement agencies local to federal. Apparently, wireless carriers responded to 1.3M such requests last year, up sharply from last year. [Read more →]

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Hundreds of Thousands to Learn About Malware the Hard Way

July 6th, 2012
 

You know, perhaps this would have gone better if we had outsourced it to the RIAA and MPAA that have so much experience tracking down individual internet activity across the globe. They certainly seem to have no problem finding and notifying the owners of computers accessing bits they oughtn’t.  The FBI is [Read more →]

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Verizon, MetroPCS Club Net Neutrality With the Bill of Rights

July 6th, 2012
 

Sometimes you just have to sit back and wonder about the world. This week, Verizon (NYSE:VZ, news, filings) and its smaller mobile competitor MetroPCS took another swing at network neutrality regulations. This time though, timing things to coincide with our annual preoccupation with 5-4 Supreme Court rulings du jour, they brought out the legal guns of last resort, claiming net neutrality violates their freedom of speech. [Read more →]

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Metro Fiber & On-Net Buildings Summer 2012 Update

July 6th, 2012
 

As promised (but a little later than expected), I have updated my Metro Fiber and Lit Buildings statistics once again. There are a few stragglers promising new data that still may come in for whom I will update this post, but here’s the current list (recent updates in purple): [Read more →]

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July 4 Roundup: Facebook, Verizon, Ericsson, Equinix, Reliance

July 5th, 2012
 

Yesterday was Independence Day in the US of course, but that doesn’t mean that nothing happened but fireworks and hot dogs elsewhere. Here’s a quick roundup of telecom and internet infrastructure news from the likes of Facebook, Verizon, Ericsson, and Equinix over the last day or two: [Read more →]

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Charging extra for OTT: good luck with that

July 5th, 2012
 

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

ITEM: The Korea Communications Commission has reportedly made it legal for SK Telecom, KT and LG U+ to charge their customers extra fees to use VoIP apps – or block their use entirely. [Read more →]

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NTT Rides Bandwidth Demand to Italy

July 3rd, 2012
 

NTT Communications (NYSE:NTT, news, filings) is continuing to build out its European network presence. Today they extended their Tier-1 IP network southward into the city of Milan in Italy in response to customer demand.  [Read more →]

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Poll: Is the Era of Bargain Fiber Really Over?

July 3rd, 2012
 

Yesterday’s article produced quite a spirited response, both online and offline.  So let’s try a reader poll on the subject.  You know my view, what’s yours? [Read more →]

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Tuesday Bytes: Consolidated, Equinix, Windstream, Cbeyond, Reliance

July 3rd, 2012
 

Here’s a quick look at some other news already this week: [Read more →]

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Alpheus Goes On Offense, Takes On Texas Businesses

July 2nd, 2012
 

Down in Texas, Alpheus Communications says it is expanding both its workforce and its fiber network to take on the enterprise market. The regional fiber operator has traditionally been more of a wholesale player, with its fairly conservative chief focus having been to sell fiber access to central offices and major aggregation points across the region to larger telecommunications carriers. [Read more →]

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Zayo Closes AboveNet Deal, Doubles In Size

July 2nd, 2012
 

As I expected might happen today, Zayo Group (news, filings)‘s purchase of AboveNet is now officially a done deal. Zayo has come a long way from its earliest days picking off lesser known assets like Indiana Fiberworks and Memphis Networx, and is one of the largest fiber operators in the country. They have 61,000 route miles of fiber, 4.6M fiber miles, 20 colo facilities, and about 9,000 on-net buildings.  Of US network operators, only [Read more →]

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Level 3 Launches Latin American Cloud Services

July 2nd, 2012
 

Level 3 Communications (NYSE:LVLT, news, filings) said this morning that it has launched a new data center service in its Latin American markets. The managed hosting solution is offering usage-based, virtualized computing capacity to enterprise customers, but also guaranteeing resource availability and enabling burst consumption. [Read more →]

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The Era of Bargain Fiber Is Over

July 1st, 2012
 

If Zayo’s pending purchase of AboveNet says anything, it’s that those islands of underinvested fiber (metro, regional, or intercity) that were orphaned by the hundreds across the USA when the dotcom bubble burst are getting pretty darn scarce. [Read more →]

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Ramblings Jobs: OpenCape

June 29th, 2012
 

Job listings have started to pick up again after a slow start to the summer season, which hopefully will be the story in the rest of the economy. This week we saw a new listing posted by OpenCape, the Massachussetts buildout bringing fiber and big bandwidth to Cape Cod. [Read more →]

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